How to Simplify Your Financial Planning, with Mark Willis

25 May How to Simplify Your Financial Planning, with Mark Willis

Posted at 04:00h in Uncategorized by

Episode 353:

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future.

 

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in safe and predictable ways, become their own source of financing, and create tax-free income in retirement.

 

What you will learn in this episode:

  • Why your financial challenges can feel like you’re dragging around a sack of rocks – and how to lighten the load
  • How to make financial planning easy
  • Why young people at the start of their career or in education need a financial mentor
  • Why Mark wanted a predictable rate of return on his investments that he could count on, that he could access at any age, and with no taxes due on that money at retirement age
  • What ‘bank on yourself whole life insurance policies’ are and how they put you in control of your money
  • How Mark works with clients to find the best strategy for them
  • How investing in real estate can start you on the path to financial freedom

 

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