Thinking About Your Money Differently with Guest Mark Willis (#107) episode artwork

EPISODE · May 12, 2025 · 22 MIN

Thinking About Your Money Differently with Guest Mark Willis (#107)

from The Wiser Financial Advisor Podcast with Josh Nelson · host Josh Nelson

In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to the table. Mark's journey from financial adversity to expertise gives him a profound understanding of the challenges individuals face in managing their money. In their conversation, they will explore the transformative power of financial planning, discussing not only the strategies for wealth accumulation but also the importance of preserving and distributing assets for a secure retirement. Mark's insights shed light on the human side of finance, emphasizing the need for empathy and personalized guidance in an era where technology is reshaping the industry. Join us as we delve into the heart of financial wisdom and discover how you can take control of your financial future.Lake Growth Financial Serviceshttps://lakegrowth.comNot our Average Financial Podcasthttps://podcasts.apple.com/us/podcast/not-your-average-financial-podcast/id1288766770Keystone Financial Serviceshttps://www.keystonefinancial.com/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]

Episode metadata supplied by the publisher feed · Published May 12, 2025

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In this episode, Josh Nelson, CFP®, sits down with Mark Willis, a Certified Financial Planner and bestselling author, who brings a unique perspective to the table. Mark's journey from financial adversity to expertise gives him a profound understanding of the challenges individuals face in managing their money. In their conversation, they will explore the transformative power of financial planning, discussing not only the strategies for wealth accumulation but also the importance of preserving...

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Thinking About Your Money Differently with Guest Mark Willis (#107)

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This episode was published on May 12, 2025.

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