Thinking

Episode 301: [Money Talks] Knowing When to Call a Financial Advisor

June 9, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

What is one of the most satisfying parts of my work?
When is a good time to call?
What about a story?
Are bankers gonna bank?
Are collectors gonna collect?
When is it crucial to get a second set of eyes and ears?
What about dramatically improving your financial situation?
When should you call me?
What about the unexpected times?
Are you going into debt of any kind?
Are you in the midst of a job change?
Are you retiring or considering retirement?
Did you receive or are you about to receive an inheritance?
Have interest rates changed in a substantial way?
Has the stock market changed in a substantial way?
Do you pay tax on your social security?
Do you pay the alternative minimum tax?
Did you get married?
Did you get divorced?
Did you have a child?
Did you have another child?
Did you take on an aging parent?
Did you buy a home or are you considering buying a home?
Did you start a business?
Are you in the midst of a catastrophic illness, such as a heart attack, stroke or cancer?
Did you win the lottery?
What other reasons can you think up to call us?
Would you like to call our office at 1-800-962-9141?
Would you like to book with Mark?
What did Jim Rohn say?
What about rock, paper, scissors?
How are we predictable?
How might we need to adapt?
What about an example?
How might we fix this?
Who taught you that?
How’s that going for you?
Might it make sense to ask for help?
How might we discover opportunities in the midst of obstacles?
What are the traps?
What did Dwight D. Eisenhower say?
What are the dynamics?
What did Napoleon Bonaparte say? What happened in 1805?
How might you be resilient?
What did Russ Alan Prince say?
How many actually implement the plan?
What does this mean?
Who struggles to follow through?
What about the importance of ongoing communication?
What about a giant binder?
What about a relationship?
What about planning?
What is your specific concern?
What about goal setting?
What about taking targeted action?
What about a broad overview?
What about just in case vs. just in time planning?
Are you collecting pebbles?
Are you ready to take the pebbles out of your pocket?
Would you like to make an impact?
Where do monkeys outperform market managers?
What about a divorce case study?
Would you like to book with Mark?

Episode 295: How to Prepare Your Family for an Inheritance

April 28, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

What do you say to someone when you know it’s the last time you will ever speak to them?
How do you say something loving and honoring?
What are the most important and pressing issues?
Who is prepared? Who is not prepared?
How does true wealth come through assets plus skills?
What about the mindset and skillset that’s needed?
What about education?
What about buying a home?
What about mentoring the next generation?
What about leaving a family fund?
How might one create a family fund or family reserve using Bank on Yourself® type dividend paying whole life insurance?
What about creating a long-term, safe and sure wealth bucket?
What about instantly creating a legacy and a savings strategy for years to come?
What will help your whole family weather tough economic storms?
What about long-term thinking?
What about a more durable view of wealth?
What about the family thinking as a family unit?
What about creating financially responsible kids and adults?
What skillsets will grow?
What about creating a mission for your family that’s bigger than individual happiness?
What do you prefer?
How does one get started creating a family fund?
Who do you need at the table?
What is your greatest asset?
Would you like to hear Episode 294?
What about the big picture strategy?
What is the best design?
What is the unique solution for your specific needs?
Would you like to meet with Mark to discuss a family fund?
How soon does one see cash value?
How might one use cash value from whole life insurance policy loans?
What about an uninsurable life insurance policy owner?
Who is buying policies on family members?
Who is buying policies on their parents?
Who is buying policies on their kids?
Who is buying policies on business partners?
What about a parent matching program?
How might both generations contribute to a policy?
How many creative ways can you think up?
What about an example?
What about single premium immediate annuities?
Is it possible for annuities to pay insurance policy premium?
What about the Vanderbilts?
What about the Rothschilds?
What about leaving assets?
What about leaving assets and values?
Who is a part of the ever unfolding story?
Why does family wealth evaporate?
Does success leave clues?
Do you have control over your assets?
Who has control over your assets?
What about saving?
What is the different between lending and giving?
How might kids use family money wisely?
What skills do kids need to remember?
What about nurturing and training?
What about long-term thinking?
What about delayed gratification?
What about displaying family values?
What are the takeaways?

Episode 288: Why Did You Become a Bank on Yourself Professional®?

March 10, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

Why do you do what you do?
What gets you out of bed in the morning?
Why do they practice Bank on Yourself®?
How did Marvin Bulas get involved?
What happened with Marvin’s grandparents?
Is long term care the number one cause of bankruptcy?
How did Brandon and Amanda Neely get involved?
Would you like to purchase and watch the Banking with Life documentary?
How did Steven Step get started?
What was Grant Thompson trying to prove false?
Why does it matter?
Why not be a “regular investment dude”?
What is the truth?
Are you better off, now that you’ve met me?
How might you help people?
How does money really work?
What does retirement mean for you?
How might you live those “mini retirements” along the way?
What is just a tool?
What will Brandon’s son receive?
How is Brandon able to grow his wealth?
Who is thinking like a banker?
Who is thinking like a business person?
What about guidance?
What happens at a 6-month review?
Who is the mind chasing business?
Who said “most people would rather die than think?”
What about inviting people to dream?
If you were king or queen of money for a day, what would you change?
How might you create differently?
How might forge your own path forward?
What about imagination?
How do we grow out of the mess?
Why does it matter?
How are Bank on Yourself Professionals® different from your typical life insurance agent?
Where are you saving?
Is Bank on Yourself® the best place to save?
What about the mindset of saving perpetually?
Who has the money?
What are you thinking about?
When did the last opportunity come along?
When will the next opportunity come along?
Are you ready?
What are the benefits and keys to becoming a Bank on Yourself® professional?
With whom are you connected?

Episode 275: [TOOLBOX] The Rare Commodity of Thinking and How to Do It

December 9, 2022 by Not Your Average Financial Podcast

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In this episode, we ask:

What are the actual steps of thinking?
Do you have a process for your thoughts?
Do we already know it all?
How does one reverse engineer?
Have you read The Road Less Stupid by Keith Cunningham?
Would you like to avoid the arrival syndrome?
What can we improve?
How much money would you have in your hands right now, if you could unwind the worst three financial decisions you’ve ever made?
What about doing fewer dumb things?
What about reading and thinking?
What is the skillset?
What about taking 30-45 minutes centered around a high value question?
What about pain avoidance?
What are the core disciplines?
Could we all become a bit better at thinking?
How many arguments might we avoid?
How much would it improve our BMI or waistline?
How about adding zeros to your net worth?
What is the unasked question?
What is the right answer?
What is the real problem?
What about the right question?
How might I ______ …. so I can _________ … ?
Would you like to hear Episode 122?
How might you separate the problem from the symptom?
What are the biggest problems?
What about adventures in missing the point?
How is the root problem different from the symptom?
- What are the possible reasons I’m noticing this symptom?
- What is not happening, that if it did happen would cause the perceived gap to narrow or disappear?
- What is happening, that if it stopped happening would cause the perceived gap to narrow or disappear?
Is this an easy task?
What about brutal honesty and penetrating questions?
What about checking your unexamined assumptions?
Where have I been substituting my opinions for real facts?
What do I not see?
What about considering the second order consequences?
- What is the downside?
- What is the upside?
- Can I live with the downside?
What about examining the unintended consequences?
What about creating the machine?
What about the change that will close the gap?
What about getting closer to our desired outcome?
What about a new strategy?
How might you use the skill of thinking to your advantage?
How might you get to the root and take decisive action?
Will you sit down by yourself and think?
Would you like to meet with Mark?

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