Not Your Average Financial Podcast™
Not Your Average Financial Podcast™
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.
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Not Your Average Financial Podcast™
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Latest episode
Jul 10, 2026
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Episodes
Episode 387: Become a Financial Tree that Brings Wealth for Generations with Evan Greathouse 31.01.2025 35:48
In this episode, we ask: Have you had a near death experience? What about the beauty and complexity of Mother Nature? Who is Evan Greathouse? What was Evan’s “aha” moment like? What happens while Evan was completing yard work? What drew Evan to becoming a Bank on Yourself® Professional? How has Evan been able to...
Episode 386: [Client Spotlight] Navigating Life’s Twists: Steven Lyon’s Wealth-Building Journey 24.01.2025 41:50
In this episode, we ask: Is life like a road trip? Who is Steven Lyons? How did Steven and his wife meet? What did Steven learn from his dad’s entrepreneurship? What was the fork in the road? What is Steven’s work? What about pattern recognition? What’s Steven’s learning journey with money? What happened next? What’s...
Episode 385: How Does Dave Ramsey Not Get Sued for this? 17.01.2025 35:27
In this episode, we ask: How compliant was Mark toward Dave Ramsey’s rules? Have you heard Episode 323? What about Pamela Yellen’s BankonYourself.com website update? What advice did Dave give Thomas? Why do so many viewers confuse Dave Ramsey for a financial advisor? Did Dave do a thorough needs analysis on Thomas’s situation? Is Dave’s claim that...
Episode 384: Leverage Your Life Insurance Policy with Sarry Ibrahim 10.01.2025 20:37
In this episode, we ask: Have you faced threats? How might you bring greater benefit to you and your family? Have you heard Sarry Ibrahim’s podcast, Thinking Like a Bank, Episode 123? What did Sarry’s client ask? What is the story with A.L. Williams? Has that worked? Would it work now? What about the whole...
Episode 383: The 9 Steps to Secure Your Family’s Future 03.01.2025 23:32
In this episode, we ask: Are you ready? What are the risks you take, just to live your life? What am I interested in now? How do you reach your financial milestones without taking unnecessary risks? What happens when risk goes up? What about outcomes? Who is determined to fail? What about speculating? Who is...
Episode 382: Lapsed! The Universal Life Insurance Whistleblower with Elan Moas, Part 2 27.12.2024 33:59
In this episode, we ask: What does it mean to lapse a policy? Were you able to hear Part 1 with Elan Moas? How many universal life insurance policies will pay out? What about Bank on Yourself-type Whole Life Insurance Policies? What are the problems with universal life insurance policies (that many purchased in the...
Episode 381: Exposed! Lapsed Universal Life Policies with Elan Moas, Part 1 20.12.2024
In this episode, we ask: What do you think of when you think of tried and true products? What if I told you of a product that failed 90% of the time? What about life insurance? Where is the scandal? Where is the front page news? Who is Elan Moas? What is Elan’s experience? What...
Episode 380:[Client Spotlight] Mastering Real Estate and Bank On Yourself® with Brian Claus 13.12.2024 37:42
In this episode, we ask: How about balancing family life, ministry and real estate? Who is Brian Claus? Have you heard about UnBound Now? What’s Brian’s earliest memory with money? What did Brian’s Dad do to incentivize saving? What’s Brian’s story? What happened in 2018? What are the benefits of running real estate through policies...
Episode 379: From Coma to Financial Independence with Nick Prefontaine 06.12.2024 22:21
In this episode, we ask: Have you ever faced a challenge so big, it just seemed insurmountable? Have you turned a setback into a comeback? Who is Nick Prefontaine? What is the S.T.E.P. system? What happened to Nick on the mountain? What happened during recovery? What has Nick done with his policy? What about upgrading...
Episode 378: Inflation: Stocks vs. Bank on Yourself® 29.11.2024 27:17
In this episode, we ask: Are you shocked about how everything keeps going up in price? Are you surprised about how so many things are shrinking? Who has debt on the balance sheet? What about companies? What about customers? What about the stock prices? What about interest rates? What happens in a recession? What vaporizes...
Episode 377: Real World Tips for Selling Your Business with David C. Barnett 22.11.2024 45:08
In this episode, we ask: What percentage of businesses successfully sell at all? Who is David C. Barnett? Would you like to hear David on Episode 154? How about a story? What are some of the hazards that new business owners run into all of the time? How did David get started? What did David...
Episode 376: [Client Spotlight] Due Diligence and the Income Snowball with Tanisha Souza 15.11.2024 42:05
In this episode, we ask: Did you have a Game Genie or similar childhood thrill? Do you remember the Choose Your Own Adventure books? What is the income snowball? How does one generate passive income? Who is Tanisha Souza, J.D.? What about due diligence? How about a story? What does Tardus Wealth Strategies do? What...
Episode 375: Get Off the X! No Decision is Still a Decision 08.11.2024 20:32
In this episode, we ask: When does your training kick in? What about a broader mindset of adaptability and resilience? Does what saved you in the morning kill you in the evening? What is riskier or now outdated? What about wealth stability? Who is standing right on the X? What is the darling of everyone’s...
Episode 374: [Client Spotlight] Bank On Yourself® and Austrian Economics with Max Brusky 01.11.2024 40:53
In this episode, we ask: Can you imagine…? What is Austrian Economics? Who is Max Brusky? What is Max’s podcast about? Would you like to hear the BuckAround Podcast? What happened to Max in downtown Chicago? What happened at the Mises Circle event? What is the relationship between Austrian Economics and Bank on Yourself? Who...
Episode 373: Real Financial Curriculum in Schools with Vince Shorb 25.10.2024 31:38
In this episode, we ask: Did you receive any practical financial education in school? Would you like to see financial education in schools? Who is Vince Shorb? How about lizards? What about the entrepreneurial spark? Is there a financial illiteracy epidemic? What’s Vince’s story? How has education changed and stayed the same over the last...
Episode 372: The IUL Illustrations are Illusions 18.10.2024 27:26
In this episode, we ask: Why do indexed universal life policies (IUL policies) sales continue to grow? Why do we choose whole life insurance over other products? What about the refractor? How much risk are you comfortable taking with money you’re not willing to lose? Where are you on the risk scale (1-10)? How is...
Episode 371: Why 90% of IUL Policies Will Fail 11.10.2024 24:37
In this episode, we ask: Is life 100% chaotic? Are we totally at the whims of the universe? What happens anytime we make a plan? What about expectations and assumptions? What happens when time runs out? What about the booklet, The Box by Guy Baker? What are the four pricing factors? What about mortality cost?...
Episode 370: Whole Life Drops the Mic! IUL’s Epic Rap Battle Fail with Chris Gray and Marvin Bulas 04.10.2024 40:37
In this episode, we ask: Would you like to hear the epic rap battle of insurance policies? Would you like to experience this lyrical throw down of the ages? Has Mark finally lost it?! Did whole life’s guaranteed cash value reign supreme or did IUL’s (indexed universal life insurance) market-linked potential steal the show? Who...
Episode 369: Money, Emotional Intelligence and Mr. Rogers with CFO David Richter 27.09.2024 27:00
In this episode, we ask: Do you remember Mr. Roger’s lessons? How might the Profit First system work with real estate investing? Who is David Richter? What about great role models? What about emotional intelligence? What is key for business owners? When did David’s first deal happen? What happened to that company? What happened when...
Episode 368: A Better Way to Profit First with Mike Michalowicz 20.09.2024 37:52
In this episode, we ask: Have you ever wished you were just average? Are you a business owner? Why do some business owners thrive and others merely survive? What if it were easy to become profitable? Who is Mike Michalowicz? What is the commercial that changed Mike’s life direction? What happened when Mike was in...
Episode 367: A Bank on Yourself® Manifesto with Dave Bonnemort 13.09.2024 34:33
In this episode, we ask: Would you like to hear Part 1 with Dave Bonnemort? What about mindset? What about cash value life insurance? What is the point of all of this? What about building capital? Can you do hard things? What’s Dave’s experience with his policies? What about thinking long range? Do you want a...
Episode 366: From Mowing Lawns to Mastering Money with Dave Bonnemort 06.09.2024 28:11
In this episode, we ask: Does X mark the spot? Who is Dave Bonnemort? How did Dave get his start? How many policies does Dave and his family own? What is the E.S.I. framework? What about earning? What about saving? What about interest? What about banking? Who is good at at least two of the...
Episode 365: Retirement Savings Sabotage! Why 90 Percent of IULs Fail… and What To Do 30.08.2024 36:52
In this episode, we ask: Are we in a retirement crisis in this country? How was that agent trained? What is the problem with indexed universal life insurance (IUL)? Have you read the book Becoming Your Own Banker by Nelson Nash? Would you like to hear Episode 312? Have you read Pamela Yellen’s book The Bank...
Episode 364: Don’t Make Your Financial Life a Daytime TV Drama 23.08.2024
In this episode, we ask: How about the young and the rest of us? How about the bold and the broker? How about general hospital, finance wing? How do we cope with the drama? Would you like to hear Episode 363? Would you like to hear Episode 144? What about debt to your future self?...
Episode 363: Drowning in Long Term Care Costs? Life Insurance as a Lifesaver 16.08.2024
In this episode, we ask: How about dealing with the complexities of the long term care industry? According to the Department of Health and Human Services, how many will need Long Term Care insurance? How many people own Long Term Care insurance? What about self-insuring? What’s the percentage of people that confused Long Term Care...
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