Jun 21 2024 46 mins 6
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!
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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
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LINKS:
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Online Course: IBC MASTERY
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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.
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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!
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ONLINE COURSE:
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