Thinking Like a Bank

In this episode of Thinking Like a Bank , host Sarry Ibrahim returns after a year-long break to share important updates about the firm and dive into one of the biggest financial challenges many families face: the cost of nursing home care. Sarry discusses why long-term care can quickly become one of the most significant expenses in someone’s life, and how strategies like Medicaid planning and Medi...

Ryan Fleming has been a college planning specialist in the Columbus, Ohio area for over 14 years. As a Certified Financial Fiduciary and a Certified College Financial Consultant, he takes pride in helping others plan for their financial future. Ryan specializes in helping parents of college-bound students plan for one of the largest wealth transfers of their lives. He enjoys working with coachable...

In this episode of the Thinking Like a Bank podcast, host Sarry Ibrahim explores a common question asked by clients: "Wouldn't it be better to buy term life insurance and invest the rest in the stock market, rather than a Bank On Yourself type whole life policy?" Sarry, a CERTIFIED FINANCIAL PLANNER ™ , breaks down this debate using logic, math, and real-world examples. Sarry demonst...

Angie Grimm is the lead college funding professional at College Solutions LLC in Amarillo, Texas.  She obtained a Bachelor of Science in Business Administration from the University of Nebraska. She prides herself in helping students make an informed educational decision to pursue their educational goals, as well as assisting parents in setting up a solid financial plan with no unnecessary risks to...

Welcome to Episode 121! In this episode, Sarry Ibrahim provides a detailed overview of the services offered to clients which includes a range of financial strategies and solutions. Schedule an introductory call with Sarry Ibrahim to explore how these services can help achieve your financial goals.  🔥 This episode talks about: ☑️ The Bank On Yourself® and it works  ☑️ Who is Bank On Yourself® good...

Omar Younis is an attorney in Chicago, IL who focuses on real estate transactions, commercial and residential property tax appeals, and corporate transactions. Omar’s law office averages more than 200 closings a year and are growing rapidly. His team has represented all types of property owners from residential to multi unit commercial, both on the buying and selling side.   Tune into this episode...

🔥 This episode talks about: Sarry's journey from his introduction to the financial services industry to his decision to pursue the CFPⓇ certification. Learn about the CFP designation, its founding mission, and why it's considered the gold standard in financial planning. Explore the comprehensive curriculum of the CFP certification, including topics such as investment strategies, tax plann...

Joe Camberato is the CEO and founder of National Business Capital – the leading FinTech marketplace, helping entrepreneurs access competitive financing fast through an easy-to-use online platform and an experienced team. Joe knows entrepreneurs because he is an entrepreneur. With a strong vision, determination, and passionate leadership, Joe grew his firm from a small operation in his spare bedroo...

Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk.  Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself...

Michael Scicluna is a seasoned financial executive and partner, CFO at High Country Finance. With extensive experience as a CFO in multiple organizations, Mike specializes in cash flow forecasting, accounting analysis, and providing high-level advice to startups and growing businesses. His expertise spans 25 industries, making him a trusted resource for strategic financial guidance. 🔥 This episod...

Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups. Devin enjoys every minute of helping startups and small businesses. 🔥 This episode talks about: ☑️ Devin's background as an...

Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the restaurant hospitality industry, operating several of his family's restaurants and bars in Delaware and...

George Roberts before devoting himself to commercial real estate full-time, worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to the dashing world of entrepreneurship. George repurposed his analytical firepower to make housing, econo...

Casey Silveria is a driven agriculture advocate. Growing up on a farm, he experienced rural America's opportunities and challenges. These uncertainties led him to a successful finance career at North America's largest French Fry producer. While there, Casey began his journey into farm-friendly real estate partnerships. Today, he combines these experiences to help farmers achieve their fina...

Greg Dickerson is a serial entrepreneur, real estate developer and mentor to high level investors and entrepreneurs. Starting from nothing he has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started, scaled and exited more than a dozen companies. Greg currentl...

John Martinka is known for helping executives escape the corporate world by buying the right business the right way. Creating large exits for small businesses so the owner can exit their business with style, grace, and more money and accelerating businesses so they can escape their plateau, often growth by acquisition; dramatically increasing the value of the company. His books are the roadmap to...

Aubrey Janik is a content creator and car-sharing expert with over 300,000 subscribers on social media and a 25-car-sharing fleet.  Through social media and her course, the Car Sharing Masterclass, Aubrey has taught thousands of students how to increase their income by scaling a car-sharing fleet. 🔥 This episode talks about: ☑️ Aubrey's background in the automotive industry ☑️ How did Aubrey...

Bob DePasquale has dedicated his life to teaching others about the virtues and health benefits of generosity, promoting the giving mindset, and making the world a better place. The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in 17 states. When Bob was given a cancer diagnosis and experienced the tragic events of 9/11 in New York C...

Scott Peckford is the Founder/Host of the I Love Mortgage Brokering Podcast and ILMB Network, CEO/Founder of BRX Mortgage Inc. As a performance-driven visionary and Canadian podcasting pioneer in the mortgage industry, Scott is passionate about supporting agent success. Since launching in July 2014, the ILMB podcast has taken the mortgage industry by storm, with more than 1 million downloads and c...

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022.  Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opport...

Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing. Premium financing is a complex subject that requires careful consideration and research. Check out this episode with Certified Financial Planner, Mark Willis of Lake Growth Financial Services, to lea...

Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class.  Her track record in investment sales, landlord representation, corporate representation and tenant representation offers clients trusted experience with comprehensive strategies with pricing, market fluctuations and problem solving solutions that result in successfully close transact...

John Neral is a certified professional coach who helps mid career professionals prepare, position, and promote who they are and what they do so they can show up to find a job they love or love the job they have. John's professional walk included a 25 year career in education and a long standing corporate consultant for a Fortune 500 Giant, Cassio America Inc.  John is the author of Show Up, wh...

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John believes ordinary financial planning is failing too many Americans. After losing almost everything during the Great Recession, John became obsessed with finding safe, predictable ways to save and create wealth, protected from the chaos and corruption of...

Grace Lee is a  social media agency owner, strategist, content creator, and podcaster based in New York City. She started in the social media space as a personal style blogger in 2010 and shifted to working in social media in a corporate setting after college. In 2020, Grace started Gracefullee Made social media agency where they focus on storytelling through content creation, organic social growt...