Not Your Average Financial Podcast™

In this episode, we ask: What can be intimidating? What about big, life-long decisions? How do dividends work? How can you regain certainty, control and safety in the midst of a very uncertain world? What did Mark learn in school from his math teacher? Who does Mark have great respect for? What takes courage? How...

In this episode, we ask:

In this episode, we ask: What questions do you have? Would you like to join our FREE! Not Your Financial Community? Can someone use an annuity to roll money out of a qualified plan like a 401(k) or an IRA? Is this for people over 59.5 or younger than age 59.5? Can you get money...

In this episode, we ask: Are you in the daily grind? Do you need a better strategy? Who is Jason Duncan? Would you like to listen to Episode 289? Who needs their time back? Who needs their business on track for maximum valuation? What's Jason's story? What about focus: following one course until successful? What epiphany...

In this episode, we ask: What was born 129 years ago today? What has Mark learned? Have you ever seen the phrase, past performance is no guarantee of future results? What about marketing? What about backtesting? What is an index? How is the Dow Jones constructed? How are the stocks in the S&P weighted? What...

In this episode, we ask: How might you finance your future without the fees? How might you grow and accumulate wealth? How about the transformative reality of whole life insurance? Who is Evan Greathouse? How about comparing the costs? How about a case study? Would you like to hear Episode 143? What about irregular or...

In this episode, we ask: Is the policy correctly structured? How about a case study? Does the policy with the most cash value always win? What is the difference between a direct recognition and a non-direct recognition whole life insurance policy loan? What did the footnotes say? What are some possible outcomes? What happened to...

In this episode, we ask: Would you like to join us live for the Bank on Yourself® Rescue Your Retirement Bootcamp on May 6th, 2025, 1PM-5PM ET? Will you run out of money if you live to 120? What are we going to do make sure your money doesn't run out before you do? What...

In this episode, we ask: Would you like to join us live for the Bank on Yourself® Rescue Your Retirement Bootcamp on May 6th, 2025, 1PM-5PM ET? What deals are you making? What does it take to start a bank? Where do banks keep their capital? What is Tier 1 capital? Who needs a liquid,...

In this episode, we ask: Are you interested in 3 ways to leverage cash value life insurance for a secure business exit? Who has an exit plan? What are the benefits of a golden parachute? What happened in the '80s? What lowers the risks of takeovers? What are some example scenarios? Do you have a...

In this episode, we ask: What about getting started? Who is Bryan Powers? Who is Ben Berry? What is Bryan's story? What do they love about Bank on Yourself® type whole life insurance policies? How have they used their policies so far? What are some problems with borrowing money from the SBA? Is it compounding?...

In this episode, we ask: Would you like to meet with Mark? What are the challenges for small businesses? What's wrong with a small business's 401(k) offering? What is the problem with fees? What is the problem with liquidity? What are the penalties? What about the severe loss of control? What about forced participation? Why,...

In this episode, we ask: Have you subscribed on YouTube and/or your favorite audio platform? Could your business survive without you? Why do most small businesses fail to survive after a generation? Are you thinking long range with your business? When was Hoshi Ryokan in Japan founded? What is a buy-sell agreement? What are the...

In this episode, we ask: Would you like to unlock the magic and Request a Meeting? Where did Mark travel as a kid? Do we live in the future? What about the stagecraft? What does financial success look like for Americans? Would you like to view the Houston Chronicle article? How much would it take to feel financially...

In this episode, we ask: Should you quit your day job? What does it take to truly be a leader? How do you unhook yourself from “default” mode? Who is Jon Thiele? What's Jon's daily morning ritual? What's extremely important? How did Jon's career evolve? How did Jon find Mark? What happens when “the math...

In this episode, we ask: How's that working out for you? Who is A.L. Williams? Would you better off investing with some term on the side? Would you better off with a Bank on Yourself® type whole life insurance policy? What about a twin study? What happens after 29 years? What are the takeaways? Would...

In this episode, we ask: Would you like to listen to Episode 388? What are the challenges faced by most entrepreneurs? How is this playing itself out in the real world? How about guarantees? How about liquidity? How about more success? What challenges would this solve? How can business owners level up their cash flow?...

In this episode, we ask: What would life be like when you've reached financial freedom? Who is Harry Looknanan Jr.? Who knows how to manage in crisis? What happened in 2007? How did Harry meet Mark? What about peace of mind? What has Harry been able to do since having a Bank on Yourself® financial...

In this episode, we ask: What's the history? What's the opportunity? What am I talking about? What are the implications of your financial plan when you try to go it alone? What about economies of scale? What about the tax advantages of joint filing? What are the other benefits? What about net worth? What did...

In this episode, we ask: Would you like to learn more about capital for running a business? How does the Bank on Yourself® concept advantage business owners? What happens when entrepreneurs blow through their savings and money? What's the funny thing about other people's money? How many businesses have borrowed? How much debt do businesses...

In this episode, we ask: Have you had a near death experience? What about the beauty and complexity of Mother Nature? Who is Evan Greathouse? What was Evan's “aha” moment like? What happens while Evan was completing yard work? What drew Evan to becoming a Bank on Yourself® Professional? How has Evan been able to...

In this episode, we ask: Is life like a road trip? Who is Steven Lyons? How did Steven and his wife meet? What did Steven learn from his dad's entrepreneurship? What was the fork in the road? What is Steven's work? What about pattern recognition? What's Steven's learning journey with money? What happened next? What's...

In this episode, we ask: How compliant was Mark toward Dave Ramsey's rules? Have you heard Episode 323? What about Pamela Yellen's BankonYourself.com website update? What advice did Dave give Thomas? Why do so many viewers confuse Dave Ramsey for a financial advisor? Did Dave do a thorough needs analysis on Thomas's situation? Is Dave's claim that...

In this episode, we ask: Have you faced threats? How might you bring greater benefit to you and your family? Have you heard Sarry Ibrahim's podcast, Thinking Like a Bank, Episode 123? What did Sarry's client ask? What is the story with A.L. Williams? Has that worked? Would it work now? What about the whole...

In this episode, we ask: Are you ready? What are the risks you take, just to live your life? What am I interested in now? How do you reach your financial milestones without taking unnecessary risks? What happens when risk goes up? What about outcomes? Who is determined to fail? What about speculating? Who is...

In this episode, we ask: What does it mean to lapse a policy? Were you able to hear Part 1 with Elan Moas? How many universal life insurance policies will pay out? What about Bank on Yourself-type Whole Life Insurance Policies? What are the problems with universal life insurance policies (that many purchased in the...

In this episode, we ask: What do you think of when you think of tried and true products? What if I told you of a product that failed 90% of the time? What about life insurance? Where is the scandal? Where is the front page news? Who is Elan Moas? What is Elan's experience? What...

In this episode, we ask: How about balancing family life, ministry and real estate? Who is Brian Claus? Have you heard about UnBound Now? What's Brian's earliest memory with money? What did Brian's Dad do to incentivize saving? What's Brian's story? What happened in 2018? What are the benefits of running real estate through policies...

In this episode, we ask: Have you ever faced a challenge so big, it just seemed insurmountable? Have you turned a setback into a comeback? Who is Nick Prefontaine? What is the S.T.E.P. system? What happened to Nick on the mountain? What happened during recovery? What has Nick done with his policy? What about upgrading...

In this episode, we ask: Are you shocked about how everything keeps going up in price? Are you surprised about how so many things are shrinking? Who has debt on the balance sheet? What about companies? What about customers? What about the stock prices? What about interest rates? What happens in a recession? What vaporizes...

In this episode, we ask: What percentage of businesses successfully sell at all? Who is David C. Barnett? Would you like to hear David on Episode 154? How about a story? What are some of the hazards that new business owners run into all of the time? How did David get started? What did David...

In this episode, we ask: Did you have a Game Genie or similar childhood thrill? Do you remember the Choose Your Own Adventure books? What is the income snowball? How does one generate passive income? Who is Tanisha Souza, J.D.? What about due diligence? How about a story? What does Tardus Wealth Strategies do? What...

In this episode, we ask: When does your training kick in? What about a broader mindset of adaptability and resilience? Does what saved you in the morning kill you in the evening? What is riskier or now outdated? What about wealth stability? Who is standing right on the X? What is the darling of everyone's...

In this episode, we ask: Can you imagine…? What is Austrian Economics? Who is Max Brusky? What is Max's podcast about? Would you like to hear the BuckAround Podcast? What happened to Max in downtown Chicago? What happened at the Mises Circle event? What is the relationship between Austrian Economics and Bank on Yourself? Who...

In this episode, we ask: Did you receive any practical financial education in school? Would you like to see financial education in schools? Who is Vince Shorb? How about lizards? What about the entrepreneurial spark? Is there a financial illiteracy epidemic? What's Vince's story? How has education changed and stayed the same over the last...

In this episode, we ask: Why do indexed universal life policies (IUL policies) sales continue to grow? Why do we choose whole life insurance over other products? What about the refractor? How much risk are you comfortable taking with money you're not willing to lose? Where are you on the risk scale (1-10)? How is...

In this episode, we ask: Is life 100% chaotic? Are we totally at the whims of the universe? What happens anytime we make a plan? What about expectations and assumptions? What happens when time runs out? What about the booklet, The Box by Guy Baker? What are the four pricing factors? What about mortality cost?...

In this episode, we ask: Would you like to hear the epic rap battle of insurance policies? Would you like to experience this lyrical throw down of the ages? Has Mark finally lost it?! Did whole life's guaranteed cash value reign supreme or did IUL's (indexed universal life insurance) market-linked potential steal the show? Who...

In this episode, we ask: Do you remember Mr. Roger's lessons? How might the Profit First system work with real estate investing? Who is David Richter? What about great role models? What about emotional intelligence? What is key for business owners? When did David's first deal happen? What happened to that company? What happened when...

In this episode, we ask: Have you ever wished you were just average? Are you a business owner? Why do some business owners thrive and others merely survive? What if it were easy to become profitable? Who is Mike Michalowicz? What is the commercial that changed Mike's life direction? What happened when Mike was in...

In this episode, we ask: Would you like to hear Part 1 with Dave Bonnemort? What about mindset? What about cash value life insurance? What is the point of all of this? What about building capital? Can you do hard things? What's Dave's experience with his policies? What about thinking long range? Do you want a...

In this episode, we ask: Does X mark the spot? Who is Dave Bonnemort? How did Dave get his start? How many policies does Dave and his family own? What is the E.S.I. framework? What about earning? What about saving? What about interest? What about banking? Who is good at at least two of the...

In this episode, we ask: Are we in a retirement crisis in this country? How was that agent trained? What is the problem with indexed universal life insurance (IUL)? Have you read the book Becoming Your Own Banker by Nelson Nash? Would you like to hear Episode 312? Have you read Pamela Yellen's book The Bank...

In this episode, we ask: How about the young and the rest of us? How about the bold and the broker? How about general hospital, finance wing? How do we cope with the drama? Would you like to hear Episode 363? Would you like to hear Episode 144? What about debt to your future self?...

In this episode, we ask: How about dealing with the complexities of the long term care industry? According to the Department of Health and Human Services, how many will need Long Term Care insurance? How many people own Long Term Care insurance? What about self-insuring? What's the percentage of people that confused Long Term Care...

In this episode, we ask: What is your financial story? Who is Amanda Neely? What is the S.T.I.L.L. method? Would you like to hear additional episodes with Amanda? What are the 12 principles and the 5 steps? What is in the book Five Smooth Stones? What about setting your sights? What about tracking your in-and-outs?...

In this episode, we ask: Would you like to hear Episode 360? What about losing the initial excitement? Why am I doing this in the first place? What are the steps? What about the application? What about the medical exam? What about medical records from your physician's office? What about the health rating? Is getting...

In this episode, we ask: Would you like to join our FREE! Not Your Average Online Community? What are you missing? Who is Julia Reid? Is Bank on Yourself® considered an investment? What does Pamela Yellen say in the Bank on Yourself Revolution book? What are some possibilities? What about compound growth? What about the...

In this episode, we ask: Are you a business owner? Are you having difficulty hiring? What did a recent Gallup poll say? Who is Doug Peacock? Would you like to hear Episode 262? What are the seven ideas of “put me (life insurance) on your payroll”? Would you pay me like your lowest paid employee?...

In this episode, we ask: Did something or someone take you out? Can you retire at all? What are some tactical strategies? Do you feel behind? What happened to the stock market? What happened in 2022? What does one need to keep up with inflation? What happened to the average 401(k) balance? How long does...

In this episode, we ask: What if…? What if you could be the master of your financial domain? Who is Grant Thompson? Would you like to hear Episode 208? When was Grant's “aha” moment? What really works with money? What is the right thing? What is the truth? What should we be doing? What do...