Podcast appearances and mentions of Mark Willis

Immune checkpoint inhibitors can significantly improve cancer survival rates. But resulting immune-related toxicities are common, requiring multidisciplinary cooperation between oncology and neurology.  This episode, PN's podcast editor Dr. Amy Ross Russell speaks with a panel of experts on the balancing act required when treating cancer patients with these new drugs. Oncologist Dr. Heather Shaw is alongside neurologists Dr. Aisling Carr and Dr. Mark Willis, and they are amongst the authors of the editors' choice paper for the latest issue of Practical Neurology. Read the paper: Neurological complications of immune checkpoint inhibitors: a practical guide  Please subscribe to the Practical Neurology podcast on your favourite platform to get the latest podcast every month. If you enjoy our podcast, you can leave us a review or a comment on Apple Podcasts (https://apple.co/3vVPClm) or Spotify (https://spoti.fi/4baxjsQ). We'd love to hear your feedback on social media - @PracticalNeurol. Production by Letícia Amorim, Brian Kennedy, Amy Ross Russell and Brian O'Toole. Editing by Brian O'Toole. Thank you for listening. 

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

In this episode of the Goal Crazy Podcast, Jason VanDevere sits down with Mark Willis, a certified financial planner and host of ‘Not Your Average Financial Podcast'. They dive into ‘Bank on Yourself' a strategy using whole life insurance to grow wealth, reduce taxes, and access flexible financing. Mark explains how it works and why it's a game-changer for financial planning.Mark talks on how whole life insurance compares to traditional investments like real estate and mutual funds, discussing who it's best for and how it can complement your financial goals. Whether you're a business owner or just looking for more control, this episode offers practical insights. Tune in to learn how to make your money work smarter, not harder.Enjoy the show!Find Mark on:Website: https://kickstartwithmark.com/ | https://lakegrowth.com/Not Your Average Financial Podcast: https://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770

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

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.

J Darrin Gross  I'd like to ask you, Mark Willis, what is the BIGGEST RISK?   Mark Willis Well, I was thinking about this some the biggest risk is, is there's so many layers to your great question, and with enough time and enough adult beverages, you might get even deeper than this. But here's a good start anyway, there's a quote by Terry Smith. He says there are only two types of people when it comes to market timing, people who cannot do it and people who have not yet realized that they cannot do it. So what do I mean by that? What does he mean by that? Well, what I mean by what, I guess I'm taking away from that, is we are our biggest risk, the arrogance that comes with humanity's arrival syndrome. And this is something Nelson Nash came and showed me. He said the biggest threat to human survival is the arrival syndrome, and that is the idea that we have made it, that we have found the pinnacle of existence, that we know it all, that we know what the market is going to do tomorrow, or that we know how to buy our next car that, or we know how to invest In real estate, or we already have figured out that whole life insurance is blank, whatever bias we have right to use today's examples. But this could expand itself to everything. We know what the future government's going to look like, or where taxes are headed, or you know what our kids are going to do when they graduate college. We don't know nothing is, I think, the refrain of avoiding the arrival syndrome. So to me, that is the biggest risk.  

In Today's Episode: Host: Brandon Elliott,  https://zez.am/brandonelliottinvestments Guest: with Mark Willis ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Resourceful Links:  How To Get Up To $500,000 Every 6 Months At 0%: https://www.creditcounselelite.com/ Get Your Most Accurate Credit Report: https://www.myscoreiq.com/get-fico-max.aspx?offercode=432121Z8 Best Credit Cards: https://milevalue.com/best-credit-cards/?aff=cce Free Credit Education Resources: https://creditcounselelite.com/articles Guide to Taking Massive Action: https://amzn.to/2IZMN8Z LEARN MORE CLICK HERE: https://www.creditcounselelite.com/fb-start-here ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Meet Your Host, Brandon:  Brandon Elliott went from being off track finding himself on house arrest and burning 40% of his body to getting on track reaching $8.5 million in Assets and being acknowledged part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling his businesses using the exact strategies taught in Credit Counsel Elite (CCE). CCE teaches business owners how to get up to $500,000 every 6 months at 0%. By being a member with CCE, you get to learn how to Travel Hack, get access to the 800 FICO Score Club in 30 days or less, fix credit quickly, receive $5K-15K+ of free sign up bonuses, buy Real Estate with Credit Cards, deep dive into Business Credit and Personal credit. To learn more visit: https://www.creditcounselelite.com/ ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Connect with Brandon Elliott:  Facebook: https://www.facebook.com/brandonelliottinvestor YouTube: https://www.youtube.com/@BrandonElliottInvestments Instagram: https://www.instagram.com/brandonelliottinvestments LinkedIn: https://www.linkedin.com/in/brandon-elliott-6b1643148

Send us a textUnlock the secrets to financial freedom with our special guest, Mark Willis, a certified financial planner and best-selling author. Discover how Mark transformed his life from being overwhelmed with debt to mastering innovative financial strategies that can empower you too. In this engaging episode, we promise to reveal how whole life insurance policies can be your ticket to greater financial autonomy, serving as personal lines of credit without the red tape of traditional banking. Mark's compelling insights illustrate how these tools can supercharge your real estate investments and create additional income streams for retirement.Join us as we explore the "buy, borrow, die" tax strategy and how similar methods can be within reach for everyday investors using whole life insurance. Mark sheds light on the Bank on Yourself strategy, emphasizing its potential to provide financial security when conventional banks might not. With expert guidance, avoid pitfalls and discover the potential impact on your credit and retirement strategies. Mark also shares resources—including a free book—to help you on your journey to financial independence. Whether you're a seasoned investor or just starting, this episode offers invaluable advice to help you navigate the path to financial security.Clark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com YouTube: https://www.youtube.com/@clarkstcapital Podcast: https://bit.ly/3LzZdDx LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

Lee & Andy are joined by panellists Mark Willis and Simon Jessop from the DNHC to discuss which classic or modern classic gems they'd rather own when presented with £111k that the Carrera T lists at from the www.9werks.co.uk/marrketplace. What would you choose?‘9WERKS Radio' @9werks.radio is your dedicated Porsche and car podcast, taking you closer than ever to the world's finest sports cars and the culture and history behind them.The show is brought to you by 9werks.co.uk, the innovative online platform for Porsche enthusiasts. Hosted by Porsche Journalist Lee Sibley @9werks_lee, 911 owner and engineer Andy Brookes @993andy and obsessive Porsche enthusiast & magazine junkie Max Newman @maxripcor, with special input from friends and experts around the industry, including you, our valued listeners.If you enjoy the podcast and would like to support us by joining the 9WERKS Driven Not Hidden Collective you can do so by hitting the link below, your support would be greatly appreciated.Support the show

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!"

Welcome to another episode of the Wealth Architect podcast.  Today we have a really great episode.  We dive into the fun world of Insurance and how you can possibly use your insurance policy to fund your investing..sounds impossible, right?! Join me and my guest Mark Willis as we discuss just how to do that!  Join us!   To reach Mark:  https://kickstartwithmark.com/

With National Truck Driver Appreciation Week (Sept. 15-21) just around the corner, it seemed a good time to revisit our interview with Mark Willis from almost exactly one year ago. This is the week in which the trucking industry celebrates the contributions of roughly 3.5 million professional truck drivers nationwide, who deliver the essential goods our families rely on, from food to fuel to medicine to clothing. Mark is host of the afternoon show on Road Dog Trucking, channel 146 on SiriusXM, a lifeline to truckers nationwide to other truckers and the topics that interest them like roadway safety and adequate parking. Thousands of long-haul truck drivers in America share a common and constant challenge of remoteness, and they find insight and community through the vast reach of satellite radio. 

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  

New Livestream guest- Mark Willis Book a call with Mark at https://www.NewBankingSolution.com I'm happy to have Mark join me on a live broadcast. Mark has been on the show many times discussing insurance strategies for small business owners and buyers and is the sponsor of my show. Tune in as we'll be discussing something new- Annuities. This is a ‘must see event' for anyone who is entrepreneurial or wants to learn about money or investing. I'm going to ask him about how these tools can play a role in business or in your plans for retirement or helping to retain/recruit staff and other ‘angles' that could be interesting. Be sure to join live so that you can ask questions, replay will be available. We'll be going live June 17, 2024 at 12 Noon Eastern Time, 1PM Atlantic Time See you there! David C Barnett P.S. See all of Mark's past appearances on this page- https://www.NewBankingSolution.com

Have you ever considered how life insurance fits into your financial toolbox? Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a necessary conversation about the importance of life insurance in securing your family's financial future. Whether you're new to life insurance or revisiting your policy choices, this episode is crafted to provide you with the insights you need. Anna's Takeaways:Intro (00:00)Life Insurance Options For Families (05:27)Financial Planning For Families (10:42)Term Life Insurance Policies And Their Benefits (16:33)Life Insurance Options And Their Financial Stability (20:42)The Importance Of Revisiting Policies As Life Changes (25:13)Rate, 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 with my son, everything I never learned as a kid.Website & Links mentioned:#056: Love is in the air, so is Life Insurance#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP207 -Maximizing Overlooked Employee Benefits in Open Enrollment for Parents

"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:

On today's episode, Managing Editor James Kleimann talks with Keller Williams' CEO Mark Willis about innovative approaches to supporting agents, and the potential impacts of the new commission rules. Related to this episode: Mark Willis | LinkedIn Keller Williams HousingWire | YouTube Enjoy the episode! The HousingWire Daily podcast examines the most compelling articles reported across HW Media. Each morning, we provide our listeners with a deeper look into the stories coming across our newsrooms that are helping Move Markets Forward. Hosted and produced by the HW Media team. Learn more about your ad choices. Visit megaphone.fm/adchoices

"I love verbs more than nouns when it comes to money. I don't care what you call my money."For today's episode, we have Mark Willis. He is a certified financial planner and a real estate investor who works with people from 50 states and around the world to help them build real wealth outside of Wall Street.In this episode, he talks about the more efficient way to manage your money and how to build wealth in ways that you can control and understand. Listen and enjoy the show!Key Takeaways:[00:44] Introducing Mark Willis[05:45] Bank on Yourself[07:47] Building up contractual wealth[09:56] What is banking?[11:55] T.G.I.F.[15:38] Averages mean nothing[20:57] Disgust in marketing[23:51] Integrating the Bank on Yourself system into Profit First approach[33:26] Connect with Mark WillisQuotes:[08:08] "Owning a property is the same as owning a policy in that they are both founded on the civilization technology known as the contract." [09:52] "It is the most profitable enterprise in all of human history is banking." [21:30] "It's impossible to convince someone of something when their salary is dependent on them not being convinced."Connect with Mark:Website: https://kickstartwithmark.com/ Tired of living deal to deal? If you are a real estate investor or business owner who is tired of living deal to deal and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David

This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to prepare for and mitigate these risks effectively. We also touch upon the psychological aspects of financial planning and the peace of mind that comes with being prepared. By fostering an understanding of these challenges and encouraging proactive planning, the episode aims to empower listeners to achieve financial peace and security. 00:00 Opening Remarks: Navigating Financial Well-being 01:29 Personal Stories: The Impact of Financial Planning 06:14 The Six L's of Financial Security 06:33 Deep Dive into Liquidity Needs 07:51 Understanding Long-Term Disability 10:51 The Importance of Life Insurance 15:04 Addressing Long-Term Care Concerns 18:26 Facing the Reality of Longevity 21:33 Legal Liability and Legacy Planning 26:19 Empowering Fire Prevention Strategies 26:54 The Essence of Planning Over Plans 28:44 Introducing the Jetson Family: A Financial Planning Case Study 37:24 The Flinstone Family: Navigating Complex Financial Landscapes 48:18 Closing Thoughts and Invitation to Join the Financial Planning Revolution Next steps! Get your Asset-Map by scheduling a call and putting Asset-Map in the notes. Schedule a call with Brandon Neely or Amanda Neely, CFP® here: https://www.wealthwisdomfp.com/call Schedule a call with Mark Willis, CFP® here: https://nyafinancialpodcast.com/ Remember, it's not the plan or the tool that matters as much as the guide who comes alongside you to prevent financial fires!

Want to learn the secrets of the super wealthy? Shark Bite Biz's David Strausser teaches you how to bank on yourself with Mark Willis of Lake Growth. Check out Mark Willis' Lake Growth here: https://lakegrowth.com/ Watch us on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/c/SharkBiteBiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our NEW Merch store: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://store.sharkbitebiz.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Connect with David Strausser on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.linkedin.com/in/DavidStrausser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our Reddit Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.reddit.com/r/SharkBiteBiz/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Donate to our Patreon to SUPPORT this channel and get some BENEFITS and PERKS: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://patreon.com/sharkbitebiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to the audio podcast on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.SharkBiteBiz.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find out more about the host, David Strausser: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.davidstrausser.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow David Strausser on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/dstrausser83/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.facebook.com/SharkBiteBiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.twitter.com/SharkBiteBiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow David Strausser on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/dstrausser83⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on Apple iTunes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/shark-bite-biz/id1522304651⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on Google Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc2hhcmtiaXRlYml6LmNvbS9mZWVkLnhtbA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/1CZh0QdNr5Nn8CD8kInMAJ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on Listen Notes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.listennotes.com/podcasts/shark-bite-biz-business-growth-podcast-AMt-rRP2DXl/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on Stitcher: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.stitcher.com/podcast/shark-bite-biz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on iHeartRADIO: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.iheart.com/podcast/269-shark-bite-biz-68819872/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Produced by: Francisco Strausser: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UC82qlvfm4mXg3 --- Send in a voice message: https://podcasters.spotify.com/pod/show/shark-bite-biz/message Support this podcast: https://podcasters.spotify.com/pod/show/shark-bite-biz/support

Unlock the secrets to maximizing your passive income through annuity hacks with Mark Willis on today's must-watch episode! Dive deep into the world of annuities and discover how they can serve as a powerful tool in your real estate investing arsenal, offering a steady stream of passive, mailbox money. Mark, the visionary behind KickstartwithMark.com, shares his expertise on "Infinite Banking" and the "Bank on Yourself" concept, illustrating their pivotal roles in building a resilient financial future. With his specialization in creating secure income streams, Mark unravels the synergy between annuities and real estate investments, guiding you towards achieving financial independence and generational wealth.**Connect with Mark Willis!**Visit [KickstartwithMark.com](http://kickstartwithmark.com) for more insights and resources to propel your financial journey.**Subscribe to the REI Mastermind Network!**Don't miss out on valuable real estate investing tips and strategies. Subscribe now for insightful episodes aimed at helping you enhance your investment portfolio and secure your financial future.**SUPPORT THE SHOW!**Leverage exclusive deals from our sponsors designed to elevate your real estate investment strategy. Get special offers by going to our sponsor's link - your support helps us bring more valuable content your way!**Join the Community**Engage with fellow real estate investors, share experiences, and learn from the collective wisdom by joining our dedicated community. Together, we can navigate the complexities of the market and make strategic renovations that pay off.**CALL TO ACTION:**- **Subscribe** for more insightful episodes on real estate investing.- **Like** and **Share** this episode with your network to spread the knowledge.- **Review** our podcast and let us know how we can support your real estate journey.- **Check out** Mark's offerings at KickstartwithMark.com and start transforming your financial future today!Remember, "The best investment on earth is earth." - Louis Glickman. Embrace this philosophy, invest wisely, and watch as your dreams of generational wealth become a reality. Thank you for tuning in, and here's to your success in real estate investing!#AnnuityHacks #ReiMastermindNetwork #FixedIndexAnnuities #SuccessMindset #WealthManagementCHAPTERS:0:00 - Intro0:24 - Bank on Yourself Strategy6:04 - Understanding Annuities18:57 - Importance of Visuals in Finance19:55 - Downsides of Annuities Explained23:00 - Retirement Planning for Married Couples24:26 - Best Retirement Income Strategies28:47 - Real Estate Investing Myths29:09 - Top Financial Advice Books Recommendation29:43 - Essential Financial Planning Tools30:50 - Key Lessons for New Investors31:50 - Uncovered Financial Concepts Discussion33:25 - Wrapping upRealDealCRM.comRealDealCRM is your Real Estate Investing Virtual Assistant. A Real Estate Investing CRM for Real Estate Investors created by Real Estate Investors. SMS, Stealth Voicemails, Phone, Voicemail, Funnels, and AUTOMATION in a single platform! Check out more details at RealDealCRM.comLIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!

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Have you ever hired a new employee and instantly felt like you went from business leader to babysitter? It might not be what you want to hear, but this often happens because you didn't hire well in the first place! In this episode, host and professional life and business coach, Chris Goodman walks you through some of the hiring breakthroughs he's had in his many years of experience so that you can avoid the challenges and potentially costly errors that can result from not putting the work in upfront. Tuning in, you'll learn 10+ tips for creating a methodical hiring process, reading between the lines on resumes, taking your ego out of the equation, recruiting against a set of strong values, putting simple metrics between you and the business, and much more. Whether you're revamping your hiring process, building a business, or doing anything that requires enrolling and enlisting help from others, this episode is full of practical advice and valuable insights that you won't want to miss!Key Points From This Episode:How to shift your perspective on the traditional hiring/firing model.The value of a clear and methodical hiring process and tips for creating one.What people reveal about themselves in the language on their resume.Why a quick conversation or call with an applicant is an important next step.When to check references (and why earlier is better).A potentially controversial take on behavioral assessments.The significance of someone's personal and professional track record.Your cue to slow down and detach from the outcome.Reasons that the conversation is the relationship.A guide to values-based recruitment.Questions to ask yourself when a potential hire is on the right track.The importance of expectation setting and external feedback.How to craft a strong offer and operating agreement (as well as a disagreement!)What it means to put something between you and the business.Advice for implementing a GROW coaching model.The story of why Chris is so passionate about life and business coaching.Links Mentioned in Today's Episode:Ep 17: Breakthroughs from Training with Mark Willis, CEO of Keller WilliamsKeller Williams Leverage SeriesMark Willis LeadershipFierce LeadershipAlex HormoziGary KellerThe ONE ThingThe ONE Thing PodcastChris GoodmanGoodman Coaching ApplicationGoodman Coaching Inc DISC AssessmentGet to know Chris - Connect on Instagram Coach with Chris Learn more about Goodman Coaching

Although there won't be any sharing of bourbon on today's episode, you'll walk away with valuable insights as we focus solely on some of the epic breakthroughs from Chris' recent trip to Texas. Chris spent two days in training with the CEO of Keller Williams Realty, Mark Willis, and one of their other top leaders Melanie Kennemann, who is on their executive leadership team. In no particular order, Chris takes listeners through several key breakthroughs he walked away with from his time at the Leverage Series. He unpacks a few noteworthy quotes by Mark Willis, why he loves a particular line from The Prosperous Coach, shares his best breakthrough from Melanie about honing your approach and walking your team to self-discovery, and much more. So, get ready as Chris breaks down two days of intense learning for you. He'll also share actionable insights that you can plug right into your life and business, so you can rock and roll. Thanks for listening, enjoy!Key Points From This Episode:What you can expect from this episode of the Bourbon and Breakthroughs Podcast.How you can gain the most out of today's episode.Coaching tip: by the end of the podcast you should be able to clearly identify what you are going to take immediate action on.A quick overview of the course Chris took with Keller Williams Realty: Leverage Series.Chris unpacks a quote from Mark Willis, current CEO of Keller Williams; “You get the most control out of your life by letting go of the things that hold you back.”Why Chris loves the line from The Prosperous Coach: “My business plan has one line: Meet new and inspiring people.”His encouragement to listeners: who would open up all kinds of doors for you?“There's nothing about leadership that's telling people what to do” — Mark Willis; and why it's more about inspiring them.Chris shares his two cents about Mark Willis saying, “If you want 9/10 level talent, you must be, and play at, a 9/10 yourself.”A note on the previous breakthrough; talent wants to be challenged and pushed in a good way.What Chris means when he says, “The only things that change are the 20%'s and the standards.”Chris parallels his thought of “If you can cast a vision around anyone, you can cast a vision around anyone” to a similar quote by Zig Ziglar about selling anything to anyone. Links Mentioned in Today's Episode:Melanie Kennemann on LinkedInMark Willis on LinkedInMark Willis LeadershipLeverage Series Keller WilliamsKeller WilliamsKeller Williams HeadquartersFrom Passive to PassionateThe Prosperous Coach: Increase Income and Impact for You and Your Clients (The Prosperous Series)Chris GoodmanGoodman Coaching ApplicationGoodman Coaching Inc Get to know Chris - Connect on Instagram Coach with Chris Learn more about Goodman Coaching

In today's RealTrending, we speak with Mark Willis, CEO of Keller Williams. After serving as CEO of Keller Williams through some high-growth years for the company, Willis stepped down in 2015. Now, he's back in leadership in his second stint as CEO and is ready to lead the company through some challenging times.  Willis shares his leadership lessons learned, his love of helping others succeed, and the importance of building strong teams. Willis gets personal about his love for University of Texas Austin football and, on a more serious note, he opens up about personal experiences and the foundation he created in honor of his late wife.  Here's a glimpse of what you'll learn: Keller Williams is designed to thrive during challenging economic periods. The company focuses on training and consulting to support agents and help them grow their businesses. Leadership is about serving others and making intentional decisions. Keller Williams is dedicated to building strong teams and providing value to their agents. Mark emphasizes the importance of personal growth and learning from failures. Related to this episode: Connect with Mark on LinkedIn Keller Williams Mark Willis steps back into CEO role at Keller Williams The Gathering HousingWire's YouTube Channel Enjoy the episode! The RealTrending podcast features the brightest minds in real estate. Every week, brokerage leaders, top agents, team leaders, and industry experts share their success secrets, trends, and lessons learned navigating this ever-changing industry. Hosted by Tracey Velt and produced by Elissa Branch. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's RealTrending, we speak with Mark Willis, CEO of Keller Williams. After serving as CEO of Keller Williams through some high-growth years for the company, Willis stepped down in 2015. Now, he's back in leadership in his second stint as CEO and is ready to lead the company through some challenging times.  Willis shares his leadership lessons learned, his love of helping others succeed, and the importance of building strong teams. Willis gets personal about his love for University of Texas Austin football and, on a more serious note, he opens up about personal experiences and the foundation he created in honor of his late wife.  Here's a glimpse of what you'll learn: Keller Williams is designed to thrive during challenging economic periods. The company focuses on training and consulting to support agents and help them grow their businesses. Leadership is about serving others and making intentional decisions. Keller Williams is dedicated to building strong teams and providing value to their agents. Mark emphasizes the importance of personal growth and learning from failures. Related to this episode: Connect with Mark on LinkedIn Keller Williams Mark Willis steps back into CEO role at Keller Williams The Gathering HousingWire's YouTube Channel Enjoy the episode! The RealTrending podcast features the brightest minds in real estate. Every week, brokerage leaders, top agents, team leaders, and industry experts share their success secrets, trends, and lessons learned navigating this ever-changing industry. Hosted by Tracey Velt and produced by Elissa Branch. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk.  Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself can help increase and improve your path to financial freedom.

In this episode, Chaz Wolfe is joined by entrepreneur Mark Willis, who provides a comprehensive overview of his business journey. They delve into the realities of stock market returns, the importance of financial responsibility, and the concept of being your own bank. Mark explains the Debt Snowbank Method and the flexibility of cash value in finance. Discussion also covers the Barbell Strategy for financial balance, the role of processes in business, and the strategic value of ignorance. They conclude with advice to younger selves and how to start implementing effective financial strategies.

Join Chaz Wolfe and Mark Willis CFP as they delve into insightful conversations around building wealth in and outside of business. Mark shares his unique financial strategy, the Debt Snowbank Method which is designed to give entrepreneurs greater control over their finances. He also provides valuable advice for new and established entrepreneurs, emphasizing the importance of strategic conversations, setting processes, and understanding the implications of financial decisions. This podcast showcases crucial strategies for financial independence and will resonate with anyone seeking to understand financial planning within the framework of entrepreneurship. 00:00 Introduction 00:57 Mark's Comprehensive Business Overview 04:47 Unveiling the Realities of Stock Market Returns 08:45 Mastering Financial Autonomy: The Power of Being Your Own Bank 14:28 Emphasizing the Importance of Financial Responsibility 22:56 Decoding the Debt Snowbank Method for Financial Planning 25:12 Exploring the Liquidity and Flexibility of Cash Value in Finance 27:26 The Big Picture in Finance: Guarantees, Liquidity, & Tax Advantages 28:47 Adopting the Barbell Strategy for a Balanced Financial Portfolio 30:05 The Entrepreneurial Perspective on Achieving Financial Equilibrium 32:42 Initiating the Journey: How to Start Implementing Effective Financial Strategies 34:18 Understanding the Role of Processes in Successful Business Operations 36:14 The Strategic Value of Ignorance in Business and its Role in Growth 44:46 Navigating the Pitfalls of Striving for Balance in Life and Business 48:55 Valuable Advice to My Younger Self: The Courage to Start BigBooks and Resources Recommended:Antifragile: Things That Gain from Disorder by Nassim Nicholas Nicholas Talebhttps://www.amazon.com/Antifragile-Things-That-Disorder-Incerto/dp/0812979680Bank On Yourself by Pamela Yellen https://www.amazon.com/Bank-Yourself-Revolution-Control-Financial-ebook/dp/B00HSSCFMS/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1701204168&sr=1-1Let's Connect!Mark Willis CFP:Website: https://nyafinancialpodcast.com/LinkedIn: https://www.linkedin.com/in/marklakegrowth/Website: Kickstartwithmark.comInstagram: https://www.instagram.com/notyouraveragefinancial/Chaz Wolfe (Host): Linktree: https://linktr.ee/chazwolfeWebsite: www.gatheringthekings.comFacebook: https://www.facebook.com/chazwolfe/Facebook: https://www.facebook.com/gatheringthekingsInstagram: https://www.instagram.com/gatheringthekings/LinkedIn: https://www.linkedin.com/in/chaz-wolfe-86767054/Linkedin: https://www.linkedin.com/company/91415421/TikTok:

Here's a festive treat for everyone! There's no better way to embrace the holiday season than by gathering with loved ones for a joyous feast or celebration. In the true spirit of the season, I'm thrilled to announce that I'll be continuing my tradition of hosting a special Christmas Eve live event. Join me on YouTube Live this Friday, December 22nd, at 1 PM Eastern Time and 2 PM Atlantic Time for an unforgettable experience that's expected to last around 4 hours. We'll have engaging conversations with some special guests, reflecting on their 2023 experiences and offering insights into what the upcoming year may hold. Get ready for an afternoon filled with laughter, warmth, and anticipation for the adventures that lie ahead! Rocky Lalvani, Host of the Richer Soul and Profit Answer Man podcasts. Rocky coaches entrepreneurs to implement the Profit First system in their businesses. https://profitcomesfirst.com/ Mike Finger, a former business owner, business broker and consultant who helps business owners prepare their businesses for sale. Mike is also the co-host of my new show Your Exit Squad. I'm sure we'll be sharing some of the details of this program as season 1 is about to be released. https://www.ExitOasis.com https://www.YourExitSquad.com Henry Lopez, former car wash and suite salon owner and current co-working space and frozen yogurt shop owner will be visiting too. Henry is also a business coach and the host of the How of Business Podcast. https://www.thehowofbusiness.com/ Aaron Baer Providing Practical Legal Advice to Clients an entrepreneur first and a lawyer second - which allows him to tackle legal issues by putting himself in your shoes. https://www.rennoco.com/ Patrick Dichter has successfully executed a search for a CPA/Bookkeeping firm without being a CPA! He is now growing this company from being highly regional to a national service provider. https://www.appletreebusiness.com/ Lisa Forrest has over 30 years of experience writing loans under the US Small Business Administration's (SBA) loan programs.https://www.linkedin.com/in/forrestlisa/ Mark Willis, from Lake Growth Financial. Mark is a channel sponsor and helps people secure his client's financial future with the Bank on Yourself system. https://www.NewBankingSolution.com Marc Mawhinney, Three-time business owner and business coach to coaches will be stopping in. Marc is the host of the Natural Born Coaches Podcast. https://www.naturalborncoaches.com/ Finally, I've got Rick Nicholson who will be visiting near the end. Rick has owned seven different food/coffee businesses over the years and is a Wizard of Ads partner with Roy H Williams' Austin, TX based organization. He's also appeared this past year as a live guest on the YouTube channel. https://wizardofads.org/ As a live event, if you can join us during the broadcast, you'll be able to post comments that I'll be able to see and so it could be quite interactive for us. If you can't make it and want to submit a question for me or any of the guests, just hit ‘reply' and send me a note right now. If you can't make it to the live broadcast, the recording will be available for you to see later and I'll put the audio on my regular podcast feeds as well. See you! Cheers David Barnett - Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Join David's email list so you never miss any new videos or important information or insights, https://www.DavidCBarnettList.com

The attack on Real Estate Commissions is growing as more lawsuits spread around the country! We discuss big changes in the Nosalek suit, the new lawsuit by Georgia home sellers and we will highlight where you can go to find updates on ALL the lawsuits. And why is Mark Willis back as CEO of Keller Williams? So what is happening in housing? Is the housing market crashing? We will dive deep into several articles about mortgage rates, interest rate estimates for 2024, and we will discuss changes in homebuilder sentiment, custom homes, & home size! Join the show!

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.

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:

Going Long Podcast Episode 356: Become Your Own Source of Financing To Add Control To Your Investing Journey   ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Mark Willis, you'll learn the following:   [00:27 - 02:00] Show introduction with comments from Billy. [02:00 - 07:13] Guest introduction and first questions. [07:13 - 12:35] The backstory and decisions made that led Mark to this point in his journey. [12:35- 19:25] Mark explains what it means to be in control of your own banking, and how it can completely change your financial situation. [19:25 - 22:57] How Mark came to realise that people can be the source of their own financing. [22:57 - 27:15] We learn about the pros and potential cons of being your own banker. [27:15 - 30:15] Mark explains what he means when he says he is a fiduciary, and what scope that covers in terms of investments.   Here's what Mark with us during today's conversation:    Where in the world Mark is currently based: Chicago, Illinois. The most positive thing to happen in the past 24 hours: Mark enjoyed Labor Day with his family! Favourite place in Europe: Madrid, Spain. A mistake that Mark would like you to learn from so that you don't have to pay full price: Failure is a lesson, so learn how to do it well! Book Recommendation: The Bank on Yourself Revolution, by Pamela Yellen.  https://www.amazon.co.uk/Bank-Yourself-Revolution-Control-Financial/dp/1942952104  Be sure to reach out and connect with Mark Willis by using the info below:      Mark's podcast: https://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770  Website: https://kickstartwithmark.com/  To see the Video Version of today's conversation just CLICK HERE.   How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI     Start taking action TODAY so that you can gain more Education and Control over your financial life. Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels

In this episode, Ryan chats with returning guest Mark Willis about the state of the economy and specifically the implications of how a collapsing dollar affects Bank on Yourself policies.   Links: Get a Free Consultation with Mark or his team - https://ryanreger.com/bankonyourself

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    

Dive into this enlightening episode, your key to deciphering the enigma of the 'Bank on Yourself' strategy. We're shining a light on this innovative approach to dividend-paying whole life insurance with our esteemed guest, Certified Financial Planner, Mark Willis. Mark shares his deep expertise, elucidating how this method serves as a financial powerhouse for your cash, guaranteeing consistent growth irrespective of market volatility - a beacon of robust financial security!As we progress, Mark reveals the synergy between escalating interest rates and whole life insurance, and the potential leverage of the policy for syndication deals. If mastering wealth creation and preservation is your goal, Mark's comprehensive breakdown of a single premium whole life insurance policy will be a revelation. Picture this - your policy could potentially double the financial legacy left for your family. Isn't that food for thought?We further delve into the compelling concept of 'guaranteed' returns. Intrigued yet? We explore the role of the insurance company in providing a unilateral contract of guarantee and the importance of contractual wealth over paper wealth. Prepare to shift your perspective on passive investing, financial planning, and even your daily routine! So, if you're on a quest for insights and wisdom to fortify your financial future, this episode featuring Mark Willis is essential listening!Don't miss the chance to expand your financial wisdom by visiting Mark Willis's informative website. But wait, there's more! Mark is hosting an incredible event called 'Not Your Average Financial Summit' on the 6th and 7th of September 2023. Is your interest piqued? Just click on the link to register! This is a golden opportunity to learn from an industry expert, ask your burning questions, and get answers that can help shape your financial future. Don't hesitate, secure your spot today!VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

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.

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

In this episode of the Morning Upgrade podcast I talk with Mark Willis about his morning routine, not being limited by others, waking up at a certain time, the source of unhappiness, personal finance and much more.

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