Mark Willis

Lake Growth is your partner for meeting the financial challenges in your life, by providing financial strategies and solutions that match your hopes and dreams.

[Mark Willis @LakeGrowth]

Who's currently on the winning side of the biggest financial transactions in your life?

[Mark Willis @LakeGrowth]

What's your biggest annual expense?
Tax bill. Tuition. Inventory. Property taxes. Business overhead.
Now: what if paying it didn't mean losing it?
"Your largest recurring expense is not a bleed. It's an opportunity." — Mark Willis, CFP®

https://t.co/cMZlwdnBiZ

[Mark Willis @LakeGrowth]

"Your largest recurring expense is not a bleed. It's an opportunity."
Episode 458 of Not Your Average Financial Podcast introduces the Purple Belt — an advanced strategy for high-income earners and business owners who are ready to stop watching their biggest annual expenses disappear forever.
The idea is deceptively simple: route those dollars through a properly designed whole life policy, borrow to pay the bill, and let your money keep compounding as if you never touched it. It's not for everyone — but for the right person, the math is extraordinary. #NYAFP
https://t.co/72KiVJ7MOI

[Mark Willis @LakeGrowth]

Not Your Average Financial Podcast™ Live! https://t.co/5P3riuvbli

[Mark Willis @LakeGrowth]

Stop managing one pool of money. Start building dedicated systems for the specific expenses that define your life — college, the next car, a real estate deal, your tax bill in April, the home repair you know is coming.
"Build it once and use it forever." — Mark Willis, CFP®
What expense are you most ready to give its own dedicated plan?
https://t.co/TjP39Nh307

[Mark Willis @LakeGrowth]

🚨 Join me LIVE tomorrow 1pm CT! Hit notify! 🔔🔔🔔

New report: Social Security headed for automatic ~24% cut in 2032 (~$500/mo off average check).

Plus Friday’s market reminder that stocks, bonds & gold can all drop together.

What does this mean for YOUR retirement?

https://t.co/zXz8rzGUM9

#RetirementPlanning #BankOnYourself

[Mark Willis @LakeGrowth]

Most people don't have a money problem.
They have a money clarity problem.
"Give every dollar a job to do." — Mark Willis, CFP®
Does every dollar in your savings have a job title right now?

[Mark Willis @LakeGrowth]

How would you honestly describe your current financial system?

[Mark Willis @LakeGrowth]

No perfect sequence. No step-by-step guarantee.
Just intentional moves toward certainty — wherever you happen to start.
"Financial mastery does not unfold in some sort of direct straight line." — Mark Willis, CFP®
What money belief have you completely changed your mind about?

[Mark Willis @LakeGrowth]

"Whether you finance the car or pay cash for the car, the result is the same. You lose." Finance it — interest flows out forever. Pay cash — savings resets to zero. Both leave you back at square one. What's the largest purchase you've made where you felt like both options were bad and wished there was a third? #NYAFP

[Mark Willis @LakeGrowth]

What’s Really Happening to Small Business Owners in 2026? https://t.co/PG0wn19NNj

[Mark Willis @LakeGrowth]

Episode 457 is live — and this one is going to make you look at your savings differently.
I break down the Green Belt: giving every major expense — college, the next car, real estate, your tax bill — its own dedicated engine. One that grows regardless of what the market does. One you access on your own schedule.
"You're no longer just buying a policy. You're building a personalized banking system."
That shift separates people who own financial products from people who actually use them.
https://t.co/TjP39Nh307

[Mark Willis @LakeGrowth]

We covered a lot of ground this week: the 401k tax problem, the RMD time bomb, the entrepreneur's private line of credit, and the buy-sell structure that saved a plumbing company. https://t.co/oESCNOcyYJ

If any one of those scenarios felt familiar, the best next step is a real conversation.
See how in the comments 👇

[Mark Willis @LakeGrowth]

Sequence of returns risk is the danger that a market downturn in the first years of retirement permanently damages your income plan. Do you have a guaranteed floor that protects against it?

[Mark Willis @LakeGrowth]

Business owners: where do your retained earnings go?

[Mark Willis @LakeGrowth]

Thanks for having me on as your guest @kirby.atwell

Listen as we discuss why most investors don’t actually earn the returns they expect from the stock market, how volatility impacts your wealth, and how to build a more stable financial system that works alongside real estate investing!

https://t.co/3gkUHnn1Di

[Mark Willis @LakeGrowth]

Let us have a real conversation. For the business owners here: have you ever had a bank pull your line of credit right when you needed it most? That experience is more common than most people admit. Drop your story in the comments. What happened and what did you do about it?

[Mark Willis @LakeGrowth]

For every business owner reading this: when did you last review your buy-sell agreement? Do you even have one in place? Mark Willis shared a case study this week that shows exactly what happens when you have the right structure, and what it looks like when you do not. Worth a few minutes of honest reflection today.

[Mark Willis @LakeGrowth]

"Whoever controls the financing function in your life is gonna control your financial destiny."

In this week's episode, we walk through what happens when you take a systematic annual withdrawal approach to tax-deferred accounts.

Instead of holding on and hoping tax rates stay manageable, you pay the known tax today and reposition those dollars into vehicles that grow with guarantees and give you tax-free access for life.

Are you the one holding that control right now? #NYAFP
https://t.co/oESCNOcyYJ

[Mark Willis @LakeGrowth]

How you pay off debt matters as much as paying it off.

The Debt SnowBank Method™ eliminates outside debt while building wealth — simultaneously.

Ready to run your numbers? https://t.co/347Sqlb4vv

#DebtSnowBankMethod #BankOnYourself #OrangeBelt