Ep#163 Generating wealth flow through annuities with Mark Willis

Episode 163

Today's guest is 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.

He is 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.

Key Highlights

Finding abundance and influence over your financial environment
Real Wealth is built through contract
Annuities a way to generate a tax-free source of income
Finding the right annuity plan for yourself
When I am the boss, what is my money doing for me?

Book Resources
The Star Principle - Richard Koch
Your Best Bet for a Secure Retirement - Lance Riddle
Bank On Yourself Revolution - Pamela Yellen

Connect with Mark Willis
Mark's Podcast: http://nyafinancialpodcast.com/
Website: https://lakegrowth.com/schedule/

Connect with Rama Krishna
Website: www.ushacapital.com
Email: info@ushacapital.com

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E-mail: info@ushacapital.com
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Published on 3 years, 11 months ago

Podcast Episode Details

Ep#163 Generating wealth flow through annuities with Mark Willis