PODCAST · business
Thinking Like a Bank
by Sarry Ibrahim
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.Learn more at https://finassetprotection.com/
Episodes
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Episode 125: How to Pay for Nursing Home Care
In this episode of Thinking Like a Bank, host Sarry Ibrahim returns after a year-long break to share important updates about the firm and dive into one of the biggest financial challenges many families face: the cost of nursing home care. Sarry discusses why long-term care can quickly become one…
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Episode 124: Skip the 529 plan, do this instead for college planning, with Ryan Fleming CFF®️
Ryan Fleming has been a college planning specialist in the Columbus, Ohio area for over 14 years. As a Certified Financial Fiduciary and a Certified College Financial Consultant, he takes pride in helping others plan for their financial future. Ryan specializes in helping parents of college-bound...
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Episode 123: Bank On Yourself, stock market, or both?
In this episode of the Thinking Like a Bank podcast, host Sarry Ibrahim explores a common question asked by clients: "Wouldn't it be better to buy term life insurance and invest the rest in the stock market, rather than a Bank On Yourself type whole life policy?" Sarry, a CERTIFIED FINANCIAL...
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Episode 122: How to Afford College with Angie Grimm
Angie Grimm is the lead college funding professional at College Solutions LLC in Amarillo, Texas. She obtained a Bachelor of Science in Business Administration from the University of Nebraska. She prides herself in helping students make an informed educational decision to pursue their educational...
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Episode 121: What exactly do we do?
Welcome to Episode 121! In this episode, Sarry Ibrahim provides a detailed overview of the services offered to clients which includes a range of financial strategies and solutions. Schedule an introductory call with Sarry Ibrahim to explore how these services can help achieve your financial…
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Episode 120: Unlocking Property Secrets: An Insider’s Guide with Attorney Omar Younis
Omar Younis is an attorney in Chicago, IL who focuses on real estate transactions, commercial and residential property tax appeals, and corporate transactions. Omar’s law office averages more than 200 closings a year and are growing rapidly. His team has represented all types of property owners...
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Episode 119: Why I became a CFP Professional, Sarry Ibrahim, CFPⓇ, MBA
🔥 This episode talks about: Sarry's journey from his introduction to the financial services industry to his decision to pursue the CFPⓇ certification. Learn about the CFP designation, its founding mission, and why it's considered the gold standard in financial planning. Explore the comprehensive...
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Episode 118: Understanding Business Loans with Joe Camberato
Joe Camberato is the CEO and founder of National Business Capital – the leading FinTech marketplace, helping entrepreneurs access competitive financing fast through an easy-to-use online platform and an experienced team. Joe knows entrepreneurs because he is an entrepreneur. With a strong vision,...
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Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP®
Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk. Check out this episode to learn more about Tardus, who they are, how they help people reach...
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Episode 116: Improve Your Business, Apply these Accounting Principles with Michael Scicluna
Michael Scicluna is a seasoned financial executive and partner, CFO at High Country Finance. With extensive experience as a CFO in multiple organizations, Mike specializes in cash flow forecasting, accounting analysis, and providing high-level advice to startups and growing businesses. His...
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Episode 115: Why Small Businesses Need to Protect their Intellectual Property? With Attorney Devin Miller
Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups. Devin enjoys every minute…
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Episode 114: An Alternative to a 1031 Exchange with Frank Hanna Jr. ChFC®
Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the...
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Episode 113: How to Find a Key Principal for Your Real Estate Deals with George Roberts
George Roberts before devoting himself to commercial real estate full-time, worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to…
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Episode 112: The Bridge Between Agriculture and CRE with Casey Silveria
Casey Silveria is a driven agriculture advocate. Growing up on a farm, he experienced rural America's opportunities and challenges. These uncertainties led him to a successful finance career at North America's largest French Fry producer. While there, Casey began his journey into farm-friendly…
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Episode 111: Will Real Estate Values Drop Soon? With Greg Dickerson
Greg Dickerson is a serial entrepreneur, real estate developer and mentor to high level investors and entrepreneurs. Starting from nothing he has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed…
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Episode 110: What to do When Buying or Selling a Business? With John Martinka
John Martinka is known for helping executives escape the corporate world by buying the right business the right way. Creating large exits for small businesses so the owner can exit their business with style, grace, and more money and accelerating businesses so they can escape their plateau, often...
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Episode 109: How to Earn an Additional Source of Income Using Turo with Aubrey Janik
Aubrey Janik is a content creator and car-sharing expert with over 300,000 subscribers on social media and a 25-car-sharing fleet. Through social media and her course, the Car Sharing Masterclass, Aubrey has taught thousands of students how to increase their income by scaling a car-sharing fleet....
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Episode 108: The Power of Generosity with Bob DePasquale
Bob DePasquale has dedicated his life to teaching others about the virtues and health benefits of generosity, promoting the giving mindset, and making the world a better place. The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in…
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Episode 107: How to Test Your Business and Market with Scott Peckford
Scott Peckford is the Founder/Host of the I Love Mortgage Brokering Podcast and ILMB Network, CEO/Founder of BRX Mortgage Inc. As a performance-driven visionary and Canadian podcasting pioneer in the mortgage industry, Scott is passionate about supporting agent success. Since launching in July...
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Episode 106: The Future of Banking with Emmanuel Daniel
Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies,...
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Episode 105: What is Premium Financing? With Mark Willis, CFP®
Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing. Premium financing is a complex subject that requires careful consideration and research. Check out...
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Episode 104: Medical Office Investing with Trisha Talbot
Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class. Her track record in investment sales, landlord representation, corporate representation and tenant representation offers clients trusted experience with comprehensive strategies with...
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Episode 103: How to Find Your Mission in Life with John Neral
John Neral is a certified professional coach who helps mid career professionals prepare, position, and promote who they are and what they do so they can show up to find a job they love or love the job they have. John's professional walk included a 25 year career in education and a long standing...
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Episode 102: A Better Approach to Financial Planning with John Ensley
John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John believes ordinary financial planning is failing too many Americans. After losing almost everything during the Great Recession, John became obsessed…
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Episode 101: Big Picture Branding with Grace Lee
Grace Lee is a social media agency owner, strategist, content creator, and podcaster based in New York City. She started in the social media space as a personal style blogger in 2010 and shifted to working in social media in a corporate setting after college. In 2020, Grace started Gracefullee…
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Episode 100: Becoming Your Own Banker, Book Review
It's officially episode 100!!! Thanks for listening this far. We hope you're getting a lot of value out of this podcast. Please let me know if you'd like me to do an episode about a specific topic you are interested in. Also, if you'd like to share your story and expertise on our podcast, please...
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Episode 99: Become the Bank, Learn to Invest in Notes with David Putz
David Putz, the CEO of JKP Holdings LLC. In 2010, Dave Putz decided he was tired of dealing with the headaches of being a landlord. He had been involved in property rehabs and rentals since 2005, and five years later, chasing people down for rent, dealing with maintenance issues, and coughing up...
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Episode 98 - What is Happening in the Banking Industry? With Mark Willis, CFP®
Today, Mark Willis of Lake Growth Financial Services and Sarry talked about what is happening in the banking world, specifically why banks are in danger. As we record this episode in mid-2023, we'll also discuss what depositors and customers need to know to protect themselves in these uncertain...
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Episode 97: Understanding Real Estate and Taxes with Brandon Hall, CPA
Brandon Hall is a certified public accountant, national speaker, and is the founder and managing partner of Hall CPA PLLC. Brandon works with real estate investors, syndicates and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that…
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Episode 96: How to Get Venture Capital Funding with Steve Hoffman
Steve Hoffman is the CEO of Founders Space, one of the world’s leading startup accelerators. He’s also a venture investor, serial entrepreneur, and author of several award-winning books: These include, Make Elephants Fly”, “Surviving a Startup” and "The Five Forces”. Founders Space is a global...
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Episode 95: Why is Self-Storage Investing Recession Resistant? With Scott Meyers
Scott Meyers and his affiliated companies own and operate more than 2.4 million square feet across over 14,000 units of self-storage facilities. His education company, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage…
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Episode 94: Achieving Quantum Leaps in Your Business with Emily Thomas
Emily K Thomas is an energetic advisor and founder of Anchor & Lead. In her work, she teaches a whole new business paradigm that utilizes energetic intelligence™️ (both science and soul) to advise high-performance professionals & creative entrepreneurs to lead with conviction and scale with...
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Episode 93: How to Master Passive Income with Dustin Heiner
Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed. He is a real estate investor who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, YouTube…
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Episode 92: How To Access Your Home Equity WITHOUT a Loan with Matthew Sullivan
Matthew Sullivan is the founder and CEO of QuantumRE, the real estate marketplace that makes home equity accessible, investible, and tradeable. He is also the President and Founder of Crowdventure.com, a real estate crowdfunding company, and manager of two real estate funds. With a background in...
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Episode 91: How to Build Wealth Like the 1% with Abel Pacheco
Abel Pacheco is a real estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing...
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Episode 90: How to Pay Less W2 Taxes with Billy Keels
Billy Keels is a strategic advisor at First Generation Capital Partners and the host of the Going Long podcast. Billy helps high-wage earners escape the corporate rat race by discovering passive income opportunities so they can stop trading time for money. Although Billy is not a tax…
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Episode 89: How to Start Making Money Today in Commercial Real Estate with Terry Hale
Terry Hale is an author of educational curriculums, numerous trade and business magazine articles, and has presented live seminars to over 200,000 attendees across the nation for educational advisory services. He has been featured on CBS Radio, CNBC, and several syndicated radio broadcast…
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Episode 88: Reaching Your Ultimate Goals with Tony Martignetti
Tony Martignetti is a trusted advisor, coach, experience creator, author, podcast host, and speaker. He brings together over 25 years of business and management experience, formal training, and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and…
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Episode 87: How to Get Over the Fear of Investing in Real Estate? With John Casmon
John Casmon is an entrepreneur and real estate investor who has helped busy professionals invest over $100 million in multifamily housing. John also consults active multi-family investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market...
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Episode 86: Mitigate Risk by Investing in Larger Deals with Jason Yarusi
Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $180M in real estate across 1900 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. He is the host of The Multifamily Live Podcast and 7 Figure Multifamily Mastermind Jason wakes up...
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Episode 85: Why Investors Seek Negative K-1 Distributions with Mustafa Ladha
Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He...
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Episode 84: A More Lucrative Approach to Real Estate Investing with Nolan Sanburn
Nolan Sanburn is a commercial real estate syndicator and Infinite Banking Practitioner. Nolan has a deep understanding of using real estate and cash value whole life insurance to enhance returns and mitigate taxes. This episode talks about: Nolan’s introduction to commercial real estate…
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Episode 83: What is Venture Capital? With Grace Gong
Grace Gong is the founder of Smart Venture Media and the host of Smart Venture Podcasts, a Top 10 VC podcast. Her podcast guests include many C-level executives of well-known companies, as well as investors and unicorn founders such as; the founders of Craigslist, Square, FTX, Opensea, and…
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Episode 82: The Shred Method with Adam Carroll
Adam Carroll is a two-time TEDx speaker with over 6 million views on his talk from the London Business School. He's a four-time author and the founder of the Shred Method, a system that creates freedom for people by teaching them how to create income efficiency, blast away debt, and build real...
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Episode 81: The Power of Perceiving Your Goals with Heather Lee Chapman
Heather Lee Chapman is a holistic self-mastery and business coach, and the owner and creative director of Own It Empire. She assists those who want to become the best versions of themselves and live their best lives through holistic, high-performance, and business coaching with her online…
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Episode 80: What is Private Placement Life Insurance with Daniel Koller
Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions. Our main topic of discussion today is Private Placement Life...
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Episode 79: How To Invest in Privately Held Businesses with Michael Johnson
Michael Johnson is an Author, Master NLP Practitioner, and a Business Mentor, and Investor. He works with businesses to help them attain the necessary solutions to save them money, improve their revenue, and create a more meaningful impact for their team, their customers, and themselves. With…
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Episode 78: Train Yourself to Take More Risks with Junie Moon
Junie Moon is a transformational coach, helping people lower the volume of their inner critic so they can create powerful, successful lives. She's been on News 12 New Jersey, Blog Talk Radio Authority Magazine, Thrive Global, and in the Newark International with her film Shed The Shame that She...
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Episode 77: Inside Secrets to Angel Investing with Karen Rands
Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur. She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing. Karen is the Leader and Advocate for the Compassionate...
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Episode 76: Rewire the Way You Think About Retirement with Jamie P. Hopkins
Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and...
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ABOUT THIS SHOW
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.Learn more at https://finassetprotection.com/
HOSTED BY
Sarry Ibrahim
CATEGORIES
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Frequently Asked Questions
How many episodes does Thinking Like a Bank have?
Thinking Like a Bank currently has 125 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Thinking Like a Bank about?
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help...
How often does Thinking Like a Bank release new episodes?
Thinking Like a Bank publishes regularly with 125 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Thinking Like a Bank?
You can listen to Thinking Like a Bank on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Thinking Like a Bank?
Thinking Like a Bank is created and hosted by Sarry Ibrahim.
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