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.
“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.
Recent Podcasts
Episode 179 – How Bankers Evaluate Every Investment Opportunity
Every investment opportunity looks exciting in the beginning. Real estate…Business ventures…Partnerships…Private lending…But successful bankers ask very different questions than most investors. Before deploying capital, they ask: Where is the predictable cash flow? How is the principal protected? Do I truly understand this business? What happens if things go wrong? How
Episode 178 – How Wealthy Families Protect Capital While Growing Wealth
Many successful professionals eventually face the same challenge: “I’ve accumulated capital…now what should I do with it?” The problem isn’t a lack of opportunity.The problem is distinguishing good opportunities from expensive distractions. In this episode of the Private Banking Strategies Podcast, Seth Hicks and Vance Lowe introduce the Smart Risk
Episode 177 – Building the Framework for a 100-Year Family Bank
Families lose wealth because they inherit money without inheriting the system that created it. Every successful business follows a proven framework. Yet most families manage millions of dollars with no written system, no roadmap, and no governance. In this episode, Seth Hicks and Vance Lowe explain why building a successful
Recent Posts
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
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.
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
