Not Your Average Financial Podcast™

Episode 228: Top 10 Episodes! How To Maximize Your Retirement Income and Why Bank on Yourself® Type Policy Loans Matter (Ep. 83)


Listen Later

Would you like to hear 10 of THE BEST episodes so far?

Here’s an important episode on planning for LIFETIME INCOME.

In this episode, we ask:

  • How much peace and financial stability can you have?
  • How do oceans and rivers work together?
  • How do we benefit from systems?
  • Are annuities good for liquid access?
  • How can we solve immediate cash needs?
  • Where could you possibly keep an OCEAN OF MONEY?
  • How does a Bank on Yourself type policy work with annuities?
  • What spreadsheet did Holly create?
  • What is direct recognition?
  • What is non-direct recognition?
  • How does direct or non-direct recognition work?
  • Do you have a dividend paying whole life insurance contract?
  • Do you have a provision for non-direct recognition policy loans?
  • Do all insurance companies encourage policy holders to take policy loans?
  • Why is so important to work with the right advisors?
  • What can be buried in the contract provisions?
  • How do policy loans work? Have you heard Episode 32?
  • How can you overcome opportunity cost?
  • Does your policy have a TRUE non-direct recognition provision?
  • How can you get your money do two things at once?
  • Can you imagine growing your cash (even when you’ve spent it)?
  • How can your hard earned dollars work hard for you?
  • What if you had $1M in an annuity and $1M in a Bank on Yourself type Whole Life Insurance policy?
  • What happens when the account value is gone?
  • What is an ideal safe withdrawal rate?
  • How can you protect against running out of money?
  • What if we spend down the whole life policy earlier and allow the annuity to keep growing?
  • Which vehicles give you the most income in retirement?
  • Where are the guarantees in the stock market?
  • Is it possible to predict what the market will do?
  • Who is better at choosing stocks? Hedge fund managers or monkeys?
  • Would you like peace of mind?
  • Would you like your money to be there for you no matter what happens?
  • What are people saying?
  • Would you like to send us a review?
  • Would you like a free copy of the Bank on Yourself Revolution book?
  • Email us at [email protected]
  • Would you like to book a meeting with Mark?
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    122 ratings


    More shows like Not Your Average Financial Podcast™

    View all
    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,773 Listeners

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

    3,875 Listeners

    Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

    Creating Wealth Real Estate Investing with Jason Hartman

    536 Listeners

    The Best Ever CRE Show by Joe Fairless

    The Best Ever CRE Show

    991 Listeners

    Rental Income Podcast With Dan Lane by Rental Income Podcast

    Rental Income Podcast With Dan Lane

    829 Listeners

    Get Rich Education by Real Estate Investing with Keith Weinhold

    Get Rich Education

    603 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    586 Listeners

    Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

    Passive Real Estate Investing

    971 Listeners

    Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

    Real Wealth Show: Real Estate Investing Podcast

    414 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    422 Listeners

    The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

    The WealthAbility Show with Tom Wheelwright, CPA

    517 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    616 Listeners

    Ken McElroy Show by Ken McElroy

    Ken McElroy Show

    720 Listeners

    Real Estate Rookie by BiggerPockets

    Real Estate Rookie

    1,840 Listeners

    PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

    PassivePockets: The Passive Real Estate Investing Show

    129 Listeners