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Private Banking Resources

Ready To Be The Bank?

Check out these resources to learn more about securing and controlling your finances, financing real estate and other income-producing assets, starting a business, getting out of debt, and creating legacy wealth for future generations now.

Free E-Book

“Velocity of Money”

Multiple Touches on the Same Dollar

The concept of Velocity of Money is simple yet powerful—it’s not just about how much money you earn, but how many times each dollar works for you before it leaves your hands. By creating multiple touches on the same dollar, you unlock the ability to build wealth faster, reduce waste, and maximize financial efficiency. Instead of letting money flow out of your life just once, velocity strategies ensure it continues to circulate through your personal economy, compounding benefits along the way.

Resources

We offer a wide range of FREE downloadable resources, with more added regularly.

The Father of the 401(k) Says the 401(k) MUST DIE!

The father of the 401(k) – the original creator and brainchild for the 401(k) plans – doesn’t even believe in it.

How to Become Debt Free and Not Be at Zero Equity

Many Americans today find themselves swirling in a financial mess…

Safe Retirement Planning

Grow your nest-egg every day – whether stocks go up, down, sideways or crash!

The Benefits of Creating Your Own Private Bank with our Private Banking Strategies

The ways that you can benefit with our Private Banking Strategies are almost without number.

Financing Your Business Purchases

Determined to keep your business humming along during this gut-wrenching economy? Roll up your sleeves and go for it.

The Power of Private Banking Strategies – The Velocity of Money

It’s not so much about what we don’t know about money that hurts us – it’s about what we think we know about money that’s not true that can really hurt us.

Ready to Be the Bank?

At Private Banking Strategies, we’re your financial planning partners – with over 60 years of collective successful asset management, we’ll mentor you and advise you every step of the way to empower you to create, grow, and protect your wealth.

Find out how you or your business can benefit from Private Banking Strategies.

Podcast

Recent Podcasts

A bank vault opened with gold bars inside

Episode 183 – Before You Invest Elsewhere, Follow the Money Leaving Your Business

A successful business owner can know exactly how to serve a customer—and still overlook where the money goes after the customer pays. That’s what makes this story worth hearing. A dentist was searching for an investment opportunity. Real estate was on the table, even though it wasn’t his area of

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October 1, 2026
A bank vault opened with gold light shining through the opening

Episode 182 – Banks Don’t Want You Thinking Like a Banker

What if the biggest obstacle to building lasting wealth isn’t your income… but the financial system you’ve been taught to trust? In this episode of the Private Banking Strategies Podcast, Seth Hicks and Vance Lowe explore one of the biggest mindset shifts in wealth creation:Banks don’t simply store money—they put

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September 17, 2026
A bank vault being open with gold light shining through the crack

Episode 181 – Wealth Isn’t About Earning More—It’s About Keeping More

You May Have a Financial Leak You Can’t See Most people believe they need to earn more money to become wealthy. But what if that’s not the real problem? Imagine discovering a small hole in the bottom of your swimming pool. Every day you refill it, yet it never stays

Read More »
September 10, 2026
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Recent Posts

man and woman sitting on bench facing sea

Unlocking Financial Stability: How Life Insurance Retirement Plans Can Safeguard Your Retirement

A properly structured LIRP can create predictable cash value, liquidity, tax-free income, and a legacy without tying retirement entirely to the market. By Vance D. Lowe RFC, ChFC, CLU   The closer I get to retirement planning, the less interested I am in hoping everything works out. After decades in

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September 1, 2026
A person stacking coins on top of a table.

Infinite Banking Concept Pros and Cons

Infinite Banking can create liquidity, control, tax-free growth, and legacy value, but it requires proper design, disciplined funding, and a long-term commitment. By Vance D. Lowe RFC, ChFC, CLU   The Infinite Banking Concept is powerful, but it is not magic, a shortcut, or a product you buy and forget.

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August 1, 2026
A colonnade of seven stone pillars

An Introduction to the 7 Pillars of Private Banking Strategies

The 7 Pillars form a proven framework for protecting wealth, creating tax-free growth, and building a private banking system that compounds and transfers wealth across generations. By Vance D. Lowe RFC, ChFC, CLU   Most people spend their entire lives earning money, yet very few ever gain control over how

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June 15, 2026
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  • Cash Flow Banking with Life Insurance
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