The 5 Biggest Wealth Transfers Nobody Talks About - Episode 358

08/09/2025 22 min Episodio 358
The 5 Biggest Wealth Transfers Nobody Talks About - Episode 358

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Episode Synopsis

It's not what you make, it's what you keep. In Episode 2, Curtis uncovers the five major ways you're likely transferring wealth away from your family—without realizing it. These aren't budget cuts or coupon tips. These are hidden leaks in your financial system that cost you tens (or hundreds) of thousands over time. Listen to learn how to spot and stop them, and why Infinite Banking is one of the most powerful ways to redirect wealth back into your control.   Highlights What a "wealth transfer" really is—and why it's often invisible The five most common wealth transfers that sabotage families and business owners How to identify leaks in your own financial strategy Where Infinite Banking and principle-based planning come into play   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected]  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  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  

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