Not Your Average Financial Podcast™

Latest Episodes
Episode 249: Whole Life Takes How Long to Break Even? with Dan and Rebecca Proskauer
In this episode, we ask: What happened in the middle of the tech bubble? Why is it OK for policies to take years to break even? How is this not a deal breaker? Who are the Proskauers? Would you like t
Episode 248: Running into the Financial Hurricane with Marc Beshears
In this episode, we ask: Have you ever had life throw you a curve ball? Who is Marc Beshears? How did Marc learn about Bank on Yourself®? What happens when things are too easy? What happened with the
Episode 247: Post-COVID Money Pivots with Amanda Neely
In this episode, we ask: Who is Amanda Neely? Would you like to hear Episode 113? How about an update? What happened with Amanda’s client? What about scenarios for the future? How did the life insuran
Episode 246: Chaos, Plinko Boards and Your Financial Future
In this episode, we ask: Have you ever seen a double pendulum? Have you ever played Plinko? What about quantum mechanics? What about the bell curve? What about emerging patterns? What about statistics
Episode 245: The Truth About Reverse Mortgages with Tim Foor
In this episode, we ask: Do you have a visceral reaction to certain words? Who is Tim Foor? How did Tim become a loan officer? Would you like to hear Episode 157? Does Tim own Bank on Yourself® type l
Episode 244: Why Is College Getting More Expensive? with Angie Grimm
In this episode, we ask: What would you think of a young person walking up to you with a business plan? Would you loan him money? Do you have kids? Do you know someone with kids on their way to colleg
Episode 243: [Client Spotlight] Jay Helms
In this episode, we ask: What is the risk of owning a business? Who is Jay Helms? How did Jay meet his wife? Where is Jay? What has Jay learned about short term rentals? What was Jay’s experience with
Episode 242: Die with Zero and Love Every Minute of It
In this episode, we ask: What is the purpose of your money? What’s it all for? What happens when you get more money? What is the key? What about a story? What is ROE? What about Bill Perkins’ book, Di
Episode 241: Your Last Tax Day
In this episode, we ask: What about tax as a seven layer dip? What are the different tax systems? What about income tax? When did the income tax start? What about payroll tax? What about capital gains
Episode 240: [Client Spotlight] From Term Insurance to the Meaning of Life with Thomas Paukovitz
In this episode, we ask: What about the meaning of life? What about taking responsibility? Who is Thomas Paukovitz? What’s his story with money? What happened with Thomas and Amanda in the first year