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 287: What the FTX? Crypto from the Crypt 03.03.2023

In this episode, we ask: What is going on? What went wrong? What is an exchange? What’s the problem? What did the new CEO say? What has happened to cryptocurrencies over the last 12 months? How did this bleed into lobbying? What’s going to happen? What happened in 2008? What are some of the complexities?...

Episode 286: Policy Loan Interest Rates are Rising… Party at My House! 24.02.2023

In this episode, we ask: Who needs to hear this? Where else can you get an asset that grows every single year? What did Pamela Yellen say? Would you like to take her up on the challenge? Where is the loan coming from? What are the benefits? What about getting the money out tax free?...

Episode 285: Recovering from a $50M Loss with Rod Khleif 17.02.2023

In this episode, we ask: Who is resilient? Who is Rod Khleif? What’s Rod’s story? How many layoffs are expected? What did Rod’s mom do? What does Rod do today? How did Rod build his real estate portfolio? How is it all about cashflow? Would you like to view rodslinks.com? What kills cash flow? Will...

Episode 284: Fire Your Real Estate Banker (Part 2) 10.02.2023

In this episode, we ask: What about a cash purchase strategy? Would you like to hear Episode 283? What about a case study? What if you used the policy loan feature with every major purchase you need in your life? What about strategy #2? Are you into flipping? What about using a cash out refinance?...

Episode 283: Fire Your Real Estate Banker (Part 1) 03.02.2023

In this episode, we ask: Would you like to subscribe? Is there a better time to be a real estate investor? Would you like some game-changing strategies? What about mortgage rates? What about inflation? What is the overall state of the market? How far will the money last? What is the monthly cost for long...

Episode 282: Nearly All of the Places Money Can Live with Mark and Katrina Willis 27.01.2023

In this episode we ask: Are you missing out? Would you like to subscribe? Join the FREE Not Your Average Financial Community to receive a notice about this year’s dates! Would you like a 30,000 foot flyover of financial choices? Where might you park your money? Where does your money live? Why does this matter?...

Episode 281: Is Bank on Yourself® All It’s Cracked Up to Be? with Amanda Neely 20.01.2023

In this episode, we ask: What have your experiences been with financial planners? What about insurance? Why do so many struggle to trust insurance professionals? How did Mark meet Amanda? Who is Amanda Neely, CFP®? What about the education? What about the exam? What about the ethics? What about the experience? How long did it...

Episode 280: Oh MYGA! Interest Rates Are Rising! 13.01.2023

In this episode, we ask: Have you shared this episode? Would you like a free book? Show us how you shared this episode, and we will send you a book! What happens when your environment changes? What about the boring Certificate of Deposit (CD)? Are CDs liquid? What is the history of the CD? What...

Episode 279: PREDICTION! Bank On Yourself® Hits Another All Time Record High 06.01.2023

In this episode, we ask: What is new? What are some strategies? Will the sun rise again? What did Steve Jobs say? Is it hard to know? What will the stock market be doing at the end of this year? What about volatility? What about mortgage rates? What about inflation? How will your business perform?...

Episode 278: Overcoming Imposter Syndrome with Brian O’Neill 30.12.2022

In this episode, we ask: Do you need new skills? What about the tools? What skills might it take to be a good and successful employee? What does it take to become a business owner or entrepreneur? Who is Brian O’Neill? What does it feel like to quit your day job? What was the message...

Episode 277: Don’t Catch a Falling Knife 23.12.2022

In this episode, we ask: How many of your dollars have gone to money heaven? What about stocks? Will the market turnover continue? Will the volatility endure? Will this take a decade? What about 1995 to 2022? How far will the market fall? What does it mean to revert to the mean? Is this market...

Episode 276: [Client Spotlight] Real Estate Self-Syndication with Philip Harris 16.12.2022

In this episode, we ask: Is this what you expected? What happens when you want to buy out your partners? Who is Philip Harris? How did Mark and Philip meet? What was Philip’s first memory of real estate and real estate investing? What about commercial real estate? What about residential real estate? What is Philip’s...

Episode 275: [TOOLBOX] The Rare Commodity of Thinking and How to Do It 09.12.2022

In this episode, we ask: What are the actual steps of thinking? Do you have a process for your thoughts? Do we already know it all? How does one reverse engineer? Have you read The Road Less Stupid by Keith Cunningham? Would you like to avoid the arrival syndrome? What can we improve? How much...

Episode 274: What Your Money is Trying to Tell You with Marty Smith 02.12.2022

In this episode, we ask: Would you like to hear a very special presentation? Is dividend paying whole life insurance the best vehicle possible? Who is Marty Smith? How is Marty in the belief changing the business? Is the bank the best place to store your money? Is the 401(k) the best place for your...

Episode 273: Avoid the BEAR Trap and Build Real Wealth 25.11.2022

In this episode, we ask: Would you like to jump in together? Would you like to avoid the BEAR traps? Why do people continually do things that are not in their best interest? What about our subconscious operating system? What about subconscious beliefs about money? Is money the root of all evil? Who deserves money?...

Episode 272: Know Where to Thrive! 18.11.2022

In this episode, we ask: Do you truly have to deal with market losses? Is there anything we can do? What are the choices? What has changed? What would money look like if it were easy? Why is money in your life? What’s more important than money? What about the power of the contract? How...

Episode 271: Are you with Bobby Bonilla? 11.11.2022

In this episode, we ask: Are you ready for the season of your life where income stops but expenses continue? What did the Ubiquity Retirement Savings Group and the National Today Data Science team survey? What did they learn? Who has 5K saved? Who will be able to maintain their standard of living in retirement?...

Episode 270: Mapping the Financial Heart with Jason Bleick 04.11.2022

In this episode, we ask: How does stress affect health? What happens when you lose your health? What happens when you lose your wealth? Who will experience a wealth shock? What about the research from the University of Georgia? Who is Jason Bleick? What did Jason notice in the health care system? What did Jason...

Episode 269: Now is the Time to Buy Your Future Income with Nick Ku 28.10.2022

In this episode, we ask: Are you busy enough? What does F.I.R.E. stand for? What about multiple streams of income? What about intergenerational wealth? Who is Nick Ku? What is Nick’s career journey? How did Nick discover Mark? What is Nick’s side gig? What about making it and the American dream? What about diversification? What...

Episode 268: The Three Phases of Wealth and the One We All Forget [Expert Panel] 21.10.2022

In this episode, we ask: Who would you call? What about years of combined experience? What about accumulation? What about distribution? What about that phase in the middle? Would you like to listen to and learn from this panel? Reach out to anyone on this panel: Amanda Neely  Brandon Neely  Kristin Colca  Marc Beshears  Marvin...

Episode 267: The Federal Reserve vs. Your Fractal Reserve (Part 2) 14.10.2022

In this episode, we ask: Are dashboard lights flashing red on the economy? What makes the economy go up and down in the first place? What about money? What about saving? What happens when the banks have more funds to lend? What about the changes in interest rates? What about long term decisions? What happens...

Episode 266: The Federal Reserve vs. Your Fractal Reserve 07.10.2022

In this episode, we ask: What is the average retirement age for many Americans now? Are people retiring later? What is the average income and average net worth of these Americans? How much? What or who is the wizard behind the curtain? Thanks to Tom Woods and the many historians and economists I cite in...

Episode 265: How to Get True Uninterrupted Compound Growth with Lester Himel 30.09.2022

In this episode, we ask: Is there truly nowhere to hide? Would you like to join us THIS WEEKEND for the FREE Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Would you like to hear Part 1...

Episode 264: What Will You Do When You’re 82? with Lester Himel 23.09.2022

In this episode, we ask: Would you like to join us for the FREE Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Who is Lester Him? Would you like to hear Part 1 of this interview...

Episode 263: Be Unconstrained with Myles Wakeham 16.09.2022

In this episode, we ask: Would you like to join us for the 2022 TWO DAY Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Does it make you stronger? What would happen if you earned...

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