Not Your Average Financial Podcast™

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In this episode, we ask:

• How nerdy can we be?
• What financial asset has increased in value every year for the last 160 years?
• Why, in the early 20th century, did 50% of Americans have their savings in life insurance products?
• Does your financial planner have to use Google to answer your questions?
• What is the Bank On Yourself^® concept?
• How is a Bank On Yourself^® policy constructed?
• What biases do we have toward Whole Life Insurance?
• How is a Bank On Yourself^® design similar to an all base Whole Life design? How is it different?
• What does Bank On Yourself^® Engineering have to do with a sailboat?
• What companies are Bank On Yourself^® friendly?
• How do businesses use Bank On Yourself^®?
• Why does good design matter?
• … More!

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In this episode, we ask:

• How do we combat financial challenges?
• What needs to be in place?
• What characteristics must be present for a solid foundation?
• How do I protect my money?
• Where do I put money, when I need it for an upcoming purchase?
• How do we keep money flexible?
• Which products check all of the boxes for the safe and liquid category?
• What is my money doing for me?
• What’s an example of a solid financial instrument for a safe and liquid foundation?
• How would you like to be taxed?
• Why are there restrictions on a ROTH IRA?
• What about reinvesting dividends?
• What vehicle will help you give the most money to your family?
• …More!

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In this episode, we ask:

• Does a perfect financial solution exist?
• What do you want your money to do for you?
• Where do you want your money to live?
• What did Mark learn in his research of financial products?
• What are our preconceived notions about money?
• If Katrina was “Pope of Money” for the day, what would she want for her money?
• What are the strengths and limitations of current financial products?
• What are the implications for having a sane financial picture?
• What is a financial structure?
• Where did the Egyptians bury their most treasured leaders, within their architectural wonder, the pyramid?
• …More!

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In this episode, we ask:

• Will you or your partner live to age 93?
• What’s the rate of Health Care costs increasing in the U.S.?
• Are people working as long as they’re living?
• Where is it written that we have to money into vehicles that we can’t control? access?

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In this episode, we ask:

• What happened to saving?
• How many of American households are prepared for a $400 emergency expense?
• How many Americans are saving for retirement?
• What about credit card debt?
• What is the primary reason couples divorce?
• What’s the average amount of income that goes towards financing and debt payments?

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Welcome! In this episode, we ask:

• Has Wall Street and Retirement Planning Failed?
• Who is Mark Willis? Holly Bach? Katrina Willis?
• How much did Wall Street really make over the last three decades?
• How much did the average investor in equity mutual funds earn over the last three decades?
• More!