Financial freedom and wealth management tips with Curtis May
Release Date: 08/16/2023
LIFESTYLE SOLOPRENEUR
Meet Monica Badiu. As a Conversion Copywriter with over 14 years of experience, she shares how to drive 7 figures in revenue through customer-centric copywriting and email marketing.
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Stephen and Chelsey Diaz are the founders of The Rainmaker Family. This past year they ranked #148 - #73 Nick Perry on the Inc 5000 list, a list of the fastest growing privately held companies in America, and in the category of education. This power couple is making a major impact in the online learning space, while pioneering a family-first model of entrepreneurship. Authors of an Amazon best seller: The Family Freedom Challenge, their program helped a new family cross the six figure mark every 14.2 days on average this past year. Join us as they share their journey of scaling a business...
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Stacey Olson helps busy leaders create more balance, stress less, and perform even better. She is a Leadership and Positive Psychology Certified Coach, has 15+ years of corporate and business experience, and has gone through her transformational change from being close to burning out to figuring out how to be balanced in life and accomplish even more. Stacey is the founder of The Balanced Leader™ program, offers coaching, workshops, and speaking, and is the author of her book coming out in June called Your Balanced and Bold Life: Work Less, Live More, and Be Your Best. Stacey shares with...
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Maricela Soberanes is a principal at Up Plex Multifamily Investments, a private equity firm specializing in real estate. With a business degree, she's been investing since 2006, building a $4.5M personal portfolio before transitioning to commercial real estate. She's a successful business owner and author, sharing her expertise in "The Ultimate Guide to Building a Cash Flowing Real Estate Portfolio and Retire Early." Now, she and Chris Linger coach entrepreneurs and operate a VA agency, focusing on business growth and passive income.
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Rocky Lalvani is the Profit Answer Man. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!) Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they...
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Adam runs a franchise matchmaking agency "FranchiseCoach" where he connects investors with prescreened franchises in 75 industries, which is a free service for potential investors.
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Chris is a rare-threepeat New York Stock Exchange IPO leader, founding two of the companies he has taken public. His successful companies have attracted an impressive investor list, with Warren Buffett's Berkshire Hathaway becoming the largest single investor of the last company he took public. Since stepping away from the CEO post in 2021, Chris has authored a book on business wealth creation, taught, guest lectured, and written articles on a wide range of business and career topics. He has also appeared on a number of podcasts as a guest and we are happy to have him here today.
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Brian is the founder of Choosy Consultant and a financial coach for successful professionals desperately seeking lifestyle freedom but worried they haven't saved enough to take the plunge. Brian reached financial freedom at age 47 and now coaches others how to do the same!
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Over her 17-year career Shari Rash has seen how the lack of financial education and communication about money has negatively affected her generation. She is working to undo the taboo about money in a fun, comfortable, no-nonsense way.
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Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Chris founded TheTechnicalTraders.com, a platform that provides investors with Asset Revesting signals and education. He is also the author of the books "Technical Trading Mastery" and "Asset Revesting," his newest book, which explores this innovative...
info_outlineCurtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world. As the host of his popular podcast, The Practical Wealth Show, and in his individual meetings with clients, Curtis teaches people that their number one financial asset is their knowledge.