Not Your Average Financial Podcast™

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...

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?...

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...

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?...

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...

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...

In this episode, we ask: Who is David C. Barnett? How did David get into private money lending? How does David look for deals that help improve the borrower’s business? What’s David’s story? What about doing financial deals? What about commercial debt brokerage? What did the limited power attorney allow David to learn? Do we...

In this episode, we ask: Who is Gene Guarino? What is the Residential Assisted Living (RAL) Academy? What is it about an idea that’s time has come? What is the silver tsunami of seniors? What about the boomers? Have you experienced a family “event”? What do parents want and need? Who needs help with Activities...

In this episode, we ask: Have you had an income disruption this year? Would you like to cultivate another stream of income? Who is Jim Cockrum? What was little kid Jim’s first business? What about more traffic? What about the opportunity? What is the community that Jim has built? What are the success stories? What...

In this episode, we ask: How do you pandemic proof your money? How do you antivirus your money? Who are the Amazon Legends? What are the opportunities to pandemic proof your money? What’s the brand new game? Who wants to build real wealth? Is market turbulence going away? What are the problems with our mindset?...

In this episode, we ask: Should you save more money? Has retirement planning changed? What is the responsibility? What three things do you need to do during retirement years? What about risk? What about sequence of return risk? What about the risk of longevity? What about the risk of inflation? What about generating an income...

In this episode, we ask: Who is Joe Overfield? How did Joe make his first dollar? How many siblings does Joe have? What sort of work does Joe do with Intelliplan Financial? What about legacy? What is the legacy builder binder? If you were to pass away tomorrow, would your spouse know all of the...