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Mark Willis: Take Back Control of Your Money and Build a Legacy You’re Proud Of

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Manage episode 463755153 series 3596977
Content provided by Adam Zuckerman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Zuckerman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Buried in Work, Adam Zuckerman sits down with Mark Willis, a Certified Financial Planner® and the owner of Lake Growth Financial Services. Mark is not your average financial advisor—he’s a wealth architect who’s helped hundreds of clients take control of their financial futures using innovative strategies like self-banking, real estate investing, and tax-free wealth growth.

If you’ve ever felt like a “tennis ball floating down the gutter of life” when it comes to money, this conversation is for you. Mark dives deep into how to align your financial decisions with your values, build financial certainty, and use tools like whole life insurance to create a legacy for your loved ones.

FULL SHOW NOTES: https://buriedinwork.com/podcast/episode-32-Mark-Willis

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 463755153 series 3596977
Content provided by Adam Zuckerman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Zuckerman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Buried in Work, Adam Zuckerman sits down with Mark Willis, a Certified Financial Planner® and the owner of Lake Growth Financial Services. Mark is not your average financial advisor—he’s a wealth architect who’s helped hundreds of clients take control of their financial futures using innovative strategies like self-banking, real estate investing, and tax-free wealth growth.

If you’ve ever felt like a “tennis ball floating down the gutter of life” when it comes to money, this conversation is for you. Mark dives deep into how to align your financial decisions with your values, build financial certainty, and use tools like whole life insurance to create a legacy for your loved ones.

FULL SHOW NOTES: https://buriedinwork.com/podcast/episode-32-Mark-Willis

  continue reading

47 episodes

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