Not Your Average Financial Podcast™

In this episode, we ask: What is the combo rider? What’s the worst thing you could do? What is the power of uninterrupted compounding growth? How about an example? What about utilizing the paid up additions rider? What’s the deal with the one-year term cost? What can be a game changer? What about parking money...

In this episode, we ask: Do you remember Moneeka Sawyer? Would you like to listen way back to Episode 119? What is the Christmas Rescue? What did Moneeka notice as an executive coach? What happens when people lose their joy? Have you read Choose Bliss? How can you be blissful when you’re broke? What transformed Moneeka’s...

In this episode, we ask: What do business owners ask Mark all of the time? Is this legal? Are there benefits to doing this? Who is in a strong position? What can add super-powerful leverage here? What about layering in a shareholder loan from your policy? What about accelerated depreciation on a heavy SUV or...

In this episode, we ask: Do you remember the early 2000s? Do markets care about your timeline? What happens if the buffer is now gone? How can you go 2 weeks or more without a paycheck? What did the Federal Reserve’s retirement data say? What about groceries? What about one market dip? Is history kind...

In this episode, we ask: What if running your business was like solving one giant puzzle? What is your vision of success? Have you been building the wrong picture all along? Who is Ciara Stockeland? Would you like to listen the Inventory Genius podcast? What happened? What was the craziest part of Ciara’s ride up?...

In this episode, we ask: Is there a nagging worry? Will the nest egg actually last? What about efficiency? What about control? What about safety? Do you need to spread your money thin across a lot of baskets? What is Mark’s core philosophy on planning? What is the E.C.S. factor? What can eat through savings...

In this episode, we ask: What will your retirement party feel like? Will you run out of paychecks? How can you boost your income growth? What about the 4% rule? What about the Trinity study? What does this assume? What about sequence of returns risk? What did the WSJ say? What do you really need?...

In this episode, we ask: What happens with subconscious programming? Who is Len Sanford Jr.? What is Len’s story? What are the three Gs? What did Len get from his family? How does one become abundant? Who is waiting on God? What about what other people think? Why is it important to Len to Bank...

In this episode, we ask: What do I see every week? Does AI have good financial advice? What are some optimal prompts for AI? • “Compare the historical net returns and liquidity of a properly structured dividend paying whole life insurance policy… versus a total stock market index over a 30 year period… include the...

In this episode, we ask: Why do people refuse to treat a dollar of income the same as a dollar of wealth? What is the weird glitch in human psychology? What does the latest research say? What about married couples? What does guaranteed income do to the retirement income puzzle? Why are many retirees living...

In this episode, we ask: Are you a small or mid-sized business owner? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What’s an unexpected baby shower gift? What if your family could chip in? What are smart tricks? What about funding systematically?...

In this episode, we ask: Did you host a lemonade stand as a kid? What is the spark for real financial freedom? What about setting up a legacy? What about teaching the kids how to build wealth? Who wants to plant an oak tree for the kids? What about tax free income and tax free...

In this episode, we ask: What if confronting the idea of death could change how we live? What is a death doula? Who is Dani Craig? Would you like to visit the Tend Group? Where does true well being exist? What does it mean to die well? What is Dani’s story? What about anxiety? What about...

In this episode, we ask: Would you like the option to add an extra bedroom or bathroom to your house? Would you like a blueprint for maximizing your policy’s potential? Would you like to hear Episode 142? What is the minimum annual premium due on the PUA rider? What happens to the paid up additions...

In this episode, we ask: Would you like to hear Part 1? Why does uninterrupted compounding beat every mutual fund? Would you like to go to bankonyourselfbook.com to get the new book? What do Brian Kay, Tim Austin and Pamela Yellen know that other financial gurus have failed to tell us? How far does the influence...

In this episode, we ask: How can you build wealth safely and predictably? Who is Pamela Yellen? Who is Brian Kay? Who is Tim Austin? Would you like to go to bankonyourselfbook.com to get the new book? What’s Pamela’s story? How did Pamela meet Brian and Tim? What’s Brian’s story? Should you turn over your financial independence...

In this episode, we ask: What does he know, that we don’t? What is his net worth? What does the SEC chair do? What is the cornerstone of his wealth? Is this a quiet vote of confidence in life insurance over volatile securities? What protections does life insurance offer that stocks don’t? What is a...

In this episode, we ask: Where is the problem? Who are Amanda and Brandon Neely? What is going on behind the curtain with business owners? What is the “average system” designed for? What do most financial advisors do? What could fix the stress? If the conventional system wasn’t designed for entrepreneurs, what alternatives exist? How...

In this episode, we ask: Who is Frank Herbik? How did Marvin Bulas get started with Tim Austin? What does the concept of Bank on Yourself® focus upon? Do you rely on other outside financial sources? What requires self-discipline? How can you achieve your financial milestones without taking unnecessary risks? What about discipline and freedom? Have...

In this episode, we ask: How does financial stress impact mental health? Who is Frank Herbik? Who is Randi Paris? How does money affect married couples, partnered couples and individuals throughout life? How is a relationship a joint effort? What about a weekly check-in? What happens if there is a divorce or death? What about...

In this episode, we ask: How does one grow, protect and exit a business with confidence? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What about a higher rate of return? Can you get a higher rate of return in the stock...

In this episode, we ask: What is the shadowy-underworld of crypto scams? What about the right applied knowledge? Have you seen web3isgoinggreat.com? How much crypto-related fraud is happening? Who has thought they cracked the code with crypto? How about a case study? What is the pig butchering scam? What about bogus trading platforms? Who is...

In this episode, we ask: Would you like a practical guide to building a resilient business? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What was so scary about Frankenstein’s monster? What is Variable Universal Life (VUL)? What is the nightmare twist?...

In this episode, we ask: Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? Why is serving others a wealth accelerator? Who is Steve Ramona? What is Steve’s story? How might we remember names? What do people care about? Would you like to...

In this episode, we ask: Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What does a CFP® and a Bank on Yourself® Professional think about? What’s really going on here? What’s the difference? Why does it matter? What about the aggressive portfolio?...

In this episode, we ask: Would you like to hear from Evan Greathouse on how to work with the ticking tax time bomb? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What about avoiding MEC status (modified endowment contract status)? Who is...

In this episode, we ask: Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? Would you like to give us feedback on the FREE! Not Your Average Financial Community? How could the system be fixed? When was the Federal Reserve started? What happened...

In this episode, we ask: Are you a small or mid-sized business owner? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What is the big storm brewing? What about the U.S.’s addiction to short term debt? What about money printing? What about...

In this episode, we ask: Have you ever been on a roller coaster that dropped so steeply that your stomach flipped, and just when you think it’s over…? What if there was a way to enjoy the upward momentum of the market without all of the terrifying drops? Are market events and crashes black swan...

In this episode, we ask: Would you like to read our new book, The Business Fortress? Have you ever watched a rocket takeoff? What are the tools that I use? Have you read Atomic Habits by James Clear? What did the study in the journal of Applied Psychology say? How do small changes lead to...

In this episode, we ask: Are you a small or mid-sized business owner? Would you like to read the Business Fortress book? Is napping the unsung hero of the universe? What about the seasons of life? How do financial tools and strategies work over the seasons of life? Is there a tool that meets every...

In this episode, we ask: Do you know how to grow, protect and exit your business with confidence? Who is David C. Barnett? Did you know we wrote a new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What happens when…? How do businesses survive the long-haul? What fortress is built...

In this episode, we ask: Are you a small to mid-size business owner? Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? Who is Adam Zuckerman? Do you have a will? Do you have a trust? Do you have...

In this episode, we ask: Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? What are the three musicians? How are annuities like Weird Al Yankovic? What are annuities, anyways? How much income do you want a year? What...

In this episode, we ask: Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? What is this 10-year window? Who is Grant Thompson? Would you like to hear Episode 357? How does the Bank on Yourself® type whole life...

In this episode, we ask: Do you have a mortgage? What about the hidden potential within the walls of your home? Would you like to hear Episode 157? What’s been going on with the mortgage industry recently? What are the hidden costs of home ownership? What is a home equity line of credit (HELOC)? What...

In this episode, we ask: Is a deferred sales trust (a DST) a magical tool? What about deferring capital gains tax? Who is Brett Swarts? Would you like to listen to Episode 181? What about Taxifornia? How does a 1031 exchange trap you into selling high and buying higher? How is the 1031 exchange like...

In this episode, we ask: Have you come out unscathed? Is it real? Is it a scam? Who is Terri Lea Gardner? What has Terri learned? What are the top frauds and scams today? What do the scammers target? How much is lost on phone calls, social media and email scams? What about the toll...

In this episode, we ask: Who will you become? Do you or your loved ones have a TSP or Thrift Savings Plan? Who is Amanda Neely? Would you like to hear Episode 113 or Episode 362? What has Amanda learned as an author? What about joy and peace? What did Amanda discover? Do I need...

In this episode, we ask: What made America special? Who was Arnold J. Toynbee, and what did he study and conclude? What were the British facing in the mid-18th century? What really bugged the Americans? What about adaptation and innovation? What about responding in creative ways? What about reimagining? What about self-governance? What about agency?...

In this episode, we ask: Do you remember the neon-colored push pop? What executive order did FDR sign regarding gold? Why did he prohibit gold? What were the consequences for noncompliance with the order? What happened in the early 1970s? What’s happening with Bitcoin today? What is gold’s status this year? What are the risks?...

In this episode, we ask: What can be intimidating? What about big, life-long decisions? How do dividends work? How can you regain certainty, control and safety in the midst of a very uncertain world? What did Mark learn in school from his math teacher? Who does Mark have great respect for? What takes courage? How...

In this episode, we ask: Is it a knockoff? Can you imagine this? Does it provide security or chaos? Who is Brandon Neely? What did Brandon learn at the I.B.C. Think Tank? What changes have happened in the last few years? What impact does Nelson Nash’s work, Becoming Your Own Banker still have? What are...

In this episode, we ask: What questions do you have? Would you like to join our FREE! Not Your Financial Community? Can someone use an annuity to roll money out of a qualified plan like a 401(k) or an IRA? Is this for people over 59.5 or younger than age 59.5? Can you get money...