In this episode of the Goal Crazy Podcast, Jason VanDevere sits down with Mark Willis, a certified financial planner and host of ‘Not Your Average Financial Podcast’. They dive into ‘Bank on Yourself’ a strategy using whole life insurance to grow wealth, reduce taxes, and access flexible financing. Mark explains how it works and why it’s a game-changer for financial planning.
Mark talks on how whole life insurance compares to traditional investments like real estate and mutual funds, discussing who it’s best for and how it can complement your financial goals. Whether you're a business owner or just looking for more control, this episode offers practical insights. Tune in to learn how to make your money work smarter, not harder.
Enjoy the show!
Find Mark on:
Website: https://kickstartwithmark.com | https://lakegrowth.com
Not Your Average Financial Podcast: