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Mark Willis
Mark Willis

SAMPLE QUESTIONS
1. Why are tax-deferred retirement accounts time bombs?
2. What is the real rate of return that investors can expect from the stock market, according to research?
3. What are some financial vehicles that you can put money into without being taxed in the future?
4. What are the ideal attributes of an investment portfolio?
5. How can an entrepreneur “fire their banker” and become their own source of financing?
6. What is Bank On Yourself and how might it be the best way - even more so than cash - to make major purchases and grow a large working capital fund?
7. Why is self-banking better than traditional banking?
8. What’s more important: Rate of Return or Rate Of Income
9. Is it possible to be better than debt free?
10. How can people meet their financial goals without taking unnecessary risks?
11. What does it mean to “go upstream” financially
12. How can regular people create wealth in sane, predictable ways?

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CERTIFIED FINANCIAL PLANNER® works with individuals who want to create wealth and become their own source of financing!

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United States
IL
Male
Remote or face-to-face interviews
About Me

Mark Willis, CFP® works with people who want to build real wealth and become financially set for life. He can help you Bank On Yourself!
 

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your 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 the owner of 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™, 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.

1. How you can use your tax bill to build real wealth at the same time
2. Developing a stream of passive income where even if you run out of money, you never run out of income.
3. A strategy where you can become your own banker for your real estate investments.
4. A tool we've developed to help you build real wealth while simultaneously paying off your debt.
5. A financial strategy we do with real estate investor clients is something called Equity harvesting - where we are able to get a higher cash on cash return by leveraging the real estate properties appreciation plus the Bank On Yourself concept - it gives us higher yields in our commercial real estate with no additional market risk.
6. How to grow your retirement savings on market upswings... without losing a penny in down years
7. Why creating a "volatility buffer account" can be the smartest asset in your portfolio
8. How to buy back your debt and become "better than debt free" using the Lake Growth Debt SnowBank Method™
9. There was a recent data dump from ProPublica; a leak from the Treasury Department revealing the tax returns of 25 billionaires.  I've been able to study the data and learned some of the strategies for how billionaires are legally paying no tax.  It's a strategy that can be implemented for your listeners.

Any of these seem like they resonate with you and/or your audience?

SAMPLE QUESTIONS
1. Why are tax-deferred retirement accounts time bombs?
2. What is the real rate of return that investors can expect from the stock market, according to research?
3. What are some financial vehicles that you can put money into without being taxed in the future?
4. What are the ideal attributes of an investment portfolio?
5. How can an entrepreneur “fire their banker” and become their own source of financing?
6. What is Bank On Yourself and how might it be the best way - even more so than cash - to make major purchases and grow a large working capital fund?
7. Why is self-banking better than traditional banking?
8. What’s more important: Rate of Return or Rate Of Income
9. Is it possible to be better than debt free?
10. How can people meet their financial goals without taking unnecessary risks?
11. What does it mean to “go upstream” financially
12. How can regular people create wealth in sane, predictable ways?

Social Shares (personal and professional) (Twitter, Facebook and LinkedIn)

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Email campaign to several thousand contacts and clients

A mention of the episode on our podcast to cross promote!

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