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Home > Living Off Rentals > #154 - How real estate fits into your overall financial plan - Mark Willis
Podcast: Living Off Rentals
Episode:

#154 - How real estate fits into your overall financial plan - Mark Willis
Category: Business
Duration: 00:59:44
Publish Date: 2023-01-25 12:00:00
Description:

Mark Willis is a certified financial planner and the owner of Lake Growth Financial Services. He is a three-time best-selling author and the co-host of the well-known “Not Your Average Financial Podcast." 

Mark takes a holistic approach to financial planning and is well-versed in alternative investments, such as cash-flowing rental property, and the many ways to generate fantastic returns.

Don't miss the opportunity to hear from Mark as he provides valuable insights and strategies for incorporating real estate into an overall financial plan to help listeners move closer to their goals. 

Key Takeaways:

[00:59] Introducing Mark Willis and his background

[11:05] How Mark works with his clients on their financials 

[14:24] The characteristics of a great financial portfolio

[19:21] On using the tools at your disposal to reach your financial goals

[23:13] On whole life insurance

[32:25] Whole life insurance as one part of a bigger plan

[36:06] On diversifying investments

[41:46] Using equity harvesting to tap into your equity without refinancing

[49:46] Other strategies for tax savings

[53:00] Opportunities in the new economic climate

[57:15] Connect with Mark

 

Guest Resources: Not Your Average Financial Podcast - www.notyouraveragefinancialpodcast.com

Show Links: 

Living Off Rentals YouTube Channel -https://www.youtube.com/c/LivingOffRentals

Living Off Rentals Facebook Group -www.facebook.com/groups/livingoffrentals

Living Off Rentals Website -www.livingoffrentals.com

Living Off Rentals Instagram -www.instagram.com/livingoffrentals

Living Off Rentals TikTok - www.tiktok.com/@livingoffrentals
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