Not Your Average Financial Podcast™

Latest Episodes
Episode 299: Why the FDIC is NOT Your Superhero
In this episode, we ask: Whats 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 s
Episode 298: College Knowledge with Dave Kozak and Joe Kerins
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
Episode 297: What It’s Like to Give Out 500 Death Benefits with Andrew Young
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
Episode 296: [The Survivor’s Checklist] What To Do When Your Loved One Passes
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
Episode 295: How to Prepare Your Family for an Inheritance
In this episode, we ask: What do you say to someone when you know its the last time you will ever speak to them? How do you say something loving and honoring? What are the most important and pressing
Episode 294: How Families and Financial Advisors Sabotage Generational Wealth
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 l
Episode 293: [Client Spotlight] Solar Tax Credits and Bank On Yourself® with Julia Amstutz
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? Wha
Episode 292: Multiple Streams of Tax-Free Income in Retirement
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 2
Episode 291: Unexpected Ways to Max Out Your Roth IRA
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?
Episode 290: How Inflation will Affect Your Taxes
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 ne