Not Your Average Financial Podcast™

Think different about your money, your economy and your future. Be curious. Be stable. Be sane.

Episode 327: [Client Spotlight] Brant Greathouse – Create a Business That Makes a Difference

December 8, 2023 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_327.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • How do you deliver value and excellence to everything you do?
  • What about Tom’s shoes?
  • Who is Brant Greathouse?
  • What is one of Brant’s earlier memories with money?
  • What shifted in Brant’s heart?
  • What about being closed fisted or open handed?
  • What shifted in Brant’s mind?
  • What about a purpose that is larger than ourselves?
  • What about stewardship?
  • What about risk and discomfort?
  • What about managing risk?
  • What about influence?
  • What about tools?
  • What is a 162A plan?
  • What is an executive bonus plan?
  • How does a business owner support the employee’s growth?
  • Would you like to hear Episode 177?
  • What part of the IRS code does the 401(k) come from?
  • What kind of employee do we want working at our business?
  • What is phenomenal?
  • How does one build a strong and flourishing team?
  • What about more advanced options?
  • What is the current average cost of a single family home in the U.S.?
  • What about serving people in a more meaningful way?
  • What are the takeaways?

The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.


Brant Greathouse brings with him more than fifteen years of extensive business experience, ranging from President and Chief Executive Officer of a privately-held marketing company, building a real estate investment company that offers turnkey investment strategies for residential housing in Texas and Tennessee. Brant brings experience in market evaluation, property analysis, property and business management systems, due diligence, finance, and more. Brant graduated from Abilene Christian University with a Bachelor’s of Arts Degree and a minor in Business Finance.

 

His expertise has led him to do over 250+ real estate transactions since 2009, including Manufactured Housing Communities, commercial developments, and single family homes. Brant’s foresight to the opportunities available in the affordable housing niche have led him to become the CEO and co-founder of True Star Capital, which specializes in the acquisition, operations and sales of manufactured housing communities. Naturally almost all of the previous real estate investment experience coupled with the success of two manufactured housing funds and learning from the top people in the industry gives Brant a high level of experience and expertise, for Acquisitions and Management of the portfolio of Manufactured Housing Communities that True Star Capital is investing in.

His duties for True Star Capital’s Portfolio focus on (i) Overseeing the management of any Company holdings. (ii) The sale of Company holdings. (iii) Developing a mobile home buying program that will be utilized to infill communities owned by the Company. (iv) Overseeing the development, design and implementation of the marketing strategy; and (v) the overall strategy and plan for client experience and satisfaction.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_327.mp3

Episode 317: [Client Spotlight] Homeschooling, Amazon and Financial Freedom with Kate Chattic

September 29, 2023 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_317.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • How about a story?
  • What about unforgettable memories with your loved ones?
  • Who is Kate Chattic?
  • What happened on Kate’s recent adventure?
  • What large costs emerged?
  • What about creative solutions?
  • How did Kate use her policy loan?
  • What about problem solving?
  • What about teaching?
  • What about resilience?
  • What about selling on Amazon?
  • What does a day in the life look like?
  • Why did Kate start her Bank on Yourself® type whole life insurance policies?
  • What are the best plans?
  • What about getting your hands in dirt in gardening?
  • What about naming the money?
  • What about an emergency fund?
  • What about buying a vehicle?
  • What about choosing to pay back a loan very quickly?
  • What is Kate’s advice?
  • What about the generations?
  • When is the best time to plant a tree?
  • What are the takeaways?
  • Would you like to join the FREE Not Your Average Financial Community?
Kate Chattic is a homeschooling mother of seven, yes SEVEN, children! Two of those kids have grown up and flown away to new adventures, but while they were teenagers they aided her in starting a business on Amazon in 2015 that grew to become the full-time income for their family. It took just 2 years to bring her husband, Nate, home from his job to join his family in the business and homeschooling the children. Now their time is spent running their business, teaching others how to sell on Amazon and sharing how to utilize life insurance creatively! katechattic.com
https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_317.mp3

Episode 302: [Client Spotlight] The Upton Sinclair Paradox with Nick Poppe

June 16, 2023 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_302.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

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?
  • What’s Nick’s first memory with money?
  • What happened in April 2020?
  • How did Nick learn about the concept?
  • What’s wrong with traditional financial planning?
  • Who has a firm foundation?
  • What about income in retirement?
  • What about knowing how much you have in retirement?
  • What about the power of guarantees?
  • What about commissions?
  • What about efficiency?
  • What about the messages?
  • Is Bank on Yourself® a scam?
  • What about taking unnecessary risk and stress?
  • What about the fees?
  • Would you like to hear Episode 36?
  • What about Nick and Brooke’s policies?
  • When is the best time to get started?
  • How many policies do they own?
  • How have they used the cash values?
  • What does Nick track on his spreadsheet?
  • What about the progress?
  • How fast did Nick and Brooke become “net worth positive”?
  • How is non-direct recognition, dividend paying whole life insurance an “and asset”?
  • What about compound growth?
  • What about having more options?
  • Would Sallie Mae help in an emergency?
  • What about student loan debt?
  • What about going in one direction?
  • What about peace of mind?
  • Which should we do first: pay off debt or save?
  • What is so easy?
  • What happens if something comes up?
  • What advice does Nick have?
  • What about looking with an unbiased mind?
  • Who has been taught this in school?
  • Who reads about this in the Wall Street Journal?
  • Who benefits from stocks, bonds and mutual funds?
  • Who wants the best for you?
  • Where is the financial incentive involved?
  • Is your money someone else’s annuity?
  • What is the advice you’re getting?
  • How do we live within our means?
  • What books does Nick recommend?
  • Would you like to read Do the Impossible by Jason Drees?
  • Would you like to read The Power of One More by Ed Mylett?
  • What about mindset?
  • Would you like to connect with Nick on the FREE Not Your Average Financial Community?
  • What are the takeaways?
  • What can your first job teach you?
  • What about salary?
  • What about 401(k) as a foundation?
  • How is your financial professional being paid? Is it front loaded? Is it fees for AUM?
  • How much more will you spend on fees?
  • Have you seen the Wolf of Wall Street?
  • What about tracking progress?
  • What about setting a goal?
  • What about focusing on the gain?

Both originally from South Dakota, Nick Poppe and his wife, Brooke, have been in Northwest Arkansas for the past 2 years with their 2 dogs. Brooke is an Occupational Therapist and Nick works fully remotely in the financial industry. After several years in banking and financial planning and knowing the ‘average’ financial strategies weren’t working, Nick discovered the Bank on Yourself® strategy and has implemented this Not Your Average financial strategy for the past 3 years and has experienced the peace of mind, ease, and guarantees that this strategy provides.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_302.mp3

Episode 293: [Client Spotlight] Solar Tax Credits and Bank On Yourself® with Julia Amstutz

April 14, 2023 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_293.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

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?
  • What was dinner like for Julia growing up?
  • What did Julia learn from her parents about budgeting?
  • What happened when Julia came back from Europe?
  • Is deferring tax always a good idea?
  • What is the tax rate now?
  • What will the tax rate be in the future?
  • What is Julia up to now?
  • How has Julia used her policy?
  • How did Julia and her husband Steve pay cash for their car?
  • What was Steve’s reaction when learning about Julia’s policy?
  • What about the solar installation project?
  • What about tax credits and renewable energy credits?
  • Is it possible to zero out an electric bill?
  • How is Julia repurposing the energy bill to repay the policy loan?
  • What about thinking long term?
  • What happens in the first few years?
  • What pays off?
  • How much has Julia’s policy grown?
  • What additional goals does Julia have with her policy?
  • What about liquidity?
  • What about contributing to your own retirement savings?
  • What are the takeaways?
  • Who thinks about tax deferral?
  • How does Julia transcend this limited thinking?
  • Who thinks long range?
  • How does a CPA think?
  • What about thinking out loud, talking with a buddy?
  • How might you think about it in a different way?

Julia Amstutz grew up in Italy where her parents served as missionaries until they moved back to the United States when she was sixteen. She attended Wheaton college and began her career in public accounting shortly after graduation.

She is now a senior manager in the National Professional Standards Group of an international public accounting firm. She lives in Central Illinois with her husband Steve and together they enjoy serving the international students in their community.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_293.mp3

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

March 17, 2023 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_289.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

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?
  • Does entrepreneurship provide freedom?
  • What’s the difference between an Owner Investor and an Owner Operator?
  • What is the mindset shift?
  • Are you building a job?
  • Are you the hero?
  • How did Jason find out about the Bank on Yourself® concept?
  • Who did Jason have lunch with?
  • How does Jason feel about banks?
  • What happens when you get access to the capital you need?
  • What about making an impact?
  • Who can make an impact without access to money?
  • What about generational wealth?
  • What’s the story about Alfred Nobel’s obituary?
  • How will you be remembered?
  • What happens to your estate when you pass away?
  • What is the mission bigger than yourself?
  • How will you make your lasting impact happen?
  • Would you like to learn more at therealjasonduncan.com?

Jason Duncan is the founder of The Exiter Club. He is the host of the Root of All Success podcast. He loves riding motorcycles and camping in his RV. Learn more at therealjasonduncan.com.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_289.mp3

Episode 276: [Client Spotlight] Real Estate Self-Syndication with Philip Harris

December 16, 2022 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_276.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Is this what you expected?
  • What happens when you want to buy out your partners?
  • Who is Philip Harris?
  • How did Mark and Philip meet?
  • What was Philip’s first memory of real estate and real estate investing?
  • What about commercial real estate?
  • What about residential real estate?
  • What is Philip’s background?
  • What did Philip learn from mentors?
  • Where do you get your energy from?
  • How did Philip learn about infinite banking?
  • What about syndication?
  • How does Philip engage infinite banking / the Bank on Yourself® concept to buy real estate?
  • How is Philip “syndicating on himself”?
  • What is syndication?
  • What are the responsibilities?
  • What about passive vs. active?
  • How did Bank on Yourself® factor in to Philip’s strategy in the earlier years?
  • What are the additional benefits?
  • Why is this a good fit for Philip?
  • What are the headaches?
  • How does Philip’s engineering expertise drive his interest in whole life insurance?
  • How is boring actually exciting?
  • What are the goals?
  • What are the limits?
  • What about income replacement?
  • What about diversifying into various property types?
  • What did Philip realize?
  • What about eliminating the lender?
  • Why turn to a lender?
  • Will Philip become the lender for other borrowers?
  • What advice does Philip have?
  • What is prosperity?
  • Would you like to reach out to Philip at philip_harris@terrabonainc.com?
  • Would you like to join the Not Your Average Financial Community?
  • What could you do?

Philip Harris, a native of Texas, leveraged a B.S. in Computer Science & Engineering and MBA in Finance into a corporate career of 25 years in Computer Engineering and Support as well as Executive Management. Retiring in 2013, he began pursuing a new career as a commercial real estate investor, after studying under several mentors. Philip initially syndicated three multifamily deals but has since chosen to pursue his fourth (and soon-to-be fifth) deals on his own using a self-banking system and benefits from that approach.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_276.mp3

Episode 269: Now is the Time to Buy Your Future Income with Nick Ku

October 28, 2022 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_269.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Are you busy enough?
  • What does F.I.R.E. stand for?
  • What about multiple streams of income?
  • What about intergenerational wealth?
  • Who is Nick Ku?
  • What is Nick’s career journey?
  • How did Nick discover Mark?
  • What is Nick’s side gig?
  • What about making it and the American dream?
  • What about diversification?
  • What about business ownership?
  • What about risk?
  • What about Bank on Yourself® type whole life insurance policies?
  • What about liquidity?
  • What about helping out family?
  • What about a trifecta?
  • What about business life insurance?
  • What about key man (key employee) life insurance?
  • What about the family system?
  • What about spreadsheets?
  • What about annuities?
  • What about peace?
  • What about thinking ahead?
  • What about being at the mercy of market timing?
  • What happens with market volatility?
  • What about retirement timing?
  • What amount do you need to live comfortably in retirement?
  • What about averages?
  • What about income generators?
  • What is the most efficient income generator that Mark can find?
  • What about age?
  • What about having fun?
  • What advice would Nick give someone just starting out?
  • What resources do you have access to?
  • Who has an excuse?
  • What about increasing your financial literacy?
  • Are annuities only for older people?
  • When do you want to start buying your future income?
  • What about income streams?
  • What about death benefits?
  • How does Nick intend to use his policy in the months and years to come?
  • What about the fear in the market?
  • What about tremendous opportunities?
  • How might one make their dollar work hard for them?
  • What about paying back policy loans?
  • What about compounding?
  • What is extraordinary?
  • Do you understand your why?
  • How do you find your why? How do you understand it?
  • Would you like to hear Episode 65?
  • How did Nick think long range?
  • Aren’t annuities just for older people?
  • What about being younger?
  • What about protecting your money from future market abuse?
  • What about additional benefits?
  • How are you thinking long range?

Nick Ku is a Brazilian Jiu-Jitsu and F.I.R.E enthusiast. He is a life long learner, navigating life with his wonderful and beautiful family. Nick has a passion for helping others.  

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_269.mp3

Episode 243: [Client Spotlight] Jay Helms

April 29, 2022 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_243.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • What is the risk of owning a business?
  • Who is Jay Helms?
  • How did Jay meet his wife?
  • Where is Jay?
  • What has Jay learned about short term rentals?
  • What was Jay’s experience with taking a policy loan?
  • What was Jay’s experience with the bank?
  • What about moving away from a W-2?
  • What about transforming the family’s life?
  • What did Jay learn form Dave Ramsey?
  • What is Jay scared of now?
  • What happened to Jay’s net worth?
  • What about multiple streams of income?
  • What about real estate?
  • What about a mindset shift?
  • Would you like to visit Jay’s site, W2 capitalist?
  • What about having access to capital?
  • What does Mark appreciate about Jay?

 

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, Make An Offer: Break Through Analysis Paralysis & Grab the Confidence You Need to Become a Real Estate Investor, to help them get over those mental hurdles. 

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_243.mp3

Episode 240: [Client Spotlight] From Term Insurance to the Meaning of Life with Thomas Paukovitz

April 8, 2022 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_240.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • What about the meaning of life?
  • What about taking responsibility?
  • Who is Thomas Paukovitz?
  • What’s his story with money?
  • What happened with Thomas and Amanda in the first year of marriage?
  • What did they learn?
  • What about goal setting?
  • What about student loans?
  • What about car loans?
  • What about debt?
  • What about teaching about money?
  • How does personal responsibility fit?
  • What about whole life insurance?
  • How is this different from term insurance?
  • Is there an issue with buying term online?
  • What about convertible term?
  • What about cash flow?
  • What are the benefits of convertible term insurance?
  • What about an emergency fund?
  • How did the pandemic alter expectations?
  • What about paying for adoption?
  • What are the plans?
  • What about real estate?
  • What about property?
  • What about freedom?
  • What about volatility and risk?
  • What is reliable?
  • What about guarantees?
  • What about dividends?
  • What about flexibility?
  • What about follow through?
  • What does the word responsibility mean to Thomas?
  • What about purpose and intent?
  • Would you like to talk with Thomas on the membership site?
  • Would you like to read about their adoption journey at paukoparty.com?
  • Would you like to learn more about convertible term insurance? Get on Mark’s Calendar to Ask about Convertible Term Insurance

 

Thomas is a father of two girls and married to his wife Amanda. They live in Chicago and are proud Cubs fans! Thomas is a great friend of over 10 years. We have gone on long runs together and have worked on big projects in various arenas of service, church, and more. I’ve got to see Thomas working at his best, being a great listener and a servant leader. He works as an IT analyst in a law firm In downtown Chicago.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_240.mp3

Episode 238: [Client Spotlight] Variable Paychecks to Permanent Lifetime Income with Christian Ward

March 25, 2022 by Not Your Average Financial Podcast

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_238.mp3

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Who is Christian Ward?
  • How did Christian earn his first dollar?
  • How does Christian handle the ups and downs of living on real estate commissions?
  • What is it like starting out as a realtor?
  • What about working on the business of real estate?
  • What about Profit First?
  • How did Mark and Christian meet?
  • What about knowing what you don’t know?
  • What about growing financial savvy?
  • What about growing more peaceful?
  • What about self improvement?
  • What happened in 2011?
  • What about running?
  • What about health?
  • What about planning for longevity?
  • What lessons did Christian learn through caretaking?
  • What about self-reliance?
  • What about not out-living savings?
  • What were Christian’s goals?
  • What problems does a flexible premium annuity solve?
  • What about lifetime income?
  • What happened with the investment advisor in early 2020?
  • What about reducing volatility?
  • Have you read Profit First?
  • How has Christian applied Profit First principles?
  • What are Christian’s current and future goals?
  • How might we pay our future selves?
  • What about being deliberate and thoughtful?
  • What about managing stuff?
  • Would you like to work with Christian?
  • Would you like to visit christianwardhomes.com?
  • Would you like to hear Christian’s podcast, Interesting Humans?
  • Would you like to join our Not Your Average Financial Community?
  • What are people saying?

Christian Ward is a seeker, writer, podcaster who happens to do real estate to make a living.

He has lived in many parts of the country; for the past 31 years Ann Arbor, MI has been his home. He is the podcast host of Interesting Humans a deep dive into the mindset, the philosophy and the achievements of the people around us who have fascinating narratives to share.

https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_238.mp3
Prev Page...
...Next Page

Sign Up to Receive Weekly Email Notifications

Not Your Average Financial Podcast
  Thank you for Signing Up
  Please correct the marked field(s) below
1,true,6,Contact Email,2
1,false,1,Last Name,2

Copyright © 2026 · Maron Pro Theme on Genesis Framework · WordPress · Log in