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Not Your Average Financial Podcast™

Not Your Average Financial Podcast™

306 episodes — Page 6 of 7

Episode 204: Real Stories from Real People

In this episode, we ask: What have you been able to do because of your Bank on Yourself® type whole life insurance policy? What about Ryan’s story? What about Jessica’s story? What about Frank’s story? What about Krisstina’s story? Would you like to join us on the Not Your Average Financial Community at notyouraverage.mn.co?

Jul 30, 202127 min

Episode 203: What If I Can’t Pay the Premiums?

In this episode, we ask: When did you start something really big? What are the options? What is the myth? What are the strategies? How is whole life insurance like a mortgage? What about bills? How is whole life insurance like real estate? What about savings? How can this benefit you in good times? What happens...

Jul 23, 202130 min

Episode 202: Hot Tea with Marilyn Blosser

In this episode, we ask: Who is resilient? Who is Marilyn Blosser? How did Marilyn get into financial services? What about the federal government’s mandate to hire women in the insurance industry? What about a stable salary? What about commissions only? What about a subsidy? What about an unlimited income potential? What about working from...

Jul 16, 202136 min

Episode 201: The Five Stages of Business Growth with Brett Gilliland

In this episode, we ask: What about the hero’s journey? What about the predictable stages of business growth? Who is Brett Gilliland? What about predictable growing pains for the seven figures business? What about the start up phase until the first million? What do people need to do? What new stuff is there to learn?...

Jul 9, 202134 min

Episode 200: The Question is the Answer

In this episode, we ask: What about Socrates? What did he say? What about drawing out? What about the socratic method? What’s the process? What about financial professionals? What about asking interesting questions? What about asking good questions? What about Dale Carnegie? What are the six types of questions that Socrates posed? What about clarifying...

Jul 2, 202132 min

Episode 199: Buy. Borrow. Die. …Pay Zero in Tax?

In this episode, we ask: How do the .001% navigate their taxes legally? What about the ProPublica report? How do they legally pay a tiny fraction of their fortunes in taxes? What was your reaction to this news? As your income rises, do you pay more in taxes? Under current law, what is the highest...

Jun 25, 202140 min

Episode 198: Live Your Best Life (Insurance)

In this episode, we ask: Would you like to hear this letter? Would you like to download the letter? Subscribe to our email, and get the letter FREE. What is your job to do on this earth? What is the meaning of life? Do you have a mission greater than yourself? Who is responsible? What...

Jun 18, 202129 min

Episode 197: How is Guaranteed Growth Possible?

In this episode, we ask: What about Silly Putty? What about accidental inventions? What about the wheel? What about the axle? What about the power of leverage? What about access? What about cash value? What about a contract? What about Bank on Yourself® type whole life insurance contracts? What about Episode 195 and Episode 196? How...

Jun 11, 202125 min

Episode 196: The Rate of Return of Certainty

In this episode, we ask: Does the rate of return matter? What article did Les McGuire write? What about a road test? What about real economic analysis? What is the meaning of the word economy? What about the science of scarcity? What about the consequences? What is the free market economy built upon? How is...

Jun 4, 202131 min

Episode 195: How to Write a Contract with Your Future

In this episode, we ask: Can you imagine writing a contract with your future? Would you like to hear the live webinar that Mark did for Jay Helm’s W2 Capitalist group? What are the two universal laws? What about gravity? What about entropy? What about division? What are the risks? What about unexpected financial responsibilities?...

May 28, 202145 min

Episode 194: [Toolbox] Use The Volatility Buffer Against Market Madness

In this episode, we ask: What is the goal of climbing a mountain? Who was the first person to successfully climb Mount Everest? What about coming down the mountain? What about a sherpa? What about compensation based on AUM? What is the volatility buffer? What about when all of the money is tied up in...

May 21, 202124 min

Episode 193: The 8 Biggest Mistakes You Make When You Bank On Yourself® with Jim Conrad

In this episode, we ask: Is it possible to mess up a Bank on Yourself® type whole life insurance policy? Is it possible to mess up a microwave? Would you like to ask your own questions? Would you like to join us on the Not Your Average Financial Community? Who is Jim Conrad? What about...

May 14, 202139 min

Episode 192: Can I Bank on Yourself® Outside of the United States? with Stephen Devlin from Canada

In this episode, we ask: What about courage? What about taking big leaps? Who is Stephen Devlin? Do you live outside of the U.S.? Have you ever jumped out of an airplane? How did Stephen’s life change? Why did Stephen become a Bank on Yourself® professional in Vancouver, Canada? What happened to Stephen’s business in...

May 7, 202138 min

Episode 191: Ask Me Anything

In this episode, we ask: Would you like to hear our Q&A? Can I do a one time lump sum without recurring premium on a key man whole life dividend paying policy? Would you like to hear Episode 174? How do you give your older kids the high level overview of financial education… telling them...

Apr 30, 202127 min

Episode 190: The Ninja Belts of Bank on Yourself®

In this episode, we ask: What strategies are you excited about? What about being a newbie? Would you like to hear a ninja belt metaphor? What is the white belt? What about saving from cash flow? What about monthly premiums? What do you learn in karate? How many moves are you making in your monthly...

Apr 23, 202141 min

Episode 189: Bank On Yourself® and MMA, How to Bully-Proof Your Money

In this episode, we ask: Do you practice MMA? How could you bully-proof your money? What is the first stance? Are you willing and ready to learn? Do you have an open mind? Are you able to be attentive? Do you show up? What is the second stance? How might you replace your bad habits...

Apr 16, 202120 min

Episode 188: The Founder of Bank On Yourself®, Pamela Yellen

In this episode, we ask: Who is Pamela Yellen? What about Pamela’s articles and books? What did Pamela learn from experience? What did Pamela investigate? How does Pamela remember her mission? What about Dave Ramsey and Suze Orman? What is real education? What is infotainment? Has conventional financial wisdom worked? How many actually have financial...

Apr 9, 202152 min

Episode 187: What is a Term to Whole Life Conversion?

In this episode, we ask: Did you know that you can convert certain term life insurance policies to whole life without having to prove that you are in good health? What about renting? What about owning? What about the cost? Why are whole life premiums higher than term life premiums? Is whole life insurance way...

Apr 2, 202128 min

Episode 186: Thou Shall Prosper with Rabbi Daniel Lapin

In this episode, we ask: Who has their hand on the steering wheel of life? Who is Rabbi Daniel Lapin? What was his most important journey? Who tends to be disproportionally good with money? What did William Wordsworth say? What about entropy? Is chaos the order of things? What about building? Are you taking care...

Mar 26, 202137 min

Episode 185: Flipping America with Roger Blankenship

In this episode, we ask: How do you know if you’re a leader? Who is Roger Blankenship? What is the Flipping America Network? Would you like to visit rogerblankenship.com? How BIG is Roger? What’s Roger’s story? What about real estate? What does Roger want to do before he quits? What about really wanting to do...

Mar 19, 202137 min

Episode 184: Rewirement and Risks to Retiring in 2021 with Jamie Hopkins

In this episode, we ask: Have you ever seen the show, American Ninja Warrior? What about a finite amount of cash? Who is Jamie Hopkins? What are some of Jamie’s earliest experiences with money? What about the risks of retirement? What about Jamie’s new book, Rewirement? What about longevity? What about the unknown time horizon?...

Mar 12, 202146 min

Episode 183: What About Bank On Yourself® and Bitcoin?

In this episode, we ask: Do you remember your MySpace password? Do you have your bank password somewhere for your kids and grandkids to find? Who is Stefan Thomas? How did he lose so much Bitcoin? What are the risks? Does Bitcoin have value? Is crypto a way to safeguard wealth? What’s to love? What...

Mar 5, 202139 min

Episode 182: The Mindset of a Real Estate Investor with Steve Rozenberg

In this episode, we ask: Who is Steve Rozenberg? What was dinner like for Steve growing up? What changed for Steve around 9/11? What about real estate? What did Steve learn? What about property management? What about mindset and real estate investing? What’s happening to the airlines? Who owns the airplanes? What happens when the...

Feb 26, 202132 min

Episode 181: Real Estate Tax Problems with Brett Swarts

In this episode, we ask: What will you do with highly appreciated real estate? Who has tax problems? Is this just another 1031 exchange podcast? Who is Brett Swarts? What is a capital gains tax deferral strategy? What is a deferred sales trust? What about optimal timing? What about capital gains tax on real estate?...

Feb 19, 202136 min

Episode 180: If You’re Playing the Wall Street Game: STOP!

In this episode, we ask: What is going on in the market? What happened to the fundamentals? What determines the price of a company? What about the present value of future dividends? Is this a simple world? Are we all playing the same game? What are the cracks in the system? Is there an unfair...

Feb 12, 202134 min

Episode 179: Join the Not Your Average Financial Revolution

In this episode, we ask: How many conversations have you had with your family and friends about money? Do very few of us raise the topic of finances? Is money a taboo subject? What about the Not Your Average Financial Community? Who is Gina Bianchini? What is Gina’s story? What about Gina’s dinner table? What is...

Feb 5, 202132 min

Episode 178: Tax-Free Wealth with Tom Wheelwright

In this episode we ask: Who is Tom Wheelwright? Have you read his book, Tax Free Wealth? Would you like to hear his podcast? What was Tom’s childhood like? Where did Tom first learn about money? What was one of Tom’s first jobs? What did Tom learn about rental property? With whom does Tom work?...

Jan 29, 202140 min

Episode 177: Your Life Insurance Business Line of Credit with Sarry Ibrahim

In this episode, we ask: Are you a business owner? Who is Sarry Ibrahim? How can Bank on Yourself® type life insurance policies be used for business purposes? What about employee retention? What about cash reserves? Is your business sellable? What about a key person? How could you design this for business? How long can...

Jan 22, 202128 min

Episode 176: Annuities vs. Everything Else

In this episode, we ask: What are people saying about annuities? What about supplemental income strategies for retirement? Should alternative income strategies be used in retirement? What about rental income? What about rental income in a pandemic? Is your rental property your annuity? How is this working out? What about Moody’s analytics? How many renters...

Jan 15, 202139 min

Episode 175: Five Surprising Benefits of Lifetime Income

In this episode, we ask: How would you like to be paid every single day for the rest of your life? What are the surprising benefits of life time income? What about risk for retirees? What about longevity? Will you live and live and live? What about an annuity? Did he just say the A-word?...

Jan 8, 202127 min

Episode 174: Life Insurance on Your Kids

In this episode, we ask: Can you imagine yourself in a forest? Why in the world would we have life insurance on a young child? What about life insurance on grandchildren? What about annual premium? What about 20-year-old policies? What’s an example? What about compounding growth? What about the time value of money? What about...

Jan 1, 202144 min

Episode 173: Am I Too Old for Bank on Yourself®? Part 2

In this episode, we ask: Did you hear Part 1 in last week’s episode, Episode 172? What about Bank on Yourself® for seniors? What about long term care? Can an 85-year-old get life insurance? What about examples? How do lump sum premiums work? What about riders? What about growth? What about guaranteed values? What about...

Dec 25, 202024 min

Episode 172: Am I Too Old for Bank on Yourself®?

In this episode, we ask: Have you ever seen the movie, The Little Shop of Horrors? Are you working because you want to or because you must? What about running out of money? What about death? What about pensions? What about 401(k)s? What about health problems? What about life savings? What about social security? Can one...

Dec 18, 202028 min

Episode 171: Unemployment, Post-COVID with Nicole Martin and Katie Cummins

In this episode, we ask: Are you unemployed? Are you faced with challenges, as a business owner? Who is Nicole Martin? Who is Katie Cummins? What about leadership? What about shared leadership? What ingredients do you have to put on the table? What’s the state of our current employment landscape? What’s the biggest competition? What happened...

Dec 11, 202035 min

Episode 170: Sick of Health Insurance? Here’s an alternative with Joel Noble and Samaritan Ministries

In this episode, we ask: What’s one of the top reasons people go broke? Who is Joel Noble? How does Joel define leadership? What is Samaritan ministries? What is a “non-insurance” way to meet medical needs? What about the ongoing crisis in medical needs? What is the cost of health coverage for most families? What...

Dec 4, 202040 min

Episode 169: How to Give Double to Your Favorite Charity, Without Any More Out of Pocket!

In this episode, we ask: Have you wished you could give more? How might you leave a substantial legacy? How might your gifts affect generations? Who is Mark Willis? Would you like to have a meeting regarding charitable giving? Would you like to book a meeting with Mark at lakegrowth.com/schedule to discuss? What about old...

Nov 27, 202047 min

Episode 168: Robert Farrington, the College Investor

In this episode, we ask: What’s the number one thing in your financial life? What is the moment that compounding can work for you? Would you like to work with Mark? Learn more and apply at bit.ly/worklg How much student debt is there? How did Robert earn his first dollar? How did Robert’s article get...

Nov 20, 202035 min

Episode 167: Don’t Worry, Retire Happy with Tom Hegna

In this episode, we ask: Who is Tom Hegna? What was Tom taught at a young age? What about savings? What about a Math Party? What’s the problem? What needs to change? What does retirement mean for Tom? Are you getting any younger? Can you take any of it with you? What does Tom think...

Nov 13, 202028 min

Episode 166: Sean Morrissey is Landlording for Life

In this episode, we ask: When was your moment? Who is Sean Morrissey? Have you heard the podcast Landlording for Life? Who is Sean leading? What about buy and hold real estate? What is leading with lifestyle? What does financial freedom mean for Sean? What happened when banks lowered the line of credit? What happened...

Nov 6, 202035 min

Episode 165: Combining Bank on Yourself® with Profit First

In this episode, we ask: Would you like to work with us? Visit bit.ly/worklg Is this your moment? Would you like to learn how to combine the Bank on Yourself® strategy with Profit First? Who are Brandon and Amanda Neely? Can you build the wealth you really want? What’s Amanda and Brandon’s story? How many...

Oct 30, 202044 min

Episode 164: From the Unthinkable to the Obvious

In this episode, we ask: We are hiring! Want to work with us? http://bit.ly/worklg Does it sound absurd? How is this possible? What is Overton’s window? What are the six steps? What are the limits and the range? What about mad libs? What about farmers? How did the idea of taxes begin to change? What about...

Oct 23, 202034 min

Episode 163: Why Banks Need Insurance Companies with Kevin Greer

In this episode, we ask: Would you like to be the owner? What about assets? Who is Kevin Greer? Who works with Kevin? What’s the craziest thing Kevin’s seen? What about families inheriting properties? What about estates and life insurance death benefits? How does Kevin acquire properties for BankFinancial? What’s the big difference for a...

Oct 16, 202033 min

Episode 162: Real Estate Investing and Bank on Yourself® with Lane Kawaoka

In this episode, we ask: Who is Lane Kawaoka? How did Lane start his portfolio? What does Lane like to purchase? What about “recession resistant” properties? Why did Lane choose real estate? What is Lane’s opportunity fund? What about litigation protection? How does that work in each state? What about retirement plans or qualified money? What...

Oct 9, 202029 min

Episode 161: Bank on Yourself® and Real Estate Investing

In this episode, we ask: Would you like to hear a LIVE workshop Mark did with Roger Blankenship of the Flipping America Real Estate Investment Association? Who has the deal funding power? Is it possible to cut out mortgage companies? What was the biggest wake up call of Mark’s adult life? What are the three strategies...

Oct 2, 202039 min

Episode 160: Why Work with a Bank on Yourself® Professional? Part 2

In this episode, we ask: What is the history of Bank on Yourself®? What did Nelson Nash find with the Infinite Banking Concept? How was Nelson an evangelist? What’s the issue with the IBC meaning? What standards are in place around the Infinite Banking Concept? What did Pamela Yellen learn? What does Pamela write on...

Sep 25, 202035 min

Episode 159: Why Work with a Bank On Yourself® Professional?

In this episode, we ask: What do you call a … ? Are all financial professionals right for your needs? How many designations and credentials are available for financial professionals? What about the CPA? What about the CFA? What about enrolled agents? What about the CFP®? What about Mark’s CFP®? What about a generalist designation?...

Sep 18, 202031 min

Episode 158: Bank on Yourself®: What’s in it for Insurance Companies? with Matt Berman

In this episode, we ask: Why would insurance companies offer the products for Bank on Yourself® whole life insurance type policies? Who is Matt Berman? What is Foresters Life Insurance and Annuity Company? How is a member different than a customer? What is a fraternal benefit society? How is the Foresters experience different than a...

Sep 11, 202045 min

Episode 157: I Love Leverage! I Love Liquidity! with Matt Shanlian

In this episode, we ask: What if some information changed the trajectory of your life? What if you knew? What about your family? Who is Matt Shanlian, and what does he do everyday? What is happening with this pandemic? What happened with the mortgage marketplace? What happened with Fannie and Freddie? Are the lenders busy?...

Sep 4, 202042 min

Episode 156: Blind Spots and Holy Grails

In this episode, we ask: Any T.S. Elliot fans? What would happen if…? What issues do you want to change? Why is it hard? Do you have your scuba gear? What about the word “sin”? Why do we miss a target? What about the “perfect” filter? What about King Arthur and the knights of the...

Aug 28, 202024 min

Episode 155: Six Ways to Spend Less and Enjoy Life More

In this episode, we ask: Once upon a time, did you cut up a credit card? What about six year term loans on cars? What about consumer debt? Where are we now? Are Americans drowning in debt? What’s the difference between the last recession and now? What’s the bright side of the pandemic? What has...

Aug 21, 202040 min