HeyJaredNot Your Average Financial Podcast™
Traditional financial planning is no longer working, and in the new-normal economy, your hosts Mark Willis, CFP® and Holly Bach invite you to join us, as we engage the new and improved steps for establishing financial sanity. Be curious. Be stable. Be sane.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Episode 470: The I in TGIF is Insurance; It is The Asset that Changes Your Family Tree (opens the original)
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In this episode, we ask: Can you picture it? What about term life insurance? What about a 401(k)? Who fears running out of money? Is it too morbid? Is it impolite? What happens when the term ends on term life insurance? What about rising internal costs? What doesn’t pay a death benefit at all? What...
Episode 469: The G in TGIF – Guarantees – The Ironclad Foundation Bank On Yourself® Delivers When Everything Else Wobbles (opens the original)
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In this episode, we ask: Have you noticed something? Do you know what won’t disappear? Will the rules quietly change mid-game? What about the guarantees? Where are the guarantees in the financial universe? What about the stock market? What about guaranteed fees? Who gets the guarantee? What about the government’s guaranteed cut? What about conservative...
Episode 468: The T in TGIF: Tax Advantages of Bank On Yourself® – Taking Control Back from the Tax Trap (opens the original)
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In this episode, we ask: What about stability and sanity? What about an insane question? Is there someone at the I.R.S. that you’re particularly in love with? Who is the largest beneficiary on your IRA upon death? Are you going to leave your IRA this way, now that you know the truth? How about an...
Episode 467: Real, Recession-Proof Freedom: Fusing Utilitarian Short-Term Rentals with Bank On Yourself®, with Kirby Atwell (opens the original)
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In this episode, we ask: What is the 1% net rule? Would you like to listen to Episode 316? Why does layering on Bank on Yourself® strategies to real estate make a whole lot of sense? What is Kirby’s story? What is over looked in the short term rental space? What is counterintuitive? Where can...
Episode 466: The Real Wins and Losses of Bank on Yourself® Over 13 Years with Phil Smith (opens the original)
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In this episode, we ask: Have you heard Episode 462? Who is Phil Smith? What is a super awesome privilege? Why was Mark cautious? What helped Phil? How did Phil find the right balance with his Bank On Yourself® type whole life insurance policies? What is so cool about having friends as clients? What were...
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