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:
BTM189: Profit First for Real Estate Investors with David Richter
On todays episode, we interview the brand new author of Profit First for Real Estate Investing, David Richter.
David is a long time property investor that has been apart of over 850 deals in his lifetime and through his experiences has learned how best real estate investors can manage their finances as well as their mindset on money. We take abstracts financial concepts and implement tactical strategies on this episode to be great stewards of our own finances on todays show.
Key Points From This Episode:
- Infinite banking for real estate investors
- Understanding the importance of “passthrough” bank accounts
- 3 month reserve for potential deals?
- David’s opportunity to author a new version of Mike Michalowicz’s “Profit First” but for real estate investors
Links Mentioned in Today’s Episode:
Recommended Books:
Rich Dad, Poor Dad by Robert Kiyosaki
Boundaries by Henry Cloud and John Townsend
Listen to these books for free!
Lifestyle Design App:
Other ‘Profit 1st’ Episodes:
BTM174: Budgeting, Saving and Investing for Financial Freedom with Todd Miller
This week on the podcast, I interviewed a real estate investor/financial coach Todd Miller, who has spent the past 11 years building up his passive income portfolio to quit his job.
His strategy was straightforward and not at all different from the plans many of us make to leave our soul sucking day job.
You know… Budget, save, invest and retire early on the beach somewhere.
If only it were that simple.
See we can know the steps but not understand them. We can understand the steps but not implement them. We can implement them but not succeed.
There are numerous areas in which we can fall short of the ever elusive financial freedom that we desire.
But if you’ve known me for any stretch of time, you are aware that I’ve made it my mission to help all of us better succeed.
Rather than claiming life changing results in a single episode, we wanted to help you with the baby steps for budgeting, saving and investing in hopes that these small actions will have massive results for you later down the line. This is a good one!
Links Mentioned in Today’s Episode:
Recommended Book:
The Alchemist by Paulo Coelho
Listen to this books for free with Audible!
Lifestyle Design App:
BTM146: Profit 1st, the 20-Hour Work Week & a 4-Hour Body with Rocky Lalvani
Health, Wealth and Time Freedom wrapped up with a bow in 1 jam-packed episode…
You may believe that building wealth as an investor is all about about putting aside money for vacancy, repairs, and long term capital improvements, so the funds are there when you need them — this is 100% true and we’ll discuss this on today’s podcast, but that’s not all.
To have a better quality of life, that wealth should be about much more. How about wealth in time? Wealth in health?
Time freedom and health are just as important so Rocky Lalvani and I discuss how to achieve maximum output in each area with the minimum effective dosage (MED). This concept will blow your mind and may move you to make some big changes in your business and life.
Links Mentioned in Today’s Episode:
Recommended Book:
Rich Dad, Poor Dad by Robert Kiyosaki
Listen to this books for free with Audible!
Lifestyle Design App: