Not Your Average Financial Podcast™

Not Your Average Financial Podcast™
  • 4.7 (120)
  • ECONOMÍA Y EMPRESA
  • CADA DOS SEMANAS
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.

  1. HACE 21 H

    Episode 395: Buy-Sell Agreements: Your Exit Strategy Blueprint

    In this episode, we ask: Have you subscribed on YouTube and/or your favorite audio platform? Could your business survive without you? Why do most small businesses fail to survive after a generation? Are you thinking long range with your business? When was Hoshi Ryokan in Japan founded? What is a buy-sell agreement? What are the...

    25 min

  2. 21 MAR

    Episode 394: What Counts as Financially Successful Today?

    In this episode, we ask: Would you like to unlock the magic and Request a Meeting? Where did Mark travel as a kid? Do we live in the future? What about the stagecraft? What does financial success look like for Americans? Would you like to view the Houston Chronicle article? How much would it take to feel financially...

    22 min

  3. 14 MAR

    Episode 393: [Client Spotlight] Financial Independence in the W-2 with Jon Thiele

    In this episode, we ask: Should you quit your day job? What does it take to truly be a leader? How do you unhook yourself from “default” mode? Who is Jon Thiele? What’s Jon’s daily morning ritual? What’s extremely important? How did Jon’s career evolve? How did Jon find Mark? What happens when “the math...

    37 min

  4. 7 MAR

    Episode 392: Dave Ramsey is Not Your Doctor – The Poison Pill of Buy Term and Invest the Rest

    In this episode, we ask: How’s that working out for you? Who is A.L. Williams? Would you better off investing with some term on the side? Would you better off with a Bank on Yourself® type whole life insurance policy? What about a twin study? What happens after 29 years? What are the takeaways? Would...

    26 min

  5. 28 FEB

    Episode 391: Bank On Yourself® In Action: Real Life Business Case Studies

    In this episode, we ask: Would you like to listen to Episode 388? What are the challenges faced by most entrepreneurs? How is this playing itself out in the real world? How about guarantees? How about liquidity? How about more success? What challenges would this solve? How can business owners level up their cash flow?...

    30 min

  6. 21 FEB

    Episode 390: [Client Spotlight] From Island Paradise to Master of Banking with Harry Looknanan Jr.

    In this episode, we ask: What would life be like when you’ve reached financial freedom? Who is Harry Looknanan Jr.? Who knows how to manage in crisis? What happened in 2007? How did Harry meet Mark? What about peace of mind? What has Harry been able to do since having a Bank on Yourself® financial...

    33 min

  7. 14 FEB

    Episode 389: Why Your Spouse Absolutely Needs To Be Here

    In this episode, we ask: What’s the history? What’s the opportunity? What am I talking about? What are the implications of your financial plan when you try to go it alone? What about economies of scale? What about the tax advantages of joint filing? What are the other benefits? What about net worth? What did...

    21 min

  8. 7 FEB

    Episode 388: Bank on Yourself® for Business Owners, An Introduction

    In this episode, we ask: Would you like to learn more about capital for running a business? How does the Bank on Yourself® concept advantage business owners? What happens when entrepreneurs blow through their savings and money? What’s the funny thing about other people’s money? How many businesses have borrowed? How much debt do businesses...

    20 min
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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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