Episode 353: How to Simplify Your Financial Planning, with Mark Willis
The Smart Real Estate Coach Podcast|Real Estate Investing · Chris Prefontaine
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Show Notes
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
Resources:
- Website Lake Growth Financial Services: https://lakegrowth.com/
- Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
- Facebook: https://www.facebook.com/lakegrowth
- Twitter: https://twitter.com/LakeGrowth
- LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Additional Resources:
- SmartRealEstateCoachPodcast.com/webinar
- SmartRealEstateCoachPodcast.com/termsbook
- SmartRealEstateCoachPodcast.com/ebook
- SmartRealEstateCoach.com/QLS
- Associate Coaching Program Funding: www.smartrealestatecoach.com/eaze
- Summer of Deals Event on June 3rd, 2022: www.smartrealestatecoach.com/sod10