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 362: Amanda Neely’s 5 Tips for Conscious Wealth Management 09.08.2024

In this episode, we ask: What is your financial story? Who is Amanda Neely? What is the S.T.I.L.L. method? Would you like to hear additional episodes with Amanda? What are the 12 principles and the 5 steps? What is in the book Five Smooth Stones? What about setting your sights? What about tracking your in-and-outs?...

Episode 361: Expert Help with Health Ratings and Bank on Yourself® 02.08.2024

In this episode, we ask: Would you like to hear Episode 360? What about losing the initial excitement? Why am I doing this in the first place? What are the steps? What about the application? What about the medical exam? What about medical records from your physician’s office? What about the health rating? Is getting...

Episode 360: [Mailbag] Is Life Insurance an Investment? and Other Hot Topics from Our Listeners! 26.07.2024

In this episode, we ask: Would you like to join our FREE! Not Your Average Online Community? What are you missing? Who is Julia Reid? Is Bank on Yourself® considered an investment? What does Pamela Yellen say in the Bank on Yourself Revolution book? What are some possibilities? What about compound growth? What about the...

Episode 359: Your Best Employee is an Insurance Contract with Doug Peacock 19.07.2024

In this episode, we ask: Are you a business owner? Are you having difficulty hiring? What did a recent Gallup poll say? Who is Doug Peacock? Would you like to hear Episode 262? What are the seven ideas of “put me (life insurance) on your payroll”? Would you pay me like your lowest paid employee?...

Episode 358: From Panic to Peace of Mind – The CURE Strategy for Late Stage Retirement Planning 12.07.2024

In this episode, we ask: Did something or someone take you out? Can you retire at all? What are some tactical strategies? Do you feel behind? What happened to the stock market? What happened in 2022? What does one need to keep up with inflation? What happened to the average 401(k) balance? How long does...

Episode 357: Mastering Your Financial Future – Strategies for Wealth Building with Grant Thompson 05.07.2024

In this episode, we ask: What if…? What if you could be the master of your financial domain? Who is Grant Thompson? Would you like to hear Episode 208? When was Grant’s “aha” moment? What really works with money? What is the right thing? What is the truth? What should we be doing? What do...

Episode 356: Your 401(k) Will Be Gone within a Decade 28.06.2024

In this episode, we ask: What lasts forever? What could be happening right before our eyes? What did the February 2024 Bloomberg article say? How old is a 401(k)? Are we still living through the great experiment of a 401(k)? Is it forced? Who is going with the flow? Is it just automatic and easy?...

Episode 355: The Ultimate 401(k) Upgrade – Tax-Free Income and Market Protection 21.06.2024

In this episode, we ask: What is finite? How do we solve that problem? What can be converted into a lifetime stream of income? Is there a stream of income that you cannot outlive? Would you like to hear Episode 354? How can you get through your retirement without coughing up a third of your...

Episode 354: Bank on Yourself® Plus Strategy – From Guaranteed Growth to Guaranteed Lifetime Income (Part 1) 14.06.2024

In this episode, we ask: What are you looking for? What are the reasons for setting up a policy? What are the downsides? What do we need to keep in mind? What about a finite amount of money? What about accumulating? What about taking money in retirement? What about outliving your money? What about dying...

Episode 353: When My Parents Died, Here’s What Happened Next 07.06.2024

In this episode, we ask: What did Mark learn from his parents? What was a great gift? What happened in high school? What did Mark receive after college? What happened with Dave Ramsey? How many jobs did we work? What did Mark’s mom do? What about health ratings? Would you like hear Episode 43? Would...

Episode 352: Right-Sizing Bank on Yourself®, A Real Estate Power Couple’s Story with Lindsay and Ryan Rice 31.05.2024

In this episode, we ask: Have you ever wondered what it takes? What are the struggles? Would you like to hear more from Lindsay and Ryan Rice of Rice Properties Group? How did they get started? How did they nurture and generate a referral-based business? What about relational business? What about transactional business? How about...

Episode 351: The Unseen Dark Forces in Your Retirement Plan 24.05.2024

In this episode, we ask: What about the hidden things in your financial life? Would you like to hear Episode 343? What is the hidden dimension to our financial portfolios? What is financial dark matter? What is price? What are the fees? What is obscure? What erodes wealth? What is small, invisible but constant? What...

Episode 350: The Art of Leveraging Insurance for Real Estate Success with Jay Helms 17.05.2024

In this episode, we ask: Can you imagine? Would you like to hear another story from Jay Helms? Would you like to hear Episode 243? How did Jay break free from the rat race? How did Jay leverage his Bank on Yourself® type whole life insurance policy’s cash value for real estate? What was the...

Episode 349: The Heirs or The IRS? 10.05.2024

In this episode, we ask: What annual day did Americans just survive? Where do you pay tax? Who pays the most in lifetime taxes? Who pays the least? What about your heirs? Do you want theirs or your heirs to get the money? What is legally required? Would you like to hear Episode 199? What are the steps?...

Episode 348: What Your Other Advisor Will Say 03.05.2024

In this episode, we ask: Would you like to see videos? Do you have an existing advisor? Can Mark predict what they will say? What are the motivations beneath their comments? What is it hard for them to hear? Can the other professional build a knock off version? What is completely normal? What about fewer...

Episode 347: Gathering the Kings with Chaz Wolfe 26.04.2024

In this episode, we ask: Can you imagine being 5 miles deep into the wilderness of Wyoming? How about that for a real-life encounter? What would you do if you faced a wild grizzly bear? What about the exceptional life? What about good power for the betterment of those in your care? What about Aslan’s...

Episode 346: When Bank on Yourself® Policy Loans Matter Most 19.04.2024

In this episode, we ask: Why haven’t you subscribed yet? What big purchases are coming up? Can you earn your way out of expenses? What happens in retirement? Can you earn your way out of expenses throughout all of the ages of life? What’s the difference between earning income at age 35 and age 86?...

Episode 345: Direct vs. Non-Direct Policy Loans, The Debate and The Truth 12.04.2024

In this episode, we ask: What is a policy loan? Why do we love the Bank on Yourself® type whole life insurance policies? Is a non-direct recognition policy loan the best feature in the financial universe? What is a direct recognition policy loan? Is there really no difference between the two? Does it really matter?...

Episode 344: Owning the Number with Len Renier (Part 2) 05.04.2024

In this episode, we ask: Would you think long range? Would you like to hear Part 1, Episode 343? How about an example? What about an inheritance? Are you going to bet on it? What about creating legacy programs? What did you see? What didn’t you see? Who owned the number? What happened when Ms....

Episode 343: The Money Matrix with Len Renier (Part 1) 29.03.2024

In this episode, we ask: How do magicians make the impossible, possible? Have you heard financial advisors act like magicians? Do you want your financial advisor to retire before you? What don’t you see? Who is Len Renier? What is the Wealth and Wisdom Institute? What about knowledge? What about wisdom? Would you like to...

Episode 342: Beware of Analysis Paralysis 22.03.2024

In this episode, we ask: What is the exceedingly odd number? Why? What about the imperial Roman war chariot? What about the space shuttle? What are the historical roots of our financial principles? What are the ruts? What are the engrained financial beliefs? What would you do? Who is stuck in the rut? What is...

Episode 341: Base vs. Boost! The Ultimate Ratio for Bank on Yourself® 15.03.2024

In this episode, we ask: How might you phrase a question? Would you like to hear some commonly asked questions? Would you like to email us at hello@nyafinancialpodcast.com? How much should be put into base premium and how much into paid up additions? Who is your Bank on Yourself® Professional? Who protects the Bank on...

Episode 340: Get the Facts on Bank on Yourself® Policy Loans 08.03.2024

In this episode, we ask: What if you could take real control? How do life insurance policy loans really work? Would you like to hear even more about policy loans in Episode 32? What are some of the misconceptions about policy loans? What about pulling cash from a savings account? Is it scary to request...

Episode 339: How Bank on Yourself® Solves the Four Greatest Dangers to Your Retirement 01.03.2024

In this episode, we ask: Who do you know who needs to hear this? Would you like a free book? What are the four greatest dangers to your retirement? Did you hear Episode 338? How does the Bank on Yourself® type whole life insurance policy solve these dangers? What does Pamela Yellen do to protect...

Episode 338: The Four Dangers of Conventional Retirement Plans and What to Use Instead 23.02.2024

In this episode, we ask: How about getting back to basics? Do you need a PhD to be successful? Who can opt out of the insanity? Has conventional retirement planning failed us? Have 401(k)s failed? What happened to pensions? Is it up to us? What is the cost of care? What are the problems? Do...

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