Not Your Average Financial Podcast™

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...

In this episode, we ask: Are you in the daily grind? Do you need a better strategy? Who is Jason Duncan? Would you like to listen to Episode 289? Who needs their time back? Who needs their business on track for maximum valuation? What’s Jason’s story? What about focus: following one course until successful? What epiphany...

In this episode, we ask: What was born 129 years ago today? What has Mark learned? Have you ever seen the phrase, past performance is no guarantee of future results? What about marketing? What about backtesting? What is an index? How is the Dow Jones constructed? How are the stocks in the S&P weighted? What...

In this episode, we ask: How might you finance your future without the fees? How might you grow and accumulate wealth? How about the transformative reality of whole life insurance? Who is Evan Greathouse? How about comparing the costs? How about a case study? Would you like to hear Episode 143? What about irregular or...

In this episode, we ask: Is the policy correctly structured? How about a case study? Does the policy with the most cash value always win? What is the difference between a direct recognition and a non-direct recognition whole life insurance policy loan? What did the footnotes say? What are some possible outcomes? What happened to...

In this episode, we ask: Would you like to join us live for the Bank on Yourself® Rescue Your Retirement Bootcamp on May 6th, 2025, 1PM-5PM ET? Will you run out of money if you live to 120? What are we going to do make sure your money doesn’t run out before you do? What...

In this episode, we ask: Would you like to join us live for the Bank on Yourself® Rescue Your Retirement Bootcamp on May 6th, 2025, 1PM-5PM ET? What deals are you making? What does it take to start a bank? Where do banks keep their capital? What is Tier 1 capital? Who needs a liquid,...

In this episode, we ask: Are you interested in 3 ways to leverage cash value life insurance for a secure business exit? Who has an exit plan? What are the benefits of a golden parachute? What happened in the ’80s? What lowers the risks of takeovers? What are some example scenarios? Do you have a...

In this episode, we ask: What about getting started? Who is Bryan Powers? Who is Ben Berry? What is Bryan’s story? What do they love about Bank on Yourself® type whole life insurance policies? How have they used their policies so far? What are some problems with borrowing money from the SBA? Is it compounding?...

In this episode, we ask: Would you like to meet with Mark? What are the challenges for small businesses? What’s wrong with a small business’s 401(k) offering? What is the problem with fees? What is the problem with liquidity? What are the penalties? What about the severe loss of control? What about forced participation? Why,...

In this episode, we ask: Have you subscribed on YouTube and/or your favorite audio platform? Could your business survive without you? Why do most small businesses fail to survive after a generation? Are you thinking long range with your business? When was Hoshi Ryokan in Japan founded? What is a buy-sell agreement? What are the...

In this episode, we ask: Would you like to unlock the magic and Request a Meeting? Where did Mark travel as a kid? Do we live in the future? What about the stagecraft? What does financial success look like for Americans? Would you like to view the Houston Chronicle article? How much would it take to feel financially...

In this episode, we ask: Should you quit your day job? What does it take to truly be a leader? How do you unhook yourself from “default” mode? Who is Jon Thiele? What’s Jon’s daily morning ritual? What’s extremely important? How did Jon’s career evolve? How did Jon find Mark? What happens when “the math...

In this episode, we ask: How’s that working out for you? Who is A.L. Williams? Would you better off investing with some term on the side? Would you better off with a Bank on Yourself® type whole life insurance policy? What about a twin study? What happens after 29 years? What are the takeaways? Would...

In this episode, we ask: Would you like to listen to Episode 388? What are the challenges faced by most entrepreneurs? How is this playing itself out in the real world? How about guarantees? How about liquidity? How about more success? What challenges would this solve? How can business owners level up their cash flow?...

In this episode, we ask: What would life be like when you’ve reached financial freedom? Who is Harry Looknanan Jr.? Who knows how to manage in crisis? What happened in 2007? How did Harry meet Mark? What about peace of mind? What has Harry been able to do since having a Bank on Yourself® financial...

In this episode, we ask: What’s the history? What’s the opportunity? What am I talking about? What are the implications of your financial plan when you try to go it alone? What about economies of scale? What about the tax advantages of joint filing? What are the other benefits? What about net worth? What did...

In this episode, we ask: Would you like to learn more about capital for running a business? How does the Bank on Yourself® concept advantage business owners? What happens when entrepreneurs blow through their savings and money? What’s the funny thing about other people’s money? How many businesses have borrowed? How much debt do businesses...