Mark Willis, CFP®

About Mark Willis, CFP®

Mark is a CERTIFIED FINANCIALPLANNER™, a three-time #1 best-selling author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive.

Signature Topics:
Bank On Yourself®
Income Maximization Strategies
Retirement
Become Better than Debt-Free
How to Grow Wealthy by
Paying Your Taxes
Lake Growth Snowbank MethodTM

Bank On Yourself® Questions:
If you could create the perfect financial strategy for life, what would it be like?
How can an entrepreneur “fire their banker” and become their own source of financing?
What is Bank On Yourself and how is it different from traditional financing options?
You say there's something better than just being "debt free" - tell us about that.
How might Bank On Yourself help in other areas of my life (e.g. college for kids, real estate investing, car purchases, etc).

Retirement Questions:
What is the real rate of return that investors can expect from the stock market, according to research?
What does Mt. Everest have to do with our retirement?
How can we enjoy the best years of the market, without losing in the down years?
You say you help clients get paid every single day for the rest of their life. What options are out there to do this?
What are the risks of traditional retirement strategies? How can we create an income that would last as long as we do, even if we ran out of money?