Episodes

In this episode, we ask: Would you like to join our FREE private Not Your Average Financial Community? Who is Tanisha Souza with Tardus Wealth Services? What about self sustaining passive income streams? What about cash flow? What about home equity lines of credit being frozen, cut or called? What will a banker do with that umbrella? What if there was a better way? What if you could become your own line of credit? Would you like to hear Jack on Episode 215? How is the policy designed? ...

In this episode, we ask: Would you like to Subscribe? What is 1×6(!)? What is a factorial? …158 digits? Who wants their mind blown? What about the network effect? What does this have to do with money? What is the dollar milkshake theory?

In this episode, we ask: Who do you know who needs to hear this? Will the dollar collapse? Who knows the future? When is the dollar at its strongest point? What would it mean if the dollar collapses? What about rising debt levels? What about the reliance on the dollar? What about fears? What are the implications? What is a reserve currency? What about imports? What about purchasing power? What about interest rates? What about risk? What is the need? Will there always be a need to...

In this episode, we ask: Would you like to watch selected clips from us on YouTube? What is happening with the banks and the FDIC? What about non-bank banks? How much uninsured assets are held in these non-bank banks? Have you read David Graeber’s book, Debt: The First 5000 Years? How much wealth has debt created? Who is positioned to profit? Who is gobbling up the little banks? What is the exact issue? What about fractional reserve banking? Are we encouraged to speculate? Who is rea...

In this episode, we ask: What is better than a five star review? Who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com! What about the Apollo missions? When will premiums come to an end? Would you like to hear Episode 293? What about the contractual obligation of the life insurance company? What is a maturity date? What limits exist? What about age 121? What about actuarial math? What about when the cash value matches the death benefit? How is...

In this episode, we ask: Who needs to hear about this? Would you like to watch select clips on YouTube? What about tax strategies? What about deferring tax? Is it always a good or bad idea? What is the deferred sales trust or DST? How does the DST 2.0 take things a step further? How does the DST 2.0 work? What about your team? Are taxes going up in the future? Who is Brett Swarts? Would you like to hear Episode 181? What is Brett passionate about? What is a 1031 exchange? What is ...

In this episode, we ask: What is even better than a five star review? Who needs to hear this? What book does Stephen recommend? What did Stephen’s clients learn? What did Dan’s client do with his cash value? What were Mark’s clients able do with their modest policies? What did Grant’s business owner client do? Who wants to have control of their money? Why would a business owner choose to do a Bank on Yourself® account strategy for their employees? What about emergencies? What happens ...

In this episode, we ask: Who needs to hear this? What would you do? Who is Nick Poppe? What about the 4% rule? What about guarantees? What’s Nick’s first memory with money? What happened in April 2020? How did Nick learn about the concept? What’s wrong with traditional financial planning? Who has a firm foundation? What about income in retirement? What about knowing how much you have in retirement? What about the power of guarantees? What about commissions? What about efficiency? ...

In this episode, we ask: What is one of the most satisfying parts of my work? When is a good time to call? What about a story? Are bankers gonna bank? Are collectors gonna collect? When is it crucial to get a second set of eyes and ears? What about dramatically improving your financial situation? When should you call me? What about the unexpected times? Are you going into debt of any kind? Are you in the midst of a job change? Are you retiring or considering retirement? Did you rece...

In this episode, we ask: What is better than a five star review? Who needs to hear this? Do you know how grateful we are for you? How might we stay motivated to get wealthy? How long will we live? How will today turn out? What about the curve balls? What about transcendent spiritual experience? What about living by the day and measuring by the decade? What defines your life? What about the gain? Where are you now? What are some ways to stay motivated? What about adding a zero to you...

In this episode, we ask: What’s that up in the sky? Can the FDIC keep your money safe? Who relies on this great institution? Who can rest easy? Wait?! Who is breaking a sweat? What would happen in a sudden wave of bank failures or sudden financial cris...

In this episode, we ask: Who needs to hear this? Would you like a free book? Who is going to college? Who is Dave Kozak? Who is Joe Kerins? What are some strategies beyond college planning? What about strategic planning and critical thinking skills? How does one plan for the non-college path? What matters to financial success? What does life insurance have to do with college planning? Why do non-direct recognition life insurance loans matter? What’s wrong with 529 plans? What do we ...

In this episode, we ask: What is even better than a five-star review on this podcast? Who do you know who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com What about the mourning and sadness? What about best practices for leaving an inheritance? Who is Andrew Young? Why should you keep your beneficiaries up-to-date? What about the deceased’s wishes? What happened when Andrew’s dad died? What happens when families do the wrong thing? Should we t...

In this episode, we ask: Who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com. What about unclaimed life insurance funds? What about going into “full detective mode”? How might you search? What about the deceased’s own paperwork? What about the deceased’s recent tax returns? What about the deceased’s transaction history? Are you the named beneficiary? Can you call the insurance company to find out if you are a beneficiary? What about the Nation...

In this episode, we ask: What do you say to someone when you know it’s the last time you will ever speak to them? How do you say something loving and honoring? What are the most important and pressing issues? Who is prepared? Who is not prepared?

In this episode, we ask: Who needs to hear this? Would you like a FREE book? What about leaving a legacy? How many generations? What did Gloria Steinem say? What about aggressive investment? Did you lose $1? Should we become more conservative as we get closer to retirement? What is human capital? How might we think like a family? What is the greatest asset? Would you like to hear Episode 104 and Episode 105? How might one take an individual’s net worth and build up the family for ge...

In this episode, we ask: What do you see? Have you ever used SoftSoap? What problem did Robert Taylor solve? What did Sherlock Holmes say? Who can see (and not just observe)? Who is Julia Amstutz? What was dinner like for Julia growing up? What did Julia learn from her parents about budgeting? What happened when Julia came back from Europe? Is deferring tax always a good idea? What is the tax rate now? What will the tax rate be in the future? What is Julia up to now? How has Julia ...

In this episode, we ask: What is better than a five star review? Who needs to hear this? Who wants a FREE book? When is the time to make changes to your tax situation? Would you like to hear Episode 290 and Episode 291? Who wants multiple streams of tax-free income? How many streams are we talking about? How many streams of income does Ryan Reger have? Would you like to hear Episode 76? What provides a series of tax advantages? What happens if the IRS changes the rules? What about soc...

In this episode, we ask: Are you paying more in tax? What are some strategies with IRAs and Roth IRAs? What about the drama of the stock market? What strategies include a guaranteed life time income? Who is ready for a next level strategy? What’s wrong with self-directed IRAs? Would you like to hear Episode 209? What is a “back door” Roth? How do conversions work? Who meets the income eligibility requirements for a Roth IRA? What about an IRA on a spouse? What about a “mega back door...

In this episode, we ask: What is even better than a five star review? Who needs to hear this? Would you like a free book? What about inflation? What triggers change in the tax law? What is the good news? How are the tax brackets tied to inflation? What adjustments have been made? What are the hidden pitfalls? What about the standard deduction? Did you know about the new number for the standard deduction? What about the updated annual estate tax? What about sales tax? What about cap...

In this episode, we ask: Have you ever seen a log jam? Are you the log jam? Who is Jason Duncan and what is his story? What happened in 1995? What happened in 2010? How many hours do you have to work? Does entrepreneurship provide freedom? What’s the difference between an Owner Investor and an Owner Operator? What is the mindset shift? Are you building a job? Are you the hero? How did Jason find out about the Bank on Yourself® concept? Who did Jason have lunch with? How does Jason ...

In this episode, we ask: Why do you do what you do? What gets you out of bed in the morning? Why do they practice Bank on Yourself®? How did Marvin Bulas get involved? What happened with Marvin’s grandparents? Is long term care the number one cause of bankruptcy? How did Brandon and Amanda Neely get involved? Would you like to purchase and watch the Banking with Life documentary? How did Steven Step get started? What was Grant Thompson trying to prove false? Why does it matter? Why n...

In this episode, we ask: What is going on? What went wrong? What is an exchange? What’s the problem? What did the new CEO say? What has happened to cryptocurrencies over the last 12 months? How did this bleed into lobbying? What’s going to happen?

In this episode, we ask: Who needs to hear this? Where else can you get an asset that grows every single year? What did Pamela Yellen say? Would you like to take her up on the challenge? Where is the loan coming from? What are the benefits? What about getting the money out tax free? Why does the insurance company charge interest in the first place? How much interest do you have to pay on a policy loan? When do you owe the interest to the insurance company? What are the tax benefits of...