Jenn Foster, co-owner of Elite Online Publishing, interviews Certified Financial Planner and three-time bestselling author Mark Willis. They dive into the world of smart investing, future planning, and the unique financial hurdles
Listen Below:
Watch Below:
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What You’ll Learn In This Episode:
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The Importance of Intentional Financial Planning
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Navigating Financial Advice and Overcoming Overwhelm
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Rethinking Retirement Accounts and Common Pitfalls
Quotes:
“So you want to ask yourself, what do you want your money doing for you? Do you want a good rate of return? Do you want liquidity, meaning access to that money? Do you want that money to be taxed on the seed today or the harvest in the future? Do you want that money private and protected against lawsuits or predators who are out there trying to scam? Right. Do you want that money to be able to be leveraged to help grow your business and used as collateral for your business? Do you want it to be hidden from customers? College student aid formulas that might impact your kids ability to get access to scholarships and grants.” (04:01)
“As we begin to really think critically and ask what do we need this money doing for us? Certainty, control, agency, efficiency, safety, passive income. These things become more and more important to us as we get. It’s like when you learn to drink wine. At first you’re like, oh, it’s red or white. But then you start to realize, wow, there’s so many different categories here.” (07:19)
“If your business is needing some money, you can tap that money in your life insurance cash value, treat it like a bank for yourself.” (10:01)
About Mark Willis
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.
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Video URL: https://youtu.be/dc0TphlaeFo
Website: https://EliteOnlinePublishing.com
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