Cashflow Concepts: IBC and Velocity Banking with Logan Hertz (Part 2)
The Capitalizing Your Life Podcast
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Show Notes
Episode 41 with Logan Hertz (Part 2)
"Most people, unfortunately, put the cart before the horse where they start investing before they start saving. Right. And part of the way that they are manipulated is the financial powers that be tell them that they're saving for retirement by putting money in a 401k. That's not a savings vehicle. That's an investing vehicle and you're giving up liquidity. Putting money into whole life insurance is building liquidity. It's a savings vehicle. Putting money into a savings account is a savings vehicle. Right? So you need to start with that foundation first. You start with the protection, the savings, then you can get into investing and then into speculating."Join me this week for the second half of my interview with Logan Hertz the Founder of Hazeltine, LLC. This week we focus on how to use the Infinite Banking Concept (IBC) with velocity banking to make the most of your money. Logan spent over a decade as a business strategy consultant for C-Level Executives. While in the corporate space, he began to question the conventional strategies for building financial freedom and in his quest discovered dividend-paying whole life insurance. In 2020, he founded Hazeltine, LLC and became an Infinite Banking Specialist, setting out to help clients escape traditional banking to become their own bankers.
Logan and I discuss:
- Combining IBC and velocity banking for success
- Liquidity, access, and control in financial strategies
- The role of savings before investing
- The role of liquidity in financial security
Episode Links:
LinkedIn: @loganhertz
YouTube: @HazeltineLLC
Email: [email protected]
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