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Curtis May - host of The Practical Wealth Show on building financial health

Author
Josh Phelps/David Kent
Published
Tue 18 Mar 2025
Episode Link
None

Curtis May joined our show today to discuss his approach to helping investors really lay out a plan and execute it well.  He describes himself as a 'defensive coordinator' for wealth planning and he explains it incredibly well.  He helps people set goals, find a path to achieve them, then execute each step.  When a business owner or their team can relax about their financial health, other parts of their life can also improve.  This concept is so important to grasp and made for a great episode.  Find more about Curtis below:

The Practical Wealth Show

Curtis' website

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EMAIL: [email protected]

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