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.

Not Your Average Financial Podcast‪™‬ Not Your Average Financial Podcast™

    • Business

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.

    Episode 346: When Bank on Yourself® Policy Loans Matter Most

    Episode 346: When Bank on Yourself® Policy Loans Matter Most

    In this episode, we ask: Why haven’t you subscribed yet? What big purchases are coming up? Can you earn your way out of expenses? What happens in retirement? Can you earn your way out of expenses throughout all of the ages of life? What’s the difference between earning income at age 35 and age 86?...

    • 29 min
    Episode 345: Direct vs. Non-Direct Policy Loans, The Debate and The Truth

    Episode 345: Direct vs. Non-Direct Policy Loans, The Debate and The Truth

    In this episode, we ask: What is a policy loan? Why do we love the Bank on Yourself® type whole life insurance policies? Is a non-direct recognition policy loan the best feature in the financial universe? What is a direct recognition policy loan? Is there really no difference between the two? Does it really matter?...

    • 39 min
    Episode 344: Owning the Number with Len Renier (Part 2)

    Episode 344: Owning the Number with Len Renier (Part 2)

    In this episode, we ask: Would you think long range? Would you like to hear Part 1, Episode 343? How about an example? What about an inheritance? Are you going to bet on it? What about creating legacy programs? What did you see? What didn’t you see? Who owned the number? What happened when Ms....

    • 23 min
    Episode 343: The Money Matrix with Len Renier (Part 1)

    Episode 343: The Money Matrix with Len Renier (Part 1)

    In this episode, we ask: How do magicians make the impossible, possible? Have you heard financial advisors act like magicians? Do you want your financial advisor to retire before you? What don’t you see? Who is Len Renier? What is the Wealth and Wisdom Institute? What about knowledge? What about wisdom? Would you like to...

    • 29 min
    Episode 342: Beware of Analysis Paralysis

    Episode 342: Beware of Analysis Paralysis

    In this episode, we ask: What is the exceedingly odd number? Why? What about the imperial Roman war chariot? What about the space shuttle? What are the historical roots of our financial principles? What are the ruts? What are the engrained financial beliefs? What would you do? Who is stuck in the rut? What is...

    • 29 min
    Episode 341: Base vs. Boost! The Ultimate Ratio for Bank on Yourself®

    Episode 341: Base vs. Boost! The Ultimate Ratio for Bank on Yourself®

    In this episode, we ask: How might you phrase a question? Would you like to hear some commonly asked questions? Would you like to email us at hello@nyafinancialpodcast.com? How much should be put into base premium and how much into paid up additions? Who is your Bank on Yourself® Professional? Who protects the Bank on...

    • 30 min

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