In this episode, we ask: Are you so thankful for Holly? Have you seen Pamela Yellen’s new book, Rescue Your Retirement? If you leave us a review on iTunes and send a screenshot of your review to hello@nyafinancialpodcast.com,

**CORRECTION – in the episode we state that 85% of your benefit is taxed.  To clarify, 85% of your Social Security can be exposed to taxation at whatever your tax rate is. For example if your Social Security monthly benefit is $1000/mo,

In this episode, we ask: Who is Jim Conrad? Would you like a FREE copy of Pamela Yellen’s new book, Rescue Your Retirement? Send us a screenshot of your new iTunes review to hello@nyafinancialpodcast.com, and we’ll send you a copy of the book!

In this episode, we ask: Do you ever spin out into the “WHAT IF…” conversations? What happens to Bank on Yourself type policies when the world ends? Is it the end of the world as we know it? Would you like Pamela Yellen’s latest book,

In this episode, we ask: Would you like a copy of Pamela Yellen’s latest book? Schedule a Meeting with us! What special announcement does Holly have to share? Would you like more treats and less tricks? What is the first goblin?

In this episode, we ask: What has Amanda learned as a sample of one? Who are Brandon and Amanda Neely? What is Mark’s relationship with Brandon and Amanda? If we did something different, what would the results be?

In this episode, we ask: Would you like to leave us a review? Do you experience panic moments? Have you ever felt panic around a policy loan? Have you heard Episode 34? How exactly does a policy work? Would you like to discuss this with us?

In this episode, we ask: Has your crystal ball come in the mail yet? Do you have a line of credit? Do you have a business collateralized loan? Who is Scott Plamondon? Have you heard the Grandma’s Wealth Wisdom podcast with Brandon and Amanda Neely?

In this episode, we ask: What is the sunk cost fallacy? What is loss aversion? What is the status quo? Are you knee-deep in something? What did Christopher Olivola say? Do you ever sit through a movie you don’t like?

In this episode, we ask: What are the four categories? Have you taken an inventory of your life? What are the potential places to improve? Are you taking advantage of all opportunities in tax savings? What can you do to control your cash flow on a mont...