What's the Purpose of Your Money
Take away: Keep learning and growing.
Action step: Sit down and ask yourself, what do I want my money doing for me? Write that at the top of the page, and don't write down products, don't write down strategies, just write down characteristics.
Money Learnings: Mark’s first memory of money was collecting it through his allowance and earnings from his lemonade stand. When Mark was young, his mother used to take him to learn about money in the world of banking.
Bio: Mark Willis, CFP® is a man on a mission to help you think diﬀerently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a ﬁnancial ﬁrm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of ﬁnancing, and to create tax-free income in retirement.
Highlights from this episode:
Lake Growth Financial Services: https://lakegrowth.com/
Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!
Thanks for listening!
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Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.