Demystifying Self-Banking with Mark Willis


Self-banking…what is it, where did it come from and is it really as amazing as it sounds? If you’re like Tiana and her clients, you’ve had all of those questions and more. That’s why on this episode of the Dreamers Financial Playbook podcast, Tiana is talking to self-banking expert and Certified Financial Planner, Mark Willis, to demystify this hot new term and outline the key elements you should look for to avoid being duped.


Resources Mentioned in This Episode:


MORE ABOUT MARK WILLIS


Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.


Mark is 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. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial Podcast, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.



Tiana B. Clewis


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