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In this episode, we ask:

• Are you ready?
• What is the most wonderful shopping season?
• Would you like to retire right now?
• What is it we’re talking about when we talk about money?
• Can you meet your life goals without money?
• Should we put money in the stock market and wait?
• What are taxes going to do?
• Will you get more than a 10% return on your money?
• What can you expect from the stock market?
• Why does Dave Ramsey still quote 12% annually on mutual funds when advisors aren’t allowed to do that?
• What are real investors actually receiving, according to DALBAR?
• What about fees?
• What are the ongoing costs?
• What are 12b1 fees?
• What are other expenses?
• What about redemption fees?
• What about exchange fees?
• What about the account fee?
• Do you have to keep a minimum balance in that fund?
• How might you think outside of the “retail” investing space?
• What if you could invest at “wholesale” prices?
• What is a REIT?
• What about a private equity fund?
• What is the trouble with wholesale shopping?
• What about getting the top of the line model?
• Are you giving up liquidity?
• Does the government regulate who has access to wholesale?
• What is an accredited investor?
• How might you shop direct?
• Do you increase your return with direct investing?
• Do you increase your risk with direct investing?
• Do you increase your control with direct investing?
• How can you increase the tax benefits?
• Would you like to defer your tax?
• What about a Roth IRA?
• What about offsetting rent income with expenses?
• Can you do this inside a Roth IRAs?
• What is the disadvantage of a self-directed IRA?
• What about a professional real estate investor?
• Who is blocking you when you’re a direct investor?
• How can you eliminate the bank from the equation?
• What about the function of banking at the retail, wholesale and direct levels?
• What about Bank on Yourself® type designed whole life insurance policies?
• What if you could become a banker in the direct sense of the word?
• Are you a private money lender?
• What happens when banks stop lending?
• Could you offer your friends or family a better rate and better terms?
• Could you become a lender to improve your financial picture?
• How many fees are in your portfolio?
• Are you an accredited investor?
• Have you seen crunchbase.com?
• Do you budget your cash value?
• Have you started using YNAB (youneedabudget.com)?
• Would you like to talk with us about making your financial picture more direct?
• We have a question for you… Is Bank on Yourself a scam? Let us know at speakpipe.com/nyafp
• Would you like to leave us a review at Apple Podcasts?
• Would you like a complimentary copy of Pamela Yellen’s latest book?