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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Most financial planning is based on outdated models that leave you exposed to taxes, volatility, and loss of control.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 being open with gold light shining through the crack

Episode 31 – 3 Rules to Becoming Successful – Part 2

  • July 26, 2022
  • 8:00 am
Everyone is searching for how they can become financially secure and independent. If you’ve listened to the first episode of this two-part series, you’re already halfway there! In this episode, Vance and Seth continue the explanation of the three critical rules to become financially successful in the second part of...
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A bank vault opened with gold bars inside

Episode 30 – 3 Rules to Becoming Successful – Part 1

  • July 12, 2022
  • 8:00 am
Almost everyone has the life goal of being financially independent, but how do you get there? There are 3 rules you need to follow above all else to grow and protect your wealth. In the first part of this two-part series, Vance and Seth explain why it’s critical to pay...
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