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In this episode, we ask:
- Should you quit your day job?
- What does it take to truly be a leader?
- How do you unhook yourself from “default” mode?
- Who is Jon Thiele?
- What’s Jon’s daily morning ritual?
- What’s extremely important?
- How did Jon’s career evolve?
- How did Jon find Mark?
- What happens when “the math isn’t mathing”?
- What questions did Jon ask other advisors?
- What has become richer?
- What has bothered Jon?
- What breaks compounding?
- How has the money grown?
- What happens with a financial contractual agreement?
- What about non-direct recognition policy loans?
- What has Jon’s family done with policy loans?
- What about paying back a loan from the insurance company with simple interest?
- What happened when the hurricane hit Florida?
- How does one bring banking back down to the “you and me” level?
- What would Jon like to do with his policies in the future?
- Would you like to hear Episode 298?
- Can you take another policy loan if you already have a loan taken out?
- How do you define leadership?
- Would you like to reach out to Jon on the FREE Not Your Average Financial Community?
- What are the takeaways?
- Would you like to meet with Mark or one of Mark’s associates?
Jon Thiele is a W-2 employee, who is passionate about the company he works for, not just for their mission, but for the opportunities that the company has allowed for his career to expand to include fields outside of what he went to school for (which was Architecture). Although he is an Architect, licensed in California and Florida where he and his wife and two kids currently live, he has spent the last couple of years in the Financial Planning & Analysis side of business and has most recently taken on the role of Chief of Staff to one of the Finance VPs. Jon met Mark just before the COVID pandemic began in 2020, and started his journey with Bank on Yourself®. He continues to study ways to be “not so average” with his finances, and he looks forward to passing down this knowledge to his children, as they get older.
Harry Looknanan Jr. works in commercial banking at the country’s largest financial institutions. He enjoys the conversations with the owners of companies, listening to their story of starting in the garage and helping them solve their biggest problems. When he’s not banking, he enjoys spending time with my wife and Bentley (Dodson-Australian Shepard) indoors in the summer, and outdoors in the winter. He also 
Steven Lyons is the owner and creative director of 
Brian Claus
Tanisha Souza, J.D., is an author, patent-holder, professional speaker, wealth and passive income coach, and entrepreneur. She has a passion for teaching people how to live their dreams by quickly building passive income without risk. Tanisha quit the practice of law after replacing her income with passive income from real estate, and she launched Tardus Wealth Strategies, a full-service wealth and passive income coaching firm. Tanisha studied and obtained her bachelor’s degree at U.C. Berkeley and obtained her juris doctorate from the U.S.C. Law School.
Max Brusky is an attorney specializing in civil litigation, particularly insurance defense, coverage, and subrogation. He is currently an “in-house” and Claims Director for a national trucking company. He is a happy husband to a happy (and brilliant, and understanding) wife, and the proud father of two, one in college, one almost in college. He currently lives in Chicago’s far west suburbs, but still considers himself a Wisconsin expatriate.
Dave Bonnemort is a current client and active practitioner of the Becoming Your Own Banker concept, as well as a husband to an amazing wife and father to three incredible kids.
Lindsay and Ryan Rice are the entrepreneurial spirits behind Rice Properties Group, a real estate powerhouse built on the foundation of love, partnership, and a steadfast commitment to financial mastery. Their journey began as colleagues, where they not only excelled in sales but also found love, becoming the company’s first couple to transition from quiet dating to marriage. Their shared experiences at the startup, which has since become a multi-billion-dollar enterprise, laid the groundwork for their future endeavors in real estate.
Jay Helms, Founder of the W2 Capitalist, escaped the rat race after 6 years of side hustling in real estate investing. Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. Jay met his wife Cassie when they were contestants on a reality TV show and when their family of 5 are not traveling the country in their RV, Jay and Cassie reside in Gulf Breeze, FL, with their three kids, Rowland, Stella, and Ellen Anne. Knowing that closing on the first deal is the biggest hurdle and roadblock for new investors, he wrote a book,