144 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, 72 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 144: Are Life Insurance Policy Riders Worth It?

    Episode 144: Are Life Insurance Policy Riders Worth It?

    In this episode, we ask: Is whole life insurance super boring? How might you super charge your coverage with riders? Have you heard Episode 142? Have you heard Episode 143? What is a rider? How might you learn what riders are appropriate for you? Would you like us to review your riders? Schedule a Time...

    • 32 min
    Episode 143: The Genius of Flexibility… with Marty Smith

    Episode 143: The Genius of Flexibility… with Marty Smith

    In this episode, we ask: Can you imagine? Can you see the raw material? Who is Marty Smith? Who is Security Mutual Life? What is unique about the combo rider? What about the 7 pay test? What about the modified endowment contract (MEC) limit? What is an all base premium? How is it determined? What...

    • 39 min
    Episode 142: Paid-Up Additions on a Mission

    Episode 142: Paid-Up Additions on a Mission

    In this episode, we ask: When I say the word rider, what comes to your mind? What about riders on legal documents? What is the legal definition? How does life insurance deal in the world of contracts? What are augmented, modified whole life insurance contracts? Have you heard Episode 6? How do certain riders maximize growth?...

    • 26 min
    Episode 141: Budget Your Savings and a Bank on Yourself Portfolio

    Episode 141: Budget Your Savings and a Bank on Yourself Portfolio

    In this episode, we ask: Are you ready for an episode from the clubhouse? Where does money come from? What is a budget? Why is it important to save money? What sort of things can money do? Does age matter, when it comes to budgeting? Are you a policy owner? Are you in danger? Are...

    • 35 min
    Episode 140: Krisstina Wise, How to Live Financially Immune

    Episode 140: Krisstina Wise, How to Live Financially Immune

    In this episode, we ask: Who is Krisstina Wise? What is Krisstina’s philosophy? What is the alternative mindset? What about an unconventional approach to real wealth? What do you prefer? What about financial products? What are the top 10 steps for being financially immune? Who is this for? Who is this not for? What about...

    • 38 min
    Episode 139: What Does A Realistic Budget Look Like?

    Episode 139: What Does A Realistic Budget Look Like?

    In this episode, we ask: What about deferred interest? What about playing the game? What happens when you combine knowledge and action? Is money difficult to learn? What happens when the market tanks? What is our biggest money mistake? How are budgets like a musical instrument? How do you budget your cashflow first? What are...

    • 23 min

Customer Reviews

4.7 out of 5
72 Ratings

72 Ratings

J. Thiele ,

Best financial advice ever!

This is without a doubt the best financial advice I have ever received. I feel a significant weight lifted from my shoulders, knowing how to pay into a financial system that will always grow, no matter what happens in the stock market. This is significant, not only to me and my future, but to my family and each of their futures as well!

M*Carey ,

Practical Advice

Love this podcast. With me being a recent college graduate, it’s given me a different perspective on how to build wealth. The host Mark, is smarter than most of my former college professors. This podcast is a hidden gem.

Clarisse Gomez ,

Awesome Podcast!!!

The host of the Not Your Average Financial Podcast, highlights all aspects of business, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

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