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Wealth Planning

Wealth Planning Blogs and Podcast Episodes

Wealth planning isn’t about guesswork—it’s about creating a system that grows, protects, and transfers wealth on your terms. In this category, we cover how to plan for every stage of life using tools that are private, predictable, and powerful.

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Episode 118 – Trump’s Tariffs Explained: Market Impact & How to Protect Your Portfolio

  • May 8, 2025
  • 8:00 am
Everyone’s talking about tariffs—and how they’re supposedly wrecking the economy and your personal finances. But is the media hype justified? In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq. cut through the noise to reveal the truth behind Trump’s tariffs, their actual impact on the...
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A bank vault being open with gold light shining through the crack

Episode 115 – Growing Wealth Across Generations: Maximizing Legacy Value

  • April 17, 2025
  • 8:00 am
Are you striving to build generational wealth, only to see it eroded by taxes and government regulation? How would you like to protect your retirement savings, minimize tax liability, and secure long-term financial freedom for you and your family by utilizing the Infinite Banking Concept (IBC). In this episode of the Private Banking Strategies...
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Episode 111 – Avoid 401k & IRA Penalties: Unlock Tax-Free Growth with IRC 7702

  • March 20, 2025
  • 8:00 am
Worried about the penalties of accessing your 401k or IRA funds? Most people don’t realize there’s a way to grow and compound your retirement savings in a secure, tax-advantaged account—while accessing cash value without penalties. In this episode of Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq., break down...
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A bank vault opened with gold light shining through the opening

Episode 110 – Using Lines of Credit to Boost Cash Flow & Maximize Growth

  • March 13, 2025
  • 8:00 am
You’ve likely heard that establishing a line of credit is the key to building a strong credit score—essential for securing financing on major investments like a home or a car. However, did you know you could also leverage a line of credit to grow and protect your wealth? In this episode of the Private...
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A bank vault opened with gold light shining through the opening

Episode 107 – How to Leverage Debt & Build Wealth – Part 1

  • February 20, 2025
  • 8:00 am
Debt can be a relentless financial burden, draining wealth and limiting opportunities. For millions of Americans, financial freedom feels out of reach—but it doesn’t have to be. The key to escaping debt is maximizing the efficiency of your money and leveraging strategic wealth-building techniques. Instead of letting banks profit off...
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Episode 106 – Maximize Your Investment Returns: Average Rate of Return vs. Yield

  • February 17, 2025
  • 8:00 am
Are you investing in stocks, mutual funds, or retirement accounts to grow your portfolio? Has your financial advisor assured you that your investments are performing well—without explaining the real numbers? You’re not alone! Many investors are misled by the “Average Rate of Return,” when in reality, it’s “Yield” that determines your actual profits. Yet,...
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A bank vault opened with gold light shining through the opening

Episode 101 – Unlock Your Financial Goldmine – Part 1

  • January 9, 2025
  • 8:00 am
Most business owners overlook the massive financial losses slipping through their fingers. Here’s the bottom line: your business likely generates enough cash flow to achieve financial independence, but instead, banks are profiting from your hard work. The solution? Implementing a Private Banking Strategy that empowers you to maximize the value of every dollar—again and...
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Episode 97 – How to Crush it With Infinite Banking – Part 2

  • December 11, 2024
  • 8:00 am
Still searching for powerful strategies to build wealth? If traditional financial advice isn’t delivering the results you crave, it’s time to level up. Discover the must-know rules for achieving financial freedom and unlock a game-changing technique that paves the way to lasting financial success. In this episode of the Private Banking Strategies Podcast,...
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A bank vault opened with gold bars inside

Episode 96 – How to Crush it with Infinite Banking – Part 1

  • December 3, 2024
  • 8:00 am
Have you ever wondered why some people achieve extraordinary wealth and financial freedom, while others struggle to stay afloat? The truth about money isn’t tied to how much you earn—it’s about mastering the strategies that drive long-term success. In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth...
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Episode 94 – From Surviving to Thriving: Financial Success Made Simple Pt. 2

  • November 19, 2024
  • 8:00 am
Are you trapped in an endless cycle of monthly bills, mounting debt, and zero savings? You’re not alone. In today’s tough economy, millions of Americans are struggling to stay afloat and achieve financial independence. In this episode of the Private Banking Strategies Podcast, financial experts Vance Lowe and Seth Hicks, Esq.,...
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