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The Power of Controlling Your Capital with Joe Pantozzi - Episode 285

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Manage episode 377663937 series 2909608
Content provided by Curtis May. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curtis May or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark.

Highlights

  • Getting the Capital
  • Maximizing your Capital
  • Understanding your Capital worth
  • Problems of Business owners
  • Properly Structured Whole-life Policy
  • Be the Master of your Money

Links and Resources from this Episode

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.

  continue reading

322 episodes

Artwork
iconShare
 
Manage episode 377663937 series 2909608
Content provided by Curtis May. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curtis May or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Joe believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark.

Highlights

  • Getting the Capital
  • Maximizing your Capital
  • Understanding your Capital worth
  • Problems of Business owners
  • Properly Structured Whole-life Policy
  • Be the Master of your Money

Links and Resources from this Episode

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.

  continue reading

322 episodes

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