October 3, 2023
Become Your Own Source of Financing To Add Control To Your Investing Journey - Mark Willis
Can you imagine how much more you could achieve if you were able to take full control of your finances by becoming your own banker? Well, today’s guest on The Going Long Podcast, Mark Willis, has done just that and is going to reveal how you can do it too! Mark is the CFP (Certified Financial Planner) at Lake Growth Financial Services, where he works with individuals, couples, and business owners who want to grow their wealth in a safe and predictable manner, and create tax-free income for life.
CEO and Founder FGCP
Going Long Podcast Episode 356: Become Your Own Source of Financing To Add Control To Your Investing Journey
( To see the Video Version of today’s conversation just CLICK HERE. )
In the conversation with today’s guest, Mark Willis, you’ll learn the following:
- [00:27 - 02:00] Show introduction with comments from Billy.
- [02:00 - 07:13] Guest introduction and first questions.
- [07:13 - 12:35] The backstory and decisions made that led Mark to this point in his journey.
- [12:35- 19:25] Mark explains what it means to be in control of your own banking, and how it can completely change your financial situation.
- [19:25 - 22:57] How Mark came to realise that people can be the source of their own financing.
- [22:57 - 27:15] We learn about the pros and potential cons of being your own banker.
- [27:15 - 30:15] Mark explains what he means when he says he is a fiduciary, and what scope that covers in terms of investments.
Here’s what Mark with us during today’s conversation:
- Where in the world Mark is currently based: Chicago, Illinois.
- The most positive thing to happen in the past 24 hours: Mark enjoyed Labor Day with his family!
- Favourite place in Europe: Madrid, Spain.
- A mistake that Mark would like you to learn from so that you don’t have to pay full price: Failure is a lesson, so learn how to do it well!
- Book Recommendation: The Bank on Yourself Revolution, by Pamela Yellen. https://www.amazon.co.uk/Bank-Yourself-Revolution-Control-Financial/dp/1942952104
Be sure to reach out and connect with Mark Willis by using the info below:
- Mark’s podcast: https://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770
- Website: https://kickstartwithmark.com/
To see the Video Version of today’s conversation just CLICK HERE.
How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI
Start taking action TODAY so that you can gain more Education and Control over your financial life.
Be sure to connect with Billy! He’s made it easy for you to do…Just go to any of these sites:
- Website: www.billykeels.com
- Youtube: billykeels
- Facebook: Billy Keels Fan Page
- Instagram: @billykeels
- Twitter: @billykeels
- LinkedIn: Billy Keels
Episode Transcript
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