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Thinking Like a Bank
Thinking Like a Bank episodes
- Episode 45: Swiss Banking? With Jamie Vrijhof-Droese
Jamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland.
Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance, and Private Banking. Her experience is topped off with several years of working experience as a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem.
Jamie co-authored the book “Swiss Money Secrets” (Banyan Hill Publishing, 2018) and holds a Bachelor’s degree in Banking and Finance as well as a Master of Business Administration (MBA) from the University of St. Gallen.
This episode talks about:
- Jamie’s background in wealth management and banking in Switzerland.
- Potential international solutions for US investors
- Typical funding requirements when it comes to Swiss banking
- What to consider before investing in Switzerland or other offshore places?
- The importance of relationship building and trust in wealth management
- Asset protection using Swiss banking products/methods?
- A brief overview on the taxation of international accounts for US investors
- Typical fees when it comes to investing in a Swiss account
- Could you borrow against your Swiss Bank funds by leveraging it as collateral?
- What are the typical rates of return on a Swiss investment (example of one type of investment) account?
- Can you use a self-directed IRA to own a Swiss account?
- Do we convert US dollars into other currencies when investing offshore? If so, what are the advantages of doing so?
- How does one measure the strength of the US dollar?
- Do you have to physically go to Switzerland to open a Swiss bank account?
To connect with Jamie Vrijhof-Droese, please visit:
👉Website:➡️https://whvp.ch/
👉Linkedin ➡️ https://www.linkedin.com/in/jamievrijhofdroese/
👉Email: 📧[email protected]
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
27 min - Episode 44: Getting a Loan for a Commercial Property with Dan Lewkowicz
Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.
Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit, Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. Of lesser-known fact, Dan possesses industry-leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.
This episode talks about:
- Commercial Real Estate (CRE) lending from the broker’s perspective
- The process of purchasing CRE
- What is a Letter of Intent (LOI) when purchasing a property?
- Different types of lending for CRE
- Typical time frame to get approved for a CRE loan
- Typical down payment for conventional CRE loans?
- CRE Loans vs. Residential real estate Loans
- What is a DSCR (Debt Service Coverage Ratio)?
- What does a property management company do?
- What is seller financing and how does it work?
- Why should investors choose a longer amortization period?
- Who offers CRE loans?
- Syndication in CRE
- What is the difference between a NN (double net) and NNN (triple net) lease?
- CRE Pro Course, mentorship and mastermind class.
To connect with Dan Lewkowicz, please visit:
👉Website:➡️https://danontop.com
👉Course Information: ➡️ https://creprocourse.com/cpc/16/
👉Linkedin ➡️ https://www.linkedin.com/in/dan-lewkowicz-7118361/
👉YouTube:➡️https://www.youtube.com/channel/UCFNetawHvNlpWqEnIX_W9fw
👉Email: ➡️[email protected]
👉Podcast: - Dan On Top Streamcast Show
👉Contact Information 248.943.2838
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
19 min - Episode 43: Protect Your Business Ideas with Attorney Dan Nguyen
Dan is a father of three and husband to one. He has been practicing law since 2005, serving businesses and entrepreneurs in the areas of LLC & corporation formation, trademarks, franchising, and estate planning.
He is the best-selling author of Don’t Sue Me (employment law) and Making Your Mark (trademarks) and is the host of The Intentional Entrepreneur podcast and on Youtube under Legal Tips for Smart Entrepreneurs. He can be found at danxnguyen.com.
This episode talks about:
- Attorney Dan’s background and how he started a legal practice helping business owners protect their ideas
- What areas of law practice does he specialize in?
- What is business entity formation?
- What does the term “piercing the corporate veil” mean?
- The importance of hiring a competent lawyer who understands entity formation and protection
- What is a trademark?
- On average, how much does it cost to trademark something?
- How to franchise your business?
- What is estate planning and why is it important?
- Benefits of a living trust and will
- Asset protection using whole life insurance
To connect with Attorney Dan Nguyen please visit:
➡️Company Website:👉 http://www.dxnguyen.com/
➡️LinkedIn:👉https://www.linkedin.com/in/dxnguyen/
➡️YouTube:👉https://www.youtube.com/channel/UC0UZ2aixGQG5oXQR5suv3dw
➡️Twitter:👉 https://twitter.com/danXnguyenesq
➡️Podcast: The Intentional Entrepreneur Podcast
➡️Email: [email protected]
➡️Contact number: +1.714.783.2222
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
38 min - Episode 42: Pay Less Taxes by Investing More with Marie Grasmeier, CPA
Marie Grasmeier is the Founder of Grasmeier Business Consulting. She is a Certified Public Accountant providing tax and consulting services to domestic and international individuals and businesses.
She is also a Certified Management Accountant, Certified Global Management Accountant, and Registered Trust and Estate Practitioner. Marie applies her accounting background to real estate services by specializing in the tax aspects of real estate investing and sees it as an opportunity for women to establish a positive cash flow, improve their financial livelihood and leave a legacy.
Off the clock, Marie enjoys running, traveling, volunteering for various charitable organizations, and spending time with her family.
This episode talks about:
- How Marie got started in real estate investing
- What are some tax advantages of investing in real estate?
- Who is “Grasmeier Business Consulting” and the services they offer?
- What is real estate syndication?
- General Partner vs. Limited Partner in a real estate setting
- From a tax perspective, what is a “Real Estate Professional”
- The tax benefits of investing in a syndication.
- What is capital gains tax?
- Standard versus Itemized Deductions and when to use either?
- The tax advantages of cash value whole life insurance.
- What are some other tax-saving strategies?
- Tax Credits vs. Tax Deductions
- How some tax credit can be refundable
To connect with Marie Grasmeier please visit:
➡️Company Website:👉 https://mariecpa.com
➡️LinkedIn:👉https://www.linkedin.com/in/marie-grasmeier-4681351
➡️Email: [email protected]
➡️Contact number: 239.450.2105
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
30 min - Episode 41: Digital Marketing for Small Business Owners with Jennie Lyon
Jennie Lyon is the owner and founder of Jennie Lyon Digital Marketing and Virtual Assistant Services. Jennie is a 20-year digital marketing expert and award-winning writer, she has worked with thousands of small business owners and entrepreneurs helping them streamline their businesses and build their brand.
Jennie Lyon Digital Marketing and Virtual Assistant Services is a full-service digital marketing and virtual assistant agency that is your go-to partner for all of your business needs! Specializing in helping busy entrepreneurs organize, promote, and scale their brands through digital marketing efforts including social media marketing and paid advertising, story-driven copywriting and content creation, full-cycle sales funnels, email marketing campaigns, webinar, online course and membership site creation, website development and SEO, graphic design, technical support and so much more!
Jennie Lyon Digital Marketing and Virtual Assistant Services process is unique in that they offer customized strategies and services, meeting our clients where they are in their business today, and helping them create a roadmap to reach their goals and attract their ideal clients with offerings that convert!
This episode talks about:
- Jennie’s background on how she started her digital marketing and virtual assistant services.
- What is a digital marketing and why it is important for small businesses to implement
- What are common platforms and digital marketing strategies?
- Why is consistency so important in all marketing strategies?
- What is a digital marketing audit?
- How often do you need to audit your business?
- Do you have to be on every social media platform?
- How much does it cost to hire a digital marketing specialist?
- What are the common myths and misconceptions about digital marketing?
- How does “Jennie Lyon Digital Marketing and Virtual Assistant Services” help small business owners?
- How to stay motivated while running a company?
- Recommended books to learn more about digital marketing?
To connect with, Jenny Lyon please visit:
➡️Company Website:👉 https://jennielyon.com
➡️LinkedIn:👉https://www.linkedin.com/in/jennielyon/?trk=author_mini-profile_titl
➡️YouTube:👉https://www.youtube.com/channel/UCLy4SqT2Emx2JLaspF0A9Bg
➡️Instagram:👉https://www.instagram.com/jennielyonmarketing
➡️Twitter:👉 https://twitter.com/jennielyon
➡️Podcast: Digital Marketing Made Simple with Jennie Lyon
➡️Email: [email protected]
➡️Contact number: 772-485-9154
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
22 min - Episode 40: Chiropractor to Marketing Specialist with Dr. Connor Robertson
Dr. Connor Robertson, Chiropractic physician and serial entrepreneur committed to helping other entrepreneurs grow their businesses. He is the host of The Prospecting Show, where he interviews small business owners, salespeople, and health professionals who excel in their field. He is an organic specialist, accredited investor, and B2B marketing specialist.
This episode talks about:
- Dr. Connor’s background on how he started B2B marketing and real estate investing
- What is Arbitrage and an example of arbitrage opportunities?
- What is an Airbnb Rental Arbitrage and how does it work?
- What is “Syntacz” and the services they offer?
- How to scale your B2B business without paid ads?
- What is Direct Response Marketing?
- The importance of coaching in his business.
- How Podcasting can be one of the best platforms to generate positive marketing results
- How does he define failure in life?
- The benefits of cash value life insurance and how to use it?
- The distinction between using money now versus using money in the future?
- How to keep yourself motivated every day?
To connect with, Dr. Connor Robertson please visit:
➡️Company Website:👉 https://www.syntacz.com
➡️LinkedIn:👉https://www.linkedin.com/in/connor-robertson-004b8a59
➡️YouTube:👉https://www.youtube.com/channel/UCRx09U4BWaSRK-FyjC5AnWw
➡️Facebook:👉 https://www.facebook.com/therealconnorrobertson
➡️Instagram:👉 https://www.instagram.com/connorrobertson93/
➡️Podcast: The Prospecting Show
➡️Email: [email protected]
➡️Facebook Group: https://www.facebook.com/groups/organicoutboundsecrets
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
23 min - Episode 39: Resilience and Growth Mindset with Joshua M. Walehwa
Dr. Joshua Walehwa currently serves as the Director of Career Services at the Brown School at Washington University in St. Louis. With almost 2 decades of professional experience in the higher education and nonprofit sectors across the United State. Josh has worked with almost every age group (K-12, undergraduate, and graduate students). He carries a strong belief in the transformative potential and power of education.
While his career has provided the opportunity to support people from all over the world, his personal and professional path wasn’t always the easiest. Coming from an immigrant family, raised in poverty, his financial path has given him many lessons that he leverages towards helping students find lives of meaning and purpose.
This episode talks about:
- Joshua’s commitment to transformative education
- What motivated him to start his own podcast?
- What is resilience?
- How do you stay resilient in tough times?
- Effective ways of solving personal problems.
- Why is it important to overcome fear?
- Importance of moving forward in the presence of fear.
- Fear is the most powerful motivator.
- Falling in love with the process, not with the outcome.
- Creating good habits for achieving the goals you set.
- Why is goal alignment important?
To connect with, Joshua M Walehwa please visit:
➡️Company Website:👉 www.bestworstthingpodcast.com
➡️Instagram:👉https://www.instagram.com/bestworstthingpodcast
➡️LinkedIn:https://www.linkedin.com/in/joshuawalehwa
➡️Facebook:👉https://www.facebook.com/bestworstthingpodcast
➡️Twitter:👉 https://twitter.com/walehwa
➡️Podcast: BestWorst Thing Podcast
➡️Email: [email protected]
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
26 min - Episode 38: Capital Gains Tax Solutions with Brett Swarts
Brett Swarts, an entrepreneur, commercial real estate investor, podcaster, capital gains tax deferral expert, deferred sales trust educator, trustee, and California multi-family broker.
He is the founder of the Capital Gains Tax Solutions, founder of Commercial Realty, Apartment Advisors, and host of the Capital Gains Tax Solutions Podcast.
Each year he equips hundreds of high-net-worth business professionals with the deferred sales trust tool to solve capital gains tax deferral limitations.
This episode talks about:
- Brett’s background on how he started in real estate investing and the niche he focuses on today within capital gains taxes
- What is a deferred sales trust?
- How does a deferred sales trust work?
- The difference between deferred sales trust and a 1031 exchange.
- What is a capital gains tax deferral strategy?
- What type of properties/investments can involve a 1031 exchange
- Short-term vs long-term capital gains.
- What is optimal timing, “sell high buy low” in real estate
- Who are Bretts’ business partners and the team he works with?
- What is “Capital Gains Tax Solutions” and the services they offer?
- How to stay driven, focused, and a leader of a successful company.
- Recommended life-changing books
To connect with, Brett Swarts please visit:
➡️Company Website:👉 https://capitalgainstaxsolutions.com
➡️Website:👉https://www.experttaxsecrets.com/main
➡️LinkedIn:👉https://www.linkedin.com/in/brett-swarts
➡️YouTube:👉https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
➡️Facebook:👉 https://www.facebook.com/capitalgainstaxsolutions
➡️Twitter:👉 https://twitter.com/1031option
➡️Podcast: Capital Gains Tax Solutions Podcast
➡️Email: [email protected]
➡️Contact number: 916.886.2986
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
25 min - Episode 37: Writing a Business Plan with Kristina Wynne
Kristina Wynne, founder and owner of the Wynner's Club, LLC, a business development consulting company that offers business coaching access to business funding and business education.
Her devotion to the small business started almost 20 years ago when she began working for her family's company, 200 Pharmacy Inc as a licensed pharmacy tech. Her love for her family's business and science led her to achieve a Bachelor's of Biophysics from Chicago State University and a Masters of Public Health from St. Benedictine University. Ultimately, Kristina worked for her family's business for eight years.
She stepped down as a Director of Business Development in 2017 to take on an opportunity with Goldman Sachs 10,000 Small Businesses program, where her true passion was revealed, helping small businesses grow.
Ultimately, she worked with the Goldman Sachs Program for three years. And in December of 2020, Christina was brought on as a business advisor with the Illinois SBDC located inside the Chicagoland Chamber of Commerce.
She is a proud member of Delta Sigma Theta Sorority and sits on the board of two non-profits.
Her greatest achievement is raising her amazing 11-year-old daughter.
This episode talks about:
- How her experience working in her family’s healthcare business helped develop her business coaching skills.
- Difference between Business Coach/Advisor and their important roles in contributing to your business.
- The difference between a Business Plan and Pitch Deck and the use of each
- Good business plan vs. bad business plan
- What makes a business plan fundable?
- Why is it important to have an articulate pitch deck and business plan?
- Pitch decks used as a way to promote your business
- How can one participate in a business pitch competition, the guidelines and criteria judges look for?
- Venture capital vs angel capital.
- What are the available programs to support microloans for startups?
- Common factors for small businesses that fail
- The importance of working with a coach in your business
To connect with Kristina Wynne, please visit:
➡️Company Website:👉 https://www.thewynnersclub.org
➡️LinkedIn:👉https://www.linkedin.com/in/kristina-wynne-thewynnersclub
➡️YouTube: 👉https://www.youtube.com/channel/UCYfazF7dA_U5-ncvAm-7VUg
➡️Facebook:👉 https://www.facebook.com/thewynnersclub
➡️Twitter:👉 https://twitter.com/thewynnersclub?lang=de
➡️Instagram:👉 https://www.instagram.com/thewynnersclub
➡️Email: [email protected]
➡️Contact number: 312.523.8540
➡️To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
➡️You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
46 min - Episode 36: Get The Money You Need with Jay Conner
Jay Conner is a real estate investor who has been buying and selling houses since 2003 in a population of only 40,000, with profits averaging $67,000. He's rehabbed over 400 houses and has been involved in over $52 million in real estate transactions. For the past seven years, Jay has completely automated his seven-figure real estate business, to a point where he works only 10 hours per week in his business.
He's consulted over 2000 real estate investors one-on-one. He's known as a private money authority. He raised $2.1 million in private money in less than 90 days when the bank refused to loan him a dime. He's a national speaker on topics of private money, business, automation, automating your real estate business, and foreclosures. He's a leading expert on private lending marketing and business development.
He is also the best-selling author of Where To Get The Money Now. Stay until the end of the podcast and he’ll send you a free copy of that book.
This episode talks about:
- What is private money?
- Advantages of using private money lenders over traditional bank lenders
- Why do private money lenders charge higher interest rates than banks how this can still be advantageous
- Different payment structures and payment schedules for private money loans
- The difference between After Repair Value (ARV) and Purchase Price
- How to leverage the cash value of your Bank On Yourself type whole life policy to become a private money lender
- The time it takes to get a private money loan processed vs traditional bank financing
To connect with Jay Conner, please visit:
Company Website: ➡️ https://www.jayconner.com
LinkedIn:➡️ https://www.linkedin.com/in/privatemoneyauthority
Facebook:➡️https://www.facebook.com/jay.conner.marketing
Get a FREE COPY of Jay Conner’s new book, Where To Get The Money Now?
➡️https://www.jayconner.com/book-details
To learn more about Infinite Banking, please reach out to us at
👉https://finassetprotection.com/
You can also schedule a free call with us here:
👉https://calendly.com/financialservicesins
28 min
About Thinking Like a Bank
From the publisher's feed
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.
Learn more at https://finassetprotection.com/