Episode 152 – Protect Your Family’s Financial Future: Top Money Mistakes to Avoid

A bank vault opened with gold light shining through the opening

In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks Esq., reveal how families build generational wealth—and why most lose it. By comparing the Vanderbilt and Rockefeller families, they explain how financial structure, mindset, and education determine whether wealth lasts or disappears. They break down the Rockefeller Waterfall Method, showing how life insurance, trusts, and private family […]