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What's Your Financial Strategy? - Curtis May
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Welcome to our latest episode. Today, we're excited to feature Curtis May, the Founder and CEO of Practical Wealth Advisors. Curtis has been in the financial services industry since 1985 and is known for his educational approach to helping clients build a work-optional lifestyle. His philosophy centers around increasing the efficiency of money and applying financial wisdom to everyday life.
In this episode, Curtis shares his insights on crafting a strategic financial plan, emphasizing the importance of control over your finances and avoiding reliance on traditional Wall Street strategies. Curtis discusses principles like velocity of money, leveraging insurance as a financial tool, and creating passive income streams. He also explores topics such as the difference between accumulation theory and the velocity of money, using cash flow strategies to grow wealth, and how insurance can be an essential part of building financial stability.
Whether you’re a seasoned investor or just starting out, Curtis’s practical advice will guide you on how to take control of your financial future and craft a strategy that works for you. Tune in now to learn how to create a financial plan that aligns with your goals and maximizes your wealth!
TIMESTAMPS
01:28 - Guest intro: Curtis May
02:10 - Curtis’s background in financial services and alternative investments
05:59 - Accumulation theory vs. velocity of money
09:35 - The role of insurance in building wealth and protecting assets
14:38 - How cash flow strategies can generate wealth
18:36 - The importance of liquidity and financial protection
22:18 - Curtis’s five principles for long-term financial success
25:43 - Final thoughts on building a financial strategy and connecting with Curtis
Connecting with the Guest:
Website: https://curtmay.clickfunnels.com/presell-page22061466#section--29727
Linkedin: https://www.linkedin.com/in/curtismay/
Youtube: https://www.youtube.com/@CurtisMay
#FinancialStrategy #PassiveIncomeStreams #WealthBuilding
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