Not Your Average Financial Podcast™

By Not Your Average Financial Podcast™

Think different about your money, your economy and your future. Be curious. Be stable. Be sane.... more

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FAQs about Not Your Average Financial Podcast™:

How many episodes does Not Your Average Financial Podcast™ have?

The podcast currently has 458 episodes available.

Not Your Average Financial Podcast™ episodes:

June 12, 2026Episode 458: No. 6 The Purple Belt: How to Finance Massive Annual Expenses
In this episode, we ask:
Why is the consumer sentiment rating in the basement?
What is projected to run dry?
What are people voting with their wallet for?
Would you like to begin with capturing your monthly cashflow with No. 1 The White Belt?
Would you like to continue on with the most important people in your life, No. 2 The Yellow Belt?
Would you like to climb up and out on eliminating debt with No. 3 The Orange Belt?
Would you like to review strategies to protect your retirement and business with No. 4 the Red Belt?
Would you like to architect a cash flow system with No. 5 the Green Belt?
Is this for the faint of heart?
Are you at the intermediate or advanced level?
What about uninterrupted compounding?
Are you a business owner?
How about an example?
How big are your checks to the I.R.S. every year?
What is growing year after year?
How about private school tuition?
What about Amazon sellers?
Does a policy loan have to be repaid?
What about property taxes?
What about property and casualty insurance premiums?
What about charitable pledges?
What about major annual business operating expenses?
How does one pay off a giant loan?
Should everyone listening to this do a purple belt strategy?
What happens when a loan meets or exceeds cash value?
What about the sale or 1031 exchange of real estate?
What about receiving a substantial inheritance?
What about large bonuses or commissions?
What about the sale of intellectual property?
What about receiving a lump sum?
What about extra income?
What carries real risk?
What is the Plan B?
What are the serious consequences?
How do we work to make sure the loan never threatens the contract?
Is your money working full throttle?
What about steady, predictable growth that you can control?
Is that big expense dead weight?
How might you benefit from the cash flowing through your life?
What did Nelson Nash say?
Do you control the financing function of your life?
What did Pamela Yellen say?
Can you weather the storms that are coming?
What are the takeaways?
Would you like to meet with Mark?
Would you like to join our FREE! Not Your Average Financial Community?
...more
30min
June 05, 2026Episode 457: No. 5 The Green Belt: Not Just a Policy, A Cash Flow System
In this episode, we ask:
Are you crossing your fingers and hoping Wall Street delivers?
Would you like to start with capturing your monthly cashflow with No. 1 The White Belt?
Would you like to follow up with the most important people in your life, No. 2 The Yellow Belt?
Would you like to catch up on eliminating debt with No. 3 The Orange Belt?
Would you like to review strategies to protect your retirement and business with No. 4 the Red Belt?
Does financial mastery unfold in a straight line?
How about a cash-flow management system?
How does the green belt obliterate the main-stream 0h-so-average financial advice?
How many policies can you get?
What is the key mindset shift?
How does one build a portfolio of policies?
What are the lifetime wealth leaks?
What happens to the 529 plan?
How are you buying cars?
What compounds into serious money?
What about family vacations?
What about investments? What about entrepreneurial pursuits?
What are 15 creative green belt solutions?
What about tuition?
What about vehicle and major purchases?
What about real estate (without a credit check)?
What about business expansion?
What about a family vacation or memory?
What about home renovations and repairs?
What about medical and health costs?
What about milestone events?
What about tax bill buffers?
What about opportunities?
What about emergency funds?
What about charity and legacy?
What about down payments?
What about self-insurance?
What about retirement and fun money?
What is the biggest expense staring at you right now?
How are you managing the cash value?
Does every dollar in your policy have a job to do?
Is the cash value untouchable?
Is the cash value perfectly liquid?
Who borrows without a real plan?
What about a proper buffer?
How does the green belt balance this out?
What are the buckets?
How can you gain total confidence?
How might one command their money with purpose and clarity?
How does the disciplined approach change the game?
What are the takeaways?
What are the action items?
Would you like to meet with Mark or one of Mark’s associates?
...more
23min
May 29, 2026Episode 456: No. 4 The Red Belt: The Ultimate Retirement and Business Protection Strategy Most Advisors Ignore
In this episode, we ask:
Are you ready to advance to a pivot point in the financial dojo?
Would you like to review No. 1 The White Belt?
Would you like to listen to No. 2 The Yellow Belt?
Would you like to catch up on No. 3 The Orange Belt?
What are we moving beyond with the Red Belt?
Are you approaching or in retirement?
Are you running your own business?
What are the headwinds?
Are you protecting a nest egg?
What is the retirement repositioning strategy?
Should you stuff every last dollar into tax deferred vehicles?
What is the median retirement account balance for Americans age 55-64?
Who is exposed?
Who owns your retirement account?
What is the forced retirement distribution?
What age are you forced to take these RMDs?
What climbs when in retirement?
What about 401(k)s and IRAs?
What about the built up tax-deferred time bomb?
Do you know how much you owe in tax now?
When should you pay the tax?
What if you have a shorter timeline?
When do you need the money the most?
How about a case study?
What is a qualified plan?
What does the red belt deliver?
Is peace of mind underrated?
Do you own a business?
What is your single biggest asset?
Have you heard the joke?
What about lines of credit?
Where should you route your profits?
How many times have you kissed the ring of a banker?
What does all of this actually mean?
Will you move into a position of total control?
What is the mathematical reality?
Who controls the financing function in your life?
Who sleeps better?
What does Wade Pfau say?
What is a massive I.O.U. to the I.R.S?
How about another case study?
Who wants guaranteed lifetime income?
Would you like to meet with Mark or one of Mark’s associates?
...more
20min
May 22, 2026Episode 455: No. 3 The Orange Belt: the Debt SnowBank Method™
In this episode, we ask:
What if it is possible to be BETTER than debt free?
Would you like to hear the No. 1 The White Belt and No 2. The Yellow Belt?
Are you debt free?
Is paying cash the answer?
What did a recent federal reserve study conclude?
What is the Debt SnowBank Method?
What are the 5 steps?
How about two example cases?
Is your thinking short term or long range?
Which matters more?
What’s the bottom line difference?
Do we have to work harder?
Do your emergencies care if you’re in debt or not?
How about a case study?
How does one instantly create a legacy?
What is a trap?
How many months of expenses do you have ready to go?
So what happened to the two example cases at age 70?
Do you have to choose between getting out of debt and creating wealth?
What are some success stories?
Who will redirect the force?
What are the principles?
What about financial flexibility?
What about taxable events?
What is your ideal outcome?
What are the takeaways?
Would you like to meet with Mark or one of Mark’s associates?
Would you like to join our FREE Not Your Average Financial Community?
...more
27min
May 15, 2026Episode 454: No. 2 The Yellow Belt: The People Who Matter Most – Kids, Parents and Business Partners
In this episode, we ask:
Will anything else in your financial life work?
Did you listen and learn about the White Belt in Episode 453?
What is the Yellow Belt?
Where is real wealth built?
What intentional steps are you taking?
What about legacy level power?
How much does it cost to raise one child from birth to age 18 in the U.S.A.?
What are the problems with 529 plans?
What are the advantages of life insurance on children?
When is the best time for children to start leveraging uninterrupted compound interest?
How do the grandparent’s assets affect the grandchildren’s assets?
Where do many families tie up their wealth?
Who can own policies on kids and grandchildren?
What about the sandwich generation?
Who is a caregiver?
What happened to home care and assisted living costs?
Does Medicare cover long term care costs?
What about Medicaid?
How does the Yellow Belt change the game?
Where does the burden land?
What is an accelerated death benefit rider?
Can you get access to your death benefit while you’re still alive?
Who will cover the gap Medicare ignored?
What if the parents are uninsurable?
What about the liquidity?
Will the markets cooperate?
Who is prepared for the money?
Are you a business owner?
What happens when someone leaves?
What happens when a business partner dies?
Have you seen a poorly designed business transition play out?
What could you do instead?
What about cross purchase and entity purchase agreement?
How about liquidity and security?
Would you like to read The Business Fortress?
What are some design ideas?
What about 162A bonus plans?
How will you protect and reward the people who drive your revenue?
What comes with heavy regulations?
What will happen when the unexpected hits?
What beats term insurance or a sinking fund?
What are the key takeaways?
Would you like to meet with Mark or one of Mark’s associates?
...more
28min
May 08, 2026Episode 453: The Ninja Belts of Bank On Yourself®: No. 1 The White Belt: Cash Flow Mastery
In this episode, we ask:
Where is the true sanity?
What about the martial arts belts?
How can we build real wealth?
How many money moves are you making in your cash flow?
How about renegotiating the auto insurance?
What about cutting out subscriptions no longer in use?
Do you need to adjust your tax withholdings?
What about changing how you pay down your debts?
How about consolidating high-interest credit cards?
Who wants to retain more of the hard-earned income each month?
Where you are currently parking your savings?
Is the money in accounts that serve your long-term need for liquid, accessible, and guaranteed growth?
What are your dollars doing?
What did Nelson Nash say on page 52 of Becoming Your Own Banker?
What is the median retirement account balance?
What will happen with a 1% fee?
Would you like to hear two case studies?
How does one build an asset?
Where does the real power of the white belt strategy begin?
What are the takeaways?
What are the action items?
Would you like to meet with Mark or one of Mark’s associates?
...more
27min
May 01, 2026Episode 452: Why China and India Just Bought Gold and Silver Like Crazy… and What It Means for Your Money with Dana Samuelson
In this episode, we ask:
What is happening with precious metals?
Where do we stand?
Who is Dana Samuelson?
Where is gold, silver and platinum going?
What is the state of the union on precious metals?
What happened in 2025?
What happened in the late 70s and COVID?
What about tariffs?
What about uncertainty?
What are the good alternatives?
Why do other countries have a precious metals culture?
What insulates us from shocks, economically?
What happened in April 2025?
What happened to the bond market?
What is the biggest credit market in the world?
What did China say?
What happened in August?
What did India say?
What broke the London over the counter silver market in 2025?
What happened on January 30th, 2026?
Why have gold and silver coins been currency for so long?
What happened after World War II?
Why are people passionate about precious metals?
What happened to Bitcoin?
Can markets go both ways?
Who has a big gold culture?
What about supply and demand?
What has performed better recently, Bitcoin or gold?
What might cause gold and silver to ease in value?
What benefits from higher interest rates?
What is foundational beyond fiat money?
What’s the safest place to store gold?
What’s the problem with storing silver?
What about storage facilities?
Do you have access?
Can you transact in gold, like we transact in dollars?
Does gold have counter party risk?
What about precious metals bartering?
How do you know if gold is reputable?
What about Dana’s company, American Gold Exchange?
What about trust?
Where are precious metals headed in 2026?
Is the dollar weakening?
What about Central Bank buying?
What about volatility?
What is the difference between investments and savings?
Would you like to visit amergold.com?
What are the takeaways?
What are the action items?
The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.
Dana Samuelson is the Founder and President of American Gold Exchange (AGE), a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct-to-consumer sales.
He has been active in the physical gold and silver markets for 43 years and is a nationally recognized expert on vintage, pre-1933 US gold and silver coins. Email American Gold Exchange at [email protected].
...more
41min
April 24, 2026Episode 451: Refinance Your Retirement – An Important Update on Annuities
In this episode, we ask:
Do you need the latest and greatest?
Are you rocking a flip phone?
How have interest rates affected crediting rates, caps and guaranteed lifetime income streams?
Did you buy a contract in the low rate years?
What are the new contracts offering with higher interest rates?
Is it smart to run the numbers?
What other everyday financial products need review?
What is the insurance industry’s answer to a CD?
What about income annuities?
Is it time for an annuity refresh?
Is it costly to shop around?
What about fixed index annuities from 2005-2020 or so?
What is the upside potential?
Are interest rates the whole story for annuity products?
What are the better caps and spreads?
What never runs out?
What is the bottom line?
How about an example?
What happened with inflation?
Should all annuities be replaced?
What is a surrender charge?
Is the surrender charge worth it?
Does the contract’s new features benefit you?
Is the old one better?
Has the interest rate environment changed in your favor?
Is this worth a fresh look?
What are the key takeaways?
...more
12min
April 17, 2026Episode 450: The Tardus Income Snowball and Bank On Yourself® – Are They Your Financial Game Genie? with Ben Berry
In this episode, we ask:
Who is Ben Berry?
Would you like to check out Episode 397?
What is Tardus Wealth Strategies?
Would you like to hear Episode 376?
How does the Bank on Yourself tool integrate with the Income Snowball?
Do you remember Nintendo, back in the day?
Do you remember the Game Genie?
Why is control so important in wealth creation?
What are the headwinds working against your money?
Would you like to view video and/or Subscribe on the YouTube page?
How might we think and learn about money differently?
What is a myth?
What can Wall Street legally claim?
What does it mean to change the environment where your money lives?
Who wants the wind at your back?
Is this going to take me all the way to the end?
Will I make more than that in my stocks?
What about the payout or withdrawal rate?
When will passive income exceed your living expenses?
What are the options?
What is a “MELOC,” and how does it differ from a HELOC?
What did Mark Twain say?
How many questions are involved in a whole life insurance loan?
How do you take a HELOC?
What kind of impact would non-direct recognition loans have?
Are you constantly breaking the compounding of your growth?
What is the “eighth wonder of the world”?
What breaks compound growth?
What one little glitch could be the difference between success and failure?
What are the wrong tools?
Is it a cheap knock off?
Are you taking on unnecessary risk?
What becomes more expensive as you get older?
What won’t work with the income snowball?
What about building capital?
How about moving to stable, long-term assets?
What are the paths to getting started?
When is the liquidity ready to deploy?
What about building with monthly cash flow?
Do you need to lock money away for forty years?
What asset can you build right away?
What instantly multiplies your family’s legacy?
What will improve?
What will happen to your lifestyle?
What will happen to your demeanor?
What are the risks of the income snowball?
Who is doing the due diligence?
What is Plan A? Plan B? Plan C?
What do you need to pay attention to?
Who is on your team?
Would you like to reach out to Ben at [email protected]?
Ben Berry is the owner of Berry Financial Services, LLC, where he helps individuals, families, and business owners take back control of their financial lives. As a Bank On Yourself® Professional and Safe Money Specialist, Ben focuses on building predictable, tax-advantaged wealth strategies designed to support long-term security and generational impact. His approach integrates advanced business planning, life insurance solutions, contingency capital, and asset-mapping to create clear, customized financial pathways. Known for translating complex concepts into practical guidance, Ben equips clients to make confident decisions in an uncertain world. He is passionate about education, relationships, and helping people build wealth they can depend on.
...more
38min
April 10, 2026Episode 449: The Hidden Power of Trump Accounts — What Nobody is Telling You
In this episode, we ask:
How has the I.R.S. clarified things with a recent notice on the Trump account?
What changed Mark’s mind about the Trump accounts?
Can you convert a Trump account into a Roth IRA when the kid turns 18?
Why not put money into a 529 plan instead?
What about layering this in with other strategies?
What is a Trump account?
What is huge?
Who can fund this?
Who needs earned income?
What happens for kids who were born between 2025 and 2028?
What happens in July 2026?
How can you set one up?
When are contribution due?
What about ETFs?
What happens automatically at age 18?
What are the limits?
What happens with the taxes on these accounts?
Why does timing matter?
What if the government changes the rules?
What about a case study?
How do taxes work with a Roth?
Should you convert it all at once?
What is the basis in the Trump account?
What is the standard deduction in the year your kid turns 18?
How many taxes will the kid pay?
What is return of basis?
What happens in year 2?
What can you do once the money is rolled into a Roth IRA?
What would the total income become?
How can you make a plan to protect the principal?
Why is starting early the key?
What is like planting an oak tree?
What about required minimum distributions?
What does Ed Slott say in the Retirement Savings Time Bomb?
… and more!
...more
24min

FAQs about Not Your Average Financial Podcast™:

How many episodes does Not Your Average Financial Podcast™ have?

The podcast currently has 458 episodes available.

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