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EP181: Build Your Fortress for Wealth and Retirement - Mark Willis, CFP®
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
View all episodes
By Keith BorieGrow 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