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John Montoya, John D. Perrings, John Montoya, and John D. Perrings에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 John Montoya, John D. Perrings, John Montoya, and John D. Perrings 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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109: Currence: An IBC Operating System

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Manage episode 424736157 series 2926696
John Montoya, John D. Perrings, John Montoya, and John D. Perrings에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 John Montoya, John D. Perrings, John Montoya, and John D. Perrings 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

110 에피소드

Artwork
icon공유
 
Manage episode 424736157 series 2926696
John Montoya, John D. Perrings, John Montoya, and John D. Perrings에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 John Montoya, John D. Perrings, John Montoya, and John D. Perrings 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

110 에피소드

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