Thinking Like a Bank cover art

All Episodes

Thinking Like a Bank — 125 episodes

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Episode 125: How to Pay for Nursing Home Care

2

Episode 124: Skip the 529 plan, do this instead for college planning, with Ryan Fleming CFF®️

3

Episode 123: Bank On Yourself, stock market, or both?

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Episode 122: How to Afford College with Angie Grimm

5

Episode 121: What exactly do we do?

6

Episode 120: Unlocking Property Secrets: An Insider’s Guide with Attorney Omar Younis

7

Episode 119: Why I became a CFP Professional, Sarry Ibrahim, CFPⓇ, MBA

8

Episode 118: Understanding Business Loans with Joe Camberato

9

Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP®

10

Episode 116: Improve Your Business, Apply these Accounting Principles with Michael Scicluna

11

Episode 115: Why Small Businesses Need to Protect their Intellectual Property? With Attorney Devin Miller

12

Episode 114: An Alternative to a 1031 Exchange with Frank Hanna Jr. ChFC®

13

Episode 113: How to Find a Key Principal for Your Real Estate Deals with George Roberts

14

Episode 112: The Bridge Between Agriculture and CRE with Casey Silveria

15

Episode 111: Will Real Estate Values Drop Soon? With Greg Dickerson

16

Episode 110: What to do When Buying or Selling a Business? With John Martinka

17

Episode 109: How to Earn an Additional Source of Income Using Turo with Aubrey Janik

18

Episode 108: The Power of Generosity with Bob DePasquale

19

Episode 107: How to Test Your Business and Market with Scott Peckford

20

Episode 106: The Future of Banking with Emmanuel Daniel

21

Episode 105: What is Premium Financing? With Mark Willis, CFP®

22

Episode 104: Medical Office Investing with Trisha Talbot

23

Episode 103: How to Find Your Mission in Life with John Neral

24

Episode 102: A Better Approach to Financial Planning with John Ensley

25

Episode 101: Big Picture Branding with Grace Lee

26

Episode 100: Becoming Your Own Banker, Book Review

27

Episode 99: Become the Bank, Learn to Invest in Notes with David Putz

28

Episode 98 - What is Happening in the Banking Industry? With Mark Willis, CFP®

29

Episode 97: Understanding Real Estate and Taxes with Brandon Hall, CPA

30

Episode 96: How to Get Venture Capital Funding with Steve Hoffman

31

Episode 95: Why is Self-Storage Investing Recession Resistant? With Scott Meyers

32

Episode 94: Achieving Quantum Leaps in Your Business with Emily Thomas

33

Episode 93: How to Master Passive Income with Dustin Heiner

34

Episode 92: How To Access Your Home Equity WITHOUT a Loan with Matthew Sullivan

35

Episode 91: How to Build Wealth Like the 1% with Abel Pacheco

36

Episode 90: How to Pay Less W2 Taxes with Billy Keels

37

Episode 89: How to Start Making Money Today in Commercial Real Estate with Terry Hale

38

Episode 88: Reaching Your Ultimate Goals with Tony Martignetti

39

Episode 87: How to Get Over the Fear of Investing in Real Estate? With John Casmon

40

Episode 86: Mitigate Risk by Investing in Larger Deals with Jason Yarusi

41

Episode 85: Why Investors Seek Negative K-1 Distributions with Mustafa Ladha

42

Episode 84: A More Lucrative Approach to Real Estate Investing with Nolan Sanburn

43

Episode 83: What is Venture Capital? With Grace Gong

44

Episode 82: The Shred Method with Adam Carroll

45

Episode 81: The Power of Perceiving Your Goals with Heather Lee Chapman

46

Episode 80: What is Private Placement Life Insurance with Daniel Koller

47

Episode 79: How To Invest in Privately Held Businesses with Michael Johnson

48

Episode 78: Train Yourself to Take More Risks with Junie Moon

49

Episode 77: Inside Secrets to Angel Investing with Karen Rands

50

Episode 76: Rewire the Way You Think About Retirement with Jamie P. Hopkins

51

Episode 75: What is a Bank On Yourself ® Professional? With Mark Willis, CFP ®

52

Episode 74: Digitizing Your Business with Matthew Shields

53

Episode 73: Launching a Multi-Million Dollar App from Nothing with Guillaume Portalier

54

Episode 72: How SBA Loans work with Ray Drew

55

Episode 71: How to Program Your Mind to Make More Money with Victor Pierantoni

56

Episode 70: The Mindful Millionaire with Leisa Peterson

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Episode 69: Avoid Taxes Using these Vehicles with Carl Fischer

58

Episode 68 - Passive Income and Tax Favored Growth

59

Episode 67: Speaking with the Founder of National Financial Educators Council, Vince Shorb

60

Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich

61

Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha

62

Episode 64: How To Retain Employees with Marc Beshears

63

Episode 63: Creative Real Estate Financing with Brian O’Neill

64

Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA

65

Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett

66

Episode 60: Local Private Lending with David C Barnett

67

Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield

68

Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut

69

Episode 57: Core Principles of Business with Anthony Vicino

70

Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor Loht

71

Episode 55: Raising Capital by Issuing Small Business Bonds with Ben Stein of SMBX

72

Episode 54: Why Having Great Credit Leads to More Business Opportunities with Marco Salinas

73

Episode 53: Improving Your Business by Providing Win-Win Solutions with Chris Forsythe

74

Episode 52: Believing in Yourself as an Entrepreneur with Diana Murphy

75

Episode 51: How to Win at the Money Game with Brandon Neely

76

Episode 50: Grow Wealth with Real Estate with Anthony Scandariato

77

Episode 49: How to Start a Business Using your 401k with Bernard Reisz, CPA

78

Episode 48: Tax Savings Tips with Jason Osser, CPA

79

Episode 47: Backstage Guide to Real Estate with Matt Picheny

80

Episode 46: Mobile Home Park Investing with Victor Alves

81

Episode 45: Swiss Banking? With Jamie Vrijhof-Droese

82

Episode 44: Getting a Loan for a Commercial Property with Dan Lewkowicz

83

Episode 43: Protect Your Business Ideas with Attorney Dan Nguyen

84

Episode 42: Pay Less Taxes by Investing More with Marie Grasmeier, CPA

85

Episode 41: Digital Marketing for Small Business Owners with Jennie Lyon

86

Episode 40: Chiropractor to Marketing Specialist with Dr. Connor Robertson

87

Episode 39: Resilience and Growth Mindset with Joshua M. Walehwa

88

Episode 38: Capital Gains Tax Solutions with Brett Swarts

89

Episode 37: Writing a Business Plan with Kristina Wynne

90

Episode 36: Get The Money You Need with Jay Conner

91

Episode 35: How to Invest in Notes Like a Bank? With Scott Carson

92

Episode 34: Should You Pay Off Your Mortgage with Chris Swartz

93

Episode 33: Money and Confidence with Ben Humble

94

Episode 32: Buy Real Estate with No Money Down with Farrah Ali

95

Episode 31: Best Funding Options to Grow Your Business with Leo Kanell

96

Episode 30: Investing with your partners with Chris Salerno

97

Episode 29: Solutions for Taxable Investors with Brian Adams

98

Episode 28: Expert Negotiation Skills with J Paul Nadeau

99

Episode 27: Strategic Partnerships with Anton Anderson

100

Episode 26: Money and Mindset with Darrell Evans

101

Episode 25: Private Money Lending with Alex Breshears

102

Episode 24: How Infinite Banking Works with Drew White

103

Episode 23: Infinite Banking and Residential Assisted Living with Greg Junge

104

Episode 22: How to Lose Money with Paul Moore

105

Episode 21: Financial Freedom with Courtney Dyer

106

Episode 20: Commercial Real Estate with Dan Lewkowicz

107

Episode 19: R&D Tax Credit with Randy Crabtree, CPA

108

Episode 18: Life Coaching with Vikkie J

109

Episode 17: ADA Tax Credit with Terrell Turner, CPA

110

Episode 16: Bank On Yourself with Fix and Flips with Benjamin Morgan

111

Episode 15: Managing $150 million in AUM with Whitney Sewell

112

Episode 14: Crushing Debt with Attorney Shawn Yesner

113

Episode 13: Growing a Business Online With Rouan Kruger

114

Episode 12: Are Annuities A Good Choice? With Nick Bates

115

Episode 11: Marketing and Investing with Brad Costanzo

116

Episode 10: Raising capital with Bridger Pennington

117

Episode 9: What Banks Do with Marcus Norman

118

Episode 8: Owning/Investing in Residential Assisted Living with Serg Lupescu

119

Episode 7: Profit First + Bank On Yourself with Brandon and Amanda Neely

120

Episode 6: Passive Real Estate Investing with Alina Trigub

121

Episode 5: Tax savings and Cost Segregation with Yonah Weiss

122

Episode 4: What is title insurance with Michael Ham

123

Episode 3: What to consider before applying for a mortgage with Robert Weinberg

124

Episode 2: Passive Real Estate investing with Tait Duryea

125

Episode 1: The Bank On Yourself Concept with Mark Willis