EP203 The Tax-Advantaged Way to Loan Yourself Money and Be The Bank for Real Estate Acquisitions with Mark Willis

EP203 The Tax-Advantaged Way to Loan Yourself Money and Be The Bank for Real Estate Acquisitions with Mark Willis

Today's guest is going to help us rethink debt. Specifically the type of debt we might put on a Real Estate Investment. Instead of going to a traditional bank or lender, did you know that there is a Tax-Advantaged way to loan that money to yourself?

Mark Willis is going to explain how this is possible through a Super-Charged, Modernized, and Maximized Whole Life Insurance Policy. Mark is a certified financial planner, two-time best-selling author, and owner of Lake Growth Financial Services. He also hosts the "Not Your Average Financial Podcast" and helps his clients invest in real estate without going broke while creating retirement income that they won't outlive.

Mark will be pushing back on the conventional wisdom regarding whole life insurance v.s. term life insurance, and explain how a whole life insurance policy, properly set up, can be used to loan money toward your investments. He'll also discuss the tax benefits and the returns you can expect.

Since this is a new concept to me as well, I do my best to ask Mark a lot of detailed questions about how Whole-Life Insurance Lending really works. If you're looking for more tax-advantaged ways to lend yourself money and fund your deals, then this is definitely an episode you won't want to miss.

Mark can be contacted through his website www.growmorewealth.com

And visit our show on Facebook to leave comments and ask questions by going to "RPOA Rental Property Owner & Real Estate Investor Podcast"

Jaksot(592)

How to Get Tenants to Pay Rent on Time and Build Credit with Lily Liu

How to Get Tenants to Pay Rent on Time and Build Credit with Lily Liu

One of the biggest challenges for rental property owners is ensuring residents pay on time—and keeping them motivated to stay. What if you could turn rent into a win-win, boosting your cash flow while...

15 Joulu 202523min

Building Wealth with Sustainable Materials: How Climate Innovation is Reshaping Real Estate with Josh Dorfman

Building Wealth with Sustainable Materials: How Climate Innovation is Reshaping Real Estate with Josh Dorfman

For investors, developers, and property owners, the future of real estate isn't just about location—it's about building smarter, cheaper, and more sustainably. In this episode, Brian Hamrick sits down...

8 Joulu 202531min

Why Every Real Estate Investor Needs Title Insurance: Protecting Your Deals from Liens, Fraud, and Hidden Risks with Dru Wischhover

Why Every Real Estate Investor Needs Title Insurance: Protecting Your Deals from Liens, Fraud, and Hidden Risks with Dru Wischhover

Most real estate investors love hunting for great deals—but few think about the unglamorous step that can make or break a transaction: title insurance. In this episode, Brian Hamrick sits down with Dr...

1 Joulu 202536min

From Duplex to $10 Million Portfolio: Bob Biggins' Path to 500 Doors

From Duplex to $10 Million Portfolio: Bob Biggins' Path to 500 Doors

What does it take to grow from a single duplex to managing 85 units worth nearly $10 million—and then set your sights on 500 doors? In this episode, Brian Hamrick talks with Bob Biggins, a Michigan-ba...

24 Marras 202528min

Building a Brand with Large Group Short-Term Rentals on the Kentucky Bourbon Trail, with Andrew Llewellyn

Building a Brand with Large Group Short-Term Rentals on the Kentucky Bourbon Trail, with Andrew Llewellyn

How do you scale short-term rentals into a hospitality brand for large groups—and use bourbon tourism to keep your calendar full? In this episode, Brian Hamrick talks with Andrew Llewellyn, founder of...

17 Marras 202530min

How to 10X Your Rental Income with Sober Living & Group Homes with Jim Boad

How to 10X Your Rental Income with Sober Living & Group Homes with Jim Boad

What if your rental properties could deliver strong cash flow and transform lives? In this episode, Brian Hamrick talks with Jim Boad, founder of Shelton Housing and author of Group Home Accelerator, ...

10 Marras 202531min

Accessory Dwelling Units (ADUs): How Backyard Builds Can Solve Housing Shortages and Boost Cash Flow with Nathan Biller

Accessory Dwelling Units (ADUs): How Backyard Builds Can Solve Housing Shortages and Boost Cash Flow with Nathan Biller

What if the answer to West Michigan's—and America's—housing shortage isn't massive new developments, but small homes tucked into the neighborhoods we already live in? In this episode of the Rental Pro...

3 Marras 202529min

Turning a Vacant Historic Theater Into a Thriving Community Asset with Brad Andrus

Turning a Vacant Historic Theater Into a Thriving Community Asset with Brad Andrus

What does it really take to bring a crumbling historic building back to life—and turn it into a thriving, income-producing community space? In this episode, Brian Hamrick sits down with Brad Andrus, c...

27 Loka 202531min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
rss-doulapodi
rss-sami-miettinen-neuvottelija
juristipodi
rss-lahtijat
rss-paasipodi
rss-sisalto-kuntoon
pomojen-suusta
yrittaja
rss-muutoksenanatomiaa-podcast
rss-uppoava-vn-laiva
rss-bisnesta-bebeja
rss-tarkeista-asioista-2