Episodes

In this episode, we ask: Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1? Login or Join the FREE membership community to Reserve Your Spot! Has anyone’s 401(k) been a ravishing success? What did Ted Benna do? What is the hope and prayer? What is the best case scenario for a 401(k)? What about salary deferral? Will you be alive in 20 to 30 years? How much of it belongs to you? How much of it belongs to U...

In this episode, we ask: What about participating in real estate without using banks? Who is Chris Prefontaine? Would you like to hear Episode 125? What about buying and selling real estate on terms? What is a lease purchase? What about dealing with banks? What about generational wealth? What about life transformation through contractual wealth? What about the Wicked Smart community? What is the Summer of Deals? What is the September Quantum Leap System event? What is the Wicket Smar...

In this episode, we ask: What is the most important business in the world? Who is in the banking business? Who is Marty Smith? What about a Marty Smith trilogy? Where has Marty and his wife been living for 46 years? How long has Security Mutual of New York been in business? What are the flagship products for Security Mutual Life Insurance Company (SML)? What about Nelson Nash? What about the death benefit? What about building cash value? What is a wonderful combination? What is the b...

In this episode, we ask: What about a life changing moment? What do banks do with money? Who is Kristin Colca? What happened to Kristin? What does Kristin do? What happened when Kristin met Teresa Kuhn? What happened when Kristin graduated with her finance degree? Would you like to hear Episode 56? What about a savings mentality? What about a reliance on safety? What about taking on debt? What about fast-forwarding to today? What happens in an emergency? What about liquidity, safet...

In this episode, we ask: Have you ever wondered what it’s really like to be on a launch pad? What happens when the engines light? What about accelerating straight up? What about large sums? What about real estate? What about debts?

In this episode, we ask: What about guarantees? What is the catch? What are the guaranteed components in life insurance contracts? What are premiums guaranteed? What about fixed premiums? What about term insurance? What about indexed universal life insurance (IUL)? What sort of contract is this? What is your end of the bargain? Why has Mark grown to love paying premiums? Would you like to listen to Episode 203? What about a seventh piece? What about a loss of income? What does the ...

In this episode, we ask: What is the truth about the last few years? Would you like to learn about underwriting? Who is Ryan Nemcek? What happened at Ryan’s wedding? How did Ryan become the Senior Underwriter at Security Mutual Life Insurance Company (SML)? What does underwriting entail? What’s is the weirdest case that has come across Ryan’s desk? What is a contestability period? When does an investigation occur? What happens within the first two years of a policy? What about suicide...

In this episode, we ask: How do you solve an unsolvable problem? Can you solve a Rubik’s cube? What about complexity? Who is Steven Step? What’s Steven’s story with Bank on Yourself®? What happens every year on the policy statement?

In this episode, we ask: Is it possible to give what you have not received? Who is Brandon Neely? What is Brandon’s superpower? What does Brandon suggest? Why does Profit First matter? What (who) is the biggest risk? What (who) is the biggest asset? What happened when Brandon and Amanda sold their coffee shop business? What about closing or selling a business? How do you position yourself to be in a better, healthy place? What helps the resilience of a business owner? Would you like ...

In this episode, we ask: Are you stuck for your whole life? What if you had the option to take your business elsewhere? What about a poorly designed policy? What about a policy that was improperly designed? What is Section 1035? What about a tax free transfer? Do you know about the 1031 exchange? Do you have an in-force illustration on the IUL policy? Would you like to hear Episode 59, Episode 60 and Episode 61? Would you like to trade one product for another without any tax consequenc...

In this episode, we ask: What about capital goods? What if we added a zero? Do we automatically have more wealth? How are Bank on Yourself® type whole life policies affected by inflation? What are some specific strategies? What about some common myths? How much money is floating around? What about bug protein? What about real estate? What about Bank on Yourself® type whole life insurance? What about the power of compounding? What about the power of leverage? What about the power of ...

In this episode, we ask: Are inflation indicators blinking red? What is the PCE index? How high is inflation? What happened in September 1983? How does inflation work? How does inflation affect your financial goals? Would you like to hear the information shared with Jay Helms at W2 Capitalist Part 1? What about Not Your Average Inflation? What is on the mind of real estate investors today? How do you want to increase your own money supply? What happened about 100 years ago? What happ...

In this episode, we ask: What happened in the middle of the tech bubble? Why is it OK for policies to take years to break even? How is this not a deal breaker? Who are the Proskauers? Would you like to hear Episode 118? What is Dan and Rebecca’s story with money? How did they pay for the wedding? How did they pay for the down payment on the house? What about being in control of money (as opposed to having money be in control)? What happened after college? What about savings? …How muc...

In this episode, we ask: Have you ever had life throw you a curve ball? Who is Marc Beshears? How did Marc learn about Bank on Yourself®? What happens when things are too easy? What happened with the hurricanes? What assets are creditor proof? What is a private asset? What happened when Marc learned about dividend paying whole life insurance? Why is debt so stressful? Whose barber bought five condos in 2007? How has Bank on Yourself® changed Marc’s life? Whose capital is in jail? Wha...

In this episode, we ask: Who is Amanda Neely? Would you like to hear Episode 113? How about an update? What happened with Amanda’s client? What about scenarios for the future? How did the life insurance companies fair over the last two years? How about some updates? What happens? What about stock market volatility? What about a real life case study? What about tax? What about short term capital gains? What about long term capital gains? What about the book, Sacred Economics? What ...

In this episode, we ask: Have you ever seen a double pendulum? Have you ever played Plinko? What about quantum mechanics? What about the bell curve? What about emerging patterns? What about statistics? What about Sir Francis Galton? What about order out of chaos? What about Monte Carlo simulations? Can you unwind a portfolio in real life? What about the power of large numbers? What about the power of the insurance company? What would it be like if you knew the outcome of your financ...

In this episode, we ask: Do you have a visceral reaction to certain words? Who is Tim Foor? How did Tim become a loan officer? Would you like to hear Episode 157? Does Tim own Bank on Yourself® type life insurance policies? What does Tim think about Bank on Yourself®? What about mixing Bank on Yourself® type whole life policies and mortgage strategies? How does Tim help activate home equity towards the client’s advantage? What has happened to home values? What about a tax free money vehi...

In this episode, we ask: What would you think of a young person walking up to you with a business plan? Would you loan him money? Do you have kids? Do you know someone with kids on their way to college? Who is Angie Grimm? What happened when Angie was a senior in high school? What did she learn? What’s the cost of college now? Why is college so expensive? Should every family apply for aid? What about the rules and regulations? What sort of assets penalize families? What sort of asse...

In this episode, we ask: What is the risk of owning a business? Who is Jay Helms? How did Jay meet his wife? Where is Jay? What has Jay learned about short term rentals? What was Jay’s experience with taking a policy loan? What was Jay’s experience with the bank? What about moving away from a W-2? What about transforming the family’s life? What did Jay learn form Dave Ramsey? What is Jay scared of now? What happened to Jay’s net worth? What about multiple streams of income? What ab...

In this episode, we ask: What is the purpose of your money? What’s it all for? What happens when you get more money? What is the key? What about a story? What is ROE? What about Bill Perkins’ book, Die with Zero? What happened when Mark went to Japan?

In this episode, we ask: What about tax as a seven layer dip? What are the different tax systems? What about income tax? When did the income tax start? What about payroll tax? What about capital gains tax? What about short term and long term capital gains tax? What about sales tax? What about property tax? What about estate tax? What about gift tax? What about the inheritance tax? What about gift tax exemptions? What about the annual gift tax exclusion? What about the tax on inter...

In this episode, we ask: What about the meaning of life? What about taking responsibility? Who is Thomas Paukovitz? What’s his story with money? What happened with Thomas and Amanda in the first year of marriage? What did they learn? What about goal setting? What about student loans? What about car loans? What about debt? What about teaching about money? How does personal responsibility fit? What about whole life insurance? How is this different from term insurance? Is there an is...

In this episode, we ask: Are you focused on a bigger and better future? Who is Mark Briggs? Would you like to read Mark’s new book, The Butterfly Impact: Resilience, Resets and Ripples? What are Mark’s memories with butterflies? How might innovations happen within organizations? How do we take advantage of opportunities? What about transformations within constraints? How does Mark use difficult experiences as fuel for growth? Where do you spend your time everyday? What about the enzyme...

In this episode, we ask: Who is Christian Ward? How did Christian earn his first dollar? How does Christian handle the ups and downs of living on real estate commissions? What is it like starting out as a realtor? What about working on the business of real estate? What about Profit First? How did Mark and Christian meet? What about knowing what you don’t know? What about growing financial savvy? What about growing more peaceful? What about self improvement? What happened in 2011? Wh...