Not Your Average Financial Podcast™

Not Your Average Financial Podcast™


Latest Episodes

Episode 295: How to Prepare Your Family for an Inheritance
April 28, 2023

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
April 21, 2023

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
April 14, 2023

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
April 07, 2023

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
March 31, 2023

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
March 24, 2023

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

Episode 289: [Client Spotlight] How to Be a 10-Hour Entrepreneur with Jason Duncan
March 17, 2023

In this episode, we ask: Have you ever seen a log jam? Are you the log jam? Who is Jason Duncan and what is his story? What happened in 1995? What happened in 2010? How many hours do you have to work?

Episode 288: Why Did You Become a Bank on Yourself Professional®?
March 10, 2023

In this episode, we ask: Why do you do what you do? What gets you out of bed in the morning? Why do they practice Bank on Yourself? How did Marvin Bulas get involved? What happened with Marvins gran

Episode 287: What the FTX? Crypto from the Crypt
March 03, 2023

In this episode, we ask: What is going on? What went wrong? What is an exchange? Whats the problem? What did the new CEO say? What has happened to cryptocurrencies over the last 12 months? How did th

Episode 286: Policy Loan Interest Rates are Rising… Party at My House!
February 24, 2023

In this episode, we ask: Who needs to hear this? Where else can you get an asset that grows every single year? What did Pamela Yellen say? Would you like to take her up on the challenge? Where is the