Thinking Like a Bank

Thinking Like a Bank


Latest Episodes

Episode 106: The Future of Banking with Emmanuel Daniel
August 10, 2023

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022.  Much of Emmanuel's writing covers the future of fi

Episode 105: What is Premium Financing? With Mark Willis, CFP®
August 03, 2023

Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing. Premium financing is a complex subject that requires c

Episode 104: Medical Office Investing with Trisha Talbot
July 28, 2023

Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class.  Her track record in investment sales, landlord representation, corporate representation and tenant representation offers clients trusted

Episode 103: How to Find Your Mission in Life with John Neral
July 21, 2023

John Neral is a certified professional coach who helps mid career professionals prepare, position, and promote who they are and what they do so they can show up to find a job they love or love the job they have. John's professional walk included a 25

Episode 102: A Better Approach to Financial Planning with John Ensley
July 16, 2023

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John believes ordinary financial planning is failing too many Americans. After losing almost everything during th

Episode 101: Big Picture Branding with Grace Lee
July 06, 2023

Grace Lee is a  social media agency owner, strategist, content creator, and podcaster based in New York City. She started in the social media space as a personal style blogger in 2010 and shifted to working in social media in a corporate setting after col

Episode 100: Becoming Your Own Banker, Book Review
June 13, 2023

​It's officially episode 100!!! Thanks for listening this far. We hope you're getting a lot of value out of this podcast. Please let me know if you'd like me to do an episode about a specific topic you are interested in. Also, if you'd lik

Episode 99: Become the Bank, Learn to Invest in Notes with David Putz
May 25, 2023

David Putz, the CEO of JKP Holdings LLC. In 2010, Dave Putz decided he was tired of dealing with the headaches of being a landlord. He had been involved in property rehabs and rentals since 2005, and five years later, chasing people down for rent, dealin

Episode 98 - What is Happening in the Banking Industry? With Mark Willis, CFP®
May 10, 2023

Today, Mark Willis of Lake Growth Financial Services and ​Sarry talked about what is happening in the banking world, specifically why banks are in danger. As we record this episode in mid-2023, we'll also discuss what depositors and customers need to

Episode 97: Understanding Real Estate and Taxes with Brandon Hall, CPA
April 30, 2023

Brandon Hall is a certified public accountant, national speaker, and is the founder and managing partner of Hall CPA PLLC. Brandon works with real estate investors, syndicates and private equity funds to optimize tax positions and streamline accounting an