Not Your Average Financial Podcast™

In this episode, we ask: Would you like to join like-minded individuals on the journey? Join us for the FREE! Not Your Average Financial Summit on the afternoons of September 6 and 7, 2023? Register here! How about a story? Would you like to hear more? Would you like to hear previous episodes with Lester...

In this episode, we ask: Would you like to join us for the FREE! Not Your Average Financial Summit on the afternoons of September 6 and 7, 2023? Register here! Would you like to travel back in time with us? Do you remember the TULIP bubble? What about FOMO (fear of missing out)? What about...

In this episode, we ask: Would you like to join us for the FREE Not Your Average Financial Summit? What is the smallest bird in the garden? What about the tiny acorn? What about Gutenberg? How might small become mighty? Who is Rennie Gabriel? What was money like when Rennie was growing up? What about...

In this episode, we ask: Would you like to join our FREE private Not Your Average Financial Community? Who is Tanisha Souza with Tardus Wealth Services? What about self sustaining passive income streams? What about cash flow? What about home equity lines of credit being frozen, cut or called? What will a banker do with...

In this episode, we ask: Would you like to Subscribe? What is 1×6(!)? What is a factorial? …158 digits? Who wants their mind blown? What about the network effect? What does this have to do with money? What is the dollar milkshake theory? What about feedback loops? What are the advantages of the U.S. dollar?...

In this episode, we ask: Who do you know who needs to hear this? Will the dollar collapse? Who knows the future? When is the dollar at its strongest point? What would it mean if the dollar collapses? What about rising debt levels? What about the reliance on the dollar? What about fears? What are...

In this episode, we ask: Would you like to watch selected clips from us on YouTube? What is happening with the banks and the FDIC? What about non-bank banks? How much uninsured assets are held in these non-bank banks? Have you read David Graeber’s book, Debt: The First 5000 Years? How much wealth has debt created?...

In this episode, we ask: What is better than a five star review? Who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com! What about the Apollo missions? When will premiums come to an end? Would you like to hear Episode 293? What about the contractual obligation of the life...

In this episode, we ask: Who needs to hear about this? Would you like to watch select clips on YouTube? What about tax strategies? What about deferring tax? Is it always a good or bad idea? What is the deferred sales trust or DST? How does the DST 2.0 take things a step further? How...

In this episode, we ask: What is even better than a five star review? Who needs to hear this? What book does Stephen recommend? What did Stephen’s clients learn? What did Dan’s client do with his cash value? What were Mark’s clients able do with their modest policies? What did Grant’s business owner client do?...

In this episode, we ask: Who needs to hear this? What would you do? Who is Nick Poppe? What about the 4% rule? What about guarantees? What’s Nick’s first memory with money? What happened in April 2020? How did Nick learn about the concept? What’s wrong with traditional financial planning? Who has a firm foundation?...

In this episode, we ask: What is one of the most satisfying parts of my work? When is a good time to call? What about a story? Are bankers gonna bank? Are collectors gonna collect? When is it crucial to get a second set of eyes and ears? What about dramatically improving your financial situation?...

In this episode, we ask: What is better than a five star review? Who needs to hear this? Do you know how grateful we are for you? How might we stay motivated to get wealthy? How long will we live? How will today turn out? What about the curve balls? What about transcendent spiritual experience?...

In this episode, we ask: What’s that up in the sky? Can the FDIC keep your money safe? Who relies on this great institution? Who can rest easy? Wait?! Who is breaking a sweat? What would happen in a sudden wave of bank failures or sudden financial crisis? What about times of financial stress? How...

In this episode, we ask: Who needs to hear this? Would you like a free book? Who is going to college? Who is Dave Kozak? Who is Joe Kerins? What are some strategies beyond college planning? What about strategic planning and critical thinking skills? How does one plan for the non-college path? What matters to...

In this episode, we ask: What is even better than a five-star review on this podcast? Who do you know who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com What about the mourning and sadness? What about best practices for leaving an inheritance? Who is Andrew Young? Why should...

In this episode, we ask: Who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com. What about unclaimed life insurance funds? What about going into “full detective mode”? How might you search? What about the deceased’s own paperwork? What about the deceased’s recent tax returns? What about the deceased’s transaction...

In this episode, we ask: What do you say to someone when you know it’s the last time you will ever speak to them? How do you say something loving and honoring? What are the most important and pressing issues? Who is prepared? Who is not prepared? How does true wealth come through assets plus...

In this episode, we ask: Who needs to hear this? Would you like a FREE book? What about leaving a legacy? How many generations? What did Gloria Steinem say? What about aggressive investment? Did you lose $1? Should we become more conservative as we get closer to retirement? What is human capital? How might we...

In this episode, we ask: What do you see? Have you ever used SoftSoap? What problem did Robert Taylor solve? What did Sherlock Holmes say? Who can see (and not just observe)? Who is Julia Amstutz? What was dinner like for Julia growing up? What did Julia learn from her parents about budgeting? What happened...

In this episode, we ask: What is better than a five star review? Who needs to hear this? Who wants a FREE book? When is the time to make changes to your tax situation? Would you like to hear Episode 290 and Episode 291? Who wants multiple streams of tax-free income? How many streams are...

In this episode, we ask: Are you paying more in tax? What are some strategies with IRAs and Roth IRAs? What about the drama of the stock market? What strategies include a guaranteed life time income? Who is ready for a next level strategy? What’s wrong with self-directed IRAs? Would you like to hear Episode...

In this episode, we ask: What is even better than a five star review? Who needs to hear this? Would you like a free book? What about inflation? What triggers change in the tax law? What is the good news? How are the tax brackets tied to inflation? What adjustments have been made? What are...

In this episode, we ask: Have you ever seen a log jam? Are you the log jam? Who is Jason Duncan and what is his story? What happened in 1995? What happened in 2010? How many hours do you have to work? Does entrepreneurship provide freedom? What’s the difference between an Owner Investor and an...

In this episode, we ask: Why do you do what you do? What gets you out of bed in the morning? Why do they practice Bank on Yourself®? How did Marvin Bulas get involved? What happened with Marvin’s grandparents? Is long term care the number one cause of bankruptcy? How did Brandon and Amanda Neely...