Not Your Average Financial Podcast™

Jan 30 2025 300 ep. 31 mins 179

Not Your Average Financial Podcast™ artwork

Traditional financial planning is no longer working, and in the new-normal economy, your hosts Mark Willis, CFP® and Holly Bach invite you to join us, as we engage the new and improved steps for establishing financial sanity. Be curious. Be stable. Be sane. This is Not Your Average Financial Podcast. More at https://nyafinancialpodcast.com.

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Episode 387: Become a Financial Tree that Brings Wealth for Generations with Evan Greathouse

Jan 30 2025 35 mins

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...

Episode 386: [Client Spotlight] Navigating Life’s Twists: Steven Lyon’s Wealth-Building Journey

Jan 23 2025 41 mins

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...

Episode 385: How Does Dave Ramsey Not Get Sued for this?

Jan 16 2025 35 mins

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 financial advisor? Did Dave do a thorough needs analysis on Thomas’s situation? Is Dave’s claim that...

Episode 384: Leverage Your Life Insurance Policy with Sarry Ibrahim

Jan 09 2025 20 mins

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...

Episode 383: The 9 Steps to Secure Your Family’s Future

Jan 02 2025 23 mins

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...

Episode 382: Lapsed! The Universal Life Insurance Whistleblower with Elan Moas, Part 2

Dec 26 2024 33 mins

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...

Episode 381: Exposed! Lapsed Universal Life Policies with Elan Moas, Part 1

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...

Episode 380:[Client Spotlight] Mastering Real Estate and Bank On Yourself® with Brian Claus

Dec 12 2024 37 mins

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...

Episode 379: From Coma to Financial Independence with Nick Prefontaine

Dec 05 2024 22 mins

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...

Episode 378: Inflation: Stocks vs. Bank on Yourself®

Nov 28 2024 27 mins

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...