Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
In this episode, we ask:
- What happens with speed?
- What happens with sequence?
- Who is pricing this in?
- Would you like to hear the results of some recent studies?
- What happened in May of this year?
- What is happening with inflation?
- What is happening with the federal debt?
- Are stocks the answer?
- Are bonds the answer?
- What do two-thirds of Americans fear?
- What is the magic number for retirement
- Who is going to outlive their savings?
- What will you do when you’re 82?
- Would you like to hear our episode with Les Himel?
- When do the scheduled benefits end?
- Who lives in “average return” land?
- Who lives in “sequence” land?
- What is going on behind the brochure language of your annual report?
- Who is buying stocks on sale?
- What happens in the accumulation phase?
- What happens when you start taking money out of your 401(k)?
- What about expenses during a market downturn?
- What is the window of the 5 years before retirement day and the 5 years after retirement day called?
- What about simulated failure cases?
- What happens when the money runs out?
- What’s the difference?
- How much is that gap?
- How about a case study?
- What looks like a fat hot dog eater?
- What looks like Usain Bolt?
- What happens with a Bank on Yourself® type whole life insurance policy during a market downturn?
- What is a fragile decade?
- What is the Not Your Average approach?
- Who is going to beat the market?
- What does the conventional thought say?
- Will your average return outrun that damage?
- What are the three things you can do this week?
- Do you have a personal sequence map?
- Is the cash value accessible without breaking compound growth?
- Do you have a sequence plan or a brochure?
- Who needs to hear this?
- Would you like to meet with Mark or one of Mark’s associates?
Phil Smith is a Financial Planning Associate at Lake Growth Financial Services, bringing more than 17 years of banking and credit‑union experience to the firm. A Bank On Yourself® client since 2013, Phil has personally used the strategy to navigate major life transitions, eliminate debt, fund investments, and build long‑term financial resilience—giving him a rare dual perspective as both a seasoned practitioner and a long‑term policyholder.
Evan Greathouse is a trusted Bank On Yourself® Professional who empowers individuals nationwide to achieve lasting financial independence. He specializes in the Bank On Yourself® strategy, helping clients build wealth with uninterrupted growth, liquidity, and tax-free, penalty-free access to cash whenever they need it. With a strong foundation in business management and real estate, Evan combines practical experience with a passion for financial wisdom. He is dedicated to guiding clients through their financial journeys with clarity, purpose, and integrity. Rooted in faith, Evan believes that a strong ‘why’ can conquer any ‘how’ and strives to help others align their financial decisions with their greater purpose. Above all, he values his relationship with God, his wife, and their three children. 
Amanda Neely
Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.
