All Episodes
Thinking Like a Bank — 125 episodes
Episode 125: How to Pay for Nursing Home Care
Episode 124: Skip the 529 plan, do this instead for college planning, with Ryan Fleming CFF®️
Episode 123: Bank On Yourself, stock market, or both?
Episode 122: How to Afford College with Angie Grimm
Episode 121: What exactly do we do?
Episode 120: Unlocking Property Secrets: An Insider’s Guide with Attorney Omar Younis
Episode 119: Why I became a CFP Professional, Sarry Ibrahim, CFPⓇ, MBA
Episode 118: Understanding Business Loans with Joe Camberato
Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP®
Episode 116: Improve Your Business, Apply these Accounting Principles with Michael Scicluna
Episode 115: Why Small Businesses Need to Protect their Intellectual Property? With Attorney Devin Miller
Episode 114: An Alternative to a 1031 Exchange with Frank Hanna Jr. ChFC®
Episode 113: How to Find a Key Principal for Your Real Estate Deals with George Roberts
Episode 112: The Bridge Between Agriculture and CRE with Casey Silveria
Episode 111: Will Real Estate Values Drop Soon? With Greg Dickerson
Episode 110: What to do When Buying or Selling a Business? With John Martinka
Episode 109: How to Earn an Additional Source of Income Using Turo with Aubrey Janik
Episode 108: The Power of Generosity with Bob DePasquale
Episode 107: How to Test Your Business and Market with Scott Peckford
Episode 106: The Future of Banking with Emmanuel Daniel
Episode 105: What is Premium Financing? With Mark Willis, CFP®
Episode 104: Medical Office Investing with Trisha Talbot
Episode 103: How to Find Your Mission in Life with John Neral
Episode 102: A Better Approach to Financial Planning with John Ensley
Episode 101: Big Picture Branding with Grace Lee
Episode 100: Becoming Your Own Banker, Book Review
Episode 99: Become the Bank, Learn to Invest in Notes with David Putz
Episode 98 - What is Happening in the Banking Industry? With Mark Willis, CFP®
Episode 97: Understanding Real Estate and Taxes with Brandon Hall, CPA
Episode 96: How to Get Venture Capital Funding with Steve Hoffman
Episode 95: Why is Self-Storage Investing Recession Resistant? With Scott Meyers
Episode 94: Achieving Quantum Leaps in Your Business with Emily Thomas
Episode 93: How to Master Passive Income with Dustin Heiner
Episode 92: How To Access Your Home Equity WITHOUT a Loan with Matthew Sullivan
Episode 91: How to Build Wealth Like the 1% with Abel Pacheco
Episode 90: How to Pay Less W2 Taxes with Billy Keels
Episode 89: How to Start Making Money Today in Commercial Real Estate with Terry Hale
Episode 88: Reaching Your Ultimate Goals with Tony Martignetti
Episode 87: How to Get Over the Fear of Investing in Real Estate? With John Casmon
Episode 86: Mitigate Risk by Investing in Larger Deals with Jason Yarusi
Episode 85: Why Investors Seek Negative K-1 Distributions with Mustafa Ladha
Episode 84: A More Lucrative Approach to Real Estate Investing with Nolan Sanburn
Episode 83: What is Venture Capital? With Grace Gong
Episode 82: The Shred Method with Adam Carroll
Episode 81: The Power of Perceiving Your Goals with Heather Lee Chapman
Episode 80: What is Private Placement Life Insurance with Daniel Koller
Episode 79: How To Invest in Privately Held Businesses with Michael Johnson
Episode 78: Train Yourself to Take More Risks with Junie Moon
Episode 77: Inside Secrets to Angel Investing with Karen Rands
Episode 76: Rewire the Way You Think About Retirement with Jamie P. Hopkins
Episode 75: What is a Bank On Yourself ® Professional? With Mark Willis, CFP ®
Episode 74: Digitizing Your Business with Matthew Shields
Episode 73: Launching a Multi-Million Dollar App from Nothing with Guillaume Portalier
Episode 72: How SBA Loans work with Ray Drew
Episode 71: How to Program Your Mind to Make More Money with Victor Pierantoni
Episode 70: The Mindful Millionaire with Leisa Peterson
Episode 69: Avoid Taxes Using these Vehicles with Carl Fischer
Episode 68 - Passive Income and Tax Favored Growth
Episode 67: Speaking with the Founder of National Financial Educators Council, Vince Shorb
Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich
Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha
Episode 64: How To Retain Employees with Marc Beshears
Episode 63: Creative Real Estate Financing with Brian O’Neill
Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA
Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett
Episode 60: Local Private Lending with David C Barnett
Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield
Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut
Episode 57: Core Principles of Business with Anthony Vicino
Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor Loht
Episode 55: Raising Capital by Issuing Small Business Bonds with Ben Stein of SMBX
Episode 54: Why Having Great Credit Leads to More Business Opportunities with Marco Salinas
Episode 53: Improving Your Business by Providing Win-Win Solutions with Chris Forsythe
Episode 52: Believing in Yourself as an Entrepreneur with Diana Murphy
Episode 51: How to Win at the Money Game with Brandon Neely
Episode 50: Grow Wealth with Real Estate with Anthony Scandariato
Episode 49: How to Start a Business Using your 401k with Bernard Reisz, CPA
Episode 48: Tax Savings Tips with Jason Osser, CPA
Episode 47: Backstage Guide to Real Estate with Matt Picheny
Episode 46: Mobile Home Park Investing with Victor Alves
Episode 45: Swiss Banking? With Jamie Vrijhof-Droese
Episode 44: Getting a Loan for a Commercial Property with Dan Lewkowicz
Episode 43: Protect Your Business Ideas with Attorney Dan Nguyen
Episode 42: Pay Less Taxes by Investing More with Marie Grasmeier, CPA
Episode 41: Digital Marketing for Small Business Owners with Jennie Lyon
Episode 40: Chiropractor to Marketing Specialist with Dr. Connor Robertson
Episode 39: Resilience and Growth Mindset with Joshua M. Walehwa
Episode 38: Capital Gains Tax Solutions with Brett Swarts
Episode 37: Writing a Business Plan with Kristina Wynne
Episode 36: Get The Money You Need with Jay Conner
Episode 35: How to Invest in Notes Like a Bank? With Scott Carson
Episode 34: Should You Pay Off Your Mortgage with Chris Swartz
Episode 33: Money and Confidence with Ben Humble
Episode 32: Buy Real Estate with No Money Down with Farrah Ali
Episode 31: Best Funding Options to Grow Your Business with Leo Kanell
Episode 30: Investing with your partners with Chris Salerno
Episode 29: Solutions for Taxable Investors with Brian Adams
Episode 28: Expert Negotiation Skills with J Paul Nadeau
Episode 27: Strategic Partnerships with Anton Anderson
Episode 26: Money and Mindset with Darrell Evans
Episode 25: Private Money Lending with Alex Breshears
Episode 24: How Infinite Banking Works with Drew White
Episode 23: Infinite Banking and Residential Assisted Living with Greg Junge
Episode 22: How to Lose Money with Paul Moore
Episode 21: Financial Freedom with Courtney Dyer
Episode 20: Commercial Real Estate with Dan Lewkowicz
Episode 19: R&D Tax Credit with Randy Crabtree, CPA
Episode 18: Life Coaching with Vikkie J
Episode 17: ADA Tax Credit with Terrell Turner, CPA
Episode 16: Bank On Yourself with Fix and Flips with Benjamin Morgan
Episode 15: Managing $150 million in AUM with Whitney Sewell
Episode 14: Crushing Debt with Attorney Shawn Yesner
Episode 13: Growing a Business Online With Rouan Kruger
Episode 12: Are Annuities A Good Choice? With Nick Bates
Episode 11: Marketing and Investing with Brad Costanzo
Episode 10: Raising capital with Bridger Pennington
Episode 9: What Banks Do with Marcus Norman
Episode 8: Owning/Investing in Residential Assisted Living with Serg Lupescu
Episode 7: Profit First + Bank On Yourself with Brandon and Amanda Neely
Episode 6: Passive Real Estate Investing with Alina Trigub
Episode 5: Tax savings and Cost Segregation with Yonah Weiss
Episode 4: What is title insurance with Michael Ham
Episode 3: What to consider before applying for a mortgage with Robert Weinberg
Episode 2: Passive Real Estate investing with Tait Duryea
Episode 1: The Bank On Yourself Concept with Mark Willis