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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Most financial planning is based on outdated models that leave you exposed to taxes, volatility, and loss of control.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 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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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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