Episodes

In this episode, we ask: Are you in the daily grind? Do you need a better strategy? Who is Jason Duncan? Would you like to listen to Episode 289? Who needs their time back? Who needs their business on track for maximum valuation? What’s Jason’s story? What about focus: following one course until successful? What epiphany did Jason have in July of 2024? What are the four main currencies (team): time energy attention money? What’s the difference between a consumer and wealth creator? W...

In this episode, we ask: What was born 129 years ago today? What has Mark learned? Have you ever seen the phrase, past performance is no guarantee of future results? What about marketing? What about backtesting? What is an index? How is the Dow Jones constructed? How are the stocks in the S&P weighted? What is the supersized Dow? What about target date funds (TDFs)? Where do TDFs live? What about options? What about make-believe simulations? Does past performance reflect past perfo...

In this episode, we ask: How might you finance your future without the fees? How might you grow and accumulate wealth? How about the transformative reality of whole life insurance? Who is Evan Greathouse? How about comparing the costs? How about a case study? Would you like to hear Episode 143? What about irregular or variable premium amounts? What about flexibility? What happens when premium payments stop? What about whole life insurance commission? What about investment advisor fee...

In this episode, we ask: Is the policy correctly structured? How about a case study? Does the policy with the most cash value always win? What is the difference between a direct recognition and a non-direct recognition whole life insurance policy loan? What did the footnotes say? What are some possible outcomes? What happened to the dividends with an outstanding direct recognition loan balance? What happens to the dividends with an outstanding non-direct recognition loan balance? What’s...

In this episode, we ask: Would you like to join us live for the Bank on Yourself® Rescue Your Retirement Bootcamp on May 6th, 2025, 1PM-5PM ET? Will you run out of money if you live to 120? What are we going to do make sure your money doesn’t run out before you do? What about market volatility? Do you remember 2008? What replaced the pension plans? What about inflation risk? Is the answer investing in the market? What does the economist William Sharpe say? What percentage can one take o...

In this episode, we ask: Would you like to join us live for the Bank on Yourself® Rescue Your Retirement Bootcamp on May 6th, 2025, 1PM-5PM ET? What deals are you making? What does it take to start a bank? Where do banks keep their capital? What is Tier 1 capital? Who needs a liquid, regular parking spot for savings? How does the money continue to grow, even while you’re using it? What about major wealth transfers? What are people saying? Why work with us? JOIN US LIVE for the Rescue...

In this episode, we ask: Are you interested in 3 ways to leverage cash value life insurance for a secure business exit? Who has an exit plan? What are the benefits of a golden parachute? What happened in the ’80s? What lowers the risks of takeovers? What are some example scenarios? Do you have a Bank on Yourself type whole life insurance policy in the business? What about securing a legacy while also ensuring business continuity? Would you like to join us at the FREE Not Your Average Fi...

In this episode, we ask: What about getting started? Who is Bryan Powers? Who is Ben Berry? What is Bryan’s story? What do they love about Bank on Yourself® type whole life insurance policies? How have they used their policies so far? What are some problems with borrowing money from the SBA? Is it compounding? Can you see a new perspective? How would it feel to discover an extra million? What leads to a whole lot less financial stress? What about retiring early? What about the ongoi...

In this episode, we ask: Would you like to meet with Mark? What are the challenges for small businesses? What’s wrong with a small business’s 401(k) offering? What is the problem with fees? What is the problem with liquidity? What are the penalties? What about the severe loss of control? What about forced participation? Why, with all of these problems, does everyone set up 401(k)s? What about a financial Frankenstein? Is the proof in the pudding? How are we fairing? What is the aver...

In this episode, we ask: Have you subscribed on YouTube and/or your favorite audio platform? Could your business survive without you? Why do most small businesses fail to survive after a generation? Are you thinking long range with your business? When was Hoshi Ryokan in Japan founded? What is a buy-sell agreement? What are the benefits? Who wants to buy the business from someone who has passed away? How does a buy-sell agreement guarantee a buyer? What are additional benefits? What a...

In this episode, we ask: Would you like to unlock the magic and Request a Meeting? Where did Mark travel as a kid? Do we live in the future? What about the stagecraft? What does financial success look like for Americans? Would you like to view the Houston Chronicle article? How much would it take to feel financially successful? What about Generation Z? What does social media have to do with it? What are the numbers? What’s the viability of the numbers? Who has seen Inventing Anna? W...

In this episode, we ask: Should you quit your day job? What does it take to truly be a leader? How do you unhook yourself from “default” mode? Who is Jon Thiele? What’s Jon’s daily morning ritual? What’s extremely important? How did Jon’s career evolve? How did Jon find Mark? What happens when “the math isn’t mathing”? What questions did Jon ask other advisors? What has become richer? What has bothered Jon? What breaks compounding? How has the money grown? What happens with a fina...

In this episode, we ask: How’s that working out for you? Who is A.L. Williams? Would you better off investing with some term on the side? Would you better off with a Bank on Yourself® type whole life insurance policy? What about a twin study?

In this episode, we ask: Would you like to listen to Episode 388? What are the challenges faced by most entrepreneurs? How is this playing itself out in the real world? How about guarantees? How about liquidity? How about more success? What challenges would this solve? How can business owners level up their cash flow? What do Bank on Yourself® type whole life insurance policy offer business owners? What about lines of credit? Are the banker’s trophy catch? What about paying the intere...

In this episode, we ask: What would life be like when you’ve reached financial freedom? Who is Harry Looknanan Jr.? Who knows how to manage in crisis? What happened in 2007? How did Harry meet Mark? What about peace of mind?

In this episode, we ask: What’s the history? What’s the opportunity? What am I talking about? What are the implications of your financial plan when you try to go it alone? What about economies of scale? What about the tax advantages of joint filing?

In this episode, we ask: Would you like to learn more about capital for running a business? How does the Bank on Yourself® concept advantage business owners? What happens when entrepreneurs blow through their savings and money? What’s the funny thing about other people’s money? How many businesses have borrowed? How much debt do businesses hold? Why do most businesses fail? Why are banks hitting record profit? What is the takeaway message here? What if you could take on the function of...

In this episode, we ask: Have you had a near death experience? What about the beauty and complexity of Mother Nature? Who is Evan Greathouse? What was Evan’s “aha” moment like? What happens while Evan was completing yard work? What drew Evan to becoming a Bank on Yourself® Professional? How has Evan been able to do so much with his policy loan? What are the applications? Would you like to hear Episode 143? What is the enhanced 401(k) catch up? What is the big news for Secure Act 2.0? ...

In this episode, we ask: Is life like a road trip? Who is Steven Lyons? How did Steven and his wife meet? What did Steven learn from his dad’s entrepreneurship? What was the fork in the road? What is Steven’s work? What about pattern recognition? What’s Steven’s learning journey with money? What happened next? What’s the difference between being covered vs. being secure? What didn’t make much sense? What about being discouraged from taking loans on a life insurance policy? What is p...

In this episode, we ask: How compliant was Mark toward Dave Ramsey’s rules? Have you heard Episode 323? What about Pamela Yellen’s BankonYourself.com website update? What advice did Dave give Thomas? Why do so many viewers confuse Dave Ramsey for a fin...

In this episode, we ask: Have you faced threats? How might you bring greater benefit to you and your family? Have you heard Sarry Ibrahim’s podcast, Thinking Like a Bank, Episode 123? What did Sarry’s client ask? What is the story with A.L. Williams? Has that worked? Would it work now? What about the whole life policy spreadsheet? What are some options / hyptothetical scenarios? What if there was $36,000 dollars to allocate each year for 30 years? ($3K/month) What about investing $34,3...

In this episode, we ask: Are you ready? What are the risks you take, just to live your life? What am I interested in now? How do you reach your financial milestones without taking unnecessary risks? What happens when risk goes up? What about outcomes? Who is determined to fail? What about speculating? Who is Tim Austin? What are the 9 steps? Where are you today? Did you know you can reach your financial milestones? Will you take an inventory of what’s working and what’s not working?...

In this episode, we ask: What does it mean to lapse a policy? Were you able to hear Part 1 with Elan Moas? How many universal life insurance policies will pay out? What about Bank on Yourself-type Whole Life Insurance Policies? What are the problems with universal life insurance policies (that many purchased in the 90s)? How could a trillion dollar industry be wrong? What is an irrational product? What is the net amount at risk? What happens when the cost rises? What happens in the lat...

In this episode, we ask: What do you think of when you think of tried and true products? What if I told you of a product that failed 90% of the time? What about life insurance? Where is the scandal? Where is the front page news? Who is Elan Moas? What is Elan’s experience? What happened during the subprime mortgage crash? What flaws did Elan discover in universal life insurance? What does a “lapsed policy” mean? What was happening to 9 out of 10 of these universal life policies? What...