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Not Your Average Financial Podcast™

Not Your Average Financial Podcast™

321 episodes — Page 7 of 7

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

Episode 154: Invest Local! Private Money Lending with David C. Barnett

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...

Aug 14, 202036 min

Episode 153: Assisted Living Investing Strategies with Gene Guarino

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...

Aug 7, 202027 min

Episode 152: Build Your Silent Sales Machine with Jim Cockrum

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...

Jul 31, 202030 min

Episode 151: Live Webinar: How to Pandemic Proof Your Money

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?...

Jul 24, 202036 min

Episode 150: Retire Like A Millionaire on Way Less Than That

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...

Jul 17, 202023 min

Episode 149: Become A Legacy Builder with Joe Overfield

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...

Jul 10, 202034 min