Category Archives: Investment

Strategies for Managing a Financial Windfall – Part 2 (Ep. 70)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Wouldn’t it be great to keep your windfall income under your control, allowing it to grow tax-free, compounding year after year? Would you like to place your money in an asset-protected “vault” that not only keeps it safe but also lets you access it whenever you need and put it to work? If this sounds like what you’ve been looking for, then you’re in the right place.

In part two, Vance Lowe and Seth Hicks, Esq. share their expertise in creating Private Banking Strategies designed to keep your money in your control, ensuring it doesn’t leak out of your pockets. They discuss why setting up your own private bank before you receive a windfall is crucial. With a solid plan, you’re equipped to protect and manage your newfound wealth confidently.

Vance and Seth discuss:

  • Why a Properly Structured Private Banking Strategy Is Unmatched
  • How to Use Convertible Term Life Insurance
  • Maximizing Your Money’s Velocity
  • Creating More Value with Your Dollar
  • And Much More

To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:

https://privatebankingstrategies.com/resources/free-e-book/  

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Strategies for Managing a Financial Windfall – Part 1 (Ep. 69)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

When properly planned, a windfall can be secured in a way that ensures it stays under your control indefinitely.

Private Banking Strategies can assist you in preserving your earnings and growing them tax-free within a protected structure. Let us demonstrate how you can safeguard substantial windfalls with a strategy that has been favored by the ultra-wealthy for decades.

In this episode, Vance Lowe and Seth Hicks, Esq., explain how to approach a windfall, whether it’s from cashing out cryptocurrency, selling a business, receiving an inheritance, or earning a significant bonus. They detail how to establish safe strategies to manage windfalls, keeping them outside the reach of third parties.

Vance and Seth discuss:

  • Building a windfall strategy that incorporates private banking principles
  • Leveraging IRC 7702 to gain financial privacy with Private Banking Strategies
  • Using traditional bank accounts for convenience without storing substantial wealth there long-term
  • And more

To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:

https://privatebankingstrategies.com/resources/free-e-book/  

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Congress Is Stealing From You (Ep. 68)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

$7 trillion of baby-boomers’ retirement assets in government-sponsored plans are under threat due to increased taxation by Congress. Through the Secure Act, they’re tightening regulations, aiming to confiscate your savings. But you can act with Private Banking Strategies to regain control over your finances.

In this guide, Vance Lowe and Seth Hicks, Esq. explain why Congress is targeting your savings and offer solutions for financial independence.

Seth and Vance discuss:

  • Understanding why these qualified accounts are not yours
  • ERISA plans are actually owned and controlled by the government
  • Why the government is targeting $7 trillion dollars in baby boomers’ savings…
  • Why congress needs immediate access to your nest egg…
  • Secret solutions to protect yourself and your family
  • How to create retirement wealth that is asset protected in a “fortress”
  • And more…

To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:

https://privatebankingstrategies.com/resources/free-e-book/  

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

The Best Place for Retirement Money (Ep. 67)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

You’re not obligated to participate in a retirement system where the odds are stacked against you, with the government holding all the cards and the outcome always rigged against you.  Opt out of traditional retirement plans like 401(k)s or IRAs and take back the banking equation in your life with complete liquidity, tax-freedom, and absolute control over your cash.

Vance Lowe and Seth Hicks, Esq. shed light on structuring alternatives to conventional retirement vehicles. Discover the most effective strategy to outsmart financial institutions, grow your wealth, and enjoy the peace of mind that comes with a secure and predictable retirement nest egg.

Vance and Seth discuss:

  • Using your own Private Banking Strategy to take advantage of investment opportunities in real estate or business
  • How you can capitalize on any opportunity with this strategy
  • How to get multiple touches on the same dollar and put your cash flow to work for your in a leveraged return
  • What it looks like to withdraw money out of your private banking strategy
  •  And more…

To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:

https://privatebankingstrategies.com/resources/free-e-book/  

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

It’s Time to Dump Your 401K (Ep. 66)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Many employed individuals engage in conventional government-sponsored retirement programs like 401(k)s, IRAs, or 403(b)s without fully understanding how detrimental they really are to you – the contributor! 

The harsh truth is that you can’t access your money when you want to or need to, you are subject to heavy penalties if you access your money at the wrong time, and you can’t control what the taxation of your account will be in the future.   Let’s talk about a better way to create your nest egg!

Vance and Seth discuss:

  • Why the 401(k) money you saved is NOT your money
  • You have no control over your 401(k) money when you need it most
  • You have no way to predict what will be in your 401(k) when you retire
  • The three primary reasons why your 401(k) is a ticking time bomb
  • And more…

To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:

https://privatebankingstrategies.com/resources/free-e-book/  

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Unlocking Wealth: The Power of Private Banking Strategies (Ep. 65)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Did you know that the banks have a system to always get their money back? You Can Too…with Private Banking Strategies. In the latest episode of Private Banking Strategies, Vance Lowe and Seth Hicks give you a taste of how to take the banking equation back in your life to grow and protect your wealth.

Vance and Seth discuss:

  • How Private Banking Strategies can help you grow, secure and protect your assets
  • What the “herd mentality” is and why successful people avoid it
  • About the “Velocity of Money”

…a system allowing you to use the same dollar more than once through Private Banking Strategies – And more! Tune in to learn more about how to grow your wealth and create the security, privacy and protection you and your family deserve!

To learn more about the concepts behind Private Banking Strategies and download a copy of our E-book, check out www.privatebankingstrategies.com

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Minimize your Taxes – Optimize your Cashflow (Ep. 64)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

As you assess this tax season, consider this: you work tirelessly for your income, only to see a significant portion forcibly claimed by the government, limiting opportunities for financial growth and stability. Explore this hidden alternative for expanding and safeguarding your wealth.

At Private Banking Strategies we offer a sophisticated whole life insurance plan tailored to leverage tax benefits. Our strategic approach allows policyholders to maximize returns through legal loopholes and optimize investment structures.

In this episode, Vance Lowe and Seth Hicks, Esq, provide an in-depth look into how individuals, regardless of income levels, can benefit from a personalized financial tailored roadmap and shed light on all the advantages of infinite banking for policyholders.

Vance and Seth Discuss:

  1. (3:50) What is a private banking policy and how is it structured?
  2. (7:58) How we engineer whole life polices to be tax advantaged.
  3. (9:45) The advantages of the long game.
  4. (16:13) Achieve substantial cash flow with your Private Banking Strategies.
  5. (21:17) Develop a Private Banking Strategies Road map.
  6. (27:58) Key areas to prioritize.
  7. (33:43) Starting doesn’t require wealth.
  8. (35:11) How the Dodd-Frank affects you.

To learn more about the concepts behind Private Banking Strategies and download a copy of our E-book, check out www.privatebankingstrategies.com

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

What You Think You Know About Money Is Incorrect and Will Devastate Your Future Wealth! (Ep. 63)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Have you ever wondered what separates the genuinely prosperous from those still striving?

People often have misconceptions about money, its workings, and the beliefs that either contribute to success or keep them stuck in a financial rut. But over time, it has been proven that the critical difference between the ultra-rich and those living paycheck to paycheck goes beyond mere financial knowledge; it’s also their capacity to let go of false beliefs and adopt new perspectives.

In this eye-opening episode, Vance Lowe and Seth Hicks, Esq, explore the value systems people hold regarding money, discuss the 5 Financial Laws that we must learn to defeat, and the 3 Money Principles we all must live by to achieve financial success.

If you dream of a brighter financial future but wonder why it hasn’t come true, this episode is for you!

Vance and Seth also talk about:

(04:05) Who will benefit from private banking strategies?

(05:36) What is the “golden rule”?

(09:05) The dangers of the Arrival Syndrome

(11:33) The three groups of learners

(16:08) Why it’s crucial to pay yourself first

(18:18) What makes the 10% rule so critical

(23:19) The pitfalls of the “pay cash for everything” formula

(24:46) What is the “never spending” principle?

(26:45) Money secrets that banks don’t want you to know

—

Discover how you can effectively create your wealth curve by implementing simple changes through this E-book: How to Grow Rich With The Secret Banks Don’t Want You to Know. To get yourself a copy, go to www.privatebankingstrategies.com

Connect with Seth Hicks and Vance Lowe – LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Watch this episode on YouTube:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

How to Spend Profitably: Turn Your Expenses Into Income (Ep. 62)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , , ,

Picture this: You work diligently, pouring your time and energy into your job, only to find that a sizable chunk of your earnings goes to everyone else. Then, it becomes a cycle of spending and replacing, with little left over for your financial well-being.

But what if there was a different way to approach this cycle? What if, instead of continuously treading water or sinking further into debt, you could adopt the strategic thinking of a bank to accumulate wealth over time?

In this episode, Vance Lowe and Seth Hicks, Esq, delve into the different strategies and principles employed by banks and demonstrate how applying these concepts to our finances can lead to a journey toward financial freedom.

Vance and Seth talk about:

(02:37) The importance of setting up our own economies

(06:40) What is velocity and why is it crucial to have it occur in our lives?

(10:40) How do banks get their money back?

(11:31) How to set up your own private banking system

(15:06) The advantage of using a private strategy banking contract

—

Twin Sister’s financing of automobiles (CD vs. Private Banking Strategy)

https://drive.google.com/file/d/1IY1JeWjADqv3w4rB0YMJK2q9Fj6PAkfy/view?usp=sharing

To learn more about the concepts behind Private Banking Strategies and download a copy of our E-book, check out www.privatebankingstrategies.com

Connect with Seth Hicks and Vance Lowe:

Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/

Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Wealth Architect Podcast – Take Back Control of Your Finances with Vance Lowe (Ep. 61)

Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth, , , , , , , , , , , , , , , , , ,

Welcome to a compelling episode of the Wealth Architect Podcast, where Vance Lowe, the CEO of Private Banking Strategies®, delves into the pressing banking crisis affecting our nation. Discover the transformative potential of Infinite Banking Concepts (IBC) as a shield against the looming economic turbulence. Gain insights into managing your finances autonomously, free from government interference.

Unlock the path to self-financing and unleash the perpetual earning potential of your wealth by reintroducing the bank equation into your life – effectively becoming your very own financial institution. In this episode, Vance unveils the concealed truths that conventional banks prefer to keep hidden. Explore how incorporating these strategies into your financial blueprint can propel you toward unprecedented wealth.

Vance’s discussions include:

The impending threat to your finances posed by traditional banks.

The roadmap to financial independence away from centralized banking systems.

Strategies for acquiring and managing your own debt.

And much more!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More