Not Your Average Financial Podcast™ Not Your Average Financial Podcast™
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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.
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Episode 355: The Ultimate 401(k) Upgrade – Tax-Free Income and Market Protection
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...
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Episode 354: Bank on Yourself® Plus Strategy – From Guaranteed Growth to Guaranteed Lifetime Income (Part 1)
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...
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Episode 353: When My Parents Died, Here’s What Happened Next
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...
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Episode 352: Right-Sizing Bank on Yourself®, A Real Estate Power Couple’s Story with Lindsay and Ryan Rice
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...
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Episode 351: The Unseen Dark Forces in Your Retirement Plan
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...
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Episode 350: The Art of Leveraging Insurance for Real Estate Success with Jay Helms
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...