Episodes

In this episode, we ask: How about balancing family life, ministry and real estate? Who is Brian Claus? Have you heard about UnBound Now? What’s Brian’s earliest memory with money? What did Brian’s Dad do to incentivize saving? What’s Brian’s story? What happened in 2018? What are the benefits of running real estate through policies instead of banks? What about Dave Ramsey’s thinking? What about due diligence? What about selling the house? What was the benefit of putting the proceeds...

In this episode, we ask: Have you ever faced a challenge so big, it just seemed insurmountable? Have you turned a setback into a comeback? Who is Nick Prefontaine? What is the S.T.E.P. system? What happened to Nick on the mountain? What happened during recovery? What has Nick done with his policy? What about upgrading your health rating? What is Nick really happy about? Would you like to hear Episode 260? Would you like to listen to Episode 75? Would you like to revisit Episode 361? ...

In this episode, we ask: Are you shocked about how everything keeps going up in price? Are you surprised about how so many things are shrinking? Who has debt on the balance sheet? What about companies? What about customers? What about the stock prices? What about interest rates? What happens in a recession? What vaporizes compounding? What happened to the S&P from 2000-2022? What are the stated returns? What is the real return? What about the investment fees? Is inflation higher th...

In this episode, we ask: What percentage of businesses successfully sell at all? Who is David C. Barnett? Would you like to hear David on Episode 154? How about a story? What are some of the hazards that new business owners run into all of the time? How did David get started? What did David learn as a business broker? What does David do now? What needs to happen for a fair deal to occur? What are the reasons people need to sell businesses? What do most sellers fail to realize? What i...

In this episode, we ask: Did you have a Game Genie or similar childhood thrill? Do you remember the Choose Your Own Adventure books? What is the income snowball? How does one generate passive income? Who is Tanisha Souza, J.D.? What about due diligence? How about a story? What does Tardus Wealth Strategies do? What is wealth coaching, and how is it different from financial advising? What is the income snowball? What is Tanisha’s background? How does the income snowball work? What ar...

In this episode, we ask: When does your training kick in? What about a broader mindset of adaptability and resilience? Does what saved you in the morning kill you in the evening? What is riskier or now outdated? What about wealth stability? Who is standing right on the X? What is the darling of everyone’s stock portfolio… until it’s not? Who knows? Who is stuck in analysis paralysis? Would you like to hear Episode 342? Is this really a safe stop? What about a case study? What about ...

In this episode, we ask: Can you imagine…? What is Austrian Economics? Who is Max Brusky? What is Max’s podcast about? Would you like to hear the BuckAround Podcast? What happened to Max in downtown Chicago? What happened at the Mises Circle event?

In this episode, we ask: Did you receive any practical financial education in school? Would you like to see financial education in schools? Who is Vince Shorb? How about lizards? What about the entrepreneurial spark? Is there a financial illiteracy epidemic? What’s Vince’s story? How has education changed and stayed the same over the last 100 years? How much time do teachers spend on practical, personal finance? What outcomes would benefit high school students? What about reform? Wha...

In this episode, we ask: Why do indexed universal life policies (IUL policies) sales continue to grow? Why do we choose whole life insurance over other products? What about the refractor? How much risk are you comfortable taking with money you’re not willing to lose? Where are you on the risk scale (1-10)? How is permanent insurance different from term insurance? Would you like to hear Episode 371? What about the reliability percentage? Will it be enough to stay in force? Which chart w...

In this episode, we ask: Is life 100% chaotic? Are we totally at the whims of the universe? What happens anytime we make a plan? What about expectations and assumptions? What happens when time runs out? What about the booklet, The Box by Guy Baker? What are the four pricing factors? What about mortality cost? What about persistency? What about interest rates? What about expenses? What is life expectancy? What did Guy Baker discover? How much does it take? …Who could afford that? ...

In this episode, we ask: Would you like to hear the epic rap battle of insurance policies? Would you like to experience this lyrical throw down of the ages? Has Mark finally lost it?! Did whole life’s guaranteed cash value reign supreme or did IUL’s (indexed universal life insurance) market-linked potential steal the show? Who is Chris Gray? Who is Marvin Bulas? What’s this rap battle about? Is whole life insurance steady as a rock? Is whole life “the king of finance”? What about guara...

In this episode, we ask: Do you remember Mr. Roger’s lessons? How might the Profit First system work with real estate investing? Who is David Richter? What about great role models? What about emotional intelligence? What is key for business owners?

In this episode, we ask: Have you ever wished you were just average? Are you a business owner? Why do some business owners thrive and others merely survive? What if it were easy to become profitable? Who is Mike Michalowicz? What is the commercial that changed Mike’s life direction? What happened when Mike was in overwhelming debt? What is Parkinson’s law? What about doing fewer things, better and faster than ever? What about making the (scary) choice to take profit first? What did Mi...

In this episode, we ask: Would you like to hear Part 1 with Dave Bonnemort? What about mindset? What about cash value life insurance? What is the point of all of this? What about building capital? Can you do hard things? What’s Dave’s experience with his policies? What about thinking long range? Do you want a million dollars today or a penny that doubles every day? What about dividends? What was Nelson Nash pounding the drum about? When do you want your money to be most efficient? H...

In this episode, we ask: Does X mark the spot? Who is Dave Bonnemort? How did Dave get his start? How many policies does Dave and his family own? What is the E.S.I. framework? What about earning? What about saving? What about interest? What about banking? Who is good at at least two of the three? What about investing in yourself and your health? What about education? How might we bring value to others? What have you done to help keep up with inflation? What is the difference betwe...

In this episode, we ask: Are we in a retirement crisis in this country? How was that agent trained? What is the problem with indexed universal life insurance (IUL)? Have you read the book Becoming Your Own Banker by Nelson Nash? Would you like to hear Episode 312? Have you read Pamela Yellen’s book The Bank on Yourself Revolution? What did the estate planning attorney say? What was on the Comparing Life Insurance Solutions document (see readable image of document below)? Have you been t...

In this episode, we ask: How about the young and the rest of us? How about the bold and the broker? How about general hospital, finance wing? How do we cope with the drama? Would you like to hear Episode 363? Would you like to hear Episode 144? What about debt to your future self? What about liabilities? What about assets? What about student loan debt? Who is stuck in the cycle of debt? Who passes on the cycle of debt to the next generation? Why are they in debt? What happens when ...

In this episode, we ask: How about dealing with the complexities of the long term care industry? According to the Department of Health and Human Services, how many will need Long Term Care insurance? How many people own Long Term Care insurance? What about self-insuring? What’s the percentage of people that confused Long Term Care insurance with Long Term Disability or Health insurance? Will the gallows humor pay for the bills? What are the major changes that affected this industry recent...

In this episode, we ask: What is your financial story? Who is Amanda Neely? What is the S.T.I.L.L. method? Would you like to hear additional episodes with Amanda? What are the 12 principles and the 5 steps? What is in the book Five Smooth Stones? What about setting your sights? What about tracking your in-and-outs? What about inspecting your progress? What about looking for the micro-adjustments? What about living deliberately? What about goals, visions and dreams? What about lookin...

In this episode, we ask: Would you like to hear Episode 360? What about losing the initial excitement? Why am I doing this in the first place? What are the steps? What about the application? What about the medical exam? What about medical records from your physician’s office? What about the health rating? Is getting a health rating a deal breaker? What is a health rating? What does it really mean? What is super preferred approval? What is standard approval? What about the table rat...

In this episode, we ask: Would you like to join our FREE! Not Your Average Online Community? What are you missing? Who is Julia Reid? Is Bank on Yourself® considered an investment? What does Pamela Yellen say in the Bank on Yourself Revolution book? What are some possibilities? What about compound growth? What about the classification of things? What about choosing the right club? What is the difference between investing and saving? What about the feelings of going through underwritin...

In this episode, we ask: Are you a business owner? Are you having difficulty hiring? What did a recent Gallup poll say? Who is Doug Peacock? Would you like to hear Episode 262? What are the seven ideas of “put me (life insurance) on your payroll”? Would you pay me like your lowest paid employee? Are you speaking about hiring an employee? As a thought exercise, could a whole life insurance policy be viewed as an employee? Is every employee an asset? Is every life insurance policy an as...

In this episode, we ask: Did something or someone take you out? Can you retire at all? What are some tactical strategies? Do you feel behind? What happened to the stock market? What happened in 2022? What does one need to keep up with inflation? What happened to the average 401(k) balance? How long does it take to break even? What is a single premium policy? What about the fixed paid up additions rider? What are the costs of the C.U.R.E. strategy? What is the growth potential on thi...

In this episode, we ask: What if…? What if you could be the master of your financial domain? Who is Grant Thompson? Would you like to hear Episode 208? When was Grant’s “aha” moment? What really works with money? What is the right thing?