Episodes
188
April 8, 2021
Episode 188: The Founder of Bank On Yourself®, Pamela Yellen
In this episode, we ask: Who is Pamela Yellen? What about Pamela’s articles and books? What did Pamela learn from experience? What did Pamela investigate? How does Pamela remember her mission? What about Dave Ramsey and Suze Orman?
187
April 1, 2021
Episode 187: What is a Term to Whole Life Conversion?
In this episode, we ask: Did you know that you can convert certain term life insurance policies to whole life without having to prove that you are in good health? What about renting? What about owning? What about the cost? Why are whole life premiums higher than term life premiums? Is whole life insurance way more expensive than term insurance? What about mortality cost? What about policy duration? What about risk? How long do term policies tend to last? What about term costs going up...
186
March 25, 2021
Episode 186: Thou Shall Prosper with Rabbi Daniel Lapin
In this episode, we ask: Who has their hand on the steering wheel of life? Who is Rabbi Daniel Lapin? What was his most important journey? Who tends to be disproportionally good with money? What did William Wordsworth say? What about entropy? Is chaos the order of things? What about building? Are you taking care of things? Are you maintaining your living space and your vehicles? What happens when you don’t do the work? What about ancient Jewish wisdom? What about Adam and Eve? What...
185
March 18, 2021
Episode 185: Flipping America with Roger Blankenship
In this episode, we ask: How do you know if you’re a leader? Who is Roger Blankenship? What is the Flipping America Network? Would you like to visit rogerblankenship.com? How BIG is Roger? What’s Roger’s story? What about real estate?
184
March 11, 2021
Episode 184: Rewirement and Risks to Retiring in 2021 with Jamie Hopkins
In this episode, we ask: Have you ever seen the show, American Ninja Warrior? What about a finite amount of cash? Who is Jamie Hopkins? What are some of Jamie’s earliest experiences with money? What about the risks of retirement? What about Jamie’s new book, Rewirement? What about longevity? What about the unknown time horizon? What about deflation? What about public policy risk? What about unexpected financial responsibility? What about a parent’s long term care needs? What if your...
183
March 4, 2021
Episode 183: What About Bank On Yourself® and Bitcoin?
In this episode, we ask: Do you remember your MySpace password? Do you have your bank password somewhere for your kids and grandkids to find? Who is Stefan Thomas? How did he lose so much Bitcoin? What are the risks? Does Bitcoin have value? Is crypto a way to safeguard wealth? What’s to love? What is the value of the price of a bitcoin? Is this the latest tulip mania? Is it the future of money? What are the main functions of money? What defines money? What about blockchain inflati...
182
Feb. 25, 2021
Episode 182: The Mindset of a Real Estate Investor with Steve Rozenberg
In this episode, we ask: Who is Steve Rozenberg? What was dinner like for Steve growing up? What changed for Steve around 9/11? What about real estate? What did Steve learn? What about property management? What about mindset and real estate investing? What’s happening to the airlines? Who owns the airplanes? What happens when the planes are parked? What about job security? Why did Steve get into real estate? What happened in the last 20 years? What about taking focused and intentio...
181
Feb. 18, 2021
Episode 181: Real Estate Tax Problems with Brett Swarts
In this episode, we ask: What will you do with highly appreciated real estate? Who has tax problems? Is this just another 1031 exchange podcast? Who is Brett Swarts? What is a capital gains tax deferral strategy? What is a deferred sales trust? What about optimal timing? What about capital gains tax on real estate? Can one eliminate a 1031 exchange? What about an example? What about the transition of generational wealth? How many baby boomers are turning 65 every day? What about the...
180
Feb. 11, 2021
Episode 180: If You’re Playing the Wall Street Game: STOP!
In this episode, we ask: What is going on in the market? What happened to the fundamentals? What determines the price of a company? What about the present value of future dividends? Is this a simple world? Are we all playing the same game? What are the cracks in the system? Is there an unfair advantage? Which game are you playing? What does it mean to go long? What does it mean to go short? Does the investor own the stock? Where do people make a profit? What are the risks? How muc...
179
Feb. 4, 2021
Episode 179: Join the Not Your Average Financial Revolution
In this episode, we ask: How many conversations have you had with your family and friends about money? Do very few of us raise the topic of finances? Is money a taboo subject? What about the Not Your Average Financial Community? Who is Gina Bianchini? What is Gina’s story? What about Gina’s dinner table? What is Mighty Networks and why does it matter? What about content? How might connections change everything? What about surprising and delighting one another? Why contribute with othe...
178
Jan. 28, 2021
Episode 178: Tax-Free Wealth with Tom Wheelwright
In this episode we ask: Who is Tom Wheelwright? Have you read his book, Tax Free Wealth? Would you like to hear his podcast? What was Tom’s childhood like? Where did Tom first learn about money? What was one of Tom’s first jobs? What did Tom learn about rental property? With whom does Tom work? What does Tom’s CPA network look like? What does Tom love about tax education? How did Tom’s relationship start with Robert Kiyosaki? Where do Tom and Robert travel together? What about the t...
177
Jan. 21, 2021
Episode 177: Your Life Insurance Business Line of Credit with Sarry Ibrahim
In this episode, we ask: Are you a business owner? Who is Sarry Ibrahim? How can Bank on Yourself® type life insurance policies be used for business purposes? What about employee retention? What about cash reserves? Is your business sellable? What about a key person? How could you design this for business? How long can your business go without income? Have you considered the exit ramp of your business? How might a whole life insurance policy from a mutual insurer help with selling a b...