How to Think Like a Bank: A Father-Son Blueprint for Private Lending, Predictable Returns, and Family Legacy with Dave and Josh Stech

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Recorded01 Apr 2026

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Father-son investors teaching high earners to think like a bank. Dave Stech built a private lending track record through multiple cycles, Josh Stech is CEO of Sundae and ex-Kiavi. They are also Hosts of Just Be The Bank. Top 3 Value Bombs 1. Stop protecting money and start deploying it with structure. Banks don't ask "Is this safe?" they ask "Is this structured properly?" 2. Ownership carries risk; control creates certainty; position your capital to get paid first and be protected on the downside. 3. Large-scale success only works when the small-scale model works perfectly. Scale amplifies systems, not chaos. Check out their website and get the free Stech Family Office Resource Library - Just Be The Bank Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Thrive - Make 2026 your best year yet by attending the world's highest rated business growth conference taught personally by Clay Clark and featuring Football Star and Entrepreneur, Tim Tebow, and President Trump's Son, Eric Trump, at ThrivetimeShow.com/eofire. Revenued - Built for small business owners who need fast, flexible access to working capital, without relying on your personal credit score. Apply now at Revenued.com/fire.

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