176 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
    • 4.7 • 83 Ratings

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 176: Annuities vs. Everything Else

    Episode 176: Annuities vs. Everything Else

    In this episode, we ask: What are people saying about annuities? What about supplemental income strategies for retirement? Should alternative income strategies be used in retirement? What about rental income? What about rental income in a pandemic? Is your rental property your annuity? How is this working out? What about Moody’s analytics? How many renters...

    • 39 min
    Episode 175: Five Surprising Benefits of Lifetime Income

    Episode 175: Five Surprising Benefits of Lifetime Income

    In this episode, we ask: How would you like to be paid every single day for the rest of your life? What are the surprising benefits of life time income? What about risk for retirees? What about longevity? Will you live and live and live? What about an annuity? Did he just say the A-word?...

    • 27 min
    Episode 174: Life Insurance on Your Kids

    Episode 174: Life Insurance on Your Kids

    In this episode, we ask: Can you imagine yourself in a forest? Why in the world would we have life insurance on a young child? What about life insurance on grandchildren? What about annual premium? What about 20-year-old policies? What’s an example? What about compounding growth? What about the time value of money? What about...

    • 44 min
    Episode 173: Am I Too Old for Bank on Yourself®? Part 2

    Episode 173: Am I Too Old for Bank on Yourself®? Part 2

    In this episode, we ask: Did you hear Part 1 in last week’s episode, Episode 172? What about Bank on Yourself® for seniors? What about long term care? Can an 85-year-old get life insurance? What about examples? How do lump sum premiums work? What about riders? What about growth? What about guaranteed values? What about...

    • 24 min
    Episode 172: Am I Too Old for Bank on Yourself®?

    Episode 172: Am I Too Old for Bank on Yourself®?

    In this episode, we ask: Have you ever seen the movie, The Little Shop of Horrors? Are you working because you want to or because you must? What about running out of money? What about death? What about pensions? What about 401(k)s? What about health problems? What about life savings? What about social security? Can one...

    • 28 min
    Episode 171: Unemployment, Post-COVID with Nicole Martin and Katie Cummins

    Episode 171: Unemployment, Post-COVID with Nicole Martin and Katie Cummins

    In this episode, we ask: Are you unemployed? Are you faced with challenges, as a business owner? Who is Nicole Martin? Who is Katie Cummins? What about leadership? What about shared leadership? What ingredients do you have to put on the table? What’s the state of our current employment landscape? What’s the biggest competition? What happened...

    • 35 min

Customer Reviews

4.7 out of 5
83 Ratings

83 Ratings

Ima listener ,

A Must Listen to Show!

This is one of the best financial podcasts I have found and highly recommend a listen!!

The Rock Band Experience ,

Game Changer

When I first learned of the Bank On Yourself strategy and Whole Life policies I was up on a ladder painting a house and almost fell off! I was so stunned I had to get down and pace around because I knew immediately that this would change my life. I have since gone on to start a policy with Mark at Lake Growth and an ecstatic to have such a great tool to use going forward in life. This Podcast allowed me to learn at my own pace and get a really good understanding of both Mark and Whole Life Policies. Thanks a lot Mark! This Podcast has changed my life!

hutch-70 ,

Great financial pod cast

Very informative podcast out of the box thinking and innovative.

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