Description

Today we welcome back Certified Financial Planner, Mark Willis, to explain how you can have full control over the money you invest. Mark discusses some financial tools you can use that are tax free, don’t rely on the volatile stock market, and offer cash outs at whatever age you need your money.

In this episode, we talk about:

• Why the average way to diversify is not smart and full of risks
• The crazy invasion of privacy from the IRS
• All the cons to typical investment vehicles, like the 401K
• Where the real wealth comes from in owning real estate
• Comparing traditional whole life insurance policies to a new type of whole life insurance
• Publicly traded insurance companies versus mutually owned insurance companies
• How you can have tax free access to money with baked in guarantees
• The steps Mark walks people through when helping them plan for the future

Mentioned:

Mark’s Site

Not Your Average Financial Podcast

Links to Resources:

Make more money, Save more time, Create a winning business - Join the Profit Club

Join the Free Group - The Contractor Profit Blueprint

Take Your Sales to The Next Level -  Sales Accelerator 

FREE Profit Calculator 

Our Website

The Discord Channel 

Facebook Page 

Instagram 

Help us get the word out to other contractors by leaving us a review or sharing our podcast!

Hosted on Acast. See acast.com/privacy for more information.