Not Your Average Financial Podcast™

In this episode, we ask: What happens with speed? What happens with sequence? Who is pricing this in? Would you like to hear the results of some recent studies? What happened in May of this year? What is happening with inflation? What is happening with the federal debt? Are stocks the answer? Are bonds the answer? What do two-thirds of Americans fear? What is the magic number for retirement Who is going to outlive their savings? What will you do when you’re 82? Would you like to he

In this episode, we ask: What is Phil’s history in financial services? What’s happening with Lake Growth Financial Services? How is Phil enjoying the Bank On Yourself® strategies? Inside the credit union, how did the member-owned structure show up? How does the publicly-traded bank ownership show up? What about stock-owned life insurance companies? What about mutually-owned life insurance companies? What concrete behaviors show up each quarter? What did banks pull back from in 2020? Wh

In this episode, we ask: How many questions do you have? Am I making a money mistake? What were Evan’s first questions? What happens if the dollar fails? What is the contract? What about inconsistent and fluctuating income? What sort of flexibility is there when there is a delay in a windfall? Is this a subscription? Are you forced to make a payment every month? What is a regular savings strategy? How do you plow more money into your assets? What is optional? What happens in tough t

In this episode, we ask: Would you like to listen in on two Certified Financial Planners®? What is the difference between kind and nice? Did you love Mary Poppins? What kind of feedback would you like for improvement? What is best for the person I’m talking with? What can help the person in the long run? What about speaking truth with love? What did Amanda’s attorney say? How does this apply to financial advisors? What about Profit First? Would you like to hear the ninja belt series?

In this episode, we ask: Who is in the silver tsunami? What do we do with the bills, accounts, passwords, life insurance policies, heirlooms, etc.? Who is Adam Zuckerman? What is Buried in Work? Have you read No Loose Ends? What about Adam’s new digital platform, Heirloom and Tell? How do you start the conversation before it’s too late? …and more! Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate

In this episode, we ask: Does buying stuff feel like a rigged game? What about leverage? What changes the game entirely? Have you heard the previous three episodes? What does TGIF stand for? Why is your need for financing greater than any other financial need? What are you handling? Are you in the driver’s seat? How do you buy everything? What about opportunity cost? Do you pay cash? Do you pay interest to a third party? Who benefits from the compound interest? Are these line items