Not Your Average Financial Podcast™

Episode 393: [Client Spotlight] Financial Independence in the W-2 with Jon Thiele


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In this episode, we ask:

  • Should you quit your day job?
  • What does it take to truly be a leader?
  • How do you unhook yourself from “default” mode?
  • Who is Jon Thiele?
  • What’s Jon’s daily morning ritual?
  • What’s extremely important?
  • How did Jon’s career evolve?
  • How did Jon find Mark?
  • What happens when “the math isn’t mathing”?
  • What questions did Jon ask other advisors?
  • What has become richer?
  • What has bothered Jon?
  • What breaks compounding?
  • How has the money grown?
  • What happens with a financial contractual agreement?
  • What about non-direct recognition policy loans?
  • What has Jon’s family done with policy loans?
  • What about paying back a loan from the insurance company with simple interest?
  • What happened when the hurricane hit Florida?
  • How does one bring banking back down to the “you and me” level?
  • What would Jon like to do with his policies in the future?
  • Would you like to hear Episode 298?
  • Can you take another policy loan if you already have a loan taken out?
  • How do you define leadership?
  • Would you like to reach out to Jon on the FREE Not Your Average Financial Community?
  • What are the takeaways?
  • Would you like to meet with Mark or one of Mark’s associates?
  • Jon Thiele is a W-2 employee, who is passionate about the company he works for, not just for their mission, but for the opportunities that the company has allowed for his career to expand to include fields outside of what he went to school for (which was Architecture). Although he is an Architect, licensed in California and Florida where he and his wife and two kids currently live, he has spent the last couple of years in the Financial Planning & Analysis side of business and has most recently taken on the role of Chief of Staff to one of the Finance VPs. Jon met Mark just before the COVID pandemic began in 2020, and started his journey with Bank on Yourself®. He continues to study ways to be “not so average” with his finances, and he looks forward to passing down this knowledge to his children, as they get older.

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