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    Creating Lifetime Income with Mark Willis' Expert Financial Strategies

    enApril 10, 2023
    What was the main topic of the podcast episode?
    Summarise the key points discussed in the episode?
    Were there any notable quotes or insights from the speakers?
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    Were there any points particularly controversial or thought-provoking discussed in the episode?
    Were any current events or trending topics addressed in the episode?

    About this Episode

    Looking for ways to take control of your financial future? Look no further than the Entrepreneur Conundrum podcast! In this episode, financial planner and author Mark Willis shares his expertise on creating wealth and predictability through tax-efficient financial solutions. He emphasizes the importance of thinking differently about money, the economy, and the future to meet financial objectives, and offers real-world advice for building a more secure financial future. With a focus on alternative financial strategies and the importance of targeting the right audience through various mediums such as podcasts, LinkedIn, YouTube channels, blogs and books, Willis helps individuals achieve financial certainty and control through real estate investing and entrepreneurship. Whether you are a business owner looking to scale and leverage or an individual looking to create passive income, this episode is a must-listen. Take charge of your money and achieve your dreams with the guidance of financial expert Mark Willis. Listen now to gain clarity on personal goals and next steps to create wealth and achieve your dreams!

     

    - The guest is Mark Willis, a certified financial planner and owner of Lake Growth Financial Services.

    - Willis helps individuals create wealth and predictability through tax-efficient financial solutions.

    - He emphasizes the importance of thinking differently about money, the economy, and the future to meet financial objectives.

    - Willis shares his personal experience with student loan debt and his entrance into the financial universe after hearing a devastating conversation between a CPA and her clients during the 2008 financial crisis.

    - He focuses on helping people achieve financial certainty and control, particularly through real estate investing and entrepreneurship.

    - Willis believes in the power of teaching others to solidify their own learning, and his ideal clients are individuals who want to take control of their financial futures.

    - He discusses alternative financial strategies and emphasizes the importance of targeting the right audience through various mediums such as podcasts, LinkedIn, YouTube channels, blogs, and books.

    - Willis aims to expand his firm and have more professionals carry out reasonable financial planning conversations, with the ultimate goal of having more people in complete control of their financial future.

    - He recommends exploring other financial tools besides traditional retirement accounts such as 401Ks, IRAs, stocks, bonds, mutual funds, index funds, and ETFs.

    - Willis advises individuals to take charge of their money and have a plan for every dollar to create wealth and achieve their dreams.

     

    KEY QUESTIONS

    Virginia Purnell 00:01:22 How did you kind of get to where you are today? Are you still what you did in college?

    Virginia Purnell 00:03:23 So how long have you been a financial planner?

    Virginia Purnell 00:05:17 Do you help businesses too, or is it more just on the personal side?

    Virginia Purnell 00:06:00 Who would be your ideal client, would you say then?

    Virginia Purnell 00:07:07 So how do you get in front of those people?

    Virginia Purnell 00:09:19 So what are some goals that you're working on in the next year or two?

    Virginia Purnell 00:12:01 So do you do group sessions or more?

    Virginia Purnell 00:13:15 Do you feel like there's, like, a roadblock at all? Or what would you say is your number one roadblock that's maybe stopping you from reaching your big goal?

    Virginia Purnell 00:14:43 What's the best advice that you have ever received?

    Virginia Purnell 00:16:43 What do you think the best advice that you've ever given is?

    Virginia Purnell 00:22:51 So do you help people in Canada, too, or just more in the US?

    Virginia Purnell 00:23:34 Is there anything that we haven't talked about yet that you would like to share with us?

     

    Mark Willis

    Lake Growth Financial Services:

    Lake Growth – Financial Services

    Not Your Average Financial Podcast:

    Not Your Average Financial Podcast™

    YouTube:

    Not Your Average Financial Podcast

    LinkedIn: 

    https://www.linkedin.com/in/marklakegrowth/

    Twitter:https://

    twitter.com/LakeGrowth

     

    Virginia Purnell

    Funnel & Visibility Specialist

    Distinct Digital Marketing

    (833) 762-5336

    virginia@distinctdigitalmarketing.com

    www.distinctdigitalmarketing.com

    Book a Free Call http://bit.ly/DDMBookACallEC

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    (833) 762-5336

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    Entrepreneur Conundrum
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    (08:05) Can you define luxury travel for us?

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    (23:32) What's the best advice you've ever given?

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    (29:58) Is there anything that we haven't touched on that you would like to talk about?

    (31:08) You guys have a free download for our listeners, don't you?

     

    Summary:

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    Meredith Calloway

    www.giftedtravelnetwork.com
    https://www.linkedin.com/in/meredithhill/
    https://www.linkedin.com/company/giftedtravelnetwork
    https://www.instagram.com/giftedtravelnetwork/
    https://www.facebook.com/GiftedTravelNetwork
    https://www.travelbusiness.university/entrepreneurconundrum

     

    Virginia Purnell

    Funnel & Visibility Specialist

    Distinct Digital Marketing

    (833) 762-5336

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    [00:34:16.500] - So what big goals do you have in the next year or two? 

    [00:36:56.620] - Have you put all those letters and stuff on ancestry family history sites and stuff like that?

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    Episode Notes

    Based on the provided conversation, here are the summary notes for the episode:

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    - **Book Overview**: "Two Floors Above Grief" is not only a family history but also a reflection on broader themes of life, family dynamics, and historical events like World War II and the Vietnam War. Kevin explains how the book presents a thematic approach rather than a chronological narrative.

    - **Personal Reflections on Death**: Growing up surrounded by death, Kevin shares his unique perspective on mortality. He emphasizes the importance of accepting and preparing for death while celebrating the lives of loved ones.

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    - **Future Goals**: Kevin plans to write another book, leveraging the success of his current work. He also aims to expand his speaking engagements and share his experiences with grief and family history with a broader audience.

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    Kevin M O'Conner

    https://kevinoconnorauthor.com/
    LinkedIn  https://linkedin.com/kmoconnor
    Facebook: https://www.facebook.com/kevin.oconnor2
    Instagram: https://instagram.com/kevmaster62

     

    Virginia Purnell

    Funnel & Visibility Specialist

    Distinct Digital Marketing

    (833) 762-5336

    virginia@distinctdigitalmarketing.com

    www.distinctdigitalmarketing.com

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    Episode Summary

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    Key Questions

    (01:37) So how did you get to where you are today, your entrepreneurial journey?

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    (04:23) How were those networking events for you?

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    (18:39) What's the best advice you've ever given?

    (19:09) Can you share with us about introversion versus extroversion and entrepreneurship?

    (22:36) What about ADHD and introversion?

    (26:05) Is there's anything that we haven't touched on that you would like to talk about?

    (26:48) Is there anywhere else that we can go to learn more about you?

     

    Jodi Lasky

    Introvertfounder.com

    https://www.linkedin.com/in/jodilasky

    https://www.twitter.com/jodilasky


    Freebie: Introvertfounder.com/conundrum

    Virginia Purnell

    Funnel & Visibility Specialist

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    (833) 762-5336

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    www.distinctdigitalmarketing.com

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    (05:19) So how did you build your pipeline?

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    (32:53) What's the best advice that you have ever received?

    (34:31) What's the best advice you've ever given?

    (37:36) Is there anything that we haven't touched on that you would like to talk about?

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    (41:18) Where can we go to find out more about you and what you do?

     

    Episode Notes

    Introduction:

    - Welcome to [Podcast Name], where we explore the journeys of extraordinary individuals. In today's episode, we're joined by Gabrielle Witkin, a former engineer turned top-performing real estate agent.

    - Gabrielle shares her inspiring story of transition from the world of engineering to the dynamic field of real estate, offering valuable insights and lessons along the way.

    Key Points:

    1. Gabrielle's Background:

      - Gabrielle holds a degree in mechanical engineering and enjoyed a successful career in the engineering industry.

      - Despite her achievements, she felt a growing desire for a career change that would better align with her passions and lifestyle goals.

    2. Transition to Real Estate:

      - Motivated by her love for architecture and helping people find their dream homes, Gabrielle made the bold decision to pursue a career in real estate.

      - She discusses the challenges and uncertainties she faced during the transition period, including doubts from friends and family.

    3. Building a Thriving Real Estate Business:

      - Gabrielle shares the strategies and tactics she employed to establish herself as a top-performing real estate agent.

      - From leveraging social media and networking to providing exceptional customer service, she outlines the key elements that contributed to her success.

    4. Balancing Entrepreneurship and Motherhood:

      - As a mother of two, Gabrielle reflects on the challenges of balancing her thriving real estate career with family responsibilities.

      - She offers practical tips and insights for other working parents striving to achieve work-life balance.

    5. The Power of Authenticity:

      - Gabrielle emphasizes the importance of authenticity in building relationships and establishing trust with clients.

      - By staying true to herself and her values, she has been able to differentiate herself in a competitive industry and cultivate long-lasting connections.

    Conclusion:

    - Join us next time for another inspiring conversation with remarkable individuals. Don't forget to subscribe and leave us a review!

    - Thank you to Gabrielle Witkin for sharing her incredible journey and insights with us. Until next time, stay curious and keep pursuing your passions.

    Entrepreneur Conundrum
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    Maximizing E-commerce Profits: Israa Alrawi's Expert Insights on Email Marketing & More

    Maximizing E-commerce Profits: Israa Alrawi's Expert Insights on Email Marketing & More

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    (06:35) Were you set up for fast growth? Did you have systems in place and everything for that growth? Were you prepared for that growth, or was there a lot of scrambling?

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    (12:57) So when you moved over and started started focusing on helping business owners or e-commerce business owners with their email marketing, email deliverability, did you put the same steps in place? Where you really interviewed your market?

    (16:25) So who do you love to work with?

    (18:03) So how do you get in front of those people, your ideal clients?

    (19:14) What are some big goals that you're looking to achieve in the next year or two?

    (21:06) How would that goal change your business?

    (23:19) Are there many things that you can implement through automation?

    (26:33) So with you putting that membership into place and to be able to offer that for people, what do you feel like is your number one roadblock with getting that up and running and where you want it to be?

    (28:07) So what's the best advice that you have ever been given?

    (30:18) So on that note, is there any other advice that you'd like to give?

    (32:45) Is there anything that we haven't talked about yet that you would like to share with us?

    (36:00) Where can we go to learn more about you and what you do?

     

    Israa Alrawi
    https://www.thewinbox.com/
    https://www.linkedin.com/in/israa-a-aa855323/
    https://www.instagram.com/the_winbox/
    https://twitter.com/Israa_TheWinbox

    Virginia Purnell

    Funnel & Visibility Specialist

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    (833) 762-5336

    virginia@distinctdigitalmarketing.com

    www.distinctdigitalmarketing.com

    Changing Conversations and Making Impact: Dr. Keith McNally's Journey

    Changing Conversations and Making Impact: Dr. Keith McNally's Journey

    In this episode of Entrepreneur Conundrum, Virginia Purnell sits down with Dr. Keith McNally to explore his remarkable journey in the world of podcasting and his mission to bring about meaningful change. Dr. McNally is a passionate entrepreneur and podcast host who shares his experiences, challenges, and aspirations in this enlightening conversation.

    Key Takeaways:

    1. The Evolution of Dr. McNally's Podcasting Journey:

      - Dr. McNally delves into his podcasting journey, which began during the pandemic. He discusses the inspiration behind launching his two podcasts, "The Question Guy" and "Coach's Corner," focusing on personal transformation and professional expertise, respectively.

    2. Reducing the Stigma Around Mental Health:

      - Dr. McNally emphasizes the importance of addressing mental health and personal well-being, especially in the wake of the pandemic. He introduces his latest podcast, the "Envisioned Speaker's Series," which aims to change the conversation and reduce the stigma surrounding mental health.

    3. The Impact of Authentic Conversations:

      - Virginia and Dr. McNally discuss the power of authentic conversations. They share insights into the transformative nature of their podcasting experiences and how these conversations have helped people navigate personal and professional challenges.

    4. Supporting Charitable Causes:

      - Dr. McNally's ambitious goal is to raise $1 million for organizations providing psychological and mental health services. He explains how proceeds from his book, "Walking the Path: A Leader's Journey," contribute to this charitable endeavor.

    5. Preparing for an Epic Hike:

      - Dr. McNally reveals his plan to hike the Appalachian Trail, a challenging 2,193-mile journey that will support his mission. He discusses his training regimen, the timeline for the hike, and the charitable aspect tied to this adventure.

    Conclusion:

    Join Virginia Purnell as she engages in a thought-provoking conversation with Dr. Keith McNally, a dedicated entrepreneur and podcast host, committed to making a difference in the world. Learn how he is changing conversations, reducing the stigma surrounding mental health, and embarking on an epic journey to raise awareness and funds for a noble cause.

    KEY QUESTIONS

    (01:48) So how did you end up where you are today?

    (06:03) So can people come to you to be on the Coaches' Corner, or do you reach out to them, I guess? How does that part work?

    (07:07) You have that other podcast, too, right? The Envision Speaker Series?

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    (15:10) What are a couple of big goals that you have for the next year or two.

    (18:17) So when do you expect or hope to start your hike?

    (19:30) How many people are you looking to go with?

    (20:37) With all of these goals that you've shared with us, how would they affect your business?

    (22:03) What do you feel is your number one roadblock with those goals?

    (23:04) What's the best advice that you've ever received?

    (29:59) What's the best advice you have ever given?

    (32:19) We have covered, I think, quite a bit today, but is there anything that we haven't talked about yet that you would like to?

    (33:27) So where can we find out more What about you and what you do?

    Dr Keith McNally

    www.drkeithmcnally.com
    YouTube: https://www.youtube.com/@DrKeithMcNally
    LinkedIn: https://www.linkedin.com/in/drkeithmcnally/

    Virginia Purnell

    Funnel & Visibility Specialist

    Distinct Digital Marketing

    (833) 762-5336

    virginia@distinctdigitalmarketing.com

    www.distinctdigitalmarketing.com

    Raising Your Frequency for Success: Insights from Wendy Giuliano

    Raising Your Frequency for Success: Insights from Wendy Giuliano

    In this interview with Wendy Giuliano, she discusses her entrepreneurial journey and how she helps women connect and grow. Wendy has a background in B2B and B2C sales and left her corporate job to become an entrepreneur. She is involved with Polkadot Powerhouse and uses energy modalities like Reiki, Oracle reading cards, and a frequency device called Healy to help her clients move beyond energy blocks. She emphasizes the importance of stepping out of one's comfort zone, trusting intuition, and raising one's energy frequency. Wendy also shares her thoughts on morning and nighttime routines and the benefits of gratitude and sleep. She can be found at onewendi.com for more information about her services.


    KEY QUESTIONS

    [00:01:40.320] How did you get to where you are today? Like, you're entrepreneurship journey?

    [00:02:33.440] Who would be your ideal client?

    [00:03:33.150] How do you get in front of your ideal clients?

    [00:04:36.220] Do you use Polkadot Powerhouse more, I guess, for a place to network? So then you gain clients off of there for your energy work? I'm just trying to grasp more of…

    [00:06:22.670] What are some big goals that you're looking to achieve in the next couple of years?

    [00:07:24.440] You had a goal to have email on your list of things that you wanted to implement. Is there anything else like that that you want to implement?

    [00:08:02.130] With all of this growth that you have been seeing, do you find that there's any roadblocks, or was there any roadblocks that were in your way?

    [00:09:31.600] Do you have any advice on how to trust your intuition more and not so much, like you said, overwrite it with our analytical mind?

    [00:12:04.800] With your energy treatments, do they have to be in person or can they be via a Zoom channel or writing you a letter and then you're treating people?

    [00:13:55.750] What's the best advice that you have ever received?

    [00:14:53.260] What's the best advice you've ever given?

    [00:15:41.780] I think we touched on it a little bit, amplifying and harnessing our energy. I know I mentioned about amplifying our intuition or our ability to seek to recognize that. Do you have any for Our energy as well?

    [00:18:03.710] We all have the wisdom to heal that's inside of us. So how do you suggest tapping into it? Because I know for me, sometimes when a body part hurts, I'm I will just ask myself, why is this hurting? And I know the first few times it took a while before I... Well, I guess I was in tune to hear what the answer was. So do you have any tips on that?

    [00:20:08.350] You had mentioned before about your nighttime routine. What are some benefits of having a morning or night time routine?

    [00:22:05.610] Is there anything that we haven't touched on yet that you wanted to mention?

    [00:22:27.840] Where can we go to learn more about you and what you do?

    Wendi Giuliano
    https://www.onewendi.com/
    https://www.facebook.com/wendi.m.giuliano
    https://www.linkedin.com/in/wendigiuliano/

     

    Virginia Purnell

    Funnel & Visibility Specialist

    Distinct Digital Marketing

    (833) 762-5336

    virginia@distinctdigitalmarketing.com

    www.distinctdigitalmarketing.com

    Entrepreneur Conundrum
    enJanuary 22, 2024

    Anatoliy Labinskiy: Never Give Up

    Anatoliy Labinskiy: Never Give Up

    KEY QUESTIONS

    [00:01:56.500] - Well, let's start with kind of like your backstory. How did you get to where you are today?

    [00:08:20.450] - How are you able to keep going with all of those "failures" and not let all of those past failures just make you give up?

    [00:10:43.150] - Can we ask what was different in that mastermind that made the difference?

    [00:16:43.650] -  Who's your ideal client?

    [00:21:35.150] - Do you use the same tactics to get in front of the investors as you do the brand owners?

    [00:24:02.190] - What are some big goals that you're looking to achieve over the next one to two years?

    [00:27:09.930] - How would those goals affect your business or change your business?

    [00:29:15.170] - What do you think your number one roadblock is from achieving your goals? 

    [00:30:49.870] - What is the best advice that you have ever been given - that you've ever received?

    [00:32:33.810] - Do you think that there's like - could you do more of what's working? Like, hold on to it? No shiny object syndrome. Just keep your focus here. What do you think is kind of like your minimum focus? How long should I focus on this one thing for before I bring my head up or look around?

    [00:38:32.550] - What's the best advice you have ever given?

    [00:44:09.310] - Is there anything that we haven't touched on yet that you would like to talk about?

    [00:45:44.670] - Where can we go to learn more about you and what you do?

     

    Anatoliy Labinskiy

    https://anatoliylabinskiy.com/
    Company’s website: https://gsmgrowthagency.com/

    Instagram: https://instagram.com/ecombyanatoliy

    Linkedin: https://www.linkedin.com/in/anatoliylabinskiy/

    YouTube: https://www.youtube.com/@ecombyanatoliy

    Podcast: https://linktr.ee/ecombusinessstream

     

    Virginia Purnell

    Funnel & Visibility Specialist

    Distinct Digital Marketing

    (833) 762-5336

    virginia@distinctdigitalmarketing.com

    www.distinctdigitalmarketing.com

    Kyle Stout: how to keep email marketing alive

    Kyle Stout: how to keep email marketing alive

    KEY QUESTIONS

    [00:00:53.690] - Can you give us a little bit of a background, like how you got to where you are today?

    [00:02:37.610] - Who are your ideal clients?

    [00:03:27.690] - How do you get in front of those companies?

    [00:05:48.560] - What is a common factor, I don't want to call it a mistake, that your clients are doing with email, or not doing, with email marketing when they come to you?

    [00:08:25.870] - What is a big goal that you're looking to achieve in the next year or two?

    [00:09:34.220] - Do you have an idea of how that will go? Do you think you'll do more, let's say, automation aspect or AI aspect, or do you think it'll be bringing on more people?

    [00:11:25.800] - When you get those key people and you can get them implemented, how will that change your business?

    [00:12:23.510] - What do you think is a number one roadblock with that goal?

    [00:15:17.040] - How do you leverage AI to improve email marketing?

    [00:19:11.550] - On that advice, how could we find hidden revenue through our existing sales processes?

    [00:21:47.950] - What's the best advice that you have ever received?

    [00:23:38.190] - What's the best advice you've ever given?

    [00:24:54.700] - Is there anything that you wanted to talk about that we haven't touched on yet?

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