Tag Archives: Roth

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



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 PodcastVance 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/


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



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/