In this high-impact episode of The Practical Wealth Show, Curtis May welcomes legendary note investor Eddie Speed—founder of Colonial Funding Group and NoteSchool—for a masterclass in building wealth with notes instead of rentals.

Guest Additional Info

Founder of NoteSchool and a leading educator in note investing, Eddie has over 40 years of experience helping investors diversify their portfolios by investing in mortgage notes. He can share strategies on managing risk, investing with limited funds, and finding opportunities even during economic downturns. Eddie is also the Owner and President of Colonial Funding Group LLC, which specializes in the acquisition and brokerage of discounted real estate-secured notes. Additionally, he is involved in private equity funds that acquire bulk portfolios of notes.

Highlights

• Why expenses are up and profits are down in today’s rental market

• How selling your rentals as owner-financed notes can 2X–3X your monthly cash flow

• The major differences between notes, rentals, and syndications

• Why today’s real estate investors need a strategy shift to stay ahead

• How private lenders can be the bank and eliminate tenant headaches

• A practical framework for exiting real estate tax-efficiently

• If you’re tired of managing properties or want more passive income without the hassle, this conversation is your blueprint.

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

• Connect with Eddie Speed

• https://noteschool.com/

• FREE GIFT for listeners:

• Eddie is giving away a FREE course on note investing to Practical Wealth listeners: 👉 NoteSchool.com/practical

Special Listener Gift

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

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In this powerful follow-up episode, Curtis May welcomes back seasoned investor and educator Fred Moskowitz to dive deeper into the world of note investing. You’ll learn how to stop thinking like a borrower and start acting like a bank—using private notes to build steady, secured income and true financial control.

Highlights

• Why note investing beats traditional rentals (without the 2 AM toilet calls)

• How to use Self-Directed IRAs to fund note purchases tax-free

• Key metrics to evaluate before buying a note

• Where to source quality performing and non-performing notes

• The biggest mistakes beginners make (and how to avoid them)

• Why the next 5 years could be a golden age for private lending

• Whether you’re a passive investor, real estate professional, or just tired of Wall Street volatility—this episode will show you how to "Be the Bank."

• 📘 Fred’s book: The Little Green Book of Note Investing

• 🌐 Learn more: www.fredmoskowitz.com

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

• Connect with Fred Moskowitz

• fred@libertiesmanagement.com

• Gift : giftfromfred.com

Special Listener Gift

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

Review, Subscribe and Share

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In this episode, Curtis May sits down with Dr. Axel Meierhoefer, founder of Ideal Wealth Grower and host of The Ideal Investor Show. From military service to building a passive income portfolio, Axel shares how he helps aspiring investors reach their “time-freedom point” using the GROWER Method. You’ll learn why mindset trumps math, how to avoid common real estate traps, and the power of mentorship in accelerating your wealth journey.

Guest’s Info

Dr. Axel Meierhoefer is a former Air Force officer turned investor, coach, and founder of Ideal Wealth Grower. He is the author of The Shift in Coaching Dynamics and an international educator on real estate, mindset, and passive income strategy.

Highlights

• What the “time-freedom point” really means (and how to hit it)

• Why mindset is the first investment you need to make

• Axel’s GROWER Method for mentoring success

• Turnkey investing tips for busy professionals

• Key questions to ask before joining any coaching program

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

• Connect with Dr. Axel Meierhoefer

• Axel’s site: https://idealwealthgrower.com

• Axel’s podcast: The Ideal Investor Show

• Curtis May’s Money4Life Blueprint: www.practicalwealth.net

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, Curtis May sits down with Chris Prefontaine—author, educator, and the mind behind Smart Real Estate Coach—to discuss how creative real estate strategies are helping investors thrive in 2025.

Highlights

• How to buy real estate without using your own cash, credit, or dealing with banks

• Why the current market is ideal for lease-purchase and seller-financing deals

• The #1 mistake new investors make when trying to do creative deals

• What’s working now for Chris’s students and how they’re closing deals in weeks, not years

• Why “Real Estate on Your Terms” might be your safest path to income and financial freedom in 2025

If you’re tired of being locked out of traditional investing or looking for an edge in today’s economy, this episode is a must-listen.

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

• Connect with Chris Prefontaine

• https://smartrealestatecoach.com/

• Real Estate On Your Terms and Deal Structure Overtime: https://wickedsmartbooks.com/podcast

• FREE Master’s Class: http://smartrealestatecoach.com/masterspodcast

• FREE Strategy Session with Chris: http://smartrealestatecoach.com/actionpodcast

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, I sit down with Joe Pantozzi to expose how the financial system is designed to favor the banks—and how even smart, hardworking people often end up playing by rules that were never meant to help them win.

We dive into the hidden costs of toxic debt, the illusion of “good credit,” and the subtle traps that drain your wealth without you realizing it. This conversation is all about clarity—so you can stop leaking money and start taking control.

I also share how truly successful investors think differently, and why the smartest thing you can do right now may be to completely reorder your financial priorities.

If you're serious about making your money work harder for you and your family, this episode is a game-changer.

Highlights

• How to recognize and dismantle wealth transfer systems [01:18]

• The truth about how Visa and MasterCard generate billions [05:13]

• Why now is the perfect time to rethink your financial strategy [07:21]

• The real question: Is it really about rate of return? [10:04]

• How to identify and eliminate toxic debt [14:59]

• Are you forcing new ideas into outdated financial beliefs? [16:12]

• How to turn financial obstacles into long-term opportunity [19:54]

• The steps to build a foundation that never moves backwards [22:05]

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

• Connect with Joe Pantozzi

• joe@alphaomegawealth.com

• https://www.linkedin.com/in/joe-pantozzi-941a073/

• https://alphaomegawealth.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.

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• Click here to subscribe with Spotify

• Click here to subscribe with RSS

In this action-packed episode of The Practical Wealth Show, Curtis May sits down with Jason Brown—stock market coach, options trader, and founder of The Brown Report—to break down how everyday people can build real wealth in just five years using simple, strategic investing principles. From losing his first investment to turning a $10,000 student loan into six figures, Jason shares how he built financial independence through options trading and a millionaire mindset. Whether you're brand new to investing or looking to level up, this episode gives you the tools and clarity to take your next step. What You’ll Learn in This Episode: How Jason went from broke in Detroit to building six- and seven-figure accounts What the "Three C’s of Success" are—and why you need them How to use options trading to grow wealth without needing tons of capital How to protect your investments with nontraditional diversification Why mindset is more important than money Real talk on building wealth faster than traditional retirement timelines Guest Bio: Jason Brown is a seasoned stock market coach and founder of The Brown Report. He specializes in teaching options trading to help everyday investors build wealth fast and safely. He’s the author of Five-Year Millionaire, which provides a clear roadmap to turning a few thousand dollars into $1 million in under five years.

Guest’s Info
Jason Brown is a seasoned stock market coach and founder of The Brown Report. He specializes in teaching options trading to help everyday investors build wealth fast and safely. He’s the author of Five-Year Millionaire, which provides a clear roadmap to turning a few thousand dollars into $1 million in under five years.

Highlights

• Path to a million dollars from stock trading.
• Hope and prayer is not a financial strategy.
• Investing is about becoming, not just buying.
• Rebuilding after losing a quarter million dollars.
• Making a million vs. Becoming a millionaire.
• Importance of mindset over tactics in investing.
• Five-Year Millionaire: The journey to $1.2 million.
• Learning stock charts and timing the market.
• Simplified explanation of options trading.
• Car insurance as a put option analogy.
• Non-traditional diversification strategies.
• Importance of generational financial knowledge.
• Passing down generational knowledge over wealth.

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
• Connect with Jason Brown
• https://thebrownreport.com/
• https://www.facebook.com/TheBrow
• https://www.tiktok.com/@brownreport
• https://www.linkedin.com/in/jasonbrown1124/
• 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