• #237 - The Four Major Pitfalls of Most People's Financial Plans - Mark Willis

  • Aug 28 2024
  • Length: 41 mins
  • Podcast

#237 - The Four Major Pitfalls of Most People's Financial Plans - Mark Willis

  • Summary

  • Joining us on this episode of Living Off Rentals is Mark Willis, a certified financial planner, three-time number-one best-selling author, and owner of Lake Growth Financial Services. He is a financial planner who is open to different types of strategies in real estate investing.

    In this episode, he shares some of the major pitfalls of most people's financial plans and how he specializes in working with real estate investors and business owners.

    We know you’ll enjoy learning from Mark–who is also a second-time guest on the show!

    Key Takeaways

    [00:00] Introducing Mark Willis and his background

    [05:27] Meaningful money conversations

    [10:31] No guarantees, no predictability

    [14:54] We have no idea how long we are going to live

    [16:30] The tax time bomb

    [19:07] "You are your money guru."

    [22:31] Asset classes with the most growth and success

    [26:27] Contractual wealth vs. paper wealth

    [34:25] Self-directed life

    [38:13] Connect with Mark Willis

    Guest Links

    Website – kickstartwithmark.com

    Show Links

    Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals

    Living Off Rentals YouTube Podcast Channel – youtube.com/c/LivingOffRentalsPodcast

    Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals

    Living Off Rentals Website – livingoffrentals.com

    Living Off Rentals Instagram – instagram.com/livingoffrentals

    Living Off Rentals TikTok – tiktok.com/@livingoffrentals

    Show more Show less

What listeners say about #237 - The Four Major Pitfalls of Most People's Financial Plans - Mark Willis

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.