BTM208: 5 Personal Finance Principles for Financial Freedom with Curtis May
Today’s guest, Curtis May, has been wealth planning for individuals for over 35 years taking the “anti wall street” investing approach to educate the masses. On the episode we’ll discuss how to help you save money while becoming financial free by reshaping your viewpoints on your action plan to freedom.
Key Points From This Episode:
- Why Curtis is the anti wall-street financial advisor
- Why you shouldn’t listen to Suze Orman or Dave Ramsey
- 4 Rules that make banks work against you
- Accumulation theory vs. velocity strategy
- When cash flow is more important than Equity
- Privatized/Infinite banking and its role in your finances
- 5 Personal Finance Principles
- 3 Rules of Investing
Links Mentioned in Today’s Episode:
Recommended Book:
Rich Dad, Poor Dad by Robert Kiyosaki
Listen to this book for free with Audible!
Lifestyle Design App:
BTM183: How Roth IRA’s Double Your Real Estate Income with Carl Fischer
From launching rockets to lending on real estate deals, today’s guest, Carl Fischer is a 3rd generation real estate developer. Carl has been able to increase his net worth twice as fast without any more effort by utilizing self directed 401k and IRA tools.
If tax free sounds too good to be true, just wait. On today’s episode we dive into exactly why a Roth IRA is an excellent tool for earning tax-free income for life. We’ll also show you how to earn lasting income for your children and grandchildren through legacy building. Lastly, Carl has made it easier than ever (and free) to open up one of these powerful accounts.
Key Points From This Episode:
- The difference between traditional, self directed and Roth IRA’s… and which one allows for real estate investing
- Is tax free income a scam?
- tax avoidance vs. tax evasion
- What type of qualified plan you should have
- A breakdown of 401ks, HSA’s, 403B’s custodial and SEP accounts
Links Mentioned in Today’s Episode:
Recommended Book:
Think & Grow Rich by Napoleon Hill
Keep it by Joe Luby III
Lifestyle Design App:
Amazon App
BTM149: Money Advice They Don’t Want You To Know with Chris Miles
Chris Miles, today’s guest, is a leading authority on quickly creating wealth by increasing monthly cash flow and creating passive income.
He has shown hundreds of thousands internationally how to free up or generate tens of thousands of dollars each year! Chris has been featured in US News, CNN Money, and Bankrate.com.
On today’s show Chris and I discuss popular money myths plaguing today’s world and exactly how to make sure you don’t fall victim to these traps.
Key Points From This Episode:
- Why your financial advisor sucks
- How you should look at your rate of return
- Why the 401K match is not as impactful as you think
- How to pay down debt and invest at the same time
Links Mentioned in Today’s Episode:
Recommended Book:
The Bible
Lifestyle Design App:
BTM 102: Maximizing Your 401(k) Options To Build Wealth with Bernard Reisz
The 401K world has always had a big question mark around it. On this bonus episode, Bernard and I discuss the pitfalls of a traditional 401K and how you can take control of your retirement funds to maximize your wealth.
Key Points From This Episode:
- 401k vs IRA, which should you have?
- How to maximize your retirement match
- I’m about to graduate college, how should I invest?
- What 2 things should look for in a service provider
Links Mentioned in Today’s Episode:
Before the Millions Books:
What They Do With Your Money
Lifestyle Design App: vCita
Free Training: Building A Lifestyle Business Through Real Estate Investing
BTM 93: Bank On Yourself Not Your 401K with Mark Willis
Have you created income for retirement that you can’t outlive? Today’s guest, Mark Willis, helps people who want to grow their wealth in ways that are safe and predictable, become their own source of financing, and create tax-free income in retirement. As a certified financial planner and best selling author, his mission is to help individuals take back control of their financial future and build their businesses with sophisticated, tax-efficient financial solutions.
On today’s episode we get into emotional financial intelligence. Dave Ramsey influenced Marks financial decisions early on but quickly came to realize that there was a better way for himself and family. Our emotions play a major part in our financial decisions as well as our financial indecisions. Many of us are depending on a traditional 401k savings to sustain our retirement years. You will be absolutely shocked at just how little the 401k will mean to you during retirement after listening to this episode.
Key Points From This Episode:
- Emotions and Money, they correlate more than you know
- The truth behind average rates of return vs real rates of return
- Is Dave Ramsey wrong?
- the benefits of dividend paying whole-life insurance
- The outlook on baby boomers entering retirement
- Why you shouldn’t pay off your debt
Links Mentioned in Today’s Episode:
Before the Millions Book: Find Your Why by Simon Scenic
Listen to this books for free!
Lifestyle Design App: Calm