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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Most financial planning is based on outdated models that leave you exposed to taxes, volatility, and loss of control.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 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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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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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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Episode 37 – How to Structure a Private Family Bank Part 1

  • October 25, 2022
  • 8:00 am
Structuring a Private Family Bank requires a carefully structured participating mutual whole life contract with an insurance carrier that understands, and caters to, private banking. The insurance company and the terms of the contract you structure are both critical components of your private banking system. Today in part one, of...
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A bank vault opened with gold bars inside

Episode 36 – Overcome Behaviors That Keep YOU From Being Wealthy Part 2

  • October 11, 2022
  • 8:00 am
What if you could reprogram your brain to enable you to be more successful? According to Nelson Nash, humans unfortunately share some bad habits that hamstring their wealth potential. What if you could rewire your mind to re-learn how money really works and blast-off into new dimensions of wealth? In the second...
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A bank vault opened with gold light shining through the opening

Episode 35 – Overcome Behaviors That Keep YOU From Being Wealthy Part 1

  • September 27, 2022
  • 8:00 am
As humans, we share some of the same bad habits and behaviors – or “laws” as guru Nelson Nash describes in his book, “Becoming Your Own Banker.” It is only by beating these laws, that you will succeed in building and keeping your wealth. In this episode, Vance Lowe and...
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A bank vault being open with gold light shining through the crack

Episode 34 – From Six-Figure Debt to Financial Freedom with Bill and Amanda Chandler

  • September 13, 2022
  • 8:00 am
For some people, seeing is believing – in this case, hearing is believing. We talk a lot about Private Banking Strategies and how they work, but what happens when you put everything into practice? In this special episode, Vance Lowe and Seth Hicks, Esq. talk with clients Bill and Amanda...
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A bank vault opened with gold bars inside

Episode 33 – 3 Money Rules You Must Follow (Ep 33)

  • August 23, 2022
  • 8:00 am
Money can be difficult to navigate and manage if you don’t know some very simple rules. There are just three simple rules you must follow to keep and grow what you make. In this episode, Vance Lowe and Seth Hicks, Esq. explain these simple rules and how they work in...
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A bank vault opened with gold light shining through the opening

Episode 32 – Financial Freedom for Physician’s Special with Dr. Christopher Loo, MD-PhD

  • August 16, 2022
  • 8:00 am
Doctors are one of the highest paid professions in America. But medical school does not teach doctors how to protect the wealth they accumulate, or how to keep financial privacy in their financial transactions. Very few doctors know how to manage or protect their wealth. Good news is that it’s...
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