Mark Willis on Turning Debt into Wealth and Rethinking Retirement Strategies | Modern Investing Podcast

In this episode, we sit down with Mark Willis, Certified Financial Planner™ and owner of Lake Growth Financial Services, to explore a radically different path to building wealth—by transforming debt into financial freedom.

Mark shares his personal story of paying off six figures in student loans and how that challenge led him to question conventional financial advice. Now a nationally recognized expert on alternative wealth strategies, Mark walks us through:

• Why 401(k)s, IRAs, and deferred taxes may not serve entrepreneurs as well as promised
• How management fees and market volatility quietly erode long-term gains
• The mechanics behind the “Bank on Yourself” strategy using dividend-paying whole life insurance
• How to access capital for your business while building predictable wealth
• Real client stories that prove safe, liquid, and tax-efficient strategies can outperform the norm

“Don’t just park your money and hope—make it move, and make it work for you.”

Whether you’re an entrepreneur looking to escape debt, invest in your business, or avoid the traps of traditional retirement plans, this episode is a must-listen for rethinking how to grow and protect your wealth.

About Mark Willis, CFP®:
Mark Willis is a Certified Financial Planner™, bestselling author, and the founder of Lake Growth Financial Services, a financial firm helping thousands of clients nationwide rethink their relationship with money. He specializes in alternative wealth-building strategies that prioritize liquidity, stability, and control. As co-host of the Not Your Average Financial Podcast™, Mark has become a go-to resource for entrepreneurs seeking smarter ways to manage debt and achieve long-term financial success.

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