Episode 104: Financial Advice From A Certified Financial Planner ,with Mark Willis

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future.

 

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.

 

What You Will Learn:

  • Who is Mark Willis?
  • How many years has he been working now as a Financial Planner?
  • How to leverage a whole life insurance policy?
  • What are the two major components of the financial world?
  • Mark shares what are the types of contracts.
  • What are the living benefits of life insurance?
  • Marks defines Bank on Yourself type whole life insurance.
  • What is the Single Premium type of policy?
  • Believes that to think like a banker is really where profit starts.
  • Mark introduces the book Debt: The First 5000 Years.
  • Who is the biggest beneficiary of a policy?
  • Mark shares how he can be contacted.

Additional Resources from Mark Willis:

Episode 103: The Power of Note Investing, with Jamie Bateman

Founder 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. Jamie manages several small businesses and a multi-state rental portfolio worth over $2M. He has hands-on experience overseeing construction projects and managing properties. Jamie 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. 

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.

Jamie 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.

 

What You Will Learn:

  • Who is Jamie Batema?
  • How does he start investing?
  • Jamie defines what notes are.
  • What are the benefits of notes?
  • When did he start studying notes investing?
  • Is he able to identify and buy notes in other states?
  • Is geography a big factor in buying notes?
  • Judicial vs. nonjudicial can play a large role in purchasing notes.
  • Jamie shares some advice to those who are new in note investing.
  • Which one should a new note investor choose between judicial and nonjudicial?
  • What are the tools a note investor uses?
  • Jamie introduces Dave Van Horn who is a note investor too.
  • What are the mechanics of purchasing notes?
  • Jamie shares how he can be contacted.

Additional Resources from Jamie Bateman:

Episode 102: Generate Motivated Leads Through Digital Marketing, with Bryan Driscoll

As founder of Think Big Marketing, Bryan strives to help small to mid-sized businesses keep up with their competitors through creative, customized SEO & social media services. The world of internet marketing is growing and changing so fast that very few can keep up. They dedicate their efforts to not only offering their services to help businesses keep up with this ever-changing industry, but to also teach others what they have learned so they too can grow and learn how their business can adapt to this rapidly changing market.

 

What You Will Learn:

  • Who is Bryan Driscoll?
  • How he helps investors on the marketing side?
  • Bryan shares how he started in digital marketing.
  • Different ways of digital marketing.
  • What are the factors to consider in doing digital marketing?
  • Bryan shares how digital marketing works and what strategy to do depending on the line of the business.
  • How much to spend on Google Pay Per Click?
  • How does Facebook work as a medium of marketing?
  • What does Bryan do to keep going after failure?
  • Believes every time you fail you learn from it.
  • Persistent and consistent is the key to success.
  • Bryan shares what are his methods in planning?
  • How he achieves his goal?
  • How Bryan keeps his sanity.
  • What does he do with extra leads that don’t have the capacity to invest?
  • Bryan Driscoll shares how he can be contacted.

Additional Resources from Bryan Driscoll:

Episode 101: Focus on Financial Planning, with Daniel Johnson

With over a decade of experience as a real estate investor and financial planner, Daniel Johnson found that there was very little unbiased financial planning advice for real estate investors and business owners. His answer to this need was starting RE|Focus Financial Planning. The opportunity to help individuals and families make sense of their financial situation and plan for the future is a responsibility Daniel enjoys and takes very seriously.

Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial working with over 140 different households. However, Daniel’s overwhelming desire for more independence and the pull towards entrepreneurship led him to create RE|Focus where he helps individuals that have grown wealth through alternative assets like small businesses, real estate, and cryptocurrency.

Daniel holds a BS from UNC Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA), and he owns and manages 8 investment properties. Some of these properties are short-term Airbnb rentals, and some are located near hospitals and marketed toward travel nurses. Daniel and his wife Sarah love living in Winston Salem, NC, with their three boys. They are active in their church and the community.

 

What You Will Learn:

  • Who is Daniel Johnson?
  • What are the things he learned from working with different households?
  • What makes him decide to put up his own Registered Investment Advisory Firm?
  • How does Daniel see the financial planning industry?
  • Daniel shares his history of working with real estate investors.
  • What is AUM?
  • How Daniel approaches his clients and helps them with their finances.
  • How a financial planner can help an investor in reaching his goal.
  • What are financial planning blindspots that real estate investors need to look out for?
  • Why fee-only/fixed-fee planning is beneficial to real estate investors?
  • Daniel shares his thoughts on Short Term Rentals/Nurse Housing as an investing strategy.
  • Does geography play an important factor in financial planning?
  • Daniel shares how he can be contacted.

Additional Resources from Daniel Johnson:

Episode 100: Leverage your Wealth Account, with Sean Adams

Sean Adams spent the first 12 years of his career owning multiple small businesses. During that time, he felt overwhelming stress stemming from the government and banks having control over his income. The money he earned always seemed to be held captive in savings and retirement accounts that were illiquid and offered little growth. Fast forward a few years to Sean selling his businesses and becoming a full-time sales professional. He found himself making great commissions but again having no idea where to safely stick his earnings.

Sean consumed hundreds of books, interviews, and courses to learn as much as he could about finance. He discovered the ultra-rich had insider knowledge about protecting and growing wealth, and he made it his mission to distill down these secrets and make sure everyone had access to them. The most influential concept he discovered was the strategy of leveraging cash value life insurance as a savings asset, an approach that offers the liquidity, hedges against market volatility, and provides a safe, guaranteed return. 

Sean’s life insurance policies became a saving grace for him. Because of his success, he became obsessed with sharing this strategy. Sean grew Leveraged Life Management from a strong desire to help professionals escape uncertainty and adopt a strategy that gives them the safety and protection they need.

What You Will Learn:

  • Who is Sean Adams?
  • What is his first business at a very young age?
  • Sean shares how he started his business.
  • How he keeps himself well-knowledge about finance?
  • What is 5 Leverage of Wealth?
  • Why life insurance is a useful place to haven for cash and keep safe?
  • How a life insurance work to protect yourself, your family, and your legacy?
  • What is cash value?
  • Sean defines guaranteed growth.
  • What is the big benefit of Life insurance?
  • Does age really matter in protecting yourself, your family, and your legacy?
  • Sean shares how he can be contacted.

Additional Resources from Sean Adams: