Not Your Average Financial Podcast™

Not Your Average Financial Podcast™


Latest Episodes

Episode 305: The Reduced Paid Up Strategy
July 07, 2023

In this episode, we ask: What is better than a five star review? Who needs to hear this? Would you like a FREE book? Email us at hello@nyafinancialpodcast.com! What about the Apollo missions? When wil

Episode 304: The Deferred Sales Trust 2.0 with Brett Swarts
June 30, 2023

In this episode, we ask: Who needs to hear about this? Would you like to watch select clips on YouTube? What about tax strategies? What about deferring tax? Is it always a good or bad idea? What is th

Episode 303: Expert Panel on Bank on Yourself® Client Stories
June 23, 2023

In this episode, we ask: What is even better than a five star review? Who needs to hear this? What book does Stephen recommend? What did Stephens clients learn? What did Dans client do with his cash

Episode 302: [Client Spotlight] The Upton Sinclair Paradox with Nick Poppe
June 16, 2023

In this episode, we ask: Who needs to hear this? What would you do? Who is Nick Poppe? What about the 4% rule? What about guarantees? Whats Nicks first memory with money? What happened in April 2020

Episode 301: [Money Talks] Knowing When to Call a Financial Advisor
June 09, 2023

In this episode, we ask: What is one of the most satisfying parts of my work? When is a good time to call? What about a story? Are bankers gonna bank? Are collectors gonna collect? When is it crucial

Episode 300: How to Stay Motivated and Get Wealthy
June 02, 2023

In this episode, we ask: What is better than a five star review? Who needs to hear this? Do you know how grateful we are for you? How might we stay motivated to get wealthy? How long will we live? How

Episode 299: Why the FDIC is NOT Your Superhero
May 26, 2023

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
May 19, 2023

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
May 12, 2023

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
May 05, 2023

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