Artwork

コンテンツは John Montoya, John D. Perrings, John Montoya, and John D. Perrings によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、John Montoya, John D. Perrings, John Montoya, and John D. Perrings またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう!

109: Currence: An IBC Operating System

46:43
 
シェア
 

Manage episode 424736157 series 2926696
コンテンツは John Montoya, John D. Perrings, John Montoya, and John D. Perrings によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、John Montoya, John D. Perrings, John Montoya, and John D. Perrings またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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!

>>Talk to us about Currence<<

----

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:

IBC MASTERY

  continue reading

118 つのエピソード

Artwork
iconシェア
 
Manage episode 424736157 series 2926696
コンテンツは John Montoya, John D. Perrings, John Montoya, and John D. Perrings によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、John Montoya, John D. Perrings, John Montoya, and John D. Perrings またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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!

>>Talk to us about Currence<<

----

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:

IBC MASTERY

  continue reading

118 つのエピソード

すべてのエピソード

×
 
Loading …

プレーヤーFMへようこそ!

Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。

 

クイックリファレンスガイド

探検しながらこの番組を聞いてください
再生