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Financial Planning

Financial Planning Blogs and Podcast Episodes

Most financial planning is based on outdated models that leave you exposed to taxes, volatility, and loss of control. In this category, we break down how to create a financial plan that aligns with your goals, protects your wealth, and delivers consistent tax-free results.

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A bank vault opened with gold bars inside

Episode 63 – What You Think You Know About Money Is Incorrect and Will Devastate Your Future Wealth!

  • January 30, 2024
  • 8:00 am
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...
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A bank vault opened with gold light shining through the opening

Episode 62 – How to Spend Profitably: Turn Your Expenses Into Income

  • January 9, 2024
  • 8:00 am
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...
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A bank vault being open with gold light shining through the crack

Episode 61 – Wealth Architect Podcast – Take Back Control of Your Finances with Vance Lowe

  • November 27, 2023
  • 8:00 am
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...
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A bank vault opened with gold light shining through the opening

Episode 59 – Capital Gains Tax Solutions Podcast with Guest Vance Lowe

  • November 10, 2023
  • 8:00 am
In this episode of Capital Gains Tax Solution Podcast, Vance Lowe CEO of Private Banking Strategies,® explores the power of Infinite Banking Concepts (IBC) as the ultimate financial strategy. IBC focuses on building and preserving wealth by becoming your own bank and minimizing taxes. The aim is to establish a...
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Episode 58 – BlockHash: Exploring the Blockchain – Avoid Heavy Taxation on Your Assets – Part 3

  • October 16, 2023
  • 8:00 am
No matter your level of expertise in the cryptocurrency realm, “infinite banking concepts” emerge as the optimal choice for safeguarding any USD obtained from digital currencies.  Private Banking Strategies® is dedicated to preserving the wealth accumulated through cryptocurrencies, guaranteeing its safety and the opportunity for continuous growth. Establishing a comprehensive...
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A bank vault opened with gold bars inside

Episode 57 – Ice Cream for Investors Podcast – Guest Vance Lowe, CEO of Private Banking Strategies®

  • October 2, 2023
  • 8:00 am
Vance Lowe, on the Ice Cream for Investors Podcast, discusses the implications of spending principal and how it depletes your core capital, leaving little or no base amount for future income or returns. He also highlights the significance of Infinite Banking and Private Banking Strategies®, emphasizing the three principles of...
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A bank vault opened with gold bars inside

Episode 54 – BlockHash: Exploring the Blockchain – The Power of Infinite Banking – Part 2

  • August 21, 2023
  • 8:00 am
No matter how well-versed you are in the world of cryptocurrency, “infinite banking concepts” are being hailed as the ultimate banking solution. Private Banking Strategies® will safeguard your assets with unwavering security, assuring you that their value will only soar higher and never experience a drop. In this episode, Seth...
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A bank vault opened with gold light shining through the opening

Episode 50 – Why You Are the Best Manager of Your Own Retirement Money

  • June 27, 2023
  • 8:00 am
How you think about your money and government systems that control your retirement need to be carefully reconsidered. Many people blindly trust systems that are not in their best interest. Your thinking needs to change. In this episode Vance Lowe and Seth Hicks, Esq. discuss common misconceptions about retirement and...
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Episode 40 – What if I’m Uninsurable – Will Private Banking Strategies still work for me?

  • January 10, 2023
  • 8:00 am
As life goes on, things change, including the income you bring home. How does your private bank expand and contract with those changes? In this episode, Vance Lowe and Seth Hicks, Esq. share the answers to five common questions people ask about how much money to put in their private...
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A bank vault opened with gold bars inside

Episode 39 – Expanding Your Private Bank to Meet ALL Income

  • November 22, 2022
  • 8:00 am
As life goes on, things change, including the income you bring home. How does your private bank expand and contract with those changes? In this episode, Vance Lowe and Seth Hicks, Esq. share the answers to five common questions people ask about how much money to put in their private...
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