Not Your Average Financial Podcast™

Not Your Average Financial Podcast™

Business EN ↓ 300 episodes

Traditional financial planning is no longer working, and in the new-normal economy, your hosts Mark Willis, CFP® and Holly Bach invite you to join us, as we engage the new and improved steps for establishing financial sanity. Be curious. Be stable. Be sane. This is Not Your Average Financial Podcast. More at https://nyafinancialpodcast.com.

Author

Not Your Average Financial Podcast™

Category

Business

Podcast website

nyafinancialpodcast.com

Latest episode

Jul 10, 2026

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Episodes

Episode 187: What is a Term to Whole Life Conversion? 02.04.2021

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...

Episode 186: Thou Shall Prosper with Rabbi Daniel Lapin 26.03.2021

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...

Episode 185: Flipping America with Roger Blankenship 19.03.2021

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...

Episode 184: Rewirement and Risks to Retiring in 2021 with Jamie Hopkins 12.03.2021

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?...

Episode 183: What About Bank On Yourself® and Bitcoin? 05.03.2021

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...

Episode 182: The Mindset of a Real Estate Investor with Steve Rozenberg 26.02.2021

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...

Episode 181: Real Estate Tax Problems with Brett Swarts 19.02.2021

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?...

Episode 180: If You’re Playing the Wall Street Game: STOP! 12.02.2021

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...

Episode 179: Join the Not Your Average Financial Revolution 05.02.2021

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...

Episode 178: Tax-Free Wealth with Tom Wheelwright 29.01.2021

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?...

Episode 177: Your Life Insurance Business Line of Credit with Sarry Ibrahim 22.01.2021

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...

Episode 176: Annuities vs. Everything Else 15.01.2021

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...

Episode 175: Five Surprising Benefits of Lifetime Income 08.01.2021

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?...

Episode 174: Life Insurance on Your Kids 01.01.2021

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...

Episode 173: Am I Too Old for Bank on Yourself®? Part 2 25.12.2020

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...

Episode 172: Am I Too Old for Bank on Yourself®? 18.12.2020

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...

Episode 171: Unemployment, Post-COVID with Nicole Martin and Katie Cummins 11.12.2020

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...

Episode 170: Sick of Health Insurance? Here’s an alternative with Joel Noble and Samaritan Ministries 04.12.2020

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...

Episode 169: How to Give Double to Your Favorite Charity, Without Any More Out of Pocket! 27.11.2020

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...

Episode 168: Robert Farrington, the College Investor 20.11.2020

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...

Episode 167: Don’t Worry, Retire Happy with Tom Hegna 13.11.2020

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...

Episode 166: Sean Morrissey is Landlording for Life 06.11.2020

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...

Episode 165: Combining Bank on Yourself® with Profit First 30.10.2020

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...

Episode 164: From the Unthinkable to the Obvious 23.10.2020

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...

Episode 163: Why Banks Need Insurance Companies with Kevin Greer 16.10.2020

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...

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