Not Your Average Financial Podcast™
348 episodes - English - Latest episode: 6 days ago - ★★★★★ - 119 ratingsThink different about your money, your economy and your future. Be curious. Be stable. Be sane.
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Episodes
Episode 297: What It’s Like to Give Out 500 Death Benefits with Andrew Young
May 12, 2023 06:00 - 28 minutes - 26.3 MBIn this episode, we ask: What is even better than a five-star review on this podcast? Who do you know who needs to hear this? Would you like a FREE book? Email us at [email protected] What about the mourning and sadness? What about best practices for leaving an inheritance? Who is Andrew Young? Why should...
Episode 296: [The Survivor’s Checklist] What To Do When Your Loved One Passes
May 05, 2023 06:00 - 22 minutes - 20.5 MBIn this episode, we ask: Who needs to hear this? Would you like a FREE book? Email us at [email protected]. What about unclaimed life insurance funds? What about going into “full detective mode”? How might you search? What about the deceased’s own paperwork? What about the deceased’s recent tax returns? What about the deceased’s transaction...
Episode 295: How to Prepare Your Family for an Inheritance
April 28, 2023 06:00 - 28 minutes - 25.9 MBIn this episode, we ask: What do you say to someone when you know it’s the last time you will ever speak to them? How do you say something loving and honoring? What are the most important and pressing issues? Who is prepared? Who is not prepared? How does true wealth come through assets plus...
Episode 294: How Families and Financial Advisors Sabotage Generational Wealth
April 21, 2023 06:00 - 26 minutes - 24.2 MBIn this episode, we ask: Who needs to hear this? Would you like a FREE book? What about leaving a legacy? How many generations? What did Gloria Steinem say? What about aggressive investment? Did you lose $1? Should we become more conservative as we get closer to retirement? What is human capital? How might we...
Episode 293: [Client Spotlight] Solar Tax Credits and Bank On Yourself® with Julia Amstutz
April 14, 2023 06:00 - 31 minutes - 28.7 MBIn this episode, we ask: What do you see? Have you ever used SoftSoap? What problem did Robert Taylor solve? What did Sherlock Holmes say? Who can see (and not just observe)? Who is Julia Amstutz? What was dinner like for Julia growing up? What did Julia learn from her parents about budgeting? What happened...
Episode 292: Multiple Streams of Tax-Free Income in Retirement
April 07, 2023 06:00 - 26 minutes - 23.8 MBIn this episode, we ask: What is better than a five star review? Who needs to hear this? Who wants a FREE book? When is the time to make changes to your tax situation? Would you like to hear Episode 290 and Episode 291? Who wants multiple streams of tax-free income? How many streams are...
Episode 291: Unexpected Ways to Max Out Your Roth IRA
March 31, 2023 06:00 - 25 minutes - 23.7 MBIn this episode, we ask: Are you paying more in tax? What are some strategies with IRAs and Roth IRAs? What about the drama of the stock market? What strategies include a guaranteed life time income? Who is ready for a next level strategy? What’s wrong with self-directed IRAs? Would you like to hear Episode...
Episode 290: How Inflation will Affect Your Taxes
March 24, 2023 06:00 - 26 minutes - 23.8 MBIn this episode, we ask: What is even better than a five star review? Who needs to hear this? Would you like a free book? What about inflation? What triggers change in the tax law? What is the good news? How are the tax brackets tied to inflation? What adjustments have been made? What are...
Episode 289: [Client Spotlight] How to Be a 10-Hour Entrepreneur with Jason Duncan
March 17, 2023 06:00 - 38 minutes - 35 MBIn this episode, we ask: Have you ever seen a log jam? Are you the log jam? Who is Jason Duncan and what is his story? What happened in 1995? What happened in 2010? How many hours do you have to work? Does entrepreneurship provide freedom? What’s the difference between an Owner Investor and an...
Episode 288: Why Did You Become a Bank on Yourself Professional®?
March 10, 2023 06:00 - 32 minutes - 29.6 MBIn this episode, we ask: Why do you do what you do? What gets you out of bed in the morning? Why do they practice Bank on Yourself®? How did Marvin Bulas get involved? What happened with Marvin’s grandparents? Is long term care the number one cause of bankruptcy? How did Brandon and Amanda Neely...
Episode 287: What the FTX? Crypto from the Crypt
March 03, 2023 06:00 - 26 minutes - 24 MBIn this episode, we ask: What is going on? What went wrong? What is an exchange? What’s the problem? What did the new CEO say? What has happened to cryptocurrencies over the last 12 months? How did this bleed into lobbying? What’s going to happen? What happened in 2008? What are some of the complexities?...
Episode 286: Policy Loan Interest Rates are Rising… Party at My House!
February 24, 2023 06:00 - 24 minutes - 22.1 MBIn this episode, we ask: Who needs to hear this? Where else can you get an asset that grows every single year? What did Pamela Yellen say? Would you like to take her up on the challenge? Where is the loan coming from? What are the benefits? What about getting the money out tax free?...
Episode 285: Recovering from a $50M Loss with Rod Khleif
February 17, 2023 06:00 - 39 minutes - 36 MBIn this episode, we ask: Who is resilient? Who is Rod Khleif? What’s Rod’s story? How many layoffs are expected? What did Rod’s mom do? What does Rod do today? How did Rod build his real estate portfolio? How is it all about cashflow? Would you like to view rodslinks.com? What kills cash flow? Will...
Episode 284: Fire Your Real Estate Banker (Part 2)
February 10, 2023 06:00 - 31 minutes - 28.5 MBIn this episode, we ask: What about a cash purchase strategy? Would you like to hear Episode 283? What about a case study? What if you used the policy loan feature with every major purchase you need in your life? What about strategy #2? Are you into flipping? What about using a cash out refinance?...
Episode 283: Fire Your Real Estate Banker (Part 1)
February 03, 2023 06:00 - 23 minutes - 21.1 MBIn this episode, we ask: Would you like to subscribe? Is there a better time to be a real estate investor? Would you like some game-changing strategies? What about mortgage rates? What about inflation? What is the overall state of the market? How far will the money last? What is the monthly cost for long...
Episode 282: Nearly All of the Places Money Can Live with Mark and Katrina Willis
January 27, 2023 06:00 - 31 minutes - 28.9 MBIn this episode we ask: Are you missing out? Would you like to subscribe? Join the FREE Not Your Average Financial Community to receive a notice about this year’s dates! Would you like a 30,000 foot flyover of financial choices? Where might you park your money? Where does your money live? Why does this matter?...
Episode 281: Is Bank on Yourself® All It’s Cracked Up to Be? with Amanda Neely
January 20, 2023 06:00 - 31 minutes - 29 MBIn this episode, we ask: What have your experiences been with financial planners? What about insurance? Why do so many struggle to trust insurance professionals? How did Mark meet Amanda? Who is Amanda Neely, CFP®? What about the education? What about the exam? What about the ethics? What about the experience? How long did it...
Episode 280: Oh MYGA! Interest Rates Are Rising!
January 13, 2023 06:00 - 28 minutes - 26.5 MBIn this episode, we ask: Have you shared this episode? Would you like a free book? Show us how you shared this episode, and we will send you a book! What happens when your environment changes? What about the boring Certificate of Deposit (CD)? Are CDs liquid? What is the history of the CD? What...
Episode 279: PREDICTION! Bank On Yourself® Hits Another All Time Record High
January 06, 2023 06:00 - 21 minutes - 19.7 MBIn this episode, we ask: What is new? What are some strategies? Will the sun rise again? What did Steve Jobs say? Is it hard to know? What will the stock market be doing at the end of this year? What about volatility? What about mortgage rates? What about inflation? How will your business perform?...
Episode 278: Overcoming Imposter Syndrome with Brian O’Neill
December 30, 2022 06:00 - 30 minutes - 27.7 MBIn this episode, we ask: Do you need new skills? What about the tools? What skills might it take to be a good and successful employee? What does it take to become a business owner or entrepreneur? Who is Brian O’Neill? What does it feel like to quit your day job? What was the message...
Episode 277: Don’t Catch a Falling Knife
December 23, 2022 06:00 - 30 minutes - 27.8 MBIn this episode, we ask: How many of your dollars have gone to money heaven? What about stocks? Will the market turnover continue? Will the volatility endure? Will this take a decade? What about 1995 to 2022? How far will the market fall? What does it mean to revert to the mean? Is this market...
Episode 276: [Client Spotlight] Real Estate Self-Syndication with Philip Harris
December 16, 2022 06:00 - 28 minutes - 25.8 MBIn this episode, we ask: Is this what you expected? What happens when you want to buy out your partners? Who is Philip Harris? How did Mark and Philip meet? What was Philip’s first memory of real estate and real estate investing? What about commercial real estate? What about residential real estate? What is Philip’s...
Episode 275: [TOOLBOX] The Rare Commodity of Thinking and How to Do It
December 09, 2022 06:00 - 30 minutes - 27.7 MBIn this episode, we ask: What are the actual steps of thinking? Do you have a process for your thoughts? Do we already know it all? How does one reverse engineer? Have you read The Road Less Stupid by Keith Cunningham? Would you like to avoid the arrival syndrome? What can we improve? How much...
Episode 274: What Your Money is Trying to Tell You with Marty Smith
December 02, 2022 06:00 - 30 minutes - 27.5 MBIn this episode, we ask: Would you like to hear a very special presentation? Is dividend paying whole life insurance the best vehicle possible? Who is Marty Smith? How is Marty in the belief changing the business? Is the bank the best place to store your money? Is the 401(k) the best place for your...
Episode 273: Avoid the BEAR Trap and Build Real Wealth
November 25, 2022 06:00 - 13 minutes - 12.3 MBIn this episode, we ask: Would you like to jump in together? Would you like to avoid the BEAR traps? Why do people continually do things that are not in their best interest? What about our subconscious operating system? What about subconscious beliefs about money? Is money the root of all evil? Who deserves money?...
Episode 272: Know Where to Thrive!
November 18, 2022 06:00 - 35 minutes - 32.2 MBIn this episode, we ask: Do you truly have to deal with market losses? Is there anything we can do? What are the choices? What has changed? What would money look like if it were easy? Why is money in your life? What’s more important than money? What about the power of the contract? How...
Episode 271: Are you with Bobby Bonilla?
November 11, 2022 06:00 - 17 minutes - 16.4 MBIn this episode, we ask: Are you ready for the season of your life where income stops but expenses continue? What did the Ubiquity Retirement Savings Group and the National Today Data Science team survey? What did they learn? Who has 5K saved? Who will be able to maintain their standard of living in retirement?...
Episode 270: Mapping the Financial Heart with Jason Bleick
November 04, 2022 06:00 - 27 minutes - 25 MBIn this episode, we ask: How does stress affect health? What happens when you lose your health? What happens when you lose your wealth? Who will experience a wealth shock? What about the research from the University of Georgia? Who is Jason Bleick? What did Jason notice in the health care system? What did Jason...
Episode 269: Now is the Time to Buy Your Future Income with Nick Ku
October 28, 2022 06:00 - 25 minutes - 23.3 MBIn this episode, we ask: Are you busy enough? What does F.I.R.E. stand for? What about multiple streams of income? What about intergenerational wealth? Who is Nick Ku? What is Nick’s career journey? How did Nick discover Mark? What is Nick’s side gig? What about making it and the American dream? What about diversification? What...
Episode 268: The Three Phases of Wealth and the One We All Forget [Expert Panel]
October 21, 2022 06:00 - 31 minutes - 28.7 MBIn this episode, we ask: Who would you call? What about years of combined experience? What about accumulation? What about distribution? What about that phase in the middle? Would you like to listen to and learn from this panel? Reach out to anyone on this panel: Amanda Neely Brandon Neely Kristin Colca Marc Beshears Marvin...
Episode 267: The Federal Reserve vs. Your Fractal Reserve (Part 2)
October 14, 2022 06:00 - 23 minutes - 21.9 MBIn this episode, we ask: Are dashboard lights flashing red on the economy? What makes the economy go up and down in the first place? What about money? What about saving? What happens when the banks have more funds to lend? What about the changes in interest rates? What about long term decisions? What happens...
Episode 266: The Federal Reserve vs. Your Fractal Reserve
October 07, 2022 06:00 - 23 minutes - 21.8 MBIn this episode, we ask: What is the average retirement age for many Americans now? Are people retiring later? What is the average income and average net worth of these Americans? How much? What or who is the wizard behind the curtain? Thanks to Tom Woods and the many historians and economists I cite in...
Episode 265: How to Get True Uninterrupted Compound Growth with Lester Himel
September 30, 2022 06:00 - 29 minutes - 27.2 MBIn this episode, we ask: Is there truly nowhere to hide? Would you like to join us THIS WEEKEND for the FREE Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Would you like to hear Part 1...
Episode 264: What Will You Do When You’re 82? with Lester Himel
September 23, 2022 06:00 - 30 minutes - 27.8 MBIn this episode, we ask: Would you like to join us for the FREE Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Who is Lester Him? Would you like to hear Part 1 of this interview...
Episode 263: Be Unconstrained with Myles Wakeham
September 16, 2022 06:00 - 30 minutes - 28.2 MBIn this episode, we ask: Would you like to join us for the 2022 TWO DAY Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Does it make you stronger? What would happen if you earned...
Episode 262: Don’t Make This Hard! 13 Crucial Questions about Money with Doug Peacock
September 09, 2022 06:00 - 35 minutes - 32.3 MBIn this episode, we ask: Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1? Login or Join the FREE membership community to Reserve Your Spot! Did you do what you were supposed to do? Who is Doug Peacock? What is...
Episode 261: The 401(not OK)?
September 02, 2022 06:00 - 30 minutes - 27.8 MBIn this episode, we ask: Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1? Login or Join the FREE membership community to Reserve Your Spot! Has anyone’s 401(k) been a ravishing success? What did Ted Benna do? What is the...
Episode 260: Life Transformation through Contractual Wealth with Chris Prefontaine
August 26, 2022 06:00 - 31 minutes - 28.6 MBIn this episode, we ask: What about participating in real estate without using banks? Who is Chris Prefontaine? Would you like to hear Episode 125? What about buying and selling real estate on terms? What is a lease purchase? What about dealing with banks? What about generational wealth? What about life transformation through contractual wealth?...
Episode 259: The Top Ten Keys to Becoming Your Own Banker with Marty Smith
August 19, 2022 06:00 - 34 minutes - 31.2 MBIn this episode, we ask: What is the most important business in the world? Who is in the banking business? Who is Marty Smith? What about a Marty Smith trilogy? Where has Marty and his wife been living for 46 years? How long has Security Mutual of New York been in business? What are the...
Episode 258: Don’t Do What Banks Tell You To Do… with Kristin Colca
August 12, 2022 06:00 - 36 minutes - 33.2 MBIn this episode, we ask: What about a life changing moment? What do banks do with money? Who is Kristin Colca? What happened to Kristin? What does Kristin do? What happened when Kristin met Teresa Kuhn? What happened when Kristin graduated with her finance degree? Would you like to hear Episode 56? What about a...
Episode 257: The Two-Stage Rocket Strategy
August 05, 2022 06:00 - 31 minutes - 28.9 MBIn this episode, we ask: Have you ever wondered what it’s really like to be on a launch pad? What happens when the engines light? What about accelerating straight up? What about large sums? What about real estate? What about debts? What about a Bank on Yourself® type whole life insurance policy? Will it fit?...
Episode 256: 3 Ways to Save for Retirement – Even If You Lose Your Job!
July 29, 2022 06:00 - 26 minutes - 24.2 MBIn this episode, we ask: What about guarantees? What is the catch? What are the guaranteed components in life insurance contracts? What are premiums guaranteed? What about fixed premiums? What about term insurance? What about indexed universal life insurance (IUL)? What sort of contract is this? What is your end of the bargain? Why has...
Episode 255: Post-COVID Underwriting Secrets with Ryan Nemcek
July 22, 2022 06:00 - 32 minutes - 29.9 MBIn this episode, we ask: What is the truth about the last few years? Would you like to learn about underwriting? Who is Ryan Nemcek? What happened at Ryan’s wedding? How did Ryan become the Senior Underwriter at Security Mutual Life Insurance Company (SML)? What does underwriting entail? What’s is the weirdest case that has...
Episode 254: Solving the Unsolvable Financial Problems with Steven Step
July 15, 2022 06:00 - 34 minutes - 31.3 MBIn this episode, we ask: How do you solve an unsolvable problem? Can you solve a Rubik’s cube? What about complexity? Who is Steven Step? What’s Steven’s story with Bank on Yourself®? What happens every year on the policy statement? What is always increasing? What is the best way of creating a safe, tax-free retirement...
Episode 253: Everybody Else Has a Plan for Your Money with Brandon Neely
July 08, 2022 06:00 - 31 minutes - 29 MBIn this episode, we ask: Is it possible to give what you have not received? Who is Brandon Neely? What is Brandon’s superpower? What does Brandon suggest? Why does Profit First matter? What (who) is the biggest risk? What (who) is the biggest asset? What happened when Brandon and Amanda sold their coffee shop business?...
Episode 252: What is the 1035 Exchange?
July 01, 2022 06:00 - 22 minutes - 20.7 MBIn this episode, we ask: Are you stuck for your whole life? What if you had the option to take your business elsewhere? What about a poorly designed policy? What about a policy that was improperly designed? What is Section 1035? What about a tax free transfer? Do you know about the 1031 exchange? Do...
Episode 251: How Does Inflation Affect Bank On Yourself®? Part 2
June 24, 2022 06:00 - 27 minutes - 25.1 MBIn this episode, we ask: What about capital goods? What if we added a zero? Do we automatically have more wealth? How are Bank on Yourself® type whole life policies affected by inflation? What are some specific strategies? What about some common myths? How much money is floating around? What about bug protein? What about...
Episode 250: How Does Inflation Affect Bank On Yourself®?
June 17, 2022 06:00 - 26 minutes - 24.6 MBIn this episode, we ask: Are inflation indicators blinking red? What is the PCE index? How high is inflation? What happened in September 1983? How does inflation work? How does inflation affect your financial goals? Would you like to hear the information shared with Jay Helms at W2 Capitalist Part 1? What about Not Your...
Episode 249: Whole Life Takes How Long to Break Even? with Dan and Rebecca Proskauer
June 10, 2022 06:00 - 34 minutes - 31.5 MBIn this episode, we ask: What happened in the middle of the tech bubble? Why is it OK for policies to take years to break even? How is this not a deal breaker? Who are the Proskauers? Would you like to hear Episode 118? What is Dan and Rebecca’s story with money? How did they...
Episode 248: Running into the Financial Hurricane with Marc Beshears
June 03, 2022 06:00 - 33 minutes - 30.7 MBIn this episode, we ask: Have you ever had life throw you a curve ball? Who is Marc Beshears? How did Marc learn about Bank on Yourself®? What happens when things are too easy? What happened with the hurricanes? What assets are creditor proof? What is a private asset? What happened when Marc learned about...