📌Make sure to check out the book ‘The Business Fortress: How to Grow, Protect, and Exit Your Business with Confidence’ https://shorturl.at/HlT0G

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👉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.

Mark shares his journey from graduating into debt during the 2008 financial crisis to becoming a leading financial educator. The conversation explores the pitfalls of traditional debt management, the psychological patterns that lead to self-sabotage in personal finances, and practical strategies for taking control of your money. Mark emphasizes the importance of aligning financial plans with your personal values and creating wealth that you can access and control. The episode offers actionable advice for entrepreneurs and anyone seeking to build generational wealth without sacrificing authenticity or peace of mind

Key Takeaways

Align your financial plan with your personal values to ensure you feel in control and empowered on the journey to wealth.

Don’t ignore debt—failing to create a repayment plan only enriches others and robs you of valuable time and financial growth potential.

Pay attention to both your income and your financial balances; focus on sustainable margin growth, not just revenue.

Be mindful of subconscious patterns that may lead to self-sabotage; consistent habits and self-awareness are key to breaking negative financial cycles

👉 In this episode

(00:00) Introduction to The Vault

(01:15) Meet Mark Willis: Financial Expert

(02:15) Mark's Financial Journey

(06:51) The Debt Dilemma

(08:44) Building Generational Wealth

(16:08) In-House Banking Explained

(17:58) The Business Fortress

(23:04) The Importance of Growth

(23:24) Building a Business Fortress

(24:04) Liquidity and Smart Money Management

(24:33) The Power of Circulating Money

(26:14) Financial Strategies for Business Owners

(28:01) Creating True Abundance

(29:19) Practical Financial Advice

(30:27) Diversification and Risk Management

(32:17) Leveraging Life Insurance for Business

(38:51) Trends and Future Financial Strategies

(39:58) Book Launch and Final Thoughts

🌎 Connect with Mark

Linktr.ee (LinkTree)

https://linktr.ee/markwilliscfp  

YouTube: Not Your Average Financial Podcast

https://www.youtube.com/c/NotYourAverageFinancialPodcast

LinkedIn:

https://www.linkedin.com/company/lakegrowth

Instagram:

https://www.instagram.com/notyouraveragefinancial/

Facebook:

https://www.facebook.com/lakegrowth

Twitter:

https://www.twitter.com/lakegrowth

🌎 Connect with Sonja

Facebook: www.facebook.com/sonja.martinovic.1111  

LinkedIn: www.linkedin.com/in/sonjamartinovic

Website: www.sonjamartinovic.com

🎤 Podcast post-production Seamless Multimedia

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Facebook: www.facebook.com/sonja.martinovic.1111 
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