All Episodes
Not Your Average Financial Podcast™ — 306 episodes
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
Episode 444: Why Top Line Revenue Isn’t Real Success with Ciara Stockeland
Episode 443: Don’t Diversify! Put All Your E.C.S. in one basket!
Episode 442: The READY Strategy for Retirement Income
Episode 441: From Overlooked to Unstoppable with Len Sanford Jr.
Episode 440: How to Ask AI about Bank on Yourself®
Episode 439: Permission to Spend DOUBLE in Retirement!
Episode 438: Having a Baby? Put Bank On Yourself® on the Registry!
Episode 437: Pay Your Kids Through Your Business, a Roth IRA plus Bank on Yourself® Strategy
Episode 436: Embracing Life’s Endings with Dani Craig
Episode 435: Warning! You Could LOSE Your PUAs IF You Don’t Pay Your Premiums
Episode 434: NEW BOOK! Part 2 – Bank On Yourself®: Liquidity, Compounding and Lifetime Income
Episode 433: NEW BOOK! Part 1 – Bank On Yourself® Origins and Why Now? with Pamela Yellen, Brian Kay and Tim Austin
Episode 432: Why Does the SEC Chair Paul Atkins Have 54 Life Insurance Policies?
Episode 431: Guest Host Episode with Brandon & Amanda Neely | Find Your Flow: A 3-Minute Assessment That Could Change Your Financial Life
Episode 430: Guest Host Episode with Frank Herbik | Why Whole Life Insurance Is the Ultimate with Marvin Bulas
Episode 429: Guest Host Episode with Frank Herbik | How Financial Stress Impacts Mental Health and What You Can Do About It with Randi Paris
Episode 428: Choose Wisely! A Chance to Be Rich or the Guarantee You’ll Never Be Poor
Episode 427: Unmasking Crypto Scams – A True Crime of Digital Deception
Episode 426: The Monster of Variable Universal Life (VUL)
Episode 425: How Connections Compound Like Financial Interest with Steve Ramona
Episode 424: I’ll take a LOWER Rate of Return AND Get BETTER RESULTS?!
Episode 423: Save on Taxes through Strategic MYGA Laddering with Evan Greathouse
Episode 422: The Bank World’s Final Boss: How to Actually End the Fed
Episode 421: Economic Overheating from the Fed
Episode 420: The Hidden Power of Protection: How Avoiding Market Losses Can Supercharge Your Retirement
Episode 419: The Secret Tool to Unlimited Compound Growth in Your Life
Episode 418: Why Bank On Yourself® is Essential at Every Age
Episode 417: NEW BOOK! The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence
Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman
Episode 415: What’s Next for Annuities? New Solutions for Savvy Savers
Episode 414: The 10-Year Retirement Danger Window with Grant Thompson
Episode 413: The Closed-End Second Mortgage Consideration for High Interest Debt
Episode 412: Syndication Funds and Deferred Sales Trust Insights with Brett Swarts
Episode 411: Be Aware! Navigating Fraud, Scams and Elder Financial Protection with Terri Lea Gardner
Episode 410: The Devastating Thrift Savings Plan Pitfall with Amanda Neely
Episode 409: Choosing Bank on Yourself® is a Declaration of Financial Independence
Episode 408: Is Gold Just Nature’s Bitcoin? with Dana Samuelson
Episode 407: Dependable Dividends
Episode 406: Avoid the Pitfalls of Infinite Banking Knockoffs with Brandon Neely
Episode 405: [Mailbag] Your Questions, Our Answers
Episode 404: Escape the Grind! Jason Duncan’s Exiter Club
Episode 403: Backtesting IULs and Stocks. When Past Performance Doesn’t Even Predict Past Performance!
Episode 402: Fee Comparisons of Bank On Yourself® Whole Life vs. Investments with Evan Greathouse
Episode 401: More Proof Direct Recognition Loans are Terrible for Bank On Yourself®
Episode 400: How to Never Run Out of Money – Even if You Live to 120!
Episode 399: How to Pay for Everything in Life
Episode 398: The Golden Parachute
Episode 397: Can You Bank On Yourself® with over 200 Rental Properties? with Bryan Powers and Ben Berry
Episode 396: Double Bonus Strategy: Enhancing Employee Benefits With 162(a) Plans
Episode 395: Buy-Sell Agreements: Your Exit Strategy Blueprint
Episode 394: What Counts as Financially Successful Today?
Episode 393: [Client Spotlight] Financial Independence in the W-2 with Jon Thiele
Episode 392: Dave Ramsey is Not Your Doctor – The Poison Pill of Buy Term and Invest the Rest
Episode 391: Bank On Yourself® In Action: Real Life Business Case Studies
Episode 390: [Client Spotlight] From Island Paradise to Master of Banking with Harry Looknanan Jr.
Episode 389: Why Your Spouse Absolutely Needs To Be Here
Episode 388: Bank on Yourself® for Business Owners, An Introduction
Episode 387: Become a Financial Tree that Brings Wealth for Generations with Evan Greathouse
Episode 386: [Client Spotlight] Navigating Life’s Twists: Steven Lyon’s Wealth-Building Journey
Episode 385: How Does Dave Ramsey Not Get Sued for this?
Episode 384: Leverage Your Life Insurance Policy with Sarry Ibrahim
Episode 383: The 9 Steps to Secure Your Family’s Future
Episode 382: Lapsed! The Universal Life Insurance Whistleblower with Elan Moas, Part 2
Episode 381: Exposed! Lapsed Universal Life Policies with Elan Moas, Part 1
Episode 380:[Client Spotlight] Mastering Real Estate and Bank On Yourself® with Brian Claus
Episode 379: From Coma to Financial Independence with Nick Prefontaine
Episode 378: Inflation: Stocks vs. Bank on Yourself®
Episode 377: Real World Tips for Selling Your Business with David C. Barnett
Episode 376: [Client Spotlight] Due Diligence and the Income Snowball with Tanisha Souza
Episode 375: Get Off the X! No Decision is Still a Decision
Episode 374: [Client Spotlight] Bank On Yourself® and Austrian Economics with Max Brusky
Episode 373: Real Financial Curriculum in Schools with Vince Shorb
Episode 372: The IUL Illustrations are Illusions
Episode 371: Why 90% of IUL Policies Will Fail
Episode 370: Whole Life Drops the Mic! IUL’s Epic Rap Battle Fail with Chris Gray and Marvin Bulas
Episode 369: Money, Emotional Intelligence and Mr. Rogers with CFO David Richter
Episode 368: A Better Way to Profit First with Mike Michalowicz
Episode 367: A Bank on Yourself® Manifesto with Dave Bonnemort
Episode 366: From Mowing Lawns to Mastering Money with Dave Bonnemort
Episode 365: Retirement Savings Sabotage! Why 90 Percent of IULs Fail… and What To Do
Episode 364: Don’t Make Your Financial Life a Daytime TV Drama
Episode 363: Drowning in Long Term Care Costs? Life Insurance as a Lifesaver
Episode 362: Amanda Neely’s 5 Tips for Conscious Wealth Management
Episode 361: Expert Help with Health Ratings and Bank on Yourself®
Episode 360: [Mailbag] Is Life Insurance an Investment? and Other Hot Topics from Our Listeners!
Episode 359: Your Best Employee is an Insurance Contract with Doug Peacock
Episode 358: From Panic to Peace of Mind – The CURE Strategy for Late Stage Retirement Planning
Episode 357: Mastering Your Financial Future – Strategies for Wealth Building with Grant Thompson
Episode 356: Your 401(k) Will Be Gone within a Decade
Episode 355: The Ultimate 401(k) Upgrade – Tax-Free Income and Market Protection
Episode 354: Bank on Yourself® Plus Strategy – From Guaranteed Growth to Guaranteed Lifetime Income (Part 1)
Episode 353: When My Parents Died, Here’s What Happened Next
Episode 352: Right-Sizing Bank on Yourself®, A Real Estate Power Couple’s Story with Lindsay and Ryan Rice
Episode 351: The Unseen Dark Forces in Your Retirement Plan
Episode 350: The Art of Leveraging Insurance for Real Estate Success with Jay Helms
Episode 349: The Heirs or The IRS?
Episode 348: What Your Other Advisor Will Say
Episode 347: Gathering the Kings with Chaz Wolfe
Episode 346: When Bank on Yourself® Policy Loans Matter Most
Episode 345: Direct vs. Non-Direct Policy Loans, The Debate and The Truth
Episode 344: Owning the Number with Len Renier (Part 2)
Episode 343: The Money Matrix with Len Renier (Part 1)
Episode 342: Beware of Analysis Paralysis
Episode 341: Base vs. Boost! The Ultimate Ratio for Bank on Yourself®
Episode 340: Get the Facts on Bank on Yourself® Policy Loans
Episode 339: How Bank on Yourself® Solves the Four Greatest Dangers to Your Retirement
Episode 338: The Four Dangers of Conventional Retirement Plans and What to Use Instead
Episode 337: [The Periodic Table of Abundance] No.8 Unveiling Holistic Wealth Beyond Money
Episode 336: [Periodic Table of Abundance] No.7 Financial Independence and the Magic of Collateralization
Episode 335: [The Periodic Table of Abundance] No.6 Building a Better World through Business Ownership, Tax Strategy and Giving
Episode 334: [The Periodic Table of Abundance] No.5 Achieve Your Ultimate Potential with Investing and Real Estate
Episode 333: [The Periodic Table of Abundance] No.4 Secrets of Leverage Using Insurance and Banking
Episode 332: [The Periodic Table of Abundance] No.3 Liquidity and Cash Flow
Episode 331: [Periodic Table of Abundance] No.2 Money Team, Family Finance and Estate Planning
Episode 330: [Periodic Table of Abundance] No.1 Scaling Up and Overcoming Adversity
Episode 329: The Danger of Future Predictions
Episode 328: A Better Way to Save, Invest and Borrow Money with John Ensley
Episode 327: [Client Spotlight] Brant Greathouse – Create a Business That Makes a Difference
Episode 326: [Toolbox] The WTH Effect is Wrecking Your Finances; Here’s How to Stop It
Episode 325: [Mythbusters] Thanksgiving and The Tragedy of the Commons
Episode 324: The Earth is Abundant, and the Ultimate Scarce Resource is Time (and Imagination)
Episode 323: Why Dave Ramsey Uses Disgust to Get You to Believe Him
Episode 322: Navigating the Underwriting Tunnel of Chaos with Amanda Neely
Episode 321: How to Give Your Child the Gift of Bank on Yourself® with Amanda Neely
Episode 320: Where Do Life Insurance Companies Put the Money? with Mary Ward
Episode 319: The Genius of Business Franchising with Marty Greenbaum
Episode 318: Occam’s Razor Burn Using Premium Financing
Episode 317: [Client Spotlight] Homeschooling, Amazon and Financial Freedom with Kate Chattic
Episode 316: Living Off Rentals with Kirby Atwell
Episode 315: Retiring with Federal Funds with Mike Grimm
Episode 314: Business Formation Strategies with Cheri Hill
Episode 313: How to Avoid the Money Monsters of Taxes, Fees and More! with John Ensley
Episode 312: The Dangerous Fine Print of Indexed Universal Life Insurance with Lester Himel
Episode 311: The Troublesome Cost Time-bomb of Universal Life Insurance with Lester Himel
Episode 310: Wealth on Any Income with Rennie Gabriel
Episode 309: How to Turn Your Savings into an Income Snowball
Episode 308: How the Dollar Milkshake Theory Could Shake Up Bank on Yourself®
Episode 307: What Happens to Bank on Yourself® If the Dollar Disappears?
Episode 306: How to Turn Financial Turmoil into Your Opportunity
Episode 305: The Reduced Paid Up Strategy
Episode 304: The Deferred Sales Trust 2.0 with Brett Swarts
Episode 303: Expert Panel on Bank on Yourself® Client Stories
Episode 302: [Client Spotlight] The Upton Sinclair Paradox with Nick Poppe
Episode 301: [Money Talks] Knowing When to Call a Financial Advisor
Episode 300: How to Stay Motivated and Get Wealthy
Episode 299: Why the FDIC is NOT Your Superhero
Episode 298: College Knowledge with Dave Kozak and Joe Kerins
Episode 297: What It’s Like to Give Out 500 Death Benefits with Andrew Young
Episode 296: [The Survivor’s Checklist] What To Do When Your Loved One Passes
Episode 295: How to Prepare Your Family for an Inheritance
Episode 294: How Families and Financial Advisors Sabotage Generational Wealth
Episode 293: [Client Spotlight] Solar Tax Credits and Bank On Yourself® with Julia Amstutz
Episode 292: Multiple Streams of Tax-Free Income in Retirement
Episode 291: Unexpected Ways to Max Out Your Roth IRA
Episode 290: How Inflation will Affect Your Taxes
Episode 289: [Client Spotlight] How to Be a 10-Hour Entrepreneur with Jason Duncan
Episode 288: Why Did You Become a Bank on Yourself Professional®?
Episode 287: What the FTX? Crypto from the Crypt
Episode 286: Policy Loan Interest Rates are Rising… Party at My House!
Episode 285: Recovering from a $50M Loss with Rod Khleif
Episode 284: Fire Your Real Estate Banker (Part 2)
Episode 283: Fire Your Real Estate Banker (Part 1)
Episode 282: Nearly All of the Places Money Can Live with Mark and Katrina Willis
Episode 281: Is Bank on Yourself® All It’s Cracked Up to Be? with Amanda Neely
Episode 280: Oh MYGA! Interest Rates Are Rising!
Episode 279: PREDICTION! Bank On Yourself® Hits Another All Time Record High
Episode 278: Overcoming Imposter Syndrome with Brian O’Neill
Episode 277: Don’t Catch a Falling Knife
Episode 276: [Client Spotlight] Real Estate Self-Syndication with Philip Harris
Episode 275: [TOOLBOX] The Rare Commodity of Thinking and How to Do It
Episode 274: What Your Money is Trying to Tell You with Marty Smith
Episode 273: Avoid the BEAR Trap and Build Real Wealth
Episode 272: Know Where to Thrive!
Episode 271: Are you with Bobby Bonilla?
Episode 270: Mapping the Financial Heart with Jason Bleick
Episode 269: Now is the Time to Buy Your Future Income with Nick Ku
Episode 268: The Three Phases of Wealth and the One We All Forget [Expert Panel]
Episode 267: The Federal Reserve vs. Your Fractal Reserve (Part 2)
Episode 266: The Federal Reserve vs. Your Fractal Reserve
Episode 265: How to Get True Uninterrupted Compound Growth with Lester Himel
Episode 264: What Will You Do When You’re 82? with Lester Himel
Episode 263: Be Unconstrained with Myles Wakeham
Episode 262: Don’t Make This Hard! 13 Crucial Questions about Money with Doug Peacock
Episode 261: The 401(not OK)?
Episode 260: Life Transformation through Contractual Wealth with Chris Prefontaine
Episode 259: The Top Ten Keys to Becoming Your Own Banker with Marty Smith
Episode 258: Don’t Do What Banks Tell You To Do… with Kristin Colca
Episode 257: The Two-Stage Rocket Strategy
Episode 256: 3 Ways to Save for Retirement – Even If You Lose Your Job!
Episode 255: Post-COVID Underwriting Secrets with Ryan Nemcek
Episode 254: Solving the Unsolvable Financial Problems with Steven Step
Episode 253: Everybody Else Has a Plan for Your Money with Brandon Neely
Episode 252: What is the 1035 Exchange?
Episode 251: How Does Inflation Affect Bank On Yourself®? Part 2
Episode 250: How Does Inflation Affect Bank On Yourself®?
Episode 249: Whole Life Takes How Long to Break Even? with Dan and Rebecca Proskauer
Episode 248: Running into the Financial Hurricane with Marc Beshears
Episode 247: Post-COVID Money Pivots with Amanda Neely
Episode 246: Chaos, Plinko Boards and Your Financial Future
Episode 245: The Truth About Reverse Mortgages with Tim Foor
Episode 244: Why Is College Getting More Expensive? with Angie Grimm
Episode 243: [Client Spotlight] Jay Helms
Episode 242: Die with Zero and Love Every Minute of It
Episode 241: Your Last Tax Day
Episode 240: [Client Spotlight] From Term Insurance to the Meaning of Life with Thomas Paukovitz
Episode 239: Resilience, Resets and Ripples – The Butterfly Impact with Mark Briggs
Episode 238: [Client Spotlight] Variable Paychecks to Permanent Lifetime Income with Christian Ward
Episode 237: The Periodic Table of Abundance
Episode 236: Top 10 Episodes! Bank On Yourself® Engineering (Ep. 6)
Episode 235: Top 10 Episodes! Why Work with A Bank on Yourself® Professional? (Ep. 159)
Episode 234: Top 10 Episodes! What is the Perfect Financial Solution? (Ep. 4)
Episode 233: Top 10 Episodes! Wait A Minute! Did I Just Pay For This Twice? (Ep. 110)
Episode 232: Top 10 Episodes! How Do Bank on Yourself® Type Policy Loans Work? (Ep. 32)
Episode 231: Top 10 Episodes! How Is Guaranteed Growth Possible? (Ep. 197)
Episode 230: Top 10 Episodes! Combining Bank on Yourself® with the Asset Class of Real Estate (Ep. 41)
Episode 229: Top 10 Episodes! The Debtor, The Saver and the Wealth Creator (Ep. 71)
Episode 228: Top 10 Episodes! How To Maximize Your Retirement Income and Why Bank on Yourself® Type Policy Loans Matter (Ep. 83)
Episode 227: Top 10 Episodes! The Founder of Bank On Yourself®, Pamela Yellen (Ep. 188)
Episode 226: [Toolbox] Three Biases That Sabotage Your Finances and One Weird Habit to Find Real Wealth in 2022
Episode 225: Why Did I Buy This Thing Again? with Debbie Wilder
Episode 224: Uninsured and Loving It with Andy Schoonover
Episode 223: How They’re Stealing Your Pension, Even If You Don’t Have One with Chris Tobe
Episode 222: Four Ways to Make Your Cash Value Grow Faster
Episode 221: Benefit from the Rising Cost of College with Marty Smith
Episode 220: Client Spotlight: Joe Rulli on Bread and Circuses and Banking
Episode 219: The 7702 Changes – Disaster or Christmas Miracle?
Episode 218: Top 10 Tough Questions When You Bank on Yourself (Part 2)
Episode 217: Top Ten Tough Questions When You Bank on Yourself (Part 1)
Episode 216: Shielding Against Sequence of Returns Risk with Jeff Hochwalt
Episode 215: Client Spotlight with Jack Gerstner
Episode 214: Not Your Average Inflation
Episode 213: 8 Ways to Prosper From Annuities
Episode 212: The Coming Revolution in Lifetime Income
Episode 211: Annuity Myths Exposed
Episode 210: Do You Believe These Four Retirement Whoppers?
Episode 209: What’s Wrong with Self-Directed IRAs?
Episode 208: Turning $82K into $20M with Chris Thurman
Episode 207: “Ask Larry” Kotlikoff How to Get What’s Yours
Episode 206: Bank on Yourself® Type Whole Life Insurance Policy Loans vs. Everything Else, Round Two
Episode 205: Bank on Yourself® Type Whole Life Insurance Policy Loans vs. Everything Else, Round One
Episode 204: Real Stories from Real People
Episode 203: What If I Can’t Pay the Premiums?
Episode 202: Hot Tea with Marilyn Blosser
Episode 201: The Five Stages of Business Growth with Brett Gilliland
Episode 200: The Question is the Answer
Episode 199: Buy. Borrow. Die. …Pay Zero in Tax?
Episode 198: Live Your Best Life (Insurance)
Episode 197: How is Guaranteed Growth Possible?
Episode 196: The Rate of Return of Certainty
Episode 195: How to Write a Contract with Your Future
Episode 194: [Toolbox] Use The Volatility Buffer Against Market Madness
Episode 193: The 8 Biggest Mistakes You Make When You Bank On Yourself® with Jim Conrad
Episode 192: Can I Bank on Yourself® Outside of the United States? with Stephen Devlin from Canada
Episode 191: Ask Me Anything
Episode 190: The Ninja Belts of Bank on Yourself®
Episode 189: Bank On Yourself® and MMA, How to Bully-Proof Your Money
Episode 188: The Founder of Bank On Yourself®, Pamela Yellen
Episode 187: What is a Term to Whole Life Conversion?
Episode 186: Thou Shall Prosper with Rabbi Daniel Lapin
Episode 185: Flipping America with Roger Blankenship
Episode 184: Rewirement and Risks to Retiring in 2021 with Jamie Hopkins
Episode 183: What About Bank On Yourself® and Bitcoin?
Episode 182: The Mindset of a Real Estate Investor with Steve Rozenberg
Episode 181: Real Estate Tax Problems with Brett Swarts
Episode 180: If You’re Playing the Wall Street Game: STOP!
Episode 179: Join the Not Your Average Financial Revolution
Episode 178: Tax-Free Wealth with Tom Wheelwright
Episode 177: Your Life Insurance Business Line of Credit with Sarry Ibrahim
Episode 176: Annuities vs. Everything Else
Episode 175: Five Surprising Benefits of Lifetime Income
Episode 174: Life Insurance on Your Kids
Episode 173: Am I Too Old for Bank on Yourself®? Part 2
Episode 172: Am I Too Old for Bank on Yourself®?
Episode 171: Unemployment, Post-COVID with Nicole Martin and Katie Cummins
Episode 170: Sick of Health Insurance? Here’s an alternative with Joel Noble and Samaritan Ministries
Episode 169: How to Give Double to Your Favorite Charity, Without Any More Out of Pocket!
Episode 168: Robert Farrington, the College Investor
Episode 167: Don’t Worry, Retire Happy with Tom Hegna
Episode 166: Sean Morrissey is Landlording for Life
Episode 165: Combining Bank on Yourself® with Profit First
Episode 164: From the Unthinkable to the Obvious
Episode 163: Why Banks Need Insurance Companies with Kevin Greer
Episode 162: Real Estate Investing and Bank on Yourself® with Lane Kawaoka
Episode 161: Bank on Yourself® and Real Estate Investing
Episode 160: Why Work with a Bank on Yourself® Professional? Part 2
Episode 159: Why Work with a Bank On Yourself® Professional?
Episode 158: Bank on Yourself®: What’s in it for Insurance Companies? with Matt Berman
Episode 157: I Love Leverage! I Love Liquidity! with Matt Shanlian
Episode 156: Blind Spots and Holy Grails
Episode 155: Six Ways to Spend Less and Enjoy Life More
Episode 154: Invest Local! Private Money Lending with David C. Barnett
Episode 153: Assisted Living Investing Strategies with Gene Guarino