Join us in this insightful episode of Practical Wealth Solutions as we welcome Joe Pantozzi, CEO and Founder of Alpha Omega Wealth. Joe is a leading expert in infinite banking and prosperity economics, dedicated to empowering individuals to improve their lives, legacies, and financial futures.

In this episode, Joe delves into the transformative power of infinite banking for businesses. Discover how this innovative strategy can create more certainty and efficiency in your business operations. Joe shares practical insights and actionable steps, all grounded in the principles of prosperity economics, to help you take control of your financial destiny.

Tune in to learn how infinite banking can revolutionize your business and set you on the path to lasting success. Don't miss this opportunity to gain valuable knowledge from a seasoned expert committed to helping you achieve your financial goals.

Subscribe now and take the first step towards a more prosperous future with Practical Wealth Solutions.

Follow us: www.youtube.com/@CurtisMay

Highlights

• Infinite banking: Business ownership and expansion.
• Importance of Nelson Nash and studying his book.
• Nelson’s 10-hour seminar and its impact.
• The need for business financing over time.
• Framing money management as coaching clients.
• The significance of small businesses in the economy.
• Business owners prioritize themselves financially.
• Banks require deposits to make loans.
• Misconceptions about life insurance and infinite banking.
• Overcoming debt mindset and the need for savings.
• Infinite banking as a broader strategy, not just for investments.
• Life insurance policies and capitalizing business ventures.
• The principle of savings and deconstructing personal economies.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - curtmay@gmail.com
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Joe Pantozzi
• LinkedIn: https://www.linkedin.com/in/joe-pantozzi-941a073/
• Visit his website at https://alphaomegawealth.com/joe-pantozzi/
• Special Listener Gift
  Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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Welcome to a new episode of Practical Wealth Solutions! In this episode, we're thrilled to have Ryan J. McClary, also known as "The Funnel Doctor," join us to dive deep into the world of marketing funnels. Ryan, from McCrary Financial Solutions LLC, brings his expertise and insights to help business owners understand why mastering marketing funnels is the secret weapon for business success.

Highlights

• Differentiating marketing vs. advertising.
• Importance of defining your avatar or ideal customer.
• Explanation of sales funnels: step-by-step sales processes.
• A real-life example of a complete sales funnel at a dentist office.
• Consistent marketing as key to business success.
• Role of automation and nurturing clients in business growth.
• Monthly recurring revenue as a crucial business metric.
• Strategy for small brick-and-mortar businesses to use sales funnels.
• Misconception of “my business is different.”
• Importance of marketing investment in solving cashflow issues.
• Role of team members in a business and the significance of marketing.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - curtmay@gmail.com
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Ryan McClary
• info@ryanjmccrary.com
• Visit his website at https://thefunneldoctoragency.com/
• ryan@yourfunneldoctor.com
• Special Listener Gift
  Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

• Click here to subscribe with Apple Podcasts
• Click here to subscribe with Spotify
• Click here to subscribe with RSS

In this episode, Sam Sells and I discuss raising the standard of affordability and making a profit. So if you want passive income opportunities, a long term opportunity, and to invest and do good at the same time so you can have an in financial investment return opportunity, tune in now!

Highlights

• Investing with community impact.
• Understanding”affordable housing”.
• Real poverty vs. perceived poverty.
• Aligning incentives for sustainable impact.
• Making a profit while helping people.
• Case study: reducing crime through property management.
• Handling tenants with special circumstances.
• Current real estate market opportunities.
• Long-term holds vs. flipping properties.
• The infinite return model explained.
• Personal journey from poverty to success.
• Importance of knowing your goals and motivations.

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - curtmay@gmail.com
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis:
• https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Sam Sells
• Learn more about how you can improve your results with affordable housing communities with https://wildmountaincapital.com/ or email him at sam@wildmountainholdings.com

Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

• Click here to subscribe with Apple Podcasts
• Click here to subscribe with Spotify
• Click here to subscribe with RSS