Join Andrew Lees, Clint McPherson, and their guest Mark Willis as they talk about how you can use the banking function to your advantage, the booming and boring 20s, limiting beliefs, and more.

Show Notes

Studies by the Federal Reserve show that 60% of Americans only have an average of $400 set aside for emergency funds. When emergencies requiring more than $400 come around, it can lead to debt or the selling away of properties. For Mark, this typical financial plan is insane. To get out of this loop, ask: "What do you want your money doing for you?" Where you put your money makes it act differently.

In this episode you will learn:

  • Why do you need to examine your rainy-day funds during good times?
  • What attracted Mark to become a CFP?
  • "Rich people plan for four generations; poor people plan for Saturday night."
  • The everyday things that hold people back from a sustainable financial future
  • Procrastination is actually wisdom!
  • …and so much more

About Mark Willis:

Mark Willis, CFP®, 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 PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. 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.

He specializes in building custom-tailored financial strategies that are unknown to typical stock jockeys, attorneys, or other financial gurus. As host of the Not Your Average Financial Podcast™, he shares some of his strategies for working with real estate, paying for college without going broke, and creating an income in retirement you will not outlive. 

Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and to create tax-free income in retirement.

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