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Debt-Free Life: Mastering Self-Banking Strategies witth Mark Willis | Prereal Podcast #163

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Manage episode 375725800 series 3263351
Content provided by PRE REAL PODCAST and James Prendamano. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PRE REAL PODCAST and James Prendamano 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://player.fm/legal.
EPISODE SUMMARY: Prepare yourself to be enlightened by the astute financial insights of Mark Willis, owner of Lake Growth Financial Services. You'll learn how to maximize your financial potential with his "be-your-own-banker" philosophy and understand the importance of investing in your thoughts, harnessing a clear mind, and a singular purpose. Discover a unique thought experiment shared by Mark to revolutionize your perspective on money and economy. MARK'S BIO : Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNERTM, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial PodcastTM. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” Get in touch with Mark: Lake Growth Financial Services: https://lakegrowth.com/ Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.instagram.com/notyouraveragefinancial/ Instagram: https://www.instagram.com/notyouraveragefinancial/ EPISODE CHAPTERS: (0:00:00) - Maximize Your Financial Potential With Mark Willis Mark Willis shares his "be-your-own-banker" philosophy and how to focus energy to achieve success, discussing money, economy, and clear thinking. (0:15:54) - Bank on Yourself Mark Willis shares his experience of using dividend paying whole life insurance as a financial planning tool, regretting not investing more heavily in it 20 years ago. (0:25:20) - Bank on Yourself Bank on yourself strategy builds long-term wealth through dividend-paying whole life insurance, accessing cash quickly and easily, and investing in rental properties. (0:32:21) - Banking on Yourself Bank on Yourself strategy utilizes dividend-paying whole life insurance to create guaranteed annual cash value increase, incentivizing longevity, with a liquid pool of money to meet death benefit obligations. (0:40:15) - Optimizing Portfolio for Financial Efficiency Mark Willis encourages us to optimize and maximize our portfolios with professional resources. For informational purposes only. Always consult with professionals. This is not meant to be used as legal or tax advice or otherwise. Any projections, opinions, assumptions, or estimates used are for example only. All information should be independently verified and is subject to errors and omissions. Check out some of our other videos and listings: PreReal Podcast https://www.youtube.com/watch?v=pTgZYyrkRyU&list=PLbyMUN39hTNWUFWH-tprcR0sTOwdqCfuk PreReal™, Prendamano Real Estate of staten island, NY is a real estate marketing firm that is focused on lead generation for all its properties for sale. More leads equals bigger pockets in the end for everyone. If you are house hunting and looking for a house for sale don't hesitate to give us a call (718)200-7799. If you think it is time to sell your house, we can get you top dollar for your property. Visit us at www.prereal.com Follow us on: Facebook: https://www.facebook.com/PrendamanoRealEstate Instagram: @prerealpodcast @prerealestate TikTok: @prerealestate Twitter: @prerealestate #RealEstate #Tips #PreReal
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189 episodes

Artwork
iconShare
 
Manage episode 375725800 series 3263351
Content provided by PRE REAL PODCAST and James Prendamano. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PRE REAL PODCAST and James Prendamano 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://player.fm/legal.
EPISODE SUMMARY: Prepare yourself to be enlightened by the astute financial insights of Mark Willis, owner of Lake Growth Financial Services. You'll learn how to maximize your financial potential with his "be-your-own-banker" philosophy and understand the importance of investing in your thoughts, harnessing a clear mind, and a singular purpose. Discover a unique thought experiment shared by Mark to revolutionize your perspective on money and economy. MARK'S BIO : Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNERTM, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial PodcastTM. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!” Get in touch with Mark: Lake Growth Financial Services: https://lakegrowth.com/ Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.instagram.com/notyouraveragefinancial/ Instagram: https://www.instagram.com/notyouraveragefinancial/ EPISODE CHAPTERS: (0:00:00) - Maximize Your Financial Potential With Mark Willis Mark Willis shares his "be-your-own-banker" philosophy and how to focus energy to achieve success, discussing money, economy, and clear thinking. (0:15:54) - Bank on Yourself Mark Willis shares his experience of using dividend paying whole life insurance as a financial planning tool, regretting not investing more heavily in it 20 years ago. (0:25:20) - Bank on Yourself Bank on yourself strategy builds long-term wealth through dividend-paying whole life insurance, accessing cash quickly and easily, and investing in rental properties. (0:32:21) - Banking on Yourself Bank on Yourself strategy utilizes dividend-paying whole life insurance to create guaranteed annual cash value increase, incentivizing longevity, with a liquid pool of money to meet death benefit obligations. (0:40:15) - Optimizing Portfolio for Financial Efficiency Mark Willis encourages us to optimize and maximize our portfolios with professional resources. For informational purposes only. Always consult with professionals. This is not meant to be used as legal or tax advice or otherwise. Any projections, opinions, assumptions, or estimates used are for example only. All information should be independently verified and is subject to errors and omissions. Check out some of our other videos and listings: PreReal Podcast https://www.youtube.com/watch?v=pTgZYyrkRyU&list=PLbyMUN39hTNWUFWH-tprcR0sTOwdqCfuk PreReal™, Prendamano Real Estate of staten island, NY is a real estate marketing firm that is focused on lead generation for all its properties for sale. More leads equals bigger pockets in the end for everyone. If you are house hunting and looking for a house for sale don't hesitate to give us a call (718)200-7799. If you think it is time to sell your house, we can get you top dollar for your property. Visit us at www.prereal.com Follow us on: Facebook: https://www.facebook.com/PrendamanoRealEstate Instagram: @prerealpodcast @prerealestate TikTok: @prerealestate Twitter: @prerealestate #RealEstate #Tips #PreReal
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