074 | Financial Literacy | Becoming Your Own Banker | Investment Planning | Mark Willis

Mark Willis and Manuj Aggarwal discuss how to bank on yourself and become your own banker to take control of your finances, in this brand new episode of "Bootstrapping Your Dreams Show."

 

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In this episode, we will learn about:

 

  • What is financial literacy
  • Flaws in the traditional banking system
  • Drawbacks in the traditional tax-deferred retirement strategy
  • What is the real rate of return that investors can expect from the stock market
  • Why the USA has become a nation of debtors
  • Escaping the traditional financial system trap
  • The "Bank on Yourself" initiative
  • Why life insurance plans are better than traditional investment plans
  • Why is self-banking better than traditional banking

 

About Mark Willis

 

Education: Mark Willis is a Certified Financial Planner from The American College. He also coursed studies at Abilene Christian University.

 

Experience: Willis is 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 sophisticated, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.

 

 

Links & Mentions From This Episode:

 

                 http://freedomfromwallstreet.com


 

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Om Podcasten

Unique business problems call for genius solutions. Go behind the scenes with today’s world-class leaders who dared to bring revolutionary ideas to life. Learn how they met their challenges head-on and how you can translate their lessons into your own real-world business success—whether you’re leading a start-up or Fortune 500 company. Host Manuj Aggarwal is the founder of TetraNoodle Technologies. When not interviewing industry leaders for Bootstrapping Your Dreams, he provides revolutionary strategies for his clients based on data science and human psychology, even in a socially distant economy.