EP93: Smart Retirement Strategies with Mark Willis

Today we welcome back Certified Financial Planner, Mark Willis, to explain how you can have full control over the money you invest. Mark discusses some financial tools you can use that are tax free, don’t rely on the volatile stock market, and offer cash outs at whatever age you need your money.

In this episode, we talk about:

Why the average way to diversify is not smart and full of risks
The crazy invasion of privacy from the IRS
All the cons to typical investment vehicles, like the 401K
Where the real wealth comes from in owning real estate
Comparing traditional whole life insurance policies to a new type of whole life insurance
Publicly traded insurance companies versus mutually owned insurance companies
How you can have tax free access to money with baked in guarantees
The steps Mark walks people through when helping them plan for the future

Mentioned:

Mark’s Site

Not Your Average Financial Podcast

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Tonight's Episode