Ep.29 “Tax-Efficient Solutions” An Interview with Mark Willis, CFP® and Owner at Lake Growth Financial Services

greyscale photography of condenser microphone

On this podcast episode our guest is Mark Willis, a Certified Financial Planner, a two-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois USA. Over the years, lhe has helped hundreds of his clients around the world take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. 

Episode 29 of the Property Business Club Podcast

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  1. Why are tax-deferred retirement accounts time bombs?
  2. What is the real rate of return that investors can expect from the stock market, according to research?
  3. What are some financial vehicles that you can put money into without being taxed in the future?
  4. What are the ideal attributes of an investment portfolio?

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Written by 

This podcast provides property wealth building opportunities in the UK and Internationally. Together with a mix of thought leadership interviews with successful investors and wealth builders from around the world. Hosted by Lena Benjamin, with over 10 years of experience in property management, real estate and global multidisciplinary engineering consultancy. Visit BenjaminPropertyServices.co.uk/Podcast to schedule your remote podcast interview. Listen, leave a message and support the show at anchor.fm/propertybusiness