#EP

Did you know you can become your own bank? Discover how to grow wealth, reduce taxes, and leave a lasting legacy.
In this episode of Buried in Work, Adam Zuckerman sits down with Mark Willis, a Certified Financial Planner® and the owner of Lake Growth Financial Services. Mark is not your average financial advisor-he’s a wealth architect who’s helped hundreds of clients take control of their financial futures using innovative strategies like self-banking, real estate investing, and tax-free wealth growth.
If you’ve ever felt like a “tennis ball floating down the gutter of life” when it comes to money, this conversation is for you. Mark dives deep into how to align your financial decisions with your values, build financial certainty, and use tools like whole life insurance to create a legacy for your loved ones.
Key Takeaways:
● Why traditional financial advice could be holding you back.
● How the "bank on yourself" strategy allows you to borrow against yourself instead of relying on banks.
● The key differences between high-yield savings accounts and whole life insurance.
● Why deferring taxes can feel like postponing a root canal-and what to do instead.
● How Mark helped a client set up a policy that could fund their retirement, their kids’ college, and their legacy.
Get in touch with Mark:
● Book a 15-minute strategy session with Mark: kickstartwithm...
● Learn more about the "Bank on Yourself" strategy and other tools:lakegrowth.com/
● Check out Not Your Average Financial Podcast: open.spotify.c...