Not Your Average Financial Podcast™

Not Your Average Financial Podcast™
  • 4.7 (121)
  • BUSINESS
  • UPDATED BIWEEKLY
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. 6 DAYS AGO

    Episode 376: [Client Spotlight] Due Diligence and the Income Snowball with Tanisha Souza

    In this episode, we ask: Did you have a Game Genie or similar childhood thrill? Do you remember the Choose Your Own Adventure books? What is the income snowball? How does one generate passive income? Who is Tanisha Souza, J.D.? What about due diligence? How about a story? What does Tardus Wealth Strategies do? What...

    42 min

  2. NOV 8

    Episode 375: Get Off the X! No Decision is Still a Decision

    In this episode, we ask: When does your training kick in? What about a broader mindset of adaptability and resilience? Does what saved you in the morning kill you in the evening? What is riskier or now outdated? What about wealth stability? Who is standing right on the X? What is the darling of everyone’s...

    21 min

  3. NOV 1

    Episode 374: [Client Spotlight] Bank On Yourself® and Austrian Economics with Max Brusky

    In this episode, we ask: Can you imagine…? What is Austrian Economics? Who is Max Brusky? What is Max’s podcast about? Would you like to hear the BuckAround Podcast? What happened to Max in downtown Chicago? What happened at the Mises Circle event? What is the relationship between Austrian Economics and Bank on Yourself? Who...

    41 min

  4. OCT 25

    Episode 373: Real Financial Curriculum in Schools with Vince Shorb

    In this episode, we ask: Did you receive any practical financial education in school? Would you like to see financial education in schools? Who is Vince Shorb? How about lizards? What about the entrepreneurial spark? Is there a financial illiteracy epidemic? What’s Vince’s story? How has education changed and stayed the same over the last...

    32 min

  5. OCT 18

    Episode 372: The IUL Illustrations are Illusions

    In this episode, we ask: Why do indexed universal life policies (IUL policies) sales continue to grow? Why do we choose whole life insurance over other products? What about the refractor? How much risk are you comfortable taking with money you’re not willing to lose? Where are you on the risk scale (1-10)? How is...

    27 min

  6. OCT 11

    Episode 371: Why 90% of IUL Policies Will Fail

    In this episode, we ask: Is life 100% chaotic? Are we totally at the whims of the universe? What happens anytime we make a plan? What about expectations and assumptions? What happens when time runs out? What about the booklet, The Box by Guy Baker? What are the four pricing factors? What about mortality cost?...

    25 min

  7. OCT 4

    Episode 370: Whole Life Drops the Mic! IUL’s Epic Rap Battle Fail with Chris Gray and Marvin Bulas

    In this episode, we ask: Would you like to hear the epic rap battle of insurance policies? Would you like to experience this lyrical throw down of the ages? Has Mark finally lost it?! Did whole life’s guaranteed cash value reign supreme or did IUL’s (indexed universal life insurance) market-linked potential steal the show? Who...

    41 min

  8. SEP 27

    Episode 369: Money, Emotional Intelligence and Mr. Rogers with CFO David Richter

    In this episode, we ask: Do you remember Mr. Roger’s lessons? How might the Profit First system work with real estate investing? Who is David Richter? What about great role models? What about emotional intelligence? What is key for business owners? When did David’s first deal happen? What happened to that company? What happened when...

    27 min
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4.7
out of 5
121 Ratings

About

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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