Episodes

In this episode, we ask: Who is resilient? Who is Rod Khleif? What’s Rod’s story? How many layoffs are expected? What did Rod’s mom do? What does Rod do today? How did Rod build his real estate portfolio? How is it all about cashflow?

In this episode, we ask: What about a cash purchase strategy? Would you like to hear Episode 283? What about a case study? What if you used the policy loan feature with every major purchase you need in your life? What about strategy #2? Are you into flipping? What about using a cash out refinance? What about a case study? When do you have to pay off existing policy loans? What about ongoing commitments? What about liquidity? What about single premium whole life policy? What are the ...

In this episode, we ask: Would you like to subscribe? Is there a better time to be a real estate investor? Would you like some game-changing strategies? What about mortgage rates? What about inflation? What is the overall state of the market? How far will the money last? What is the monthly cost for long term care? What did the study from Urban Institute say? Who is able to retire? Will you have the choice? How might constraints drive innovation? Where might your money go? What is ...

In this episode we ask: Are you missing out? Would you like to subscribe? Join the FREE Not Your Average Financial Community to receive a notice about this year’s dates! Would you like a 30,000 foot flyover of financial choices? Where might you park your money? Where does your money live? Why does this matter? What are the pros? What are the cons? What were the news cycles saying in May 2022? What about cash? What about checking? What about savings? What is great about cash? What ...

In this episode, we ask: What have your experiences been with financial planners? What about insurance? Why do so many struggle to trust insurance professionals? How did Mark meet Amanda? Who is Amanda Neely, CFP®? What about the education? What about the exam? What about the ethics? What about the experience? How long did it take Amanda to study and sit for the CFP® exams? Why did Amanda put herself through this? What is special about being a fiduciary and a CFP®? What about Bank on ...

In this episode, we ask: Have you shared this episode? Would you like a free book? Show us how you shared this episode, and we will send you a book! What happens when your environment changes? What about the boring Certificate of Deposit (CD)? Are CDs liquid? What is the history of the CD? What about the current interest rates? What about tax? What is a mutli-year guaranteed annuity (MYGA)? What about the guarantees? What is there to love about MYGAs? What is a 1035 exchange? What ab...

In this episode, we ask: What is new? What are some strategies? Will the sun rise again? What did Steve Jobs say? Is it hard to know? What will the stock market be doing at the end of this year? What about volatility? What about mortgage rates? What about inflation? How will your business perform? Who is impressing Mark to no end? What about a seven figure business? What are the market shifts? What is happening to his margins? What about being reliant on W-2 income? How do people...

In this episode, we ask: Do you need new skills? What about the tools? What skills might it take to be a good and successful employee? What does it take to become a business owner or entrepreneur? Who is Brian O’Neill? What does it feel like to quit your day job? What was the message Brian internalized? What happened when Brian had a son? What did Brian’s son say? What did Brian say to his wife? When did Brian end his W-2 job? What about anxiety? What is the imposter syndrome? What...

In this episode, we ask: How many of your dollars have gone to money heaven? What about stocks? Will the market turnover continue? Will the volatility endure? Will this take a decade? What about 1995 to 2022? How far will the market fall? What does it mean to revert to the mean? Is this market super cheap? Is it fairly valued? Are stocks extremely expensive? Are stocks “on sale”? Is it time to buy the dip? What about the tech stocks? What about being careful? Do you want to catch...

In this episode, we ask: Is this what you expected? What happens when you want to buy out your partners? Who is Philip Harris? How did Mark and Philip meet? What was Philip’s first memory of real estate and real estate investing? What about commercial real estate? What about residential real estate? What is Philip’s background? What did Philip learn from mentors? Where do you get your energy from? How did Philip learn about infinite banking? What about syndication? How does Philip e...

In this episode, we ask: What are the actual steps of thinking? Do you have a process for your thoughts? Do we already know it all? How does one reverse engineer? Have you read The Road Less Stupid by Keith Cunningham? Would you like to avoid the arrival syndrome? What can we improve? How much money would you have in your hands right now, if you could unwind the worst three financial decisions you’ve ever made? What about doing fewer dumb things? What about reading and thinking? What ...

In this episode, we ask: Would you like to hear a very special presentation? Is dividend paying whole life insurance the best vehicle possible? Who is Marty Smith? How is Marty in the belief changing the business? Is the bank the best place to store your money? Is the 401(k) the best place for your retirement dollars? Is the 529 plan the best way to pay for education? Is financing your car through the dealership the best way to pay for it? What happened at the SML officers meeting? Wha...

In this episode, we ask: Would you like to jump in together? Would you like to avoid the BEAR traps? Why do people continually do things that are not in their best interest? What about our subconscious operating system? What about subconscious beliefs about money? Is money the root of all evil? Who deserves money? Who needs money more? Is there never enough? Will I lose it? Will my spouse take care of me? What about the BEAR trap? What about beliefs? What about excuses? What about...

In this episode, we ask: Do you truly have to deal with market losses? Is there anything we can do? What are the choices? What has changed? What would money look like if it were easy? Why is money in your life? What’s more important than money? What about the power of the contract? How might contracts protect you? What contracts have guarantees? What about Bank on Yourself type whole life insurance contracts? What about a liquid bucket of money? What about borrowing against the cash...

In this episode, we ask: Are you ready for the season of your life where income stops but expenses continue? What did the Ubiquity Retirement Savings Group and the National Today Data Science team survey? What did they learn? Who has 5K saved? Who will be able to maintain their standard of living in retirement? Who will outlive their money? How much do we pay in medical costs and healthcare? What are some fun, practical and simple ways to maximize your retirement income? Who is Bobby Bo...

In this episode, we ask: How does stress affect health? What happens when you lose your health? What happens when you lose your wealth? Who will experience a wealth shock? What about the research from the University of Georgia? Who is Jason Bleick? What did Jason notice in the health care system? What did Jason learn about money? What was Jason’s turning point? What about money mindset? What happened? What about fear, stress and anxiety? What is the number one cause of stress? What...

In this episode, we ask: Are you busy enough? What does F.I.R.E. stand for? What about multiple streams of income? What about intergenerational wealth? Who is Nick Ku? What is Nick’s career journey? How did Nick discover Mark? What is Nick’s side gig? What about making it and the American dream? What about diversification? What about business ownership? What about risk? What about Bank on Yourself® type whole life insurance policies? What about liquidity? What about helping out fa...

In this episode, we ask: Who would you call? What about years of combined experience? What about accumulation? What about distribution? What about that phase in the middle? Would you like to listen to and learn from this panel? Reach out to anyone on this panel: Amanda Neely Brandon Neely Kristin Colca Marc Beshears Marvin Bulas Ryan Fleming Steven Step

In this episode, we ask: Are dashboard lights flashing red on the economy? What makes the economy go up and down in the first place? What about money? What about saving? What happens when the banks have more funds to lend? What about the changes in interest rates? What about long term decisions? What happens when things go terribly wrong? What is artificial? What about overspending? What about sustainability? What about manipulating interest rates? Which scenario are we living in no...

In this episode, we ask: What is the average retirement age for many Americans now? Are people retiring later? What is the average income and average net worth of these Americans? How much? What or who is the wizard behind the curtain? Thanks to Tom Woods and the many historians and economists I cite in this episode! What was the original job of the Federal Reserve? What does flexible mean in the context of currency and the Federal Reserve? What are shadow economics? What happened in D...

In this episode, we ask: Is there truly nowhere to hide? Would you like to join us THIS WEEKEND for the FREE Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Would you like to hear Part 1 of my interview with Les in Episode 264? Would you like to hear more from Les on Episode 52 and Episode 53? What about compound growth? Who understands the (uninterrupted) exponential ...

In this episode, we ask: Would you like to join us for the FREE Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Who is Lester Him? Would you like to hear Part 1 of this interview today? Would you like to hear Episode 52 and Episode 53? What about volatility? Should we be using the standard vehicles? What did Les find? What happened with the S&P? Why such a big dif...

In this episode, we ask: Would you like to join us for the 2022 TWO DAY Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1, 2022? Login or Join the FREE membership community to Reserve Your Spot! Does it make you stronger? What would happen if you earned it all and lost it all? What control do we have? How might we react to our circumstances? Who is Myles Wakeham? How was Myles raised? What about the real world? What happened when Myles m...

In this episode, we ask: Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1? Login or Join the FREE membership community to Reserve Your Spot! Did you do what you were supposed to do? Who is Doug Peacock? What is Doug’s story? Why does Doug work with the guarantees inherent in whole life insurance? What are the 13 Crucial Questions? Is it truly your money? Do you know what the future value of that money wil...