Financial Advice

Mark Willis, CFP® 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 and discovering ways 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.
 
Certified Financial Planner
 
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. 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 will not 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.
 
Helping Others
 
Mark has helped hundreds of his clients take back control of their financial futures and build their businesses with proven, tax efficient financial solutions. Maybe he can help you!
 
To learn more about Mark and how to connect with him listen to Gary’s recent interview with him on our Massive Passive Cashflow Podcast #104.
 
 

The Power of Note Investing

Jamie Bateman has been an active real estate investor since 2010. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 40 notes with principal balances in excess of $1.7M across 12 states.
 
Multi-Faceted Entrepreneur
 
Jamie also manages several small businesses and a multi-state rental portfolio worth over $2M. He has hands-on experience overseeing construction projects and managing properties. He also has work experience in both the title and mortgage industries, having worked for years as a real-estate settlement officer, notary, and mortgage funding manager. Jamie served as a Captain in the United States Army, has held numerous leadership roles professionally, and maintains a high-level security clearance with the U.S. Department of Defense. 
 
Core Values
 
Jamie values integrity, consistency, and transparency. He takes pride in assisting those who are motivated to incorporate non-traditional investing strategies into their wealth-building plan. He also recognizes that sometimes homeowners come across challenging circumstances that necessitate creative solutions to help them stay in their homes. He loves to spend time with his family. A former collegiate lacrosse player, he also enjoys learning, leadership, faith, fitness, bourbon, fantasy football, and coaching youth lacrosse.
 
To learn more about Jamie and how to connect with him listen to Gary’s recent interview with him on our Massive Passive Cashflow Podcast #103.
 

From Bartending to Real Estate Investing

At the age of 25, Zach decided to leave the world of bartending and personal training and jump into a family business…real estate investing. It was one of the first big risks that he took in his life….as he knew absolutely nothing about real estate. Through hard work, and the help of his Father-in-law, he was able to launch his new found passion. Their focus is on buying properties using terms. They are able to buy and sell 10-15 properties a month and they control $20-$25 million of real estate Investments at any time with little to no money in the deal.

His biggest risk has turned into a huge success!!!

Sharing His New Found Success

Along with an attractive investment portfolio Zach shares his success by helping others achieve their goals in investment real estate by coaching and teaching his methods which lead him to success. Zach has been in the business for over 4 years and now runs all operations of Smart Real Estate Coach, on top of continuing to coach his students and Associates.

He has an amazing wife Kayla and two small children, his son Remi and his daughter Bellamy.

He is a prime example of how to be successful both in business and at home.

Successful Co-Author and Podcast Host

Zachary is an Amazon Best – Selling Author of the New Rules of Real Estate Investing and co-host of the Smart Real Estate Coach Podcast. He is a Partner, COO, and Coach at Smart Real Estate Coach. In September 2020, they released a revised edition of Real Estate on Your Terms, which Zach has co-authored.

To learn more about Zachary and how to connect with him listen to Gary’s recent interview with him on our Massive Passive Cashflow Podcast # 73.

Episode 73: From Bartending to Real Estate Investing, with Zachary Beach

Developing Ways to Innovate Businesses

Noah Brandy is a problem solver, an efficiency engineer by background, real estate investor, property manager, and entrepreneur from Pittsburgh, Pennsylvania. He specializes in identifying ways and processes. Through his and his families’ experiences in real estate investing he has seen that there are a lot of inefficiencies in real estate and some holes that need to be plugged. He is using innovation in the form of creating more value for clients to plug those holes.

ACN Helps to Fill a Need and Add Value

ACN helps Noah generate additional income from current clients/properties by offering other services thus creating another revenue stream. ACN provides competitive rates for must-have services like AT&T, Sprint, Dish Network, as well as gas services, electricity, cell phones, TV, internet, security systems…and more.

Noah, wanting to be a customer of the services he was offering…fired all of his current providers and retained new services through ACN so he could experience both the pricing and the services of the products he was going to offer. As a result, he found that he could save about $120.00 per month by using the services provided through ACN. He could now use these savings, having experienced it firsthand, as a huge benefit to anyone that he was going to offer his new services.

New Revenue Stream Along with Residual Income

Everyone uses these services any way so each time Noah has a new tenant move-in he offers these services creating more value for the new tenant while establishing a greater revenue stream for himself. This not only creates immediate revenue for Noah but it also creates residual income as he is paid commissions off of the monthly fees for the life of the service.

Additional Resources from Noah Brandy:

To learn more about Noah and how to connect with him listen to Gary’s recent interview with him on our Massive Passive Cashflow Podcast # 70.

Episode 70: Developing Ways to Innovate Businesses, with Noah Brandy

You’ll Never Make any Money Working for Someone Else

Curtis May, the principal of Practical Wealth Advisors LLC, believes that given more knowledge and more information, people will be able to make better financial and business decisions.

Being from Philadelphia, Curtis recognizes himself as a 3rd generation business owner. As a child his family always told him you will never make any money working for someone else. He went to college majoring in business and obtained his licenses in Financial Services….with the desire of going into business for himself as the direction and need for this education base. Knowing that he wanted his own business at some point and having an interest in Wealth Management he got involved in Financial Services at the age of 20.

Product of Personal Development

Curtis describes himself as an introvert. That being said he has always felt that education and knowledge is the key to success. Reading a book a month and focusing on personal development has helped in his growth and given him the ability to resolve any obstacles he has met along the way. “How to Win Friends and Influence People” was one of his books of choice in helping to overcome his nature to be an introvert. Curtis states that your #1 asset is “YOU”. You need to invest in your mindset, your skillset, and your net worth.

Five Principles of Personal Finance

Curtis believes and teaches that there are Five Principles that set you up for financial safety thus providing success and security.

  1. Pay yourself first
  2. Maximum Protection
  3. Full replacement of assets
  4. Storage
  5. Velocity

To learn more about how Curtis helps others obtain financial success listen to Gary’s recent interview with him on our Massive Passive Cashflow Podcast # 69.

Episode 69: Five Principles of Personal Finance, with Curtis May