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.
Author
Not Your Average Financial Podcast™
Category
Podcast website
Latest episode
Jul 10, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Episode 262: Don’t Make This Hard! 13 Crucial Questions about Money with Doug Peacock 09.09.2022 35:16
In this episode, we ask: Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1? Login or Join the FREE membership community to Reserve Your Spot! Did you do what you were supposed to do? Who is Doug Peacock? What is...
Episode 261: The 401(not OK)? 02.09.2022 30:22
In this episode, we ask: Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1? Login or Join the FREE membership community to Reserve Your Spot! Has anyone’s 401(k) been a ravishing success? What did Ted Benna do? What is the...
Episode 260: Life Transformation through Contractual Wealth with Chris Prefontaine 26.08.2022 31:12
In this episode, we ask: What about participating in real estate without using banks? Who is Chris Prefontaine? Would you like to hear Episode 125? What about buying and selling real estate on terms? What is a lease purchase? What about dealing with banks? What about generational wealth? What about life transformation through contractual wealth?...
Episode 259: The Top Ten Keys to Becoming Your Own Banker with Marty Smith 19.08.2022 34:02
In this episode, we ask: What is the most important business in the world? Who is in the banking business? Who is Marty Smith? What about a Marty Smith trilogy? Where has Marty and his wife been living for 46 years? How long has Security Mutual of New York been in business? What are the...
Episode 258: Don’t Do What Banks Tell You To Do… with Kristin Colca 12.08.2022 36:17
In this episode, we ask: What about a life changing moment? What do banks do with money? Who is Kristin Colca? What happened to Kristin? What does Kristin do? What happened when Kristin met Teresa Kuhn? What happened when Kristin graduated with her finance degree? Would you like to hear Episode 56? What about a...
Episode 257: The Two-Stage Rocket Strategy 05.08.2022 31:32
In this episode, we ask: Have you ever wondered what it’s really like to be on a launch pad? What happens when the engines light? What about accelerating straight up? What about large sums? What about real estate? What about debts? What about a Bank on Yourself® type whole life insurance policy? Will it fit?...
Episode 256: 3 Ways to Save for Retirement – Even If You Lose Your Job! 29.07.2022 26:24
In this episode, we ask: What about guarantees? What is the catch? What are the guaranteed components in life insurance contracts? What are premiums guaranteed? What about fixed premiums? What about term insurance? What about indexed universal life insurance (IUL)? What sort of contract is this? What is your end of the bargain? Why has...
Episode 255: Post-COVID Underwriting Secrets with Ryan Nemcek 22.07.2022 32:37
In this episode, we ask: What is the truth about the last few years? Would you like to learn about underwriting? Who is Ryan Nemcek? What happened at Ryan’s wedding? How did Ryan become the Senior Underwriter at Security Mutual Life Insurance Company (SML)? What does underwriting entail? What’s is the weirdest case that has...
Episode 254: Solving the Unsolvable Financial Problems with Steven Step 15.07.2022 34:09
In this episode, we ask: How do you solve an unsolvable problem? Can you solve a Rubik’s cube? What about complexity? Who is Steven Step? What’s Steven’s story with Bank on Yourself®? What happens every year on the policy statement? What is always increasing? What is the best way of creating a safe, tax-free retirement...
Episode 253: Everybody Else Has a Plan for Your Money with Brandon Neely 08.07.2022 31:42
In this episode, we ask: Is it possible to give what you have not received? Who is Brandon Neely? What is Brandon’s superpower? What does Brandon suggest? Why does Profit First matter? What (who) is the biggest risk? What (who) is the biggest asset? What happened when Brandon and Amanda sold their coffee shop business?...
Episode 252: What is the 1035 Exchange? 01.07.2022 22:38
In this episode, we ask: Are you stuck for your whole life? What if you had the option to take your business elsewhere? What about a poorly designed policy? What about a policy that was improperly designed? What is Section 1035? What about a tax free transfer? Do you know about the 1031 exchange? Do...
Episode 251: How Does Inflation Affect Bank On Yourself®? Part 2 24.06.2022 27:24
In this episode, we ask: What about capital goods? What if we added a zero? Do we automatically have more wealth? How are Bank on Yourself® type whole life policies affected by inflation? What are some specific strategies? What about some common myths? How much money is floating around? What about bug protein? What about...
Episode 250: How Does Inflation Affect Bank On Yourself®? 17.06.2022 26:53
In this episode, we ask: Are inflation indicators blinking red? What is the PCE index? How high is inflation? What happened in September 1983? How does inflation work? How does inflation affect your financial goals? Would you like to hear the information shared with Jay Helms at W2 Capitalist Part 1? What about Not Your...
Episode 249: Whole Life Takes How Long to Break Even? with Dan and Rebecca Proskauer 10.06.2022 34:22
In this episode, we ask: What happened in the middle of the tech bubble? Why is it OK for policies to take years to break even? How is this not a deal breaker? Who are the Proskauers? Would you like to hear Episode 118? What is Dan and Rebecca’s story with money? How did they...
Episode 248: Running into the Financial Hurricane with Marc Beshears 03.06.2022 33:34
In this episode, we ask: Have you ever had life throw you a curve ball? Who is Marc Beshears? How did Marc learn about Bank on Yourself®? What happens when things are too easy? What happened with the hurricanes? What assets are creditor proof? What is a private asset? What happened when Marc learned about...
Episode 247: Post-COVID Money Pivots with Amanda Neely 27.05.2022 32:55
In this episode, we ask: Who is Amanda Neely? Would you like to hear Episode 113? How about an update? What happened with Amanda’s client? What about scenarios for the future? How did the life insurance companies fair over the last two years? How about some updates? What happens? What about stock market volatility? What...
Episode 246: Chaos, Plinko Boards and Your Financial Future 20.05.2022 26:33
In this episode, we ask: Have you ever seen a double pendulum? Have you ever played Plinko? What about quantum mechanics? What about the bell curve? What about emerging patterns? What about statistics? What about Sir Francis Galton? What about order out of chaos? What about Monte Carlo simulations? Can you unwind a portfolio in...
Episode 245: The Truth About Reverse Mortgages with Tim Foor 13.05.2022 32:55
In this episode, we ask: Do you have a visceral reaction to certain words? Who is Tim Foor? How did Tim become a loan officer? Would you like to hear Episode 157? Does Tim own Bank on Yourself® type life insurance policies? What does Tim think about Bank on Yourself®? What about mixing Bank on Yourself® type...
Episode 244: Why Is College Getting More Expensive? with Angie Grimm 06.05.2022 36:01
In this episode, we ask: What would you think of a young person walking up to you with a business plan? Would you loan him money? Do you have kids? Do you know someone with kids on their way to college? Who is Angie Grimm? What happened when Angie was a senior in high school?...
Episode 243: [Client Spotlight] Jay Helms 29.04.2022 34:14
In this episode, we ask: What is the risk of owning a business? Who is Jay Helms? How did Jay meet his wife? Where is Jay? What has Jay learned about short term rentals? What was Jay’s experience with taking a policy loan? What was Jay’s experience with the bank? What about moving away from...
Episode 242: Die with Zero and Love Every Minute of It 22.04.2022 27:19
In this episode, we ask: What is the purpose of your money? What’s it all for? What happens when you get more money? What is the key? What about a story? What is ROE? What about Bill Perkins’ book, Die with Zero? What happened when Mark went to Japan? What about memory dividends? What about...
Episode 241: Your Last Tax Day 15.04.2022 31:02
In this episode, we ask: What about tax as a seven layer dip? What are the different tax systems? What about income tax? When did the income tax start? What about payroll tax? What about capital gains tax? What about short term and long term capital gains tax? What about sales tax? What about property...
Episode 240: [Client Spotlight] From Term Insurance to the Meaning of Life with Thomas Paukovitz 08.04.2022 35:58
In this episode, we ask: What about the meaning of life? What about taking responsibility? Who is Thomas Paukovitz? What’s his story with money? What happened with Thomas and Amanda in the first year of marriage? What did they learn? What about goal setting? What about student loans? What about car loans? What about debt?...
Episode 239: Resilience, Resets and Ripples – The Butterfly Impact with Mark Briggs 01.04.2022 34:44
In this episode, we ask: Are you focused on a bigger and better future? Who is Mark Briggs? Would you like to read Mark’s new book, The Butterfly Impact: Resilience, Resets and Ripples? What are Mark’s memories with butterflies? How might innovations happen within organizations? How do we take advantage of opportunities? What about transformations...
Episode 238: [Client Spotlight] Variable Paychecks to Permanent Lifetime Income with Christian Ward 25.03.2022 32:55
In this episode, we ask: Who is Christian Ward? How did Christian earn his first dollar? How does Christian handle the ups and downs of living on real estate commissions? What is it like starting out as a realtor? What about working on the business of real estate? What about Profit First? How did Mark...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.