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 Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
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- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
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