129 - Not Your Average Financial Planner With Mark Willis

Today on Wealthy Wellthy Wise is Mark Willis. Mark is a Certified Financial Planner™, a #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. He specializes in building custom-tailored financial strategies that are unknown to most financial planners. Mark works with people who want to grow their wealth in ways that are safe and predictable, become their own source of financing, and create tax-free income in retirement.

 

In this episode Mark and I discuss many different financial vehicles that one can invest their money into. He gives different ideas for many places one can start thinking about investing, and shows us there are so many options for where we place our money that most aren't aware of. Mark tells entrepreneurs they should fire their banker, which really matches the same principal I teach when I tell clients to become your own banker. This episode is a wealth of information I really love this conversation Mark and I really are aligned in the way we think about money, financing, and investing. I hope you enjoy!

 

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http:wealthywellthy.life/129