EP93: Smart Retirement Strategies with Mark Willis

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 risksThe crazy invasion of privacy from the IRSAll the cons to typical investment vehicles, like the 401KWhere the real wealth comes from in owning real estateComparing traditional whole life insurance policies to a new type of whole life insurancePublicly traded insurance companies versus mutually owned insurance companiesHow you can have tax free access to money with baked in guaranteesThe steps Mark walks people through when helping them plan for the futureMentioned:Mark’s SiteNot Your Average Financial PodcastLinks to Resources:Make more money, Save more time, Create a winning business - Join the Profit ClubJoin the Free Group - The Contractor Profit BlueprintTake Your Sales to The Next Level -  Sales Accelerator FREE Profit Calculator Our WebsiteThe 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.