Not Your Average Financial Podcast

Episode 5: A Perfect Financial Instrument? Where Do I Start?

In this episode, we ask:

How do we combat financial challenges?
What needs to be in place?
What characteristics must be present for a solid foundation?
How do I protect my money?
Where do I put money, when I need it for an upcoming purchase?
How do we keep money flexible?
Which products check all of the boxes for the safe and liquid category?
What is my money doing for me?
What’s an example of a solid financial instrument for a safe and liquid foundation?
How would you like to be taxed?
Why are there restrictions on a ROTH IRA?
What about reinvesting dividends?
What vehicle will help you give the most money to your family?
…More!

In this episode, we ask:

Does a perfect financial solution exist?
What do you want your money to do for you?
Where do you want your money to live?
What did Mark learn in his research of financial products?
What are our preconceived notions about money?
If Katrina was “Pope of Money” for the day, what would she want for her money?
What are the strengths and limitations of current financial products?
What are the implications for having a sane financial picture?
What is a financial structure?
Where did the Egyptians bury their most treasured leaders, within their architectural wonder, the pyramid?
…More!

In this episode, we ask:

Will you or your partner live to age 93?
What’s the rate of Health Care costs increasing in the U.S.?
Are people working as long as they’re living?
Where is it written that we have to money into vehicles that we can’t control? access?

In this episode, we ask:

What happened to saving?
How many of American households are prepared for a $400 emergency expense?
How many Americans are saving for retirement?
What about credit card debt?
What is the primary reason couples divorce?
What’s the average amount of income that goes towards financing and debt payments?

Welcome! In this episode, we ask:

Has Wall Street and Retirement Planning Failed?
Who is Mark Willis? Holly Bach? Katrina Willis?
How much did Wall Street really make over the last three decades?
How much did the average investor in equity mutual funds earn over the last three decades?
More!