Episodes

In this episode, we ask: How does one grow, protect and exit a business with confidence? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What about a higher rate of return? Can you get a higher rate of return in the stock market? Why doesn’t my whole life insurance cash value equal what I’ve put into the policy until year 7 or 10? If your cash value life insurance made zero gains for 10–15 years, would it still be worth addi...

In this episode, we ask: What is the shadowy-underworld of crypto scams? What about the right applied knowledge? Have you seen web3isgoinggreat.com? How much crypto-related fraud is happening? Who has thought they cracked the code with crypto? How about a case study? What is the pig butchering scam? What about bogus trading platforms? Who is actually buying crypto? How much real money has vanished to these schemes? What is crypto’s siren song? What do they promise? What about FTX? ...

In this episode, we ask: Would you like a practical guide to building a resilient business? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What was so scary about Frankenstein’s monster? What is Variable Universal Life (VUL)? What is the nightmare twist? What are the risks of VUL policies? Why did VUL policies decline in popularity after the 1990s? How many VUL policies lapse each year? What are the hidden costs inside a ...

In this episode, we ask: Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? Why is serving others a wealth accelerator? Who is Steve Ramona? What is Steve’s story? How might we remember names? What do people care about? Would you like to read The Wealthy Barber by David Chilton? What is the value of networking? What business are you in? How do we bring value? How might I serve you? What do people do when they give gifts? Wha...

In this episode, we ask: Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What does a CFP® and a Bank on Yourself® Professional think about? What’s really going on here? What’s the difference? Why does it matter? What about the aggressive portfolio? What about the growth portfolio? What about the conservative portfolio? Who is vaporizing their future capacity to recover? Have you ever been shocked at your financial stat...

In this episode, we ask: Would you like to hear from Evan Greathouse on how to work with the ticking tax time bomb? Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What about avoiding MEC status (modified endowment contract status)? Who is Evan Greathouse? What happened to Evan’s client who lives in a high tax state? What is qualified money? Who has a tax problem? What are the options? What about the required minimum di...

In this episode, we ask: Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business? Would you like to give us feedback on the FREE! Not Your Average Financial Community? How could the system be fixed? When was the Federal Reserve started? What happened in 1913? What has happened since? What happened in 2008? What happened to the money supply during COVID from 2020-2022? What about inflation? What about compound interest? Why hav...

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 is the big storm brewing? What about the U.S.’s addiction to short term debt? What about money printing? What about rising bond yields? What about a ballooning national debt? What’s coming next? How can you put yourself in the driver’s seat? What happened in 2008? What is quantitative easing (QE)?...

In this episode, we ask: Have you ever been on a roller coaster that dropped so steeply that your stomach flipped, and just when you think it’s over…? What if there was a way to enjoy the upward momentum of the market without all of the terrifying drops? Are market events and crashes black swan events? If someone was stealing 20% of your cash out of your bank every couple of years, what would you do? Who would move the money to another bank? When are you ever not going to need money? Is your st...

In this episode, we ask: Would you like to read our new book, The Business Fortress? Have you ever watched a rocket takeoff? What are the tools that I use? Have you read Atomic Habits by James Clear? What did the study in the journal of Applied Psychology say? How do small changes lead to a big impact? Have you read Mindset by Carol Dweck? What could you do instead? What is an After Action Review (AAR)? What could you do for 5 minutes every day? What is the K.I.S.S. principle? What w...

In this episode, we ask: Are you a small or mid-sized business owner? Would you like to read the Business Fortress book? Is napping the unsung hero of the universe? What about the seasons of life? How do financial tools and strategies work over the seasons of life? Is there a tool that meets every application with every stage of life? Wouldn’t that change everything? Is whole life insurance a one-size fits all tool? What about children? What about guaranteed insurability? What about b...

In this episode, we ask: Do you know how to grow, protect and exit your business with confidence? Who is David C. Barnett? Did you know we wrote a new book, The Business Fortress: How to Grow, Protect and Exit Your Business? What happens when…? How do businesses survive the long-haul? What fortress is built around your business? What about business lines of credit? What about a more resilient mindset? What core competencies does it take? Why do entrepreneurs tend to be too optimistic? ...

In this episode, we ask: Are you a small to mid-size business owner? Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? Who is Adam Zuckerman?

In this episode, we ask: Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? What are the three musicians?

In this episode, we ask: Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? What is this 10-year window? Who is Grant Thompson?

In this episode, we ask: Do you have a mortgage? What about the hidden potential within the walls of your home? Would you like to hear Episode 157? What’s been going on with the mortgage industry recently? What are the hidden costs of home ownership? What is a home equity line of credit (HELOC)? What is a closed-end second mortgage? What are the disadvantages and risks of a HELOC? What about a cash out refinance? What are the options? How about some examples? What are the risks? Wha...

In this episode, we ask: Is a deferred sales trust (a DST) a magical tool? What about deferring capital gains tax? Who is Brett Swarts? Would you like to listen to Episode 181? What about Taxifornia? How does a 1031 exchange trap you into selling high and buying higher? How is the 1031 exchange like a 401(k) tax deferral? What is the account for? How about a case study? What about hitting a home run? What about getting time back? What about cash flow increase? What about clearing ti...

In this episode, we ask: Have you come out unscathed? Is it real? Is it a scam? Who is Terri Lea Gardner? What has Terri learned? What are the top frauds and scams today? What do the scammers target? How much is lost on phone calls, social media and email scams? What about the toll road scam? What about the warrant scam? What about the posts on social media? What about the email PayPal scam? What about malware or viruses? What about the QR codes? How many fall victim to the scams?...

In this episode, we ask: Who will you become? Do you or your loved ones have a TSP or Thrift Savings Plan? Who is Amanda Neely? Would you like to hear Episode 113 or Episode 362? What has Amanda learned as an author? What about joy and peace?

In this episode, we ask: What made America special? Who was Arnold J. Toynbee, and what did he study and conclude? What were the British facing in the mid-18th century? What really bugged the Americans? What about adaptation and innovation?

In this episode, we ask: Do you remember the neon-colored push pop? What executive order did FDR sign regarding gold? Why did he prohibit gold? What were the consequences for noncompliance with the order? What happened in the early 1970s?

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?...

In this episode, we ask: Is it a knockoff? Can you imagine this? Does it provide security or chaos? Who is Brandon Neely? What did Brandon learn at the I.B.C. Think Tank? What changes have happened in the last few years?

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 out of a 401(k) and into a life insurance policy? What about the tax bill? What about the early 10% withdrawal penalty? What about paying off a debt? What about rolling over into a fixed indexed annuity inside of t...