Episodes

In this episode, we ask: What is happening with precious metals? Where do we stand? Who is Dana Samuelson? Where is gold, silver and platinum going? What is the state of the union on precious metals? What happened in 2025? What happened in the late 70s and COVID? What about tariffs? What about uncertainty? What are the good alternatives? Why do other countries have a precious metals culture? What insulates us from shocks, economically? What happened in April 2025? What happened to ...

In this episode, we ask: Do you need the latest and greatest? Are you rocking a flip phone? How have interest rates affected crediting rates, caps and guaranteed lifetime income streams? Did you buy a contract in the low rate years? What are the new contracts offering with higher interest rates? Is it smart to run the numbers? What other everyday financial products need review? What is the insurance industry’s answer to a CD? What about income annuities? Is it time for an annuity refre...

In this episode, we ask: Who is Ben Berry? Would you like to check out Episode 397? What is Tardus Wealth Strategies? Would you like to hear Episode 376? How does the Bank on Yourself tool integrate with the Income Snowball? Do you remember Nintendo, back in the day? Do you remember the Game Genie? Why is control so important in wealth creation? What are the headwinds working against your money? Would you like to view video and/or Subscribe on the YouTube page? How might we think and l...

In this episode, we ask: How has the I.R.S. clarified things with a recent notice on the Trump account? What changed Mark’s mind about the Trump accounts? Can you convert a Trump account into a Roth IRA when the kid turns 18? Why not put money into a 529 plan instead? What about layering this in with other strategies? What is a Trump account? What is huge? Who can fund this? Who needs earned income? What happens for kids who were born between 2025 and 2028? What happens in July 2026? ...

In this episode, we ask: What is the combo rider? What’s the worst thing you could do? What is the power of uninterrupted compounding growth? How about an example? What about utilizing the paid up additions rider?

In this episode, we ask: Do you remember Moneeka Sawyer? Would you like to listen way back to Episode 119? What is the Christmas Rescue? What did Moneeka notice as an executive coach? What happens when people lose their joy? Have you read Choose Bliss? How can you be blissful when you’re broke? What transformed Moneeka’s entire life? How can we recreate joy? What about hope and second chances and love? How is choosing bliss a defiant act? How do we know if people are watching the fil...

In this episode, we ask: What do business owners ask Mark all of the time? Is this legal? Are there benefits to doing this? Who is in a strong position? What can add super-powerful leverage here? What about layering in a shareholder loan from your policy? What about accelerated depreciation on a heavy SUV or 6000+ lb. vehicle? What about a tax-free policy loan? What about deductible interest for the business? What about a cash flow play? What is the GVWR? What does Section 179 of the...

In this episode, we ask: Do you remember the early 2000s? Do markets care about your timeline? What happens if the buffer is now gone? How can you go 2 weeks or more without a paycheck? What did the Federal Reserve’s retirement data say? What about groceries? What about one market dip? Is history kind to us here? How long did it take the market to recover? When will the next recession be? What did the CBO say will happen by 2029? What if we built strategies to keep wealth? What does...

In this episode, we ask: What if running your business was like solving one giant puzzle? What is your vision of success? Have you been building the wrong picture all along? Who is Ciara Stockeland? Would you like to listen the Inventory Genius podcast? What happened? What was the craziest part of Ciara’s ride up? What does success look like? What started to implode? What advice would Ciara give her former self? Could we do it? Should we do it? What about top line revenue? What sho...

In this episode, we ask: Is there a nagging worry? Will the nest egg actually last? What about efficiency? What about control? What about safety? Do you need to spread your money thin across a lot of baskets? What is Mark’s core philosophy on planning? What is the E.C.S. factor? What can eat through savings like a wildfire? How prepared are you, really? What has the average U.S. family saved? How many years has the typical boomer pushed back retirement? How much time do you take to ...

In this episode, we ask: What will your retirement party feel like? Will you run out of paychecks? How can you boost your income growth? What about the 4% rule? What about the Trinity study? What does this assume? What about sequence of returns risk? What did the WSJ say? What do you really need? Do you really need reliable cash flow? What do annuity companies do? How long will you live? What about roll up bonuses? What is the main strategy for retirement income? Who is READY for ...

In this episode, we ask: What happens with subconscious programming? Who is Len Sanford Jr.? What is Len’s story? What are the three Gs? What did Len get from his family? How does one become abundant? Who is waiting on God?

In this episode, we ask: What do I see every week? Does AI have good financial advice? What are some optimal prompts for AI? • “Compare the historical net returns and liquidity of a properly structured dividend paying whole life insurance policy… versus a total stock market index over a 30 year period… include the impact of a policy loan… assume the company has paid dividends every year since the Civil War era.” • “You are a skeptical CFP who hates whole life insurance… examine a Bank On You...

In this episode, we ask: Why do people refuse to treat a dollar of income the same as a dollar of wealth? What is the weird glitch in human psychology? What does the latest research say? What about married couples? What does guaranteed income do to the retirement income puzzle? Why are many retirees living in voluntary poverty? What if you wouldn’t run out of money? What is a 4:1 ratio? Is a dollar a dollar? How does the retirement vehicle affect how retirees spend? What can give you ...

In this episode, we ask: Are you a small or mid-sized business owner? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What’s an unexpected baby shower gift? What if your family could chip in? What are smart tricks? What about funding systematically? What about locking in insurability on a baby? How long have they paid a dividend? What about compound growth? What about compound growth from a child’s point of view? What...

In this episode, we ask: Did you host a lemonade stand as a kid? What is the spark for real financial freedom? What about setting up a legacy? What about teaching the kids how to build wealth? Who wants to plant an oak tree for the kids? What about tax free income and tax free lifetime income? Does this work for adults? What strategies put you in control? What is a fixed indexed annuity (FIA)? How can one supercharge them with Roth IRAs? Would you like to hear Episode 238? Would you ...

In this episode, we ask: What if confronting the idea of death could change how we live? What is a death doula? Who is Dani Craig? Would you like to visit the Tend Group? Where does true well being exist? What does it mean to die well? What is Dani’s story? What about anxiety? What about intimacy? What is the thing we do alone? What happened when Dani’s father, grandfather and niece died? What about true well being? What are the services people offer in end of life care? What is th...

In this episode, we ask: Would you like the option to add an extra bedroom or bathroom to your house? Would you like a blueprint for maximizing your policy’s potential? Would you like to hear Episode 142? What is the minimum annual premium due on the PUA rider? What happens to the paid up additions rider, and why does it matter? What is a rider? What can your policy actually do? What is a strategic way to boost the value of the policy? What is a powerhouse of wealth building? What comp...

In this episode, we ask: Would you like to hear Part 1? Why does uninterrupted compounding beat every mutual fund? Would you like to go to bankonyourselfbook.com to get the new book? What do Brian Kay, Tim Austin and Pamela Yellen know that other financial gurus have failed to tell us? How far does the influence of Bank On Yourself® reach? What is persistency? What can (and will likely) change in a government sponsored program? What is the power of uninterrupted compounding joined with l...

In this episode, we ask: How can you build wealth safely and predictably? Who is Pamela Yellen? Who is Brian Kay? Who is Tim Austin? Would you like to go to bankonyourselfbook.com to get the new book? What’s Pamela’s story? How did Pamela meet Brian and Tim? What’s Brian’s story? Should you turn over your financial independence to other parties? Should you become your own source of financing? Should you recapture the interest you have paid to other sources? Should you be careful with...

In this episode, we ask: What does he know, that we don’t? What is his net worth? What does the SEC chair do? What is the cornerstone of his wealth? Is this a quiet vote of confidence in life insurance over volatile securities?

In this episode, we ask: Where is the problem? Who are Amanda and Brandon Neely? What is going on behind the curtain with business owners? What is the “average system” designed for? What do most financial advisors do? What could fix the stress? If the conventional system wasn’t designed for entrepreneurs, what alternatives exist? How long has that system been around? How can you align your values with the right system? What does this look like? What about stacking Bank on Yourself® and...

In this episode, we ask: Who is Frank Herbik? How did Marvin Bulas get started with Tim Austin? What does the concept of Bank on Yourself® focus upon? Do you rely on other outside financial sources? What requires self-discipline? How can you achieve your financial milestones without taking unnecessary risks? What about discipline and freedom? Have you read Extreme Ownership by Jocko Willink? How about a lifetime of tax-advantaged income? What is hard? How does the Bank on Yourself® st...

In this episode, we ask: How does financial stress impact mental health? Who is Frank Herbik? Who is Randi Paris? How does money affect married couples, partnered couples and individuals throughout life? How is a relationship a joint effort? What about a weekly check-in? What happens if there is a divorce or death? What about showing up together? Why is education and communication important? What have we learned, and how can we apply this? Can they receive what I am saying? Can you h...