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 348: What Your Other Advisor Will Say
In this episode, we ask: Would you like to see videos? Do you have an existing advisor? Can Mark predict what they will say? What are the motivations beneath their comments? What is it hard for them to hear? Can the other professional build a knock off version? What is completely normal? What about fewer...
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Episode 347: Gathering the Kings with Chaz Wolfe
In this episode, we ask: Can you imagine being 5 miles deep into the wilderness of Wyoming? How about that for a real-life encounter? What would you do if you faced a wild grizzly bear? What about the exceptional life? What about good power for the betterment of those in your care? What about Aslan’s...
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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?...
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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?...
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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....
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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...
Customer Reviews
Knowledgeable, efficient and trustworthy financial planning services.
Mark and the Lake Growth Financial team offer a unique solution that uses insurance policies to safely build wealth and provide financial solutions to today’s complex issues.
Great Stuff
Love the concept and the content! Most of the negative reviews are “professionals” that don’t offer this type of retirement planning.
Offers a Fresh Approach!
A five-star find! This show offers a fresh approach to financial planning in our evolving economy. Don't miss out! ⭐⭐⭐⭐⭐