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Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial independence. Key Takeaways To Listen For The first step to building a solid money plan Main difference between term insurance (renting) and whole life insurance (owning) Why whole life policies grow predictably and can still fund outside investments Annuities as the most efficient tool for guaranteed lifetime income Effective strategies that create lasting wealth and exit options Resources/Links Mentioned In This Episode The Business Fortress by David Barnett and Mark Willis | Kindle and Paperback Debt by David Graeber | Paperback The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover Check out The Business Fortress webinars, available through New Banking Solution, for powerful business and financial insights. Don't forget to sign up at https://newbankingsolution.com/. About Mark Willis, CFP®Mark Willis, CFP®, is a Certified Financial Planner™, best-selling author, and the owner of Lake Growth Financial Services, a Chicago-based firm helping clients take control of their finances with safe and predictable strategies. He co-hosts the Not Your Average Financial Podcast™, where he teaches how to pay for college without debt, invest in real estate, and create tax-free retirement income that can't be outlived. Mark has been recognized as a three-time #1 Best-Selling Author and is on a mission to help people think differently about money, become their own source of financing, and build lasting financial freedom. Connect with Mark Website: New Banking Solution | Lake Growth Podcast: Not Your Average Financial Podcast™ | Apple Podcasts and Spotify LinkedIn: Mark Willis, CFP® Facebook: Lake Growth Financial Services Instagram: @notyouraveragefinancial YouTube: Not Your Average Financial Podcast™ Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
What if you could turn your business into a bank? For that and more, follow us here and subscribe to our YouTube channel!In this episode of Built Online, we sit down with Mark Willis, Certified Financial Planner and Founder of Lake Growth Financial Services, a firm helping business owners and content creators grow their wealth without taking unnecessary risks. Mark explains how to become your own source of financing through a strategy called Bank On Yourself, shares why traditional financial advice often fails entrepreneurs, and breaks down how online businesses can leverage whole life insurance to create predictable, long-term financial growth. ------------MARK WILLIS:- Website: https://lakegrowth.com/- LinkedIn: https://www.linkedin.com/in/marklakegrowth/- Podcast: https://www.notyouraveragefinancialpodcast.com/------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar interviews Mark Willis, a certified financial planner, about his journey from a ministry degree to becoming a financial expert. They discuss various wealth strategies for real estate investors, the importance of financial planning for college funding and retirement, common mistakes made by investors, and the keys to success in the financial industry. Mark shares insights on how to avoid pitfalls in real estate investing and emphasizes the importance of understanding financial tools and strategies to achieve financial independence. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Your financial future isn't what you've been promised. The startling revelation at the heart of our conversation with Mark Willis, owner of Lake Growth Financial Services and bestselling author, is that average investment returns are functionally meaningless. While Wall Street touts 9% returns, actual investor results hover around 3.6% according to research from Dalbar—a discrepancy that could derail healthcare professionals' retirement plans.Mark shares a powerful explanation of how volatility destroys compound growth with a clear example: if your investment grows 100% one year and drops 50% the next, the financial industry will claim you earned 25% annually—but you've actually made nothing. This mathematical sleight-of-hand affects everyone from physicians to dentists who rely on traditional investment vehicles for retirement.The conversation takes a fascinating turn as Mark introduces an alternative financial strategy gaining popularity among healthcare professionals: using specially-designed dividend-paying whole life insurance as a personal banking system. Through a detailed case study, Mark demonstrates how a dentist accessed $50,000 for practice equipment at just 1.92% interest while his policy continued earning approximately 5.5%—creating an arbitrage opportunity conventional banking cannot match.What makes this approach particularly valuable for healthcare practice owners is the guaranteed access to capital regardless of economic conditions. Unlike HELOCs or business loans that can be reduced or called during downturns, these policies provide contractually guaranteed liquidity under your control. Mark explains how practitioners can use this strategy to finance equipment, real estate, or practice acquisitions while building a growing pool of capital that ultimately converts to guaranteed lifetime income.Ready to explore how these strategies might work in your healthcare practice? Download a free chapter of Mark's new book "The Business Fortress" at newbankingsolution.com and discover how to reclaim control of your financial future without relying on Wall Street's mathematical fictions.If you need help finding the perfect location or your ready to invest in commercial real estate, email us at admin@leadersre.com Sign up for a FREE vulnerability analysis and lease renewal services View our library on apple podcasts or REUniversity.org. Connect on Facebook. Commercial Real Estate Secrets is ranked in the top 50 podcasts on real estate
Ben Brady is joined by financial expert Mark Willis from Lake Growth Financial Services to dissect the unique financial planning needs of real estate professionals. Dive deep into the conversation about why traditional retirement plans like 401(k)s may not be the best fit for realtors and explore the robust benefits of whole life insurance as a more adaptable alternative.Mark shares his expertise in structuring financial tools that offer both stability and flexibility to manage the irregular income streams typical of real estate careers. The discussion focuses on how whole life insurance can serve as a powerful tool for managing cash flow, investing back into the business, and ensuring financial security well into retirement.Learn from an in-depth dialogue on how to leverage whole life insurance for both immediate liquidity needs and long-term growth. Timestamps guide you through tactical discussions on overcoming financial challenges unique to independent contractors and strategies for building a resilient financial portfolio that grows tax-free.Timestamps & Key Topics:[00:00:00] - Introduction to Financial Planning Challenges in Real Estate[00:01:56] - The Benefits of Whole Life Insurance Over Traditional Retirement Plans[00:06:17] - Tactical Uses of Whole Life Insurance for Business and Personal Finance[00:10:06] - Comparing Whole Life Insurance to Other Investment Vehicles[00:13:45] - Real Life Applications and Client Stories Demonstrating Whole Life Benefits[00:18:19] - Discussing the Financial Commitments and Long-term Strategy of Whole Life Policies[00:25:16] - Analyzing the Impact of Inflation and Economic Changes on Whole Life Policies[00:29:22] - Closing Thoughts and How to Contact Mark for Personal Financial Planning
Want to learn how to turn debt into wealth and achieve financial freedom? Discover alternative financial solutions and tax-efficient strategies with CFP, Mark Willis. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his incredible journey from struggling with student loan debt to becoming a financial expert who helps clients find more predictable and secure ways to reach their financial goals. Key Takeaways: Mark's personal experience with overcoming six-figure student loan debt and discovering a path to financial freedom. The importance of having a financial plan and seeking guidance from a qualified professional. Understanding alternative financial solutions and tax-efficient strategies that can help you achieve your goals faster. How to regain control of your financial future and make informed decisions about your money. The role of mindset and discipline in achieving financial success. Quote from Mark Willis: "You are perfectly designed to achieve the results you're currently achieving. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Willis is a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. He has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As host of the Not Your Average Financial Podcast™, he shares some of his strategies for working with 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 ways that are safe and predictable. lakegrowthfinancial.com sageintl.com
Target Market Insights: Multifamily Real Estate Marketing Tips
Mark Willis is a Certified Financial Planner™ and the owner of Lake Growth Financial Services, a Chicago-based financial firm. As a three-time #1 best-selling author, Mark has empowered hundreds of clients to reclaim control over their financial futures using proven, tax-efficient strategies. He specializes in helping individuals and businesses build wealth, grow their enterprises, and achieve lasting financial security. Host of the globally top 1.5% ranked *Not Your Average Financial Podcast™*, Mark shares insights on managing real estate, funding college without financial strain, and creating retirement income that lasts a lifetime. His mission is to help clients build wealth through safe, predictable methods, become their own source of financing, and enjoy tax-free income during retirement. In this episode, we talked to Mark about the whole life insurance policy and determining if it's set up right, due diligence and finding the right mediator for your insurance, the “buy, borrow, die” strategy, and much more. Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Insurance Policies; 02:32 Mark's background; 16:50 An Insight into whole life insurance; 22:36 Choosing the right insurance mediator; 26:01 An insight into the "buy, borrow, die" strategy; 32:38 Round of Insights Announcement: Learn about our Apartment Investing Mastermind here. Round of Insights Apparent Failure: Paying off his student loans with the snowball method. Digital Resource: Notion. Most Recommended Book: The Bank On Yourself Revolution & Perpetual Wealth. Daily Habit: Following Michael Hyatt's Full Focus Planner method every morning. #1 Insight for maximizing our insurance policy: Don't do this alone, find someone who knows how to design it for you. Best place to grab a bite in Chicago, IL: Giordano's. Contact Mark: Website Mark's first episode on Multifamily Insights, Episode #264 Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Mark Willis 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 ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. Book “How to be an Amazon Legend and Fire Your Banker.” Highlight Bullets> Here's a glimpse of what you would learn…. Introduction to the podcast's mission and focus on e-commerce business leaders.Mark Willis's background and experience with business owners and e-commerce entrepreneurs.Common financing challenges faced by e-commerce businesses, particularly reliance on banks.Overview of Mark's book, "How to Be an Amazon Legend and Fire Your Banker."Concept of using dividend-paying whole life insurance as a financial strategy.Importance of having control over personal finances and becoming one's own source of financing.Discussion of non-direct recognition policy loans and their benefits.Comparison of whole life insurance policies to home equity lines of credit.Tax strategies that can complement the use of whole life insurance policies.Actionable takeaways for e-commerce entrepreneurs to enhance financial management and independence.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Mark Willis, a certified financial planner and owner of Lake Growth Financial Services. They discuss financial strategies for e-commerce entrepreneurs aiming to scale their businesses. Key topics include overcoming reliance on traditional banks, using dividend-paying whole life insurance as a financing tool, and implementing effective tax strategies. Mark shares insights from his book, "How to Be an Amazon Legend and Fire Your Banker," emphasizing the importance of financial control and independence. The episode provides actionable advice to help business owners manage capital and achieve greater financial security.Here are the 3 action items that Josh identified from this episode:Action Item #1: Invest in the Right Places: Business owners should ensure they are putting their money into vehicles that will grow and provide liquidity when needed.Action Item #2: Implement Tax-Saving Strategies: It's crucial to work with a certified financial planner to identify and implement effective tax strategies.Action Item #3: Execute Financial Strategies: Taking action is essential; business owners should not just learn about strategies but also implement them to see real results.Resources mentioned in this episode:Lake Growth Financial ServicesFAFSAAugusta RuleFuture ToolsKickstart with MarkHow to Be an Amazon Legend and Fire Your BankerDebt: The First 5,000 YearsThe Holy BibleThe Lord of the RingsNot Your Average Financial PodcastSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started my business in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then email me at josh@ecommbreakthrough.com and in your subject line say “strategy audit” for the chance to win a $10,000 comprehensive business strategy audit at no cost!Transcript AreaJosh Hadley 00:00:00 Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Michael Gerber, author of The E-myth, and Matt Clark from ASM. Today, I'm speaking with Mark Willis of Lake Growth Financial Services, and we're going to be talking a lot about how you can bank on yourself and become your own source of financing in your business. This episode is brought to you by Ecomm Breakthrough, where I specialize in investing in and scaling seven figure companies to eight figures and beyond. If you're an ambitious e-commerce entrepreneur looking for a partner who can help take your business to the next level, my team and I bring hands on experien...
Today, my guest is Mark Willis. Mark Willis is a certified financial planner and is a man on a mission to help you think differently about your money, your economy and your future. Mark is a three time number one best selling author and the owner of Lake Growth Financial Services, and in just a minute, we're going to speak with Mark Willis about Buying Back Debt.
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CP, a 3 time #1 Best Selling Author, the Owner of Lake Growth Financial Services out of Chicago, IL and co-host of the Not Your Average Financial Podcast. Over the years he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax efficient financial solutions unknown to most financial gurus. He has become known as "Not Your Average Financial Planner!"
Joining us on this episode of Living Off Rentals is Mark Willis, a certified financial planner, three-time number-one best-selling author, and owner of Lake Growth Financial Services. He is a financial planner who is open to different types of strategies in real estate investing. In this episode, he shares some of the major pitfalls of most people's financial plans and how he specializes in working with real estate investors and business owners. We know you'll enjoy learning from Mark–who is also a second-time guest on the show! Key Takeaways [00:00] Introducing Mark Willis and his background [05:27] Meaningful money conversations [10:31] No guarantees, no predictability [14:54] We have no idea how long we are going to live [16:30] The tax time bomb [19:07] "You are your money guru." [22:31] Asset classes with the most growth and success [26:27] Contractual wealth vs. paper wealth [34:25] Self-directed life [38:13] Connect with Mark Willis Guest Links Website – kickstartwithmark.com Show Links Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals Living Off Rentals YouTube Podcast Channel – youtube.com/c/LivingOffRentalsPodcast Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals Living Off Rentals Website – livingoffrentals.com Living Off Rentals Instagram – instagram.com/livingoffrentals Living Off Rentals TikTok – tiktok.com/@livingoffrentals
"Banking on Yourself" --- Why is it gaining traction? What can it truly offer to your financial planning?Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use whole life insurance policies not just for assurance, but as a dynamic tool for building wealth.How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today.Anna's Takeaways:Intro (00:00)Saving And Recapturing Interest (02:01)Personal Finance And Retirement Planning (06:49)Using Whole Life Insurance As A Banking System (12:17)Life Insurance Benefits And Tax Advantages (15:42)Using Life Insurance Policies As Investment Buckets (21:54)No Credit Check Or Repayment Plan (27:29)Personal Banking System (30:35)Investment Vehicle (35:35)Meet Mark Willis: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 ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirementRate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn't teaching my son about Money. It's up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest Websites:Lake Growth Financial Services: https://lakegrowth.com/Not Your Average Financial Podcast: https://nyafinancialpodcast.com/YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQLinkedIn: https://www.linkedin.com/in/marklakegrowth/Twitter:https://twitter.com/LakeGrowthFacebook: https://www.facebook.com/lakegrowthInstagram:
In this podcast episode, Dr. Jonathan H. Westover talks with Mark Willis about how to think differently about your money, the economy, and your future. Mark Willis (https://www.linkedin.com/in/marklakegrowth/), a CERTIFIED FINANCIAL PLANNER™ , a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial services firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast ™ . Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” Check out all of the podcasts in the HCI Podcast Network! Check out the HCI Academy: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn Alchemizing Human Capital Newsletter. Check out Dr. Westover's book, The Future Leader. Check out Dr. Westover's book, 'Bluer than Indigo' Leadership. Check out Dr. Westover's book, The Alchemy of Truly Remarkable Leadership. Check out the latest issue of the Human Capital Leadership magazine. Each HCI Podcast episode (Program, ID No. 627454) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Each HCI Podcast episode (Program ID: 24-DP529) has been approved for 0.50 HR (General) SHRM Professional Development Credits (PDCs) for SHRM-CP and SHRM-SCPHR recertification through SHRM, as part of the knowledge and competency programs related to the SHRM Body of Applied Skills and Knowledge™ (the SHRM BASK™). Human Capital Innovations has been pre-approved by the ATD Certification Institute to offer educational programs that can be used towards initial eligibility and recertification of the Certified Professional in Talent Development (CPTD) and Associate Professional in Talent Development (APTD) credentials. Each HCI Podcast episode qualifies for a maximum of 0.50 points.
Dave Lukas, The Misfit Entrepreneur_Breakthrough Entrepreneurship
This week's Misfit Entrepreneur is Mark Willis. Mark is a man on mission to help people think differently about money. He is the founder of Lake Growth Financial Services, a three-time #1 Best-Selling Author, and host of the Not Your Average Financial Podcast. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched many people lose their retirement savings and home equity in 2008, Mark set out to help his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. As a result, he has become known as “Not Your Average Financial Planner!” and helped hundreds of clients and entrepreneurs radically change their wealth path for the better. I'm excited for him to share his methods and ways to maximize your income and become debt free. www.KickstartWithMark.com To see the full show notes and Misfit 3 for this episode, go to www.MisfitEntrepreneur.com Show Sponsors: Fiverr: Misfits, if you are not putting the power of a service like Fiverr to work for you, now is the time. Just go to www.MisfitEntrepreneur.com/Fiverr and get started! 5 Minute Journal: The best 5 minutes you will spend each day to help you succeed! www.MisfitEntrepreneur.com/Journal
There are a few common money mistakes most people are making…and it's keeping them from building real wealth. In today's episode, Mark Willis - a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services - is here to debunk some common myths and misconceptions involving debt, investing, diversification and more. He'll also explain the strategy that the Dave Ramseys of the world don't want you to know about. If you want to retire early, keep listening. 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 ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. During our conversation, Mark discusses:
E2 Visa via Franchise: Challenges & Opportunities New Livestream guest- Jeremy Bollington I'm happy to have Jeremy Bollington join me on a live broadcast. Jeremy Bollington has helped entrepreneurs achieve freedom through franchise ownership. Tune in and as we'll be discussing the challenges and opportunities of using a franchise investment to facilitate an E2 visa entry into the United States.. A ‘don't miss' event for global entrepreneurs who are considering a move to the USA. See all my videos relating to franchises here: https://www.youtube.com/playlist?list=PLqomziNDpylW_RSu9OOa2ix8HHIlPDQ33 See my interview with attorney Aga Asbury all about E2 visas here: https://youtube.com/live/BmLTKq0lJiE Find Jeremy online at: https://www.linkedin.com/in/franchise-expert/ Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
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 ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. On episode 136 of the Model FA Podcast David and Mark emphasize the importance of treating oneself as a key investment and examine the one-size-fits-all approach of recommending generic investment options like target date funds to entrepreneurs. They discuss the pitfalls of "shiny object syndrome" as Mark introduces the idea of "iki-gai," a Japanese concept for finding one's reason for being, as a tool to align passion, skill, and market demand. “Conflict at its root is just unexpressed expectation. So go deep before you get into proposing and strategies and recommendations, figure out what their expectations are.” - Mark Willis This week on The Model FA Podcast: Mark's introduction. Strategies to get to seven figures. Mark's philosophy on target market and how to position yourself. Power of podcasting. Leveraging the power of content. How conflict can build relationships. Our Favorite Quotes: “Guesting on someone else's show is brain dead simple, because you just get on and you have a conversation with someone who loves to chat with you, and you hopefully enjoy chatting with him. The power there is, you're getting in front of your target audience, you're having a one on one long form discussion with people who might just do business with you.” - Mark Willis Connect with Mark: Twitter: https://twitter.com/LakeGrowth/ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Website: https://lakegrowth.com/ Email: thanks@lakegrowth.com Learn More About YCharts This episode is sponsored by our friends at YCharts. Exciting times at YCharts — they just announced their latest product enhancement called Proposals. YCharts Proposals is a game-changing capability, empowering wealth management professionals with the prowess to craft captivating narratives, effectively conveying their investment strategies that help win new business. But that's not all – mark your calendars for September 22nd because YCharts will be hosting a webinar to unveil Proposals and show off its full potential. You'll learn how to whip up reports that don't just highlight the value of your investment strategies but also cater to your clients' unique financial needs. Click the this link to register for YCharts' webinar if you want to learn more about Proposals, and get 15% off your initial subscription when you start your free YCharts trial (new customers only). Register: https://ycharts.zoom.us/webinar/register/5916933495668/WN_OD3x5xyzQ7qWTrtGDChLFA About the Model FA Podcast: The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Our Team: President of Model FA, David DeCelle
EPISODE SUMMARY: Prepare yourself to be enlightened by the astute financial insights of Mark Willis, owner of Lake Growth Financial Services. You'll learn how to maximize your financial potential with his "be-your-own-banker" philosophy and understand the importance of investing in your thoughts, harnessing a clear mind, and a singular purpose. Discover a unique thought experiment shared by Mark to revolutionize your perspective on money and economy. MARK'S BIO : Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNERTM, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial PodcastTM. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” Get in touch with Mark: Lake Growth Financial Services: https://lakegrowth.com/ Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.instagram.com/notyouraveragefinancial/ Instagram: https://www.instagram.com/notyouraveragefinancial/ EPISODE CHAPTERS: (0:00:00) - Maximize Your Financial Potential With Mark Willis Mark Willis shares his "be-your-own-banker" philosophy and how to focus energy to achieve success, discussing money, economy, and clear thinking. (0:15:54) - Bank on Yourself Mark Willis shares his experience of using dividend paying whole life insurance as a financial planning tool, regretting not investing more heavily in it 20 years ago. (0:25:20) - Bank on Yourself Bank on yourself strategy builds long-term wealth through dividend-paying whole life insurance, accessing cash quickly and easily, and investing in rental properties. (0:32:21) - Banking on Yourself Bank on Yourself strategy utilizes dividend-paying whole life insurance to create guaranteed annual cash value increase, incentivizing longevity, with a liquid pool of money to meet death benefit obligations. (0:40:15) - Optimizing Portfolio for Financial Efficiency Mark Willis encourages us to optimize and maximize our portfolios with professional resources. For informational purposes only. Always consult with professionals. This is not meant to be used as legal or tax advice or otherwise. Any projections, opinions, assumptions, or estimates used are for example only. All information should be independently verified and is subject to errors and omissions. Check out some of our other videos and listings: PreReal Podcast https://www.youtube.com/watch?v=pTgZYyrkRyU&list=PLbyMUN39hTNWUFWH-tprcR0sTOwdqCfuk PreReal™, Prendamano Real Estate of staten island, NY is a real estate marketing firm that is focused on lead generation for all its properties for sale. More leads equals bigger pockets in the end for everyone. If you are house hunting and looking for a house for sale don't hesitate to give us a call (718)200-7799. If you think it is time to sell your house, we can get you top dollar for your property. Visit us at www.prereal.com Follow us on: Facebook: https://www.facebook.com/PrendamanoRealEstate Instagram: @prerealpodcast @prerealestate TikTok: @prerealestate Twitter: @prerealestate #RealEstate #Tips #PreReal
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'll learn about in this episode: Why Mark's financial products and services matter more than ever in today's market Why banks are not as secure for storing your money as you may believe How Mark helps business owners and investors build wealth and access liquid cash through life insurance policies Mark's thoughts on today's market and his key takeaways What you can do today to ensure your funds are secure to have assets ready to make new deals Resources: Everyone is always asking us, “How is it possible to buy real estate without using my own cash or credit?” With decades of combined experience in real estate, we've perfected the process of investing creatively. We want to share as much as we can with you, which is exactly why we're running this FREE workshop! If you're thinking about leaving your job, escaping the W-2 lifestyle, and starting on the path towards creating generational wealth — this is for you! To register, just visit: smartrealestatecoach.com/pcws. Schedule a free strategy session with us. This is an opportunity for you to have an honest conversation with our team about your background, investment goals and create some action steps toward creating the life of your dreams. Together we'll discover where you are, where you want to be, and what's in the way. Just visit: smartrealestatecoach.com/action. Our free Master's Class is the ONLY webinar where you're given the exact techniques we use in our family company to buy and sell homes every month — all across North America and ALL on TERMS! Register by visiting: smartrealestatecoach.com/mastersclass. The Wicked Smart Investor's Toolkit is a great way to dip your toe in the water of buying properties on terms. Here you'll receive seller scripts, our investor blueprint, be able to listen to live calls, and much more! Enroll for free at smartrealestatecoach.com/tools. The Quantum Leap System has everything you'll need to start buying and selling on terms (without banks and without your own money or credit), launch & scale a business that fits your goals, and strengthen your mindset so you can follow the proven path to becoming a successful real estate investor. You can learn more by visiting: smartrealestatecoach.com/qls. For additional information on lead generation, funding, mindset coaching, legal assistance, virtual staffing, and business growth, visit the Investor Resources section of our website at: smartrealestatecoach.com/resources. Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. Chris's Book: Real Estate on Your Terms: https://www.amazon.com/Real-Estate-Your-Terms-Revised-ebook/dp/B08HVVFD2G/ Instant Real Estate Investor eBook: https://smartrealestatecoach.com/ebook/ Find our next workshop here: https://smartrealestatecoach.com/workshop QLS Live – September 13-15, 2023: www.QLSLive.com If you're looking to secure some lines of credit for your business, check out Fund and Grow: www.Smartrealestatecoach.com/fundandgrow Learn more about Associate Coaching Program Funding here: www.smartrealestatecoach.com/funding 90-Day Jump Start: www.smartrealestatecoach.com/jump Nat Processing Website: www.natprocessing.com Additional Resources: Schedule a 15 minute phone strategy session with Mark and his team. Visit www.kickstartwithMark.com www.smartrealestatecoach.com/lakegrowth
Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing. Premium financing is a complex subject that requires careful consideration and research. Check out this episode with Certified Financial Planner, Mark Willis of Lake Growth Financial Services, to learn more about premium financing and how it works.
New Livestream guest- Eric J Gall, Broker at Edison Business Advisors I'm happy to have Eric join me on a live broadcast. He has corporate experience managing small business spin-outs from big companies and has transitioned into the business brokerage and M&A industry. Tune in and as we'll be discussing his experience with corporate sellers, and, in particular the challenges of businesses with a lot of equipment value. This is a ‘must see event' for anyone who might want to buy a piece of a large company when the opportunity arises or someone who is into ‘big iron.' Find Eric online at https://www.edisonba.com/ Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Does that title perplex you? If so, you'll want to listen in!Mark from Lake Growth Financial Services joins us to dispel many money myths and how he empowers individuals to become more financially secure.
Change and Hiring in today's economy New Livestream guest- Greg Griesemer I'm happy to have Greg join me on a live broadcast. Greg has spent over 20 years in the recruitment and retention business. He knows how to find the right employees who will be a great and lasting fit into an organization. Tune in and as we'll be discussing trends in hiring and retention and how smaller companies can compete with big business in this new world of hybrid work environments. This is a ‘must see event' for anyone who's going to be hiring now or in the future. Find greg online here: https://www.1130.works/ Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Book your own call with Mark at https://www.NewBankingSolution.com New Livestream guest- Mark Willis of Lake Growth Financial Services I'm happy to have Mark Willis come back for a 6th time to join me on a live broadcast. Mark helps people better manage their financial resources through the Bank On Yourself Insurance System. Tune in and as we'll be discussing how people in my audience just like you have used this system. This is a ‘must see event' for anyone wanting to better manage their finances in their personal or business life. Be sure to join live so that you can ask questions, replay will be available. Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com
New Livestream guest- Doug Hoyes I'm happy to have Doug join me on a live broadcast. Doug Hoyes is a Licensed Insolvency Trustee in Kitchener, Ontario and co-founder of Hoyes Michalos. Tune in and we'll be discussing problems that people get into with money and debt when they buy a business. While Doug takes care of people going bankrupt or filing creditor proposals in Canada, I'm sure the lessons shared will be valuable for business buyers around the world. This is a ‘must see event' for anyone considering a business purchase. Find Doug's show online here: https://www.youtube.com/c/DebtFreein30 Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com Mark Willis (https://lakegrowth.com/) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™. In this episode, Brian Kasal and Mark Willis discuss: 1. Strategies for Attracting the Right Clients and Repelling the Wrong Ones 2. Training and Mentoring Other Advisors to Grow Your Practice 3. Learn the Secrets to Mastering Financial Planning 4. Making a Lasting Impact On Your Clients' Financial Future – and Your Own! Website: https://nyafinancialpodcast.com/ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter: https://twitter.com/LakeGrowth Youtube: https://www.youtube.com/c/NotYourAverageFinancialPodcast To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://financialadvisorsworkshop.com/ Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
New Livestream guest- Brenden Kumarasamy https://www.rockstarcommunicator.com/ https://youtube.com/@MasterTalks I'm happy to have Brenden Kumarasamy join me on a live broadcast. Brenden Kumarasamy has teaches people how to be more effective at communication and public speaking. He's a coach and host of his own YouTube channel. Tune in and as we'll be discussing how entrepreneurs, business buyers and others can be more effective at speaking and communication. This is a ‘must see event' for everyone who wants to make sure they can't be replaced by AI! Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
New Livestream guest- Evelyn L. Ackah https://ackahlaw.com/ I'm happy to have Evelyn join me on a live broadcast from her Calgary, Alberta Headquarters. Evelyn has been practicing law in the area of immigration since 2010 helping people come to Canada and helping Canadians work and live in the US. Tune in and as we'll be discussing how people can use entrepreneurship and business acquisition as a way to move legally to Canada. Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
230: Become Your Own Banker to Control Your Finances with Mark Willis Joining me on the podcast today is Mark Willis. He's the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Mark is going to lead us on the journey of understanding our financials better. We're going to be looking at how to be the bank for our company, what it means to take back ownership, money, and lending instead of being a slave to the banks or to somebody else holding a note over our head or having so much debt that we don't know how to get out from under it. Mark will share stories and give us methodologies and mindset changes so that we too can be in full control of our finances. Topics Mentioned: Cost of Debt Building Wealth Money Mindset Generational Wealth Key Thoughts: That became my mantra, I want to be better than debt free. And so, as a financial planner, now, I help people become better than debt free. I have since paid off my debts. But more than that, I bought them back by becoming my own banker, paying the student loan snakes off, and actually collecting that money from myself to get a profit off the debt that I once paid to somebody else. Mark Willis (6:03) It's kind of the Profit First dilemma that we see all the money sitting in the bank account, and they just start taking it. What they've done in essence, is they rob the company coffers to live a lavish lifestyle, to go on trips to fix up their house, to do whatever, to pay a medical bill. I don't care what it is. But they took it from the business prior to when it should have been taken. And now the business is running lean, and they're struggling. And it was the entire lifeblood to build their life and they just destroyed the lifeblood. Michele (23:23) When you have the bank, you control the whole card table. Imagine how this would work in almost every business. Mark Willis (42:07) Today has been all about taking back control. And I want to encourage you to do that. Because if you own it, you can change it. And that's the beautiful thing about profit. We're building it. Michele (50:09) Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams Contact Mark: Email: mark@lakegrowth.com Website: https://lakegrowth.com/ Instagram: https://www.instagram.com/notyouraveragefinancial/ Facebook: https://www.facebook.com/lakegrowth LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter: https://twitter.com/LakeGrowth References and Resources: Work with Me Metrique Solutions Scarlet Thread Consulting Debt for the First 5000 Years by David Graeber Profit First by Mike Michalowicz
Host Josh Nelson sits down and talks money with fellow CFP Mark Willis. Together they are on a mission to help you think about your money differently and intelligently.Mark Willis is a three time #1 best selling author, owner of Lake Growth Financial Services in Chicago Illinois and co-host of the podcast "Not Your Average Financial Podcast".Lake Growth Financial Serviceshttps://lakegrowth.comNot our Average Financial Podcasthttps://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770Keystone Financial Serviceshttps://www.keystonefinancial.com/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh: https://www.keystonefinancial.comEditor: Tim Leaman/info.primegen@gmail.comMarketing Director: Macy Chapmanhttps://www.keystonefinancial.com/team/macy-chapman
Today, Mark Willis of Lake Growth Financial Services and Sarry talked about what is happening in the banking world, specifically why banks are in danger. As we record this episode in mid-2023, we'll also discuss what depositors and customers need to know to protect themselves in these uncertain times.
Mark Willis is a certified financial planner with Lake Growth Financial Services, which works with individuals, couples, and business owners who want to grow their wealth in a safe and predictable manner and create tax-free income for life. In this episode, Mark discusses the concept of becoming your own source of financing through a whole life insurance policy which provides guaranteed growth and accessible cash that other investment options cannot. Mark Willis | Real Estate Background Certified financial planner at Lake Growth Financial Services Portfolio: LP in three multifamily syndications Based in: Chicago, IL Say hi to him at: Linktree Click here to learn more about our sponsors: MFINCON BAM CAPITAL
New Livestream guest- Kelly Nelson from TCI Business Capital I'm happy to have Kelly join me on a live broadcast. He has over a decade of experience helping companies with operating capital solutions to get money in the door more quickly. Tune in and as we'll be discussing factoring of accounts receivables. What is it? How does it work? Are the things you've heard true? Who will it work for? This is a ‘must see event' for any business that waits to get paid from other businesses. Email Kelly at knelson@tcicapital.com Web https://www.tcicapital.com/ Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba See my interview with Kenny here: https://youtube.com/live/-t7W2CVWuy0 If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
New Livestream guest- Stacey Brown Randall I'm happy to have Stacey join me on a live broadcast. She's made all the common mistakes in business and now works to help make sure you're maximizing your referral opportunities via having the right systems. Tune in and as we'll be discussing how you can start taking a systems approach to generating referrals from happy clients. This is a ‘must see event' for anyone who owns a business or will one day, in particular those who sell highly priced products or services. https://www.staceybrownrandall.com/ Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
New Livestream guest- Jaryd Krause I'm happy to have Jaryd join me on a live broadcast. Jaryd has been investing in online businesses and teaching others how to find, buy and renovate online businesses for years. He's the host of the Buying Online Businesses Podcast and we first met when he came on my show in 2019!! Tune in and as we'll be discussing how the world of online businesses is changing in 2023 and what to watch out for if you're considering one of these businesses. This is a ‘must see event' for anyone who dreams of buying a business that provides location independence. Spencer Cornelia 'Done for you online business' video mentioned: https://youtu.be/0BY9XCKAT5M The big fraud was 'JP Morgan buying Frank' learn more here: https://youtu.be/tanAbAKy6nA Jaryd's Podcast: https://buyingonlinebusinesses.com/podcast/ Jaryd's 2021 appearance: https://youtube.com/live/Dg_aZQ06_C0 Oct 2021-Online Businesses are passive income? https://youtu.be/BlMOO4F5epw Jaryd's 2019 appearance: https://youtu.be/oEfl9Ex9CXY Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Looking for ways to take control of your financial future? Look no further than the Entrepreneur Conundrum podcast! In this episode, financial planner and author Mark Willis shares his expertise on creating wealth and predictability through tax-efficient financial solutions. He emphasizes the importance of thinking differently about money, the economy, and the future to meet financial objectives, and offers real-world advice for building a more secure financial future. With a focus on alternative financial strategies and the importance of targeting the right audience through various mediums such as podcasts, LinkedIn, YouTube channels, blogs and books, Willis helps individuals achieve financial certainty and control through real estate investing and entrepreneurship. Whether you are a business owner looking to scale and leverage or an individual looking to create passive income, this episode is a must-listen. Take charge of your money and achieve your dreams with the guidance of financial expert Mark Willis. Listen now to gain clarity on personal goals and next steps to create wealth and achieve your dreams! - The guest is Mark Willis, a certified financial planner and owner of Lake Growth Financial Services.- Willis helps individuals create wealth and predictability through tax-efficient financial solutions.- He emphasizes the importance of thinking differently about money, the economy, and the future to meet financial objectives.- Willis shares his personal experience with student loan debt and his entrance into the financial universe after hearing a devastating conversation between a CPA and her clients during the 2008 financial crisis.- He focuses on helping people achieve financial certainty and control, particularly through real estate investing and entrepreneurship.- Willis believes in the power of teaching others to solidify their own learning, and his ideal clients are individuals who want to take control of their financial futures.- He discusses alternative financial strategies and emphasizes the importance of targeting the right audience through various mediums such as podcasts, LinkedIn, YouTube channels, blogs, and books.- Willis aims to expand his firm and have more professionals carry out reasonable financial planning conversations, with the ultimate goal of having more people in complete control of their financial future.- He recommends exploring other financial tools besides traditional retirement accounts such as 401Ks, IRAs, stocks, bonds, mutual funds, index funds, and ETFs.- Willis advises individuals to take charge of their money and have a plan for every dollar to create wealth and achieve their dreams. KEY QUESTIONSVirginia Purnell 00:01:22 How did you kind of get to where you are today? Are you still what you did in college?Virginia Purnell 00:03:23 So how long have you been a financial planner?Virginia Purnell 00:05:17 Do you help businesses too, or is it more just on the personal side?Virginia Purnell 00:06:00 Who would be your ideal client, would you say then?Virginia Purnell 00:07:07 So how do you get in front of those people?Virginia Purnell 00:09:19 So what are some goals that you're working on in the next year or two?Virginia Purnell 00:12:01 So do you do group sessions or more?Virginia Purnell 00:13:15 Do you feel like there's, like, a roadblock at all? Or what would you say is your number one roadblock that's maybe stopping you from reaching your big goal?Virginia Purnell 00:14:43 What's the best advice that you have ever received?Virginia Purnell 00:16:43 What do you think the best advice that you've ever given is?Virginia Purnell 00:22:51 So do you help people in Canada, too, or just more in the US?Virginia Purnell 00:23:34 Is there anything that we haven't talked about yet that you would like to share with us? Mark WillisLake Growth Financial Services:Lake Growth – Financial ServicesNot Your Average Financial Podcast:Not Your Average Financial Podcast™YouTube:Not Your Average Financial PodcastLinkedIn: https://www.linkedin.com/in/marklakegrowth/Twitter:https://twitter.com/LakeGrowth Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comBook a Free Call http://bit.ly/DDMBookACallEC
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER™, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast™. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”
New Livestream guest- Kenny Butler Find Ken's Program here: https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba I'm happy to have Kenny join me on a live broadcast. Ken has been helping clients negotiate their way out of bone-crushing business debts for years. Tune in and as we'll be discussing how to negotiate a settlement for high-interest business debts without the need to go to court. Kenny has been a guest of the channel before in which he discussed how he negotiated these workouts, but now he's offering to help you do it yourself. I took his system for a test-drive, and I'm impressed. This is a ‘must see event' for any small business owner who has trouble accessing bank credit and may need to use higher-interest borrowing products, especially if you've suffered any kind of business downturn such as a drop in sales. Be sure to join live so that you can ask questions, replay will be available. We'll be going live Monday April 03, 2023 at 12 Noon Eastern Time and 1 PM Atlantic Time See you there! David C Barnett Mentioned videos: How expensive is Merchant Cash Advance: https://youtu.be/kCLS09fXUE4 Big Bank + Fintech = Expensive money: https://youtu.be/YyrkeQK2NfE Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
New Livestream guest- Elliott Holland I'm happy to have Elliott join me on a live broadcast. Elliott owns a business called Guardian Due Diligence that does due-diligence investigations on target companies. Find them online at https://www.guardianduediligence.com/ Elliott is on Twitter at https://twitter.com/ElliottEHolland Tune in and as we'll be discussing Quality of Earnings reports and other due-diligence stuff. This is a ‘must see event' for anyone who wants to buy a business, especially a mid-market one with lots of numbers and records all over the place. David C Barnett Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Student loan debt is one of the most hot-button issues of our time. Millions of college-educated people are struggling to make ends meet due to crippling student debt, and many are unable to pursue life milestones like getting married, buying a house, or having kids. Wouldn't it be amazing if that student debt could transform from a financial burden into real wealth instead? That's what Mark Willis did, and we spoke with him about how you, too, can change debt into wealth. Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.Mark is a CERTIFIED FINANCIAL PLANNER™, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast™. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” Read more at petite2queen.com/turn-student-debt-real-wealthSupport the show
New Livestream guest- Joel Ankney Find Joel on Linkedin at: https://www.linkedin.com/in/joelankney/ Website: https://www.JoelAnkney.com **** Please fill in the Viewer survey at http://www.DCBsurvey.com I'm happy to have Joel join me on a live broadcast. Joel is an experienced small business attorney and author of Here's the Deal: Everything You Wish a Lawyer Would Tell You About Buying a Small Business. I read the book, it's good. Find it online at https://www.amazon.com/shop/davidbarnett So good, it's now used in some universities as a text. Tune in and as we'll be discussing the realities of small business deal making paperwork and contracts, offers, etc. This is a ‘must see event' for anyone who wants to buy or sell a business. Be sure to join live so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: https://youtube.com/live/Vu3b9z8n4jM Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If your business is struggling to pay off high interest debts and you need help, check out this program from Bardwell Creative. https://courses.bardwellcreative.com/courses/business-debt-settlement-course?ref=6a30ba If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
New Livestream guest- Clint Fiore, principal of Bison Business. I'm happy to have Clint join me on a live broadcast. Clint has 8 years of experience as a business broker in Texas. Tune in and as we'll be discussing how higher interest rates are affecting deals that he's facilitating and what sellers may be feeling in response to this new pressure. This is a ‘must see event' for buyers and sellers of small businesses. Be sure to join live so that you can ask questions, replay will be available. Find Clint online at https://www.bisonbusiness.com Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNERTM, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial PodcastTM. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” Get in touch with Mark: Lake Growth Financial Services: https://lakegrowth.com/ Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.instagram.com/notyouraveragefinancial/ Instagram: https://www.instagram.com/notyouraveragefinancial/ For informational purposes only. Always consult with professionals. This is not meant to be used as legal or tax advice or otherwise. Any projections, opinions, assumptions, or estimates used are for example only. All information should be independently verified and is subject to errors and omissions. Check out some of our other videos and listings: PreReal Podcast https://www.youtube.com/watch?v=pTgZYyrkRyU&list=PLbyMUN39hTNWUFWH-tprcR0sTOwdqCfuk PreReal™, Prendamano Real Estate of staten island, NY is a real estate marketing firm that is focused on lead generation for all its properties for sale. More leads equals bigger pockets in the end for everyone. If you are house hunting and looking for a house for sale don't hesitate to give us a call (718)200-7799. If you think it is time to sell your house, we can get you top dollar for your property. Visit us at www.prereal.com Follow us on: Facebook: https://www.facebook.com/PrendamanoRealEstate Instagram: @prerealpodcast @prerealestate TikTok: @prerealestate Twitter: @prerealestate #RealEstate #Tips #PreReal
A wonderfully popular past guest is coming back… Lisa Forrest, Director of SearchFund Lending at Live Oak Bank. I'm happy to have Lisa Forrest join me on a live broadcast. Lisa has over 30 years of experience writing loans under the US Small Business Administration's (SBA) loan programs. What is changing in 2023? Interest rates, seller expectations and more. What about the experience of many searchers post-closing? We'll ask Lisa. This is a ‘must see event' for anyone who is buying a business in the US and may want to take advantage of the different SBA loan programs. Reach Lisa at lisa.forrest@liveoak.bank or on Linkedin at: https://www.linkedin.com/in/forrestlisa/ See you there! David C Barnett Thanks to our sponsors: Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.
Mark is a Certified Financial Planner™, a three-time best-selling author, and the owner of Lake Growth Financial Services in Chicago. He has helped hundreds of his clients—from small-business owners to seniors and retirees—take control over their financial future by providing them with proven, tax-efficient solutions that have allowed them to build on the strength of their businesses.As host of the Not Your Average Financial Podcast™, he shares some of his strategies for working with real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark Willis is a man on a mission to help you think differently about your money, economy, and future.In this episode, Pamela and Mark sat down and shared one of the most innovative ways to achieve success. The highlights of the episode include:- What inspired Mark on his journey to where he is today?- What was Mark's biggest lesson in business?- Why is it important to break free from the traditional mindset and try different strategies?- What is the Snow Bank Method? How does it work? Can it help in paying off debts?- What would Mark tell his younger self based on what he knows now?- What's happening in Mark's world in the next six to 12 months?Listen to how Mark Willis shares his remarkable story. Listen to the full episode here:- Apple iTunes: https://podcasts.apple.com/us/podcast/underdog/id1534385651- Spotify: https://open.spotify.com/show/6FbSDu0aNtuxAEiderUAfB- Website: https://theunderdogshow.comIf you found this story worth your time and made changes in your life, we'd love to hear from you! Subscribe and leave a review. Catch him in his socials here:- Instagram: https://www.instagram.com/notyouraveragefinancial/- LinkedIn: https://www.linkedin.com/in/marklakegrowth- Website: lakegrowth.com- Not Your Average Financial Podcast: nyafinancialpodcast.com- Apple Podcast: https://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770The Underdog Podcast host is none other than Pamela Bardhi. She's rocking the Real Estate Realm and has dedicated her life as a Life Coach. She is also Forbes Real Estate Council. To know more about Pam, check out the following:- Website: https://pamelabardhi.com- Instagram: https://www.instagram.com/pamela_bardhi- TikTok: https://www.tiktok.com/@pamela_bardhi
Acquire certainty and agency over your future with today's guest, Mark Willis, CFP®, as he shares ways to make the most of your life insurance policy and how it can help you be more competitive in the real estate investing space. Join us and learn why insurance policies can be a powerful asset for your business! Key Takeaways to Listen forBank On Yourself®: What it means, how it works, and its advantagesLife insurance policy loans vs. HELOC loansHow to leverage whole life insurance to raise your equitySteps to take advantage of the “Debt Snowbank Method”Creative ways to use insurance policies to pay back your loansResources Mentioned in This EpisodeZillowNot Your Average Financial Podcast Episode 203Free Apartment Syndication Due Diligence Checklist for Passive Investor About Mark Willis, CFP® Mark is a man on a mission to help you think differently about your money, economy, and future. He is a CERTIFIED FINANCIAL PLANNER™, a three-time best-selling author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. He is the co-host of Not Your Average Financial Podcast™, where 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. Connect with MarkWebsite: Kick Start with MarkPodcast: Not Your Average Financial Podcast™To Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GowYourShow.com and Schedule a call with Adam A. Adams
Overcome objections and serve your clients better in this episode with Mark Willis, talking about leveraging podcasting to boost your business. Stay tuned as we chat about creating regular content, the power of consistency and persistence, and a trojan horse marketing you can use. Check this out to prevent your show from fading! WHAT TO LISTEN FOR Benefits of having a podcast as a business owner The biggest problem you can encounter as a businessperson 2 important steps to take before starting a podcast How to keep the longevity of your show A technique to direct listeners to your own relevant content RESOURCES/LINKS MENTIONED Zoho Survey Interact Quiz Maker ABOUT MARK WILLIS 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 ways that are safe and predictable, to become their own source of financing, and to create tax-free income in retirement. CONNECT WITH MARK Podcast: Not Your Average Financial Podcast™ Website: Lake Growth LinkedIn: Mark Willis, CFP® Linktree: @markwilliscfp CONNECT WITH US If you are interested in getting on our show, email us at team@growyourshow.com. Thinking about creating and growing your own podcast but not sure where to start? Click here and Schedule a call with Adam A. Adams! Upgrading your podcast equipment or maybe getting your first microphone? Get Your Free Equipment Guide! We also have free courses for you on everything you need to know about starting a great podcast! Check out our first six episodes through the links below! Identify Your Avatar - Free Course 1/6 What To Do BEFORE You Launch Your Podcast - Free Course 2/6 How To Launch A TOP Show - Free Course 3/6 Best Marketing And Growth Strategies - Free Course 4/6 How To Monetize Your Podcast - Free Course 5/6 Top 22 Pitfalls On Starting Your Own Podcast - Free Course 6/6 If you want to make money from your podcasts, check out this FREE resource we made. Our clients use a sponsor sheet, and now they are making between $2,000 to $5,000 from sponsorship! Subscribe so you don't miss out on great content and if you love the show, leave an honest rating and review here!
Mark Willis, a CERTIFIED FINANCIAL PLANNER ™ , a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial services firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast ™ . Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” During the show we discuss: ● How to keep your money available for all your goals in life, both now and in the future ● How to buy back your debt using the Lake Growth Debt SnowBank MethodTM ● How to pass your wealth on favorably to the people you care about ● How to create wealth in a safe and predictable way ● What are the common mistakes in handling wealth ● What are the pros and cons of banking on yourself ● What is Lake Growth Debt SnowBank MethodTM ● What are the keys to becoming your own banker ● How to become your own source of financing ● How to grow wealthy by paying your taxes ● How to ensure your money is tax efficient ● How to protect and grow your money ● How to bank on yourself Show resources:https://lakegrowth.com/
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: How Mark's contribution to the QLS Live Event will help you learn crucial strategies to fight back against the effects of inflation How the history of inflation can teach us what to do in today's current market Mark's one free tip on the quickest way to fight back against inflation Where you can go to get access to the QLS Live Event for 90% off How you can stay connected with Mark to continue gaining knowledge about financial planning Resources: Attend the live QLS Live Event for 90% off: www.smartrealestate.com/podcast20 Listen to Mark's other episodes: 255, 353 Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoach.com/webinar SmartRealRstateCoach.com/ebook SmartRealEstateCoach.com/QLS SmartRealestateCoach.com/botfox SmartRealestateCoach.com/tools SmartRealestateCoach.com/eaze