Want to start your own passive income retirement plan? In this episode, we’re going to dive into them! Mark Willis is a certified financial planner and owner of Lake Growth Financial Services. His life mission is to help people think differently about their money, economy, and future. Mark’s vision in life is to encourage people to invest in real estate, pay for college without going broke, and create income in retirement you will not outlive.
[00:01] – [06:30] Opening Segment
- Let’s get to know today’s guest, Mark Willis
- Mark’s history in Finance
[06:30] – [11:59] Income You Will Not Outlive
- What Your Money Should Do For You
- Mark shares his bucket list
- Diversification and Non-Correlated Assets
[12:00] – [20:40] Whole Life Policy
- “Homes aren’t guaranteed to grow.”
- Do it scared
- Affordable Housing is the Future
- Creative Spots for Green Investing
- Do it for me
[20:40] – [24:08] Final Four Segment
- Mark’s advice to aspiring investors
- "Control the banking function in your life.”
- How Mark stays on top of his game
- Learning outside of his field
- Mark’s way to make the world a better place
- Free coaching for those in debt
- Reach out to our guests – see links below
- Final words
References Mentioned
Tweetable Quotes
“Clarity is the biggest problem or obstacle or hurdle to achieving what we want.” – Mark Willis
“If you’re in real estate, it’s a matter of when not if.” – Mark Willis
“Get clear on what you want your money doing for you.” – Mark Willis
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Connect with Mark Willis through: markwillis@lakegrowth.com or LinkedIn. Check out bit.ly/markbanking or https://lakegrowth.com/ and add financial control to your future.
Connect with me:
I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.
Call: 901-500-6191
Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in!
Email me → sam@blog.brickeninvestmentgroup.com
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