300 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 • 119 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 349: The Heirs or The IRS?

    Episode 349: The Heirs or The IRS?

    In this episode, we ask: What annual day did Americans just survive? Where do you pay tax? Who pays the most in lifetime taxes? Who pays the least? What about your heirs? Do you want theirs or your heirs to get the money? What is legally required? Would you like to hear Episode 199? What are the steps?...

    • 21 min
    Episode 348: What Your Other Advisor Will Say

    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...

    • 23 min
    Episode 347: Gathering the Kings with Chaz Wolfe

    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...

    • 39 min
    Episode 346: When Bank on Yourself® Policy Loans Matter Most

    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?...

    • 29 min
    Episode 345: Direct vs. Non-Direct Policy Loans, The Debate and The Truth

    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?...

    • 39 min
    Episode 344: Owning the Number with Len Renier (Part 2)

    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....

    • 23 min

Customer Reviews

4.7 out of 5
119 Ratings

119 Ratings

Kdaniels1123 ,

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.

T..P..C.. ,

Great Stuff

Love the concept and the content! Most of the negative reviews are “professionals” that don’t offer this type of retirement planning.

Gay&Sweaty ,

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! ⭐⭐⭐⭐⭐

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