Not Your Average Financial Podcast™

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

Episode 153: Assisted Living Investing Strategies with Gene Guarino

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In this episode, we ask:

  • Who is Gene Guarino?
  • What is the Residential Assisted Living (RAL) Academy?
  • What is it about an idea that’s time has come?
  • What is the silver tsunami of seniors?
  • What about the boomers?
  • Have you experienced a family “event”?
  • What do parents want and need?
  • Who needs help with Activities of Daily Living?
  • Who wants to stay in a single family home instead of a large facility?
  • What about community?
  • What about a single family home that is too large?
  • What about care in the home?
  • Why is there an aversion to Long Term Care insurance?
  • What about running a business?
  • What are the costs?
  • What are the start up expenses?
  • What about the location?
  • What about finding an operator?
  • What about leasing?
  • What about 5 year lease contracts?
  • What is a giant advantage of liquidity?
  • How does Gene incorporate his family into his business?
  • How might you give your kids encouragement and empowerment?
  • How might you bring your kids along?
  • Would you like to download the book or watch the webinar at ral101.com?
  • What part are you going to play in the silver tsunami?
  • Would you like to live somewhere other than your own home if you need daily assistance?
  • What can a whole life insurance policy offer?
  • What is an accelerated death benefit rider?
  • How might this rider pay for care?
  • What about observation days?
  • What are the kids learning about leadership?

Gene Guarino is the founder of the Residential Assisted Living Academy. The RAL Academy is the premier source for education in owning, operating and investing in Residential Assisted Living and senior housing. Gene has trained thousands of people from across the country how to turn single family homes into cash flow machines.

RAL Academy’s motto is Do Good and Do Well. Gene has written 4 books and hosted 3 radio shows and has spoken in 5 countries and over 50 cities in the last year alone. 

Episode 149: Become A Legacy Builder with Joe Overfield

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In this episode, we ask:

  • Who is Joe Overfield?
  • How did Joe make his first dollar?
  • How many siblings does Joe have?
  • What sort of work does Joe do with Intelliplan Financial?
  • What about legacy?
  • What is the legacy builder binder?
  • If you were to pass away tomorrow, would your spouse know all of the assets you have, where to find them and who to contact in order to get them?
  • What happened four years ago?
  • How was the legacy builder born?
  • Would you like an estate planning binder?
  • Does this replace your estate plan or wills?
  • How does this organize your plans?
  • What can you prepare your family for after your life?
  • Have you done it?
  • Who do you want to receive your assets?
  • How long do you plan?
  • What is included in the legacy builder binder?
  • What sort of insurance policies do you have that need to be cancelled upon death?
  • What about the hospital?
  • Have you ever sat down and told your child that you want to go to certain hospital?
  • What about all of the assets?
  • What about social security?
  • What is the survivor’s checklist?
  • What about stay at home widows with children?
  • How often to update your information?
  • Where should you keep the legacy builder binder?
  • How do you bring up the subject with your parents?
  • Can you create this on your own?
  • Who are all of the people you need to contact after your loved one has passed?
  • How could you get a copy of the binder?
  • Would you like to order the legacy builder binder and the hour walkthrough with Joe? Reach out to Molly at 614-255-7547 or email Molly Kane at mkane@intelliplanfinancial.com.

After working several years in the insurance industry, Joe pursued a lifelong dream in 2015 and started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement income and helps show clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.

Joe has helped his clients grow and preserve their wealth by helping them take control to reach their retirement income goals without taking unnecessary risks.

Joe is a Certified Financial Fiduciary and one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Authorized Advisor. He was inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.

Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.

Episode 147: To Win The Lottery, You Have to Buy a Ticket with Ros Kaspi

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In this episode, we ask:

  • Who is Ros Kaspi?
  • What’s her story and background?
  • What were people telling Ros?
  • What caused Ros to change tracks?
  • Where did Ros find her opportunity?
  • What caused Ros to go out as an entrepreneur?
  • What about yoga?
  • What about a retreat?
  • What about a bed and breakfast?
  • What did Ros learn about opening a business?
  • Who was on her team?
  • What happened to her father?
  • What did Ros do in Chicago, and what did she learn?
  • What about happiness?
  • What about credit cards?
  • How is Israel different from the U.S., regarding credit cards?
  • What about Bank on Yourself type whole life insurance policies?
  • What about property?
  • What about real estate?
  • What’s an amazing way to buy property?
  • What was it like learning about the Bank on Yourself strategy?
  • What about the portfolio of policies?
  • How have the current events impacted her tenants?
  • Has the coronavirus impacted her income?
  • How has her perspective changed around money?
  • How is an employee mindset different from an entrepreneurial mindset?
  • How might your money work for you?
  • What does Ros love about Mark?
  • What about talking through ideas?
  • What about getting good feedback?
  • Do you have a personal financial advisor who is always there for you?
  • Is your financial advisor available?
  • What would Ros say to someone who is concerned about being too old?
  • How did Ros purchase a policy?
  • How did Ros purchase a cash property?
  • What are the things that intrigued Ros?
  • What other nuggets of wisdom does Ros have to share?
  • What other feedback does Ros have?
  • What about a “win the lottery” joke?
  • Do you move your feet?
  • How much do you want to make?
  • What direction do you want to go?
  • What about Bob Proctor, Jack Canfield and the mastermind group?
  • Isn’t that amazing?
  • How might we overcome obstacles?
  • If you could not leave money to your children or to the world, but only principles, habits and ideas to achieve success, what would those be?
  • Would you like to reach out to Ros? Email her at roskaspi@gmail.com!
  • Have you been sucked into financially difficulty?
  • What’s the next first step?
  • Are you the boss of your money?
  • Is your money ‘your employee’?
  • What does Ros want to add about the tax benefits?
  • What about the mastermind?
  • What’s the difference between success and failure?
  • What’s the difference between being alone and being together?

A world traveler, Ros Kaspi was born in Chicago, lived in Tel Aviv for many years, and in 2004 came back to Chicago to take care of her mother who just reached 99.

A business woman, an entrepreneur and Manager of a global company, she has experience and expertise. She studied Life Coaching with Bob Proctor and used his teachings to create Mastermind groups.

In recent years she has turned to real estate, purchasing condos, while using Bank on Yourself type whole life insurance policies to reach her real estate goals. Would you like to reach out to Ros? Email her at roskaspi@gmail.com.

Episode 141: Budget Your Savings and a Bank on Yourself Portfolio

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In this episode, we ask:

  • Are you ready for an episode from the clubhouse?
  • Where does money come from?
  • What is a budget?
  • Why is it important to save money?
  • What sort of things can money do?
  • Does age matter, when it comes to budgeting?
  • Are you a policy owner?
  • Are you in danger?
  • Are you the biggest danger your policy will ever face?
  • Are you naming the dollars in your policy?
  • What are the three personalities?
  • What is the key idea?
  • What are the four rules?
  • Have you heard Episode 139?
  • Is this too complex?
  • Have you logged in to your online portal?
  • Do you enjoy watching the money grow?
  • Is the money available?
  • What system helps you track?
  • Would you like a copy of this tool?
  • Do you give every dollar a job?
  • Do you embrace your true expenses?
  • Do you roll with the punches?
  • Do you age your money?
  • What number do you need to put into your budget?
  • What’s better than a withdrawal?
  • What’s the available loan value?
  • Are you ready to give every dollar a job?
  • Should you budget the other numbers?
  • How is budgeting a conversation about priorities?
  • What do you want your money to do for you?
  • Do you have more money to work with?
  • What’s an example of budgeting for college?
  • What’s an example of budgeting for a new car?
  • What’s an example of budgeting for an emergency fund?
  • What are your true expenses?
  • What about property taxes?
  • What happens when you repay a loan?
  • Do you have to pay a loan off before you take another loan out?
  • What about paying property taxes?
  • Can you setup a loan repayment?
  • Should you spend that money?
  • What are some huge, large expenses?
  • What are the bonuses?
  • What are the true expenses you should keep in your checking account?
  • Will the expense take six months or more to save?
  • Have you heard Episode 54?
  • Do you roll with the punches?
  • How is this different from a checking account?
  • Do you age your money?
  • What happens if you lose a job or have another emergency?
  • Do you have a large emergency fund?
  • Where do you keep the larger emergency fund?
  • What happens when you borrow against your money?
  • What happens to compounding when you borrow?
  • What are the best practices?
  • Should you treat your policy like a checking account, credit card or a piggy bank?
  • Have you tried budgeting cash value before?
  • Do you have loans on the policies?
  • Do you pay your loans in a reasonable period of time?
  • Would you like to see this in action? (YOUTUBE Link)
  • Hop on our calendar for an introductory phone appointment. 
  • Would you like to give us your feedback? Leave us a message, answering our question of the month:  
    • What concerns you most about your retirement?

Episode 140: Krisstina Wise, How to Live Financially Immune

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In this episode, we ask:

  • Who is Krisstina Wise?
  • What is Krisstina’s philosophy?
  • What is the alternative mindset?
  • What about an unconventional approach to real wealth?
  • What do you prefer?
  • What about financial products?
  • What are the top 10 steps for being financially immune?
  • Who is this for? Who is this not for?
  • What about variable income earners?
  • What about micro-business owners?
  • What is a business?
  • What is an income-making machine?
  • How might we generate more income?
  • What is the ceiling?
  • What are the limits?
  • How well do we move money through our household?
  • How do you build your asset sheet?
  • What is the system?
  • What do you do when everything is out of your control?
  • What about being “financially vulnerable”?
  • What about being financially immune?
  • Would you like to visit financiallyimmune.com ?
  • What happened when the ship hit the iceberg?
  • Is it “game over”?
  • Is it about survival?
  • Where is peace of mind?
  • What is the first thing from the business point of view?
  • What is burn rate?
  • Do you know your numbers?
  • If I asked you, what is your burn rate, could you say it?
  • What is the vital sign of a business?
  • How do we lower your burn rate to survival?
  • Is this expense essential to survival?
  • Is it negotiable?
  • Is rent negotiable?
  • Is payroll negotiable?
  • Are we carrying extra weight right now?
  • What about in the household?
  • What about refinancing car loans?
  • What about refinancing mortgages?
  • What about entertainment costs?
  • If we just did one, what would we choose?
  • What can we do?
  • What are we capable of?
  • How might we add the burn rates together?
  • Are we responsible for the total burn rate?
  • Who can find the money in the business?
  • Who can find the money in the household?
  • How might we reframe a tragedy?
  • What does this financial tragedy make possible?
  • What can we now do?
  • Where are the geniuses?
  • Are you grateful for genius creativity?
  • What is the next level of creativity?
  • How might you stockpile cash?
  • How is cash like water?
  • How is cash like oxygen?
  • How do we stockpile the cash funds?
  • Who is feeling the stress right now?
  • Where is the runway?
  • How long can we go?
  • How much runway do we have?
  • How much do we have in reserves?
  • Do you have 30, 60 or 90 days?
  • Where do you have liquid funds?
  • How is Krisstina using a whole life policy loan?
  • What about the Becoming Your Own Banker philosophy?
  • What about a cash out refinance?
  • What about real estate purchases?
  • What about the investor mentality?
  • What are some different ways to get cash?
  • What about debt?
  • What about negotiating terms?
  • What is your run rate?
  • Do you have predictable income?
  • Where is the revenue of the business 30, 60 and 90 days?
  • Can you predict it?
  • What do I need to break even?
  • What is the business strategy to be net zero?
  • How is this better to know?
  • What is the run rate on the personal side?
  • How are you solid?
  • How are you just fine?
  • What about burying your head in the sand?
  • What about fear?
  • How do we get “unstuck”?
  • What makes all the difference?
  • Where is the genius within?
  • What have I collected?
  • What do I have right now?
  • How long will it last?
  • What do we need?
  • What if we woke up today and forgot our memory?
  • How might we think like a start-up?
  • When is the time to do it?
  • Game on?
  • How might we be part of the solution (and not part of the problem)?
  • Are you able to pivot and play a new game?
  • Are you stronger?
  • Are you resilient?
  • Are you willing to learn the lessons?
  • Will you be ready the next time this happens?
  • How might we support you? Schedule a call with Mark

 

 

Krisstina Wise is a real estate mogul, Millionaire Coach, and creator of several multi-million dollar businesses including Goodlife Luxury, The Paperless Agent and most recently, WealthyWellthy. She is also an international speaker and the award-winning author of the Amazon Best-Seller Falling for Money, a romance novel for your bank account. Named one of the 100 Most Influential Real Estate Leaders in the country, she has been featured in USA TODAY, as well as by Apple, Contactually and Evernote for her creative leadership with emerging technologies.

 

Episode 139: What Does A Realistic Budget Look Like?

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In this episode, we ask:

  • What about deferred interest?
  • What about playing the game?
  • What happens when you combine knowledge and action?
  • Is money difficult to learn?
  • What happens when the market tanks?
  • What is our biggest money mistake?
  • How are budgets like a musical instrument?
  • How do you budget your cashflow first?
  • What are the 4 Rules of Budgeting?
  • What is that money’s job?
  • What is that dollar going to do?
  • What’s the problem with not budgeting? Have you heard Episode 19 yet?
  • What are your true expenses?
  • Is there an ideal budget?
  • How might you roll with the punches?
  • What happens when you spend more than you expected?
  • How do you know which dollars belong to which expenditure?
  • How do you protect against allocating the same dollars two or three times?
  • How do you plan for future goals, dreams and bigger expenditures?
  • What is the problem with most budgets?
  • Is your last budgeting failure attributed to it being too rigid?
  • How might you age your money, like a good wine or cheese?
  • What are the takeaways?
  • Can you implement these four rules in your budget this week?
  • Would you like a free month from the online budgeting software, You Need A Budget, a.k.a. YNAB? ( bit.ly/extraynab )
  • Would you like to leave us a voice message with your answer to the following question?
    • What’s your biggest concern about your retirement?

 

Episode 138: Everyone Has a Plan Until… with Marc Lichtenfeld

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In this episode, we ask:

  • What about the top of the pyramid?
  • Who is Marc Lichtenfeld?
  • What is the Oxford Income Letter?
  • What about boxing?
  • What’s the athlete’s perspective?
  • How much preparation do you need?
  • What is a perpetual dividend raiser?
  • What is a stock dividend?
  • What might companies do with ample free cash flow?
  • What is a positive sign for a company?
  • What companies raised dividends?
  • Who are the dividend aristocrats?
  • Which companies have raised their dividends over different periods of time?
  • What about “getting a raise” every year?
  • What about the SECURE act?
  • How did it affect the age for Required Minimum Distributions (RMDs)?
  • How did the rules change?
  • What about inherited IRAs?
  • What changes affect the heirs of IRAs?
  • What is happening to those who have been playing by the rules?
  • What are some strategies for surfing this change?
  • Have you signed up on WealthyRetirement.com yet?
  • Would you like to read Marc’s recent book?
  • What’s the value of a stream of income?
  • What are people saying?
  • What concerns you most about your retirement, right now?
    Leave us a message!
  • Would you like to join us on our latest webinar?
    What You Can Do to Build Real Wealth In Turbulent Times
    TOMORROW, Saturday April 25, 2020 at 10am CT / 11AM ET
    Duration: 90 minutes
    Register Here

Marc Lichtenfeld is the Senior Editor of The Oxford Income Letter, which is based on his proprietary 10-11-12 System. He is also the Editor of Stock Sequence Trader, Lightning Trend Trader and Closing Bell Profits.Marc is the Chief Income Strategist of The Oxford Club. After getting his start on the trading desk at Carlin Equities, he moved over to Avalon Research Group as a senior analyst. Over the years, Marc’s commentary has appeared in The Wall Street Journal, Barron’s, and U.S. News & World Report, among others. Prior to joining The Oxford Club, he was a senior columnist at Jim Cramer’s TheStreet. Today, he is a sought-after media guest who has appeared on CNBC, Fox Business and Yahoo Finance. His first book, Get Rich With Dividends: A Proven System for Double-Digit Returns, achieved bestseller status shortly after its release in 2012 and was named Book of the Year by the Institute for Financial Literacy. It is currently in its second edition and is published in multiple languages. In early 2018, Marc released his second book, You Don’t Have to Drive an Uber in Retirement: How to Maintain Your Lifestyle without Getting a Job or Cutting Corners, which hit No. 1 on Amazon’s bestseller list.

Episode 133: Client Spotlight: Engineers and Bank On Yourself® Superstars, Derek and Amy Baker

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In this episode, we ask:

  • Who are Derek and Amy Baker?
  • How did Derek earn his first dollar on the horse farm?
  • How did Amy earn her first dollar while camping?
  • When did they start thinking beyond the employee mindset?
  • How did thinking about paying for college motivate them?
  • What sort of real estate investments do they hold?
  • What did they learn at the conference?
  • How did they meet Mark?
  • How are they saving for college?
  • What do they love about the concept?
  • Why did Derek and Amy choose to work with Mark?
  • What do they love about working with Mark?
  • What did they learn?
  • What about who you know?
  • What about who you like?
  • What about who you trust?
  • Is this too good to be true?
  • What about moderate and solid growth?
  • What about liquidity?
  • What about access?
  • What about government restrictions?
  • What about going against the grain?
  • What about building generational wealth?
  • How do they use their cash value?
  • How does this affect their real estate work?
  • How do they deploy cash?
  • What about property inspections?
  • What about traveling to the property?
  • What about putting money into the value add?
  • What about advertising cost?
  • What about Bridge loans?
  • What about repairs?
  • What’s the scariest part of banking on yourself?
  • What about the time to “brew”?
  • What does it feel like to be a financial weirdo?
  • Why did Derek and Amy get into real estate?
  • How do they set themselves up with multiple streams of income?
  • What was the wake up call?
  • How are they building assets?
  • How did the Bank on Yourself® type policies help them through difficult times?
  • What about the flexibility of the policies?
  • How does this feel like a safety net?
  • What about fees?
  • As engineers, how did Derek and Amy get past the initial cost of life insurance?
  • Is this unbelievable?
  • What about the power of Bank on Yourself® type policies?
  • What are Derek and Amy doing with real estate syndication?
  • Would you like to reach out to Derek and Amy?
  • What advice do Derek and Amy have?
  • How might you be more active and present?
  • Are most people overly passive with their money?
  • When is the best time to take a step?
  • What do you love about Derek and Amy?
  • How do they use real estate investing AND Bank on Yourself® type policies?
  • How do Derek and Amy think out three generations?
  • What makes all of the difference?
  • Would you like a FREE book?
  • Would you like to leave us a review?
  • What are people saying?
  • Would you like to leave us a voice message before April 19, 2020? Our question is:
    • What does a realistic budget look like?

Derek and Amy Baker are Founder and Co-Founder of Jamtine Investments headquartered in Grand Blanc, MI. They currently own and manage a multifamily rental portfolio of 253 units in Michigan, Texas and Tennessee. Derek and Amy have been active in real estate since 2016 with an emphasis on apartment syndication. They are members of Think Multifamily led by mentors Mark and Tamiel Kenney. 

Derek and Amy are graduates of Michigan State University. They both currently work for General Motors as Engineers and both hold a Bachelor of Science degree in Mechanical Engineering and Master of Science degree in Engineering Management. They have three beautiful children Molly (4), Emma (2) and Brayden (8 months) along with their perfect rescue dog, Izzy.

 

Episode 131: Get WealthFit with Dustin Mathews

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In this episode, we ask:

  • Have you watched something that is binge-worthy lately?
  • Who is Dustin Mathews?
  • How did Dustin’s out of body experience affect him?
  • What about Dustin’s mission?
  • What about education around money and entrepreneurship?
  • What is WealthFit?
  • What sort of courses do they offer?
  • How do you evaluate the word wealth?
  • What is the difference between wealth and money?
  • What about school?
  • What about parents?
  • What creates wealth?
  • What about being outside of the comfort zone?
  • What about finding phenomenal teachers?
  • How did Dustin get to where he is today?
  • Have you read Rich Dad, Poor Dad?
  • What about real estate investing?
  • How about marketing?
  • What keeps people from achieving wealth?
  • What stands in the way of wealth?
  • Why do we try to please people?
  • Why do we find ourselves in certain situations?
  • How do wealthy people blaze a different path?
  • What happens when you follow the herd?
  • Have you seen the flea jar video on youtube?
  • How might we lead?
  • Is there only a finite amount of value in the world?
  • What companies emerge from ideas?
  • What decisions are you making?
  • Have you read the book, Grit?
  • Have you decided to be wealthy?
  • What sort of courses are available on WealthFit?
  • How does money move?
  • Why is it so important to pay off bad debt?
  • How can you make the jump from active to passive cash flow?
  • What’s the game plan?
  • Would you like to visit wealthfit.com?
  • Would you like to listen to the podcast or take the courses at getwealthfit.com?
  • Would you like to follow WealthFit and Dustin?
  • What’s your favorite memorable money mistake?

Dustin Mathews is the Chief Education Officer at WealthFit – a company disrupting the financial education space and leading ordinary people to lives of wealth. Along with many best selling books, Dustin is the host of the popular “Get WealthFit!” Show.

He has interviewed and shared the stage with athletes, business celebrities, movie producers and titans of business such as Danica Patrick, Cal Ripken Jr., Kevin Harrington, Robert Kiyosaki, Jesse Itzler, Shannon Miller, Dave Meltzer and many others.

Dustin’s ventures have been featured by Forbes, Entrepreneur, USA Today and INC Magazine. He also received recognition by the United States Patent and Trademark Office for codifying a process for creating and selling products and service, Irresistible Offer Architecture®.

Episode 125: How to Acquire Ten Properties a Month with No Money Down with Chris Prefontaine

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In this episode, we ask:

  • Who is Chris Prefontaine?
  • Who works with Chris?
  • How does Chris work with his son Nick?
  • How might one buy real estate on terms?
  • What is a lease purchase?
  • How does a lease purchase affect the homeowner?
  • What is owner financing?
  • About how many homes are free and clear in the U.S.?
  • What about principal owner payments?
  • What can go right with lease purchase?
  • What can go wrong with lease purchase?
  • What happens if someone dies during a lease purchase?
  • What is a tenant buyer on a rent to own?
  • Why does Chris want to avoid traditional renters?
  • How long have lease purchase deals been happening?
  • What’s the key difference between taking a course and doing a deal?
  • What happened in 2008?
  • What happens when Chris strikes the right term and the right agreements?
  • What’s the current market like?
  • What’s the long history of real estate investment?
  • How does Chris bring little or no money into a deal?
  • What happens when Chris finds a buyer?
  • How many deals a month make a substantial cash flow?
  • What are his core values?
  • How does Chris vet students?
  • Do you have grit?
  • Can you manage expectations?
  • How did Chris and his family arrive at the core values?
  • How do the core values affect how the family communicates?
  • What about secondary income?
  • What if an owner did one or two deals a year? What’s wrong with that?
  • What if you buy your own home this way?
  • Would you like a free copy of Chris Prefontaine’s new book?
  • Would you like to pay for and read his book on Kindle, The New Rules of Real Estate Investing?
  • Would you like a free strategy call with Chris?
  • Is all real estate hard work?
  • How do you keep work stress from showing up at the dinner table?
  • Would you like to join us on February 1, 2020 at 10AM CT / 11AM ET for a live online episode?
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Chris Prefontaine is the best-selling author of 2017’s Real Estate On Your Terms and this year’s The New Rules of Real Estate Investing. A real estate investor with over 27 years experience in the field, Chris is the founder of Smart Real Estate Coach ·- and host of the Smart Real Estate Coach Podcast. He lives in Newport, Rhode Island with his wife, Kim, and their family. Chris operates the family business with his son, Nick, his daughter, Kayla, his son-in-law, Zach, and an amazing team.

Chris has been a big advocate of constant education. He and his family mentor, coach, consult, and actually partner with students around the country, teaching them to do exactly what their company does. Between their existing Associates nationwide and their own deals, Chris and his family are still acquiring 5-10 properties every month and control between $20 to $30 million dollars worth of real estate deals — all done on TERMS without using their own cash, credit, or signing for loans.

Chris and his family believe strongly in giving back to the community. They currently support Franciscan Children’s Hospital in Brighton, MA, 3 Angels Foundation in Newport, RI, and the Wounded Warrior Project by giving a percentage of all deals to those causes.