Tag Archives: Roth

Growing Wealth Across Generations: Maximizing Legacy Value | Episode 115

April 17, 2025Budgeting, Cash, Debt Management, Economy, Education, Finance, Investment, Money, Personal Finance, Risk Management, Uncategorized, Wealth401K, 403B's, Asset Management, Asset Protection, AssetProtection, Assets, AutomobileFinancing, Banking, BankonYourself, BeTheBank, Bitcoin, Budgeting, business, College, Cryptocurrency, CryptoInvestor, Debt, Debt Management, Debt Repayment, Dividend-Paying Life Insurance, Family Wealth, financial, Financial Literacy and Education, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, High Cash Value Insurance, IndependentWealth, InfiniteBankingConcept, Insurance, InvestmentProperty, IRA, Legacy Protection, LegacyProtection, LegacyWealth, Lending, MoneyMindset, Nelson Nash Institute, NelsonNashInstitute, PrivateBanking, PrivateBankingStrategies, QualifiedPlan, RealEstate, Retirement, RetirementPlan, RetirementPlanning, RetirementStrategies, Risk Management, Roth, Roth IRA, Security, Seth Hicks, SiliconValleyBank, Traditional Retirement Programs, Vance Lowe, Wealth Creation, Whole Life Insurance, YouBeTheBankprivatebankingstrategies

Are you striving to build generational wealth, only to see it eroded by taxes and government regulation? How would you like to protect your retirement savings, minimize tax liability, and secure long-term financial freedom for you and your family by utilizing the Infinite Banking Concept (IBC).

In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks Esq., discuss how to eliminate unnecessary taxation on your retirement income, build a tax-free, multi-generational wealth succession plan, and maintain complete financial privacy and control over your assets by leveraging whole life insurance policies.

Seth and Vance discuss:

Financial History of the US: Why You Must Understanding it
The Core Purpose Behind Building Generational Wealth (Greater Than Just Money)
Why Prince is the Perfect Case Study for Estate Planning Tax Failure
Why the Wealthy Park Cash in Life Insurance Reserves as a Tax-Advantaged Asset

Resources: Loom Video – How We Move 401K, IRA and Roth IRA to PBS Video

To Watch this Episode, Please Visit the Private Banking Strategies YouTube Channel:

Other Resources:

To Schedule a Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe
To learn more about Private Banking Strategies®, download a copy of our E-book today: 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 LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

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Growing Your Capital w/ Infinite Banking Strategies – Part 2 | Episode 113

April 3, 2025Budgeting, Cash, Debt Management, Economy, Education, Financial, Investing, Money, Personal Finance, Risk Management, Uncategorized, Wealth401K, 403B's, Asset Management, Asset Protection, AssetProtection, Assets, AutomobileFinancing, Banking, BankonYourself, BeTheBank, Bitcoin, Blockchain, Budgeting, cash, Crypto Investor, Debt, Dividend-Paying Life Insurance, Finance, Financial Literacy and Education, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, High Cash Value Insurance, Income Maximization, IndependentWealth, InfiniteBankingConcept, InvestmentProperty, IRA, Legacy Protection, LegacyWealth, Lending, MoneyMindset, NelsonNashInstitute, PrivateBanking, PrivateBankingStrategies, RealEstate, Retirement, RetirementPlan, RetirementPlanning, RetirementStrategies, Roth, Roth IRA, Security, Seth Hicks, SiliconValleyBank, Traditional Retirement Programs, Vance Lowe, vault, YouBeTheBankprivatebankingstrategies

Money has no real value unless it’s in motion! Understanding how to keep your wealth circulating within your own financial ecosystem is key to long-term prosperity. Join us as we continue to break down the value of private banking through the lens of a thriving grocery store and revealing how strategic asset protection and cash flow control helps businesses outlast the typical five-year failure rate.

In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks Esq., continue their analogy of the grocery store story, revealing how even the smallest financial leakage—akin to stealing from your own store—can have devastating effects on your wealth-building strategy.

Vance and Seth discuss:

Putting Your Money in Motion Can Accelerate Your Financial Growth.
Understanding a Town’s Economic Ecosystem: Guide to Managing Your Own Banking System.
Is Your Money Asleep? Put it to Work for You!
Learning How to Safeguard Your Wealth Against External Threats.\

To Watch this Episode, Please Visit the Private Banking Strategies® YouTube Channel:

Other Resources:

To Schedule a Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe
To learn more about Private Banking Strategies®, download a copy of our E-book today: 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 LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

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How to Leverage Debt & Build Wealth – Part 3 | Episode 109

March 6, 2025Budgeting, Cash, Debt Management, Economy, Education, Finance, Investing, Money, Personal Finance, Risk Management, Uncategorized, Wealth401K, 403B's, AssetProtection, AutomobileFinancing, Bank on Yourself, BankFailures, Banking, BankonYourself, BeTheBank, Bitcoin, Cryptocurrency, CryptoInvestor, Debt, Economic Trends and Analysis, Economy, Finance, Financial Freedom, Financial Literacy and Education, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, Government, High Cash Value Insurance, Income Maximization, IndependentWealth, InfiniteBankingConcept, Inflation, Insurance, InvestmentProperty, IRA, LegacyProtection, LegacyWealth, Lending, MoneyMindset, NelsonNashInstitute, Non-Traditional Banking, private banking, PrivateBankingStrategies, Real Estate Investing, RealEstate, Retirement, RetirementPlan, RetirementPlanning, RetirementStrategies, Roth, Security, Seth Hicks, SiliconValleyBank, Traditional Retirement Programs, Vance Lowe, vault, Wealth Creation, Whole Life Insurance, YouBeTheBankprivatebankingstrategies

Can a privatized banking strategy transform your financial future? For Mr. Chiro and his family, the results were life-changing! They crushed over $500,000 in debt and reached financial freedom in just 73 months.

In this episode,Vance Lowe and Seth Hicks, Esq., reveal thefinal chapterof this powerful success story. Learn howstrategic cash flow management, asset protection, and wealth-building principleshelped this family break free from financial burdens and multiply their wealth.

Vance and Seth discuss:

✅ How to break free from the limitations of traditional banks
✅ The step-by-step process to start your own private bank
✅ Why you don’t need a massive fortune to implement this proven financial strategy

Resources:

— To Watch This Episode, Please Visit the Private Banking Strategies® YouTube Channel —

To Watch this Episode, Please Visit the Private Banking Strategies® YouTube Channel: https://www.youtube.com/watch?v=5W7_YrMbVh4
To Schedule an Exploratory Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe
To learn more about Private Banking Strategies®, download a copy of our E-book today: 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 LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

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How to Leverage Debt & Build Wealth – Part 2 | Episode 108

February 27, 2025Budgeting, Cash, Debt Management, Economy, Education, Finance, Investment, Money, Personal Finance, Risk Management, Uncategorized, Wealth401K, 403B's, Asset Protection, AutomobileFinancing, Banking, BankonYourself, BeTheBank, Bitcoin, Blockchain, CryptoInvestor, Debt, Dividend-Paying Life Insurance, Finance, Financial Freedom, Financial Literacy and Education, FinancialAdvisor, FinancialFreedom, FinancialSecurity, GetOutofDebt, High Cash Value Insurance, Income Maximization, IndependentWealth, InfiniteBankingConcept, Insurance, InvestmentProperty, IRA, LegacyProtection, LegacyWealth, Lending, NelsonNashInstitute, PrivateBanking, PrivateBankingStrategies, RealEstate, Retirement, RetirementPlan, RetirementPlanning, RetirementStrategies, Roth, Security, Seth Hicks, SiliconValleyBank, Traditional Retirement Programs, Vance Lowe, vault, Whole Life Insurance, YouBeTheBankprivatebankingstrategies

Struggling with debt and unsure how to break free?? Learn how to unlock financial independence by taking control of your money and making it work for you! Dive deep into wealth-building strategies, debt elimination, smart investing, and financial independence and learn how to accelerate your path to financial stability. It’s time to achieve long-term wealth, faster than you ever imagined. Don’t just manage your money—master it!

In this episode of the Private Banking Strategies Podcast, wealth-building experts Vance Lowe and Seth Hicks, Esq., unveil powerful, time-tested wealth accumulation strategies to help you achieve financial freedom and break free from the cycle of debt and financial insecurity. Discover how “Mr. & Mrs. Chiro,” an everyday American couple drowning in debt, leveraged Private Banking Strategies® to take control of their family’s financial future, build sustainable cash flow, and create generational wealth.

Seth and Vance discuss:

Why Centralized Banking Keeps You Trapped – The Constraints of Traditional Banking
The Wealth Acceleration Strategy– How to Build a Tailwind Toward Financial Freedom
The Truth About Interest Rates– Why Interest Volume Matters More Than Interest Rates

Resources:

— To Watch this Episode, Please Visit the Private Banking Strategies® YouTube Channel — https://www.youtube.com/watch?v=5W7_YrMbVh4

To Schedule an Exploratory Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe
To learn more about Private Banking Strategies®, download a copy of our E-book today: 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 LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

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How to Leverage Debt & Build Wealth – Part 1 | Episode 107

February 20, 2025Budgeting, Cash, Debt Management, Economy, Education, Finance, Investing, Money, Personal Finance, Risk Management, Uncategorized, Wealth401K, Asset Protection, AutomobileFinancing, Banking, BankonYourself, BeTheBank, Bitcoin, Blockchain, CryptoInvestor, Debt, Dividend-Paying Life Insurance, Economic Trends and Analysis, Finance, Financial Literacy and Education, FinancialAdvisor, FinancialSecurity, GetOutofDebt, High Cash Value Insurance, Income Maximization, IndependentWealth, InfiniteBankingConcept, InvestmentProperty, IRA, Legacy Protection, LegacyWealth, Lending, NelsonNashInstitute, Non-Traditional Banking, Private Banking Strategies, PrivateBanking, RealEstate, Retirement, RetirementPlan, RetirementPlanning, RetirementStrategies, Roth, Security, Seth Hicks, SiliconValleyBank, Traditional Retirement Programs, Vance Lowe, vault, YouBeTheBankprivatebankingstrategies

Debt can be a relentless financial burden, draining wealth and limiting opportunities. For millions of Americans, financial freedom feels out of reach—but it doesn’t have to be. The key to escaping debt is maximizing the efficiency of your money and leveraging strategic wealth-building techniques. Instead of letting banks profit off your deposits, take control by putting your money to work for YOU through strategic wealth-building techniques.

In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq. reveal a powerful client success story—a typical American family drowning in debt with no clear way out. Uncover how they used high-yield financial tools to create a financially secure future – through a structured Private Banking Strategy, they implemented an 8-year financial transformation plan, eliminating debt and unlocking the path to wealth accumulation, financial independence, and long-term prosperity!

Vance and Seth discuss:

Crushing Your Debtwith Private Banking Strategies – How to Transformed Your Finances
Building Wealth Without Extra Work– Create a Disciplined Financial Plan
Stop Losing Money & Make It Work for You– The Proven Eight-Year Wealth Roadmap
How You Can Apply These Same Strategies to Achieve Financial Freedom

Resource Links:

— To Watch this Episode, Please Visit the Private Banking Strategies YouTube Channel —

To Schedule an Exploratory Call with Vance, Click the Link Below:

https://go.oncehub.com/VanceLowe

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

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 LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

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Maximize Your Investment Returns: Average Rate of Return vs. Yield | Episode 106

February 13, 2025Budgeting, Cash, Debt Management, Economy, Education, Finance, Investing, Money, Personal Finance, Risk Management, Uncategorized, Wealth401K, 403B's, AssetProtection, AutomobileFinancing, Banking, BankonYourself, BeTheBank, Blockchain, Budgeting, CryptoInvestor, Debt, Dividend-Paying Life Insurance, Finance, Financial Freedom, Financial Literacy and Education, FinancialAdvisor, FinancialSecurity, GetOutofDebt, High Cash Value Insurance, Income Maximization, IndependentWealth, InfiniteBankingConcept, InvestmentProperty, IRA, LegacyProtection, LegacyWealth, Lending, MoneyMindset, NelsonNashInstitute, PrivateBanking, PrivateBankingStrategies, RealEstate, Retirement, RetirementPlan, RetirementPlanning, RetirementStrategies, Roth, Security, Seth Hicks, SiliconValleyBank, Traditional Retirement Programs, Vance Lowe, Whole Life Insurance, YouBeTheBankprivatebankingstrategies

Are you investing in stocks, mutual funds, or retirement accounts to grow your portfolio? Has your financial advisor assured you that your investments are performing well—without explaining the real numbers? You’re not alone!

Many investors are misled by the “Average Rate of Return,” when in reality, it’s “Yield” that determines your actual profits. Yet, financial institutions often manipulate stats to make your returns look better than they are.

In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq., reveal the critical difference between yield vs. average rate of return—and why understanding this could be the key to maximizing your wealth and financial security.

Vance and Seth discuss:

The Truth About Investment Returns– Avoid This Costly Mistake!
How Your Rate of Returnis Calculated
Yield vs. Rate of Return– Key Differences Every Investor Must Know
The Hidden Risks of Index Universal Life (IUL) Policies

To Watch this Episode, Please Visit the Private Banking Strategies® YouTube Channel:

To Schedule an Exploratory Call with Vance, Click the Link Below:

https://go.oncehub.com/VanceLowe

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

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 LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/

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