218: How to Lose Money by Paying Taxes with Mark Willis

218: How to Lose Money by Paying Taxes with Mark Willis

Author: Paul Moore and Josh Thomas June 29, 2020 Duration: 42:40

Mark Willis is a certified financial planner, a #1 best-selling author, and the owner of Lake Growth Financial Services, a financial firm in Chicago. Over the years, he's helped hundreds of clients take back control of their financial future and build their businesses with sophisticated, tax efficient financial solutions. He specializes in building custom tailored financial strategies that are unknown to typical stock jockeys, attorneys or other financial gurus. He is also the co-host of the "Not Your Average Financial Podcast", where he shares some of his strategies for investing in real estate, saving and paying for college without going broke, and creating an income retirement that you cannot outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, become their own financing source, and create tax free income in retirement.


Paul Moore and Josh Thomas host How to Lose Money, but don't let the title fool you. This is a wealth-building conversation built on a simple, powerful premise: the most valuable lessons often come from what went wrong, not what went right. Each episode delves into the honest, sometimes gut-wrenching stories behind business failures and costly missteps. You'll hear from entrepreneurs in the thick of a tough season and executives analyzing strategic errors, all sharing the hard-won insights they gained in the process. The focus isn't on the failure itself, but on the clarity and resilience forged in those moments. For anyone building a business, leading a team, or simply fascinated by the real, unvarnished path to success, this podcast offers a unique and compelling perspective. New conversations arrive every Monday, providing a regular dose of practical wisdom earned the hard way. Tune in for a refreshingly candid look at how the road to financial and professional growth is often paved with lessons learned from losing.
Author: Language: English Episodes: 100

How to Lose Money
Podcast Episodes
197: How to Lose Money by Being Overconfident with Antoine Martel [not-audio_url] [/not-audio_url]

Duration: 35:09
Antoine Martel is a 24-year-old real estate entrepreneur. He started investing in real estate while at university and has since bought and sold over 150 homes and multiple apartment buildings. He currently lives in LA wh…
195: How to Lose Money by Taking Venture Capital with Bob Fraser [not-audio_url] [/not-audio_url]

Duration: 39:03
Bob Fraser is co-founder and CFO of Aspen Funds, a fund management company focused on mortgage investments. He has 20+ years' experience as a finance and technology executive, and he is a magna cum laude UC Berkley compu…
194: How to Lose Money by Not Signing Contracts with Todd Dexheimer [not-audio_url] [/not-audio_url]

Duration: 41:03
Todd Dexheimer is CEO of Venture D Properties LLC. He started investing in real estate in 2008. Since then he has purchased and renovated roughly 800 units. Todd has completed over 150 flips, including a 20-unit mobile h…
189: How to Lose Money by Drowning in Dumb Debt with Brett Swarts [not-audio_url] [/not-audio_url]

Duration: 32:09
Brett Swarts is the CEO of Capital Gains Tax Solutions, and each year he equips hundreds of business professionals with a deferred sales trust tool to help their high net worth clients solve capital gains tax deferral li…