Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
Content provided by John Montoya, John D. Perrings, John Montoya, and John D. Perrings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Montoya, John D. Perrings, John Montoya, and John D. Perrings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Similar cu Strategic Whole Life by Infinite Banking Authorized Practitioners
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
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109: Currence: An IBC Operating System
Manage episode 424736157 series 2926696
Content provided by John Montoya, John D. Perrings, John Montoya, and John D. Perrings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Montoya, John D. Perrings, John Montoya, and John D. Perrings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Today, we have a special guest, Dave Mozeika, co-founder of the cash flow platform called Currence.
In episode 103, we discussed the problem of a lack of focus on savings and spending. Today's topic, Currence, is the solution to that problem.
Currence is about setting up a better cash flow structure that, combined with IBC, can create financial freedom faster than you ever thought possible.
Tune in to learn how!
----
EPISODE HIGHLIGHTS:
(00:12) Guest Introduction: Dave Mozica
(00:54) The Problem with Budgeting
(01:25) Dave Mozica's Background and Career
(03:49) Understanding Cash Flow and Financial Structure
(05:24) Introduction to Currence
(09:07) How Currence Works
(19:19) Implementing Currence
(22:00) Currence and Infinite Banking Concept
(22:27) Managing IBC Transactions with Currence
(23:38) Integrating Currence with a Wealth Coordination Accounts
(24:32) Personal Examples of Multiple Checking Accounts
(26:17) The Currence Spending Baseline
(26:56) The Role of Calibration Sessions
(31:04) IBC Doesn’t Necessarily Fix Spending Problems
(32:48) The Power of Connected Cash Flow
(38:06) Success Stories and Client Experiences
(43:13) Empowering Advisors with Currence
(45:58) Final Thoughts and How to Get Started
----
LINKS:
Get in touch: SCHEDULE A CONSULTATION
Online Course: IBC MASTERY
----
About Your Hosts:
Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit from a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family—even the skeptics!
John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.
John Perrings started StackedLife Financial Strategies after a 20-year career in Silicon Valley's startup world, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.
----
Connect with us
Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!
----
ONLINE COURSE:
Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.
Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:
118 episoade
109: Currence: An IBC Operating System
Strategic Whole Life by Infinite Banking Authorized Practitioners
Distribuie
Manage episode 424736157 series 2926696
Content provided by John Montoya, John D. Perrings, John Montoya, and John D. Perrings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Montoya, John D. Perrings, John Montoya, and John D. Perrings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Today, we have a special guest, Dave Mozeika, co-founder of the cash flow platform called Currence.
In episode 103, we discussed the problem of a lack of focus on savings and spending. Today's topic, Currence, is the solution to that problem.
Currence is about setting up a better cash flow structure that, combined with IBC, can create financial freedom faster than you ever thought possible.
Tune in to learn how!
----
EPISODE HIGHLIGHTS:
(00:12) Guest Introduction: Dave Mozica
(00:54) The Problem with Budgeting
(01:25) Dave Mozica's Background and Career
(03:49) Understanding Cash Flow and Financial Structure
(05:24) Introduction to Currence
(09:07) How Currence Works
(19:19) Implementing Currence
(22:00) Currence and Infinite Banking Concept
(22:27) Managing IBC Transactions with Currence
(23:38) Integrating Currence with a Wealth Coordination Accounts
(24:32) Personal Examples of Multiple Checking Accounts
(26:17) The Currence Spending Baseline
(26:56) The Role of Calibration Sessions
(31:04) IBC Doesn’t Necessarily Fix Spending Problems
(32:48) The Power of Connected Cash Flow
(38:06) Success Stories and Client Experiences
(43:13) Empowering Advisors with Currence
(45:58) Final Thoughts and How to Get Started
----
LINKS:
Get in touch: SCHEDULE A CONSULTATION
Online Course: IBC MASTERY
----
About Your Hosts:
Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit from a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family—even the skeptics!
John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.
John Perrings started StackedLife Financial Strategies after a 20-year career in Silicon Valley's startup world, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.
----
Connect with us
Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!
----
ONLINE COURSE:
Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.
Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:
118 episoade
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Similar cu Strategic Whole Life by Infinite Banking Authorized Practitioners
Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Learn Hindi with Free Podcasts Whether you are student or a seasoned speaker, our lessons offer something for everyone. We incorporate culture and current issues into each episode to give the most informative, both linguistically and culturally, podcasts possible. For those of you with just the plane ride to prepare, check our survival phrase series at HindiPod101.com. One of these phrases just might turn your trip into the best one ever!
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
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