#72. Mark Willis—Beyond the Basics: Mark Willis on Mastering Financial Resilience
Mark Willis, a Certified Financial Planner, shares his journey into financial planning, emphasizing the importance of understanding money and diversification. He discusses the pitfalls of traditional diversification, where assets are often correlated, and introduces the concept of non-correlated assets to create a more resilient financial portfolio. Mark also highlights the benefits of liquidity and the strategic use of whole life insurance policies as a financial tool. His insights aim to empower business owners to protect and grow their wealth effectively.
Mark Willis is a man on a mission to help you think differently about your money, economy, and 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 PLANNER™, a three-time #1 Best Selling Author, and owns Lake Growth Financial Services, a financial firm in Chicago, Illinois. 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. He specializes in building custom-tailored financial strategies that are unknown to typical stock jockeys, attorneys, or other financial gurus.
As co-host of the Not Your Average Financial Podcast™, Mark shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t 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.
