Not Your Average Financial Podcast™

Not Your Average Financial Podcast™ · nyafinancialpodcast.com

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.

300 episodes

16d ago latest

weekly cadence

English language

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Episodes 300

Episode 469: The G in TGIF – Guarantees – The Ironclad Foundation Bank On Yourself® Delivers When Everything Else Wobbles
2d ago · 38:49
In this episode, we ask: Have you noticed something? Do you know what won’t disappear? Will the rules quietly change mid-game? What about the guarantees? Where are the guarantees in the financial universe? What about the stock market? What about guaranteed fees? Who gets the guarantee? What about the government’s guaranteed cut? What about conservative...
Episode 468: The T in TGIF: Tax Advantages of Bank On Yourself® – Taking Control Back from the Tax Trap
9d ago · 24:09
In this episode, we ask: What about stability and sanity? What about an insane question? Is there someone at the I.R.S. that you’re particularly in love with? Who is the largest beneficiary on your IRA upon death? Are you going to leave your IRA this way, now that you know the truth? How about an...
Episode 467: Real, Recession-Proof Freedom: Fusing Utilitarian Short-Term Rentals with Bank On Yourself®, with Kirby Atwell
16d ago · 32:21
In this episode, we ask: What is the 1% net rule? Would you like to listen to Episode 316? Why does layering on Bank on Yourself® strategies to real estate make a whole lot of sense? What is Kirby’s story? What is over looked in the short term rental space? What is counterintuitive? Where can...
Episode 466: The Real Wins and Losses of Bank on Yourself® Over 13 Years with Phil Smith
23d ago · 21:56
In this episode, we ask: Have you heard Episode 462? Who is Phil Smith? What is a super awesome privilege? Why was Mark cautious? What helped Phil? How did Phil find the right balance with his Bank On Yourself® type whole life insurance policies? What is so cool about having friends as clients? What were...
Episode 465: Client Spotlight: Bank On Yourself® for Creatives: Building a Music Empire with Janet Kuester
1mo ago · 38:01
In this episode, we ask: How can you make your side hustle the main event, without money stress? Who is Janet Kuester and how did she grow the Music Connection to hundreds of students? What did Janet do with her Bank On Yourself® type whole life insurance policy? What is a music activist? What did...
Episode 464: IUL Scams and Pitfalls Exposed – Backtested Illusions vs. Real Guaranteed Growth
1mo ago · 21:23
In this episode, we ask: What has been marketed as a shiny solution? Why is the agent pushing this hard? What’s the rub? What conclusion has Mark come to after seeing clients who have been burned by this? What are the numbers? Do you want efficiency? Do you want control? Do you want safety? What...
Episode 463: True Crime! Nascar Legend Kyle Busch’s IUL Lawsuit and Death Exposed
1mo ago · 28:22
In this episode, we ask: Why do indexed universal life (IUL) policies so often fail? How about a high profile example? What about a straight-forward, guaranteed approach? Why are IUL policies structured to shift massive risk onto you, the policy holder? What is the real culprit here? What gets more expensive as you age? What...
Episode 462: Ninja Belts Bonus! Kung Fu Mastery and Your Money with Phil Smith
1mo ago · 21:32
In this episode, we ask: Have you met a Kung Fu Master? Who is Phil Smith? Who is the big bad banker? What were some of the first lessons on the mat? What are the building blocks? What about the stances? What about versatility? What does it take to be “kung fu” at something? What...
Episode 461: No. 9 The Black Belt Warning: The Real Dangers of Large Policy Loans and How to Avoid Lapse Tax
1mo ago · 19:34
In this episode, we ask: Have we gone mad here? Should we save more? Should we just hope the market cooperates? What is the four step process for the black belt? What discipline is required to handle large loan balances? What is the most important business in the world? Should premiums and income match? What...
Episode 460: No. 8 The Black Belt Strategy: Expand Your Banking System Until It Handles 100% of Your Income
2mo ago · 32:50
In this episode, we ask: Have you tied on your belt? What is happening with the CPI? Where is worker confidence listed with ABRI? What is the median savings for people in the U.S.? What age bracket is buying whole life insurance in droves? What is the black belt? Are you leaking wealth? Is your...
Episode 459: No. 7 The Brown Belt: Create a Family Banking System That Lasts Over 100 Years
2mo ago · 20:59
In this episode, we ask: What can span three or more generations? Have you considered the family office? Would you like to get going with capturing your monthly cashflow with No. 1 The White Belt? Would you like to advance to working with the most important people in your life, No. 2 The Yellow Belt? Would you...
Episode 458: No. 6 The Purple Belt: How to Finance Massive Annual Expenses
2mo ago · 29:36
In this episode, we ask: Why is the consumer sentiment rating in the basement? What is projected to run dry? What are people voting with their wallet for? Would you like to begin with capturing your monthly cashflow with No. 1 The White Belt? Would you like to continue on with the most important people in...
Episode 457: No. 5 The Green Belt: Not Just a Policy, A Cash Flow System
2mo ago · 22:58
In this episode, we ask: Are you crossing your fingers and hoping Wall Street delivers? Would you like to start with capturing your monthly cashflow with No. 1 The White Belt? Would you like to follow up with the most important people in your life, No. 2 The Yellow Belt? Would you like to catch up on...
Episode 456: No. 4 The Red Belt: The Ultimate Retirement and Business Protection Strategy Most Advisors Ignore
3mo ago · 19:23
In this episode, we ask: Are you ready to advance to a pivot point in the financial dojo? Would you like to review No. 1 The White Belt? Would you like to listen to No. 2 The Yellow Belt? Would you like to catch up on No. 3 The Orange Belt? What are we moving...
Episode 455: No. 3 The Orange Belt: the Debt SnowBank Method™
3mo ago · 26:30
In this episode, we ask: What if it is possible to be BETTER than debt free? Would you like to hear the No. 1 The White Belt and No 2. The Yellow Belt? Are you debt free? Is paying cash the answer? What did a recent federal reserve study conclude? What is the Debt SnowBank...
Episode 454: No. 2 The Yellow Belt: The People Who Matter Most – Kids, Parents and Business Partners
3mo ago · 27:23
In this episode, we ask: Will anything else in your financial life work? Did you listen and learn about the White Belt in Episode 453? What is the Yellow Belt? Where is real wealth built? What intentional steps are you taking? What about legacy level power? How much does it cost to raise one child...
Episode 453: The Ninja Belts of Bank On Yourself®: No. 1 The White Belt: Cash Flow Mastery
3mo ago · 26:57
In this episode, we ask: Where is the true sanity? What about the martial arts belts? How can we build real wealth? How many money moves are you making in your cash flow? How about renegotiating the auto insurance? What about cutting out subscriptions no longer in use? Do you need to adjust your tax...
Episode 452: Why China and India Just Bought Gold and Silver Like Crazy… and What It Means for Your Money with Dana Samuelson
4mo ago
In this episode, we ask: What is happening with precious metals? Where do we stand? Who is Dana Samuelson? Where is gold, silver and platinum going? What is the state of the union on precious metals? What happened in 2025? What happened in the late 70s and COVID? What about tariffs? What about uncertainty? What...
Episode 451: Refinance Your Retirement – An Important Update on Annuities
4mo ago · 11:40
In this episode, we ask: Do you need the latest and greatest? Are you rocking a flip phone? How have interest rates affected crediting rates, caps and guaranteed lifetime income streams? Did you buy a contract in the low rate years? What are the new contracts offering with higher interest rates? Is it smart to...
Episode 450: The Tardus Income Snowball and Bank On Yourself® – Are They Your Financial Game Genie? with Ben Berry
4mo ago · 37:07
In this episode, we ask: Who is Ben Berry? Would you like to check out Episode 397? What is Tardus Wealth Strategies? Would you like to hear Episode 376? How does the Bank on Yourself tool integrate with the Income Snowball? Do you remember Nintendo, back in the day? Do you remember the Game Genie?...
Episode 449: The Hidden Power of Trump Accounts — What Nobody is Telling You
4mo ago · 23:24
In this episode, we ask: How has the I.R.S. clarified things with a recent notice on the Trump account? What changed Mark’s mind about the Trump accounts? Can you convert a Trump account into a Roth IRA when the kid turns 18? Why not put money into a 529 plan instead? What about layering this...
Episode 448: Why the Bank on Yourself Combo Rider is Your Lethal Weapon — If You Use It!
4mo ago · 30:42
In this episode, we ask: What is the combo rider? What’s the worst thing you could do? What is the power of uninterrupted compounding growth? How about an example? What about utilizing the paid up additions rider? What’s the deal with the one-year term cost? What can be a game changer? What about parking money...
Episode 447: Films That Change Lives and Hearts with Moneeka Sawyer
5mo ago · 20:07
In this episode, we ask: Do you remember Moneeka Sawyer? Would you like to listen way back to Episode 119? What is the Christmas Rescue? What did Moneeka notice as an executive coach? What happens when people lose their joy? Have you read Choose Bliss? How can you be blissful when you’re broke? What transformed Moneeka’s...
Episode 446: Tax Efficient Ways to Buy Company Cars via Bank on Yourself®
5mo ago · 24:25
In this episode, we ask: What do business owners ask Mark all of the time? Is this legal? Are there benefits to doing this? Who is in a strong position? What can add super-powerful leverage here? What about layering in a shareholder loan from your policy? What about accelerated depreciation on a heavy SUV or...
Episode 445: Markets Don’t Care About Your Timeline
5mo ago · 18:58
In this episode, we ask: Do you remember the early 2000s? Do markets care about your timeline? What happens if the buffer is now gone? How can you go 2 weeks or more without a paycheck? What did the Federal Reserve’s retirement data say? What about groceries? What about one market dip? Is history kind...

Episodes

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More Business shows

Not Your Average Financial Podcast™

Episodes 300

Episode 469: The G in TGIF – Guarantees – The Ironclad Foundation Bank On Yourself® Delivers When Everything Else Wobbles

Episode 468: The T in TGIF: Tax Advantages of Bank On Yourself® – Taking Control Back from the Tax Trap

Episode 467: Real, Recession-Proof Freedom: Fusing Utilitarian Short-Term Rentals with Bank On Yourself®, with Kirby Atwell

Episode 466: The Real Wins and Losses of Bank on Yourself® Over 13 Years with Phil Smith

Episode 465: Client Spotlight: Bank On Yourself® for Creatives: Building a Music Empire with Janet Kuester

Episode 464: IUL Scams and Pitfalls Exposed – Backtested Illusions vs. Real Guaranteed Growth

Episode 463: True Crime! Nascar Legend Kyle Busch’s IUL Lawsuit and Death Exposed

Episode 462: Ninja Belts Bonus! Kung Fu Mastery and Your Money with Phil Smith

Episode 461: No. 9 The Black Belt Warning: The Real Dangers of Large Policy Loans and How to Avoid Lapse Tax

Episode 460: No. 8 The Black Belt Strategy: Expand Your Banking System Until It Handles 100% of Your Income

Episode 459: No. 7 The Brown Belt: Create a Family Banking System That Lasts Over 100 Years

Episode 458: No. 6 The Purple Belt: How to Finance Massive Annual Expenses

Episode 457: No. 5 The Green Belt: Not Just a Policy, A Cash Flow System

Episode 456: No. 4 The Red Belt: The Ultimate Retirement and Business Protection Strategy Most Advisors Ignore

Episode 455: No. 3 The Orange Belt: the Debt SnowBank Method™

Episode 454: No. 2 The Yellow Belt: The People Who Matter Most – Kids, Parents and Business Partners

Episode 453: The Ninja Belts of Bank On Yourself®: No. 1 The White Belt: Cash Flow Mastery

Episode 452: Why China and India Just Bought Gold and Silver Like Crazy… and What It Means for Your Money with Dana Samuelson

Episode 451: Refinance Your Retirement – An Important Update on Annuities

Episode 450: The Tardus Income Snowball and Bank On Yourself® – Are They Your Financial Game Genie? with Ben Berry

Episode 449: The Hidden Power of Trump Accounts — What Nobody is Telling You

Episode 448: Why the Bank on Yourself Combo Rider is Your Lethal Weapon — If You Use It!

Episode 447: Films That Change Lives and Hearts with Moneeka Sawyer

Episode 446: Tax Efficient Ways to Buy Company Cars via Bank on Yourself®

Episode 445: Markets Don’t Care About Your Timeline

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Episodes 300

Episode 469: The G in TGIF – Guarantees – The Ironclad Foundation Bank On Yourself® Delivers When Everything Else Wobbles

Episode 468: The T in TGIF: Tax Advantages of Bank On Yourself® – Taking Control Back from the Tax Trap

Episode 467: Real, Recession-Proof Freedom: Fusing Utilitarian Short-Term Rentals with Bank On Yourself®, with Kirby Atwell

Episode 466: The Real Wins and Losses of Bank on Yourself® Over 13 Years with Phil Smith

Episode 465: Client Spotlight: Bank On Yourself® for Creatives: Building a Music Empire with Janet Kuester

Episode 464: IUL Scams and Pitfalls Exposed – Backtested Illusions vs. Real Guaranteed Growth

Episode 463: True Crime! Nascar Legend Kyle Busch’s IUL Lawsuit and Death Exposed

Episode 462: Ninja Belts Bonus! Kung Fu Mastery and Your Money with Phil Smith

Episode 461: No. 9 The Black Belt Warning: The Real Dangers of Large Policy Loans and How to Avoid Lapse Tax

Episode 460: No. 8 The Black Belt Strategy: Expand Your Banking System Until It Handles 100% of Your Income

Episode 459: No. 7 The Brown Belt: Create a Family Banking System That Lasts Over 100 Years

Episode 458: No. 6 The Purple Belt: How to Finance Massive Annual Expenses

Episode 457: No. 5 The Green Belt: Not Just a Policy, A Cash Flow System

Episode 456: No. 4 The Red Belt: The Ultimate Retirement and Business Protection Strategy Most Advisors Ignore

Episode 455: No. 3 The Orange Belt: the Debt SnowBank Method™

Episode 454: No. 2 The Yellow Belt: The People Who Matter Most – Kids, Parents and Business Partners

Episode 453: The Ninja Belts of Bank On Yourself®: No. 1 The White Belt: Cash Flow Mastery

Episode 452: Why China and India Just Bought Gold and Silver Like Crazy… and What It Means for Your Money with Dana Samuelson

Episode 451: Refinance Your Retirement – An Important Update on Annuities

Episode 450: The Tardus Income Snowball and Bank On Yourself® – Are They Your Financial Game Genie? with Ben Berry

Episode 449: The Hidden Power of Trump Accounts — What Nobody is Telling You

Episode 448: Why the Bank on Yourself Combo Rider is Your Lethal Weapon — If You Use It!

Episode 447: Films That Change Lives and Hearts with Moneeka Sawyer

Episode 446: Tax Efficient Ways to Buy Company Cars via Bank on Yourself®

Episode 445: Markets Don’t Care About Your Timeline

Podcast 森辺一樹のグローバル・マーケティング〜すべてはアジアで売るために〜