Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial independence.

Key Takeaways To Listen For

• The first step to building a solid money plan
• Main difference between term insurance (renting) and whole life insurance (owning)
• Why whole life policies grow predictably and can still fund outside investments
• Annuities as the most efficient tool for guaranteed lifetime income
• Effective strategies that create lasting wealth and exit options

Resources/Links Mentioned In This Episode

• The Business Fortress by David Barnett and Mark Willis | Kindle and Paperback
• Debt by David Graeber | Paperback
• The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover

Check out The Business Fortress webinars, available through New Banking Solution, for powerful business and financial insights. Don’t forget to sign up at https://newbankingsolution.com/.

About Mark Willis, CFP®Mark Willis, CFP®, is a Certified Financial Planner™, best-selling author, and the owner of Lake Growth Financial Services, a Chicago-based firm helping clients take control of their finances with safe and predictable strategies. He co-hosts the Not Your Average Financial Podcast™, where he teaches how to pay for college without debt, invest in real estate, and create tax-free retirement income that can’t be outlived. Mark has been recognized as a three-time #1 Best-Selling Author and is on a mission to help people think differently about money, become their own source of financing, and build lasting financial freedom.

Connect with Mark

• Website: New Banking Solution | Lake Growth
• Podcast: Not Your Average Financial Podcast™ | Apple Podcasts and Spotify
• LinkedIn: Mark Willis, ​CFP®
• Facebook: Lake Growth Financial Services
• Instagram: @notyouraveragefinancial
• YouTube: Not Your Average Financial Podcast™

Connect With UsIf you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

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