Tag Archives: RetirementPlanning

Anticipating a Windfall: How to Keep More of Your Wealth (Ep. 52)

July 24, 2023Education, Finance, Financial, Investing, Investment, Uncategorized, WealthAssetProtection, BankonYourself, BeTheBank, FinancialAdvisor, FinancialFreedom, GetOutofDebt, IndependentWealth, InfiniteBankingConcept, LegacyProtection, PrivateBanking, RetirementPlanning, RetirementStrategiesprivatebankingstrategies

Whether it’s inherited wealth, selling a business or house, crypto sale, or winning the lottery, you might encounter some windfalls at different stages of your life.

The important question to consider is: How do you protect and keep more of your wealth?

In this episode, Vance Lowe and Seth Hicks, Esq. discuss strategies to anticipate and plan for windfall events so when they occur, you are ready with a plan (and not risking losing it all).

Vance and Seth discuss:

How whole life insurance contracts can help you plan for potential windfalls
How to make the money work for you — instead of the other way around
The “doubling effect” and why you should get started as early as possible
Key risks involved in storing your wealth in banks (especially in light of the Silicon Valley Bank failure)
And more

Resources:

How to Grow Rich E-Book
How to Grow Rich Audiobook
Private Banking Strategies® Podcast: Episode ##: What You Need to Know About the SVB Bank Failure
Private Banking Strategies® Podcast: Episode 41: What can you do with a college tuition? – Building A Bank for Future Generations
Private Banking Strategies® Episode 10: Can You Retire Financially Free and Independently Wealthy Simply by Self-Financing Your Automobiles?
Nelson Nash’s book: Becoming Your Own Banker

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Debunking Common Misinformation You See Online – Part 2 (Ep 51)

July 11, 2023Education, Finance, Financial, Investing, Investment, Uncategorized, Wealth401K, AssetProtection, Bank on Yourself, Banking, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, IndependentWealth, LegacyProtection, PrivateBanking, RetirementPlanningprivatebankingstrategies

From politicians to everyday consumers, lies have become so embedded in our society that it can be challenging to identify them.

In this second episode of a two-part series, Vance Lowe and Seth Hicks, Esq. dive into the pervasive issue of lies in America.

The hosts aim to expose some of the lies we all face. Using examples such as taxes and the false promise of tax-free Roth IRA withdrawals, they show how lies can have far-reaching consequences on our finances and our lives.

By shedding light on these issues, Vance and Seth hope to inspire listeners to become more discerning and critical thinkers in their everyday lives.

Join the discussion as they touch on:

The false claims companies often make to the public about paying taxes
Why the Roth IRA was marketed as a tax-free savings option even though it is not a guaranteed tax-free investment
Why America’s economy relies heavily on taxes, and how taxpayers end up paying more than they realize
The importance of understanding these lies and their impact on your financial decisions
And more!

Resources:

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PrivateBankingStrategies, Podcast, Finance, Publishing, Politics, Society, Taxes, Economics, Finance, Wealth, Retirement, Government

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20. Legacy Value for Multigenerational Wealth

December 21, 2021Education, Finance, Financial, Investing, Investment, WealthAssetProtection, Banking, BankonYourself, CryptoInvestor, Debt, Finance, FinancialAdvisor, FinancialFreedom, InfiniteBankingConcept, LegacyProtection, Lending, NelsonNashInstitute, PrivateBankingStrategies, Retirement, RetirementPlanning, RetirementStrategies, RetirementStrategy, Security, YouBeTheBankprivatebankingstrategies

You don’t want your retirement wealth to fall into the hands of the government. You didn’t work hard just to have it taken from you and your family.

The solution is quite simple, it’s creating a Private Banking Strategy whereby you don’t leave yourself exposed to government taxation and taking. You don’t have to play in a government taxed sandbox.

You can create a multi-generational wealth succession plan without any government intrusion, without any taxation whatsoever….which is under your complete control…completely and totally financially private.

In this episode Vance Lowe and Seth Hicks, Esq. discuss legacy value for multigenerational wealth and how you can keep every dollar you make for your retirement and for your heirs use and enjoyment to carry on your family legacy.

Vance and Seth discuss:

How important our history is, and to not let the government erase history
One of the fundamental motivations for creating generational wealth
How folks like Prince and Suze Orman are pigs for the slaughter when it comes to legacy taxation
Understanding why storing cash reserves with life insurance companies is the safest place to store your money
The hard numbers of how a specific scenario works in generational planning
And more…

Resources:

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14. Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 3

September 14, 2021Education, Finance, Financial, Investing, Investment, Uncategorized, WealthAssetProtection, Banking, BankonYourself, CryptoInvestor, Debt, Finance, FinancialAdvisor, FinancialFreedom, FinancialSecurity, InfiniteBankingConcept, LegacyProtection, LegacyWealth, Lending, NelsonNashInstitute, PrivateBankingStrategies, Retirement, RetirementPlanning, Security, YouBeTheBankprivatebankingstrategies

Paul Bunyan put his business cash flow to work – he didn’t work harder or earn more from his business – he just changed how the money flowed. He only made one simple change to unlock this goldmine: Instead of using traditional financing companies (3rd party lenders), he started his own family bank and financed his business through his own bank. What ensued was nothing short of astounding. With only an initial 40K investment he created a retirement goldmine which allowed him a 500K personal distribution per year tax free throughout all his retirement years with no risk of ever running out of money. And he left over a 5-Million-dollar legacy to his heirs – all tax free!

This secret retirement goldmine is not exclusively for the rich and famous. Paul Bunyan started out with relatively little. He simply changed who financed his business necessities. Instead of allowing traditional banks to make all the money off him and his business, he created his own family bank and financed his business through it. With that simple change, he was able to create the “velocity of money” and became financially free in just a few short years.

In this episode Vance Lowe and Seth Hicks, Esq. of Private Banking Strategies share:

How quickly Paul’s wealth increased when he began to finance his business through his own family bank
How quickly Paul needed to expand the size of his family bank just by getting multiple touches on the same dollar and riding the “velocity of money.”
Why there is no other asset or investment out there that can provide the same guaranteed returns
Why you need to get your money working inside your own family bank rather than giving its’ power to traditional banks
And more…

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13. Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 2

August 31, 2021Education, Finance, Financial, Investing, Investment, Uncategorized, WealthAssetProtection, Banking, BankonYourself, BeTheBank, Finance, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, InfiniteBankingConcept, LegacyProtection, LegacyWealth, Lending, NelsonNashInstitute, PrivateBanking, PrivateBankingStrategies, Retirement, RetirementPlanningprivatebankingstrategies

Business owners, investors, and entrepreneurs – understand that there is a better way to finance your businesses and investments while creating an incomparable retirement plan at the same time. In this episode, we pick up the story where we left off and illustrate how Paul Bunyan put his business cash flow to work – and he did not work any harder or have to earn more money – he just changed how the money flowed.

Paul stopped driving into the headwind created by using a traditional bank for financing and started experiencing the tailwind of using his own family bank to finance his business. This simple change allowed him to take complete financial control of his business and create an unparalleled risk-free retirement strategy at the same time.

You can get the same “tailwind” behind you creating momentum into financial freedom with less capital than you think. Paul Bunyan started out with relatively little. He used the velocity of money to create multiple touches on the same dollar allowing him to capture the power of Private Banking Strategies instead of giving that power away to the banks in traditional financing.

In this episode Vance Lowe and Seth Hicks, Esq. of Private Banking Strategies share:

How you can use your money more than once when you finance or invest through your own family bank
Why this powerful tool of getting multiple touches on the same dollar over and over again is the only way to finance your business or invest in other assets
Why there is no other asset or investment out there that can provide the same guaranteed risk-free returns
Why it’s important that you start today no matter what your age is
And more…

Resources:

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12. Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 1

August 17, 2021Education, Finance, Financial, Investing, Investment, Uncategorized, WealthAssetProtection, AutomobileFinancing, Banking, BankonYourself, BeTheBank, Finance, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, InfiniteBankingConcept, LegacyWealth, Lending, NelsonNashInstitute, PrivateBanking, PrivateBankingStrategies, Retirement, RetirementPlanningprivatebankingstrategies

Most business owners do not realize the amount of money they are allowing to pass through their hands like sand on the seashore. Moreover, most business owners have enough cash flow in their business to become financially free, but they are letting the banks make all the money off them. How? By not establishing their own Private Banking Strategy to get multiple touches on the same dollar – over and over again. The banks always get the money back and so can you!

Over a lifetime, your business can capture the cash flow coming through the business, use it, and create an astonishing retirement plan at the same time. Why should you let banks make all the money off you, and you get nothing? Be your own bank.

In this episode Vance Lowe and Seth Hicks, Esq. of Private Banking Strategies share how Paul Bunyan put his business cash flow to work to finance the things he already needed in his business but was formerly financing through 3rd parties. He made a simple change and began to finance everything through his own Private Banking Strategy. What Paul discovered was that he had the keys to his own goldmine – and didn’t even know it!

On this episode Vance and Seth discuss:

How any entrepreneur or business owner can unlock the astounding nature of Private Banking Strategies without working harder or earning more
How you can discover the keys to unlock your own goldmine
How you can use your business cash flow that you already generate and change the structure of how that money flows to capture the “velocity of money” for yourself
The 7 Pillars of Private Banking Strategies… and more!

Resources:

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