In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to the table. Mark's journey from financial adversity to expertise gives him a profound understanding of the challenges individuals face in managing their money. In their conversation, they will explore the transformative power of financial planning, discussing not only the strategies for wealth accumulation but also the importance of preserving and distributing assets for a secure retirement. Mark's insights shed light on the human side of finance, emphasizing the need for empathy and personalized guidance in an era where technology is reshaping the industry. Join us as we delve into the heart of financial wisdom and discover how you can take control of your financial future.

Lake Growth Financial Services
https://lakegrowth.com
Not our Average Financial Podcast
https://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770

Keystone Financial Services
https://www.keystonefinancial.com/

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/[email protected]