by Brett | Nov 29, 2021 | Capital Gains Tax Solutions Podcast
He’s a strategic alliance and he’s a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take...
by Brett | Dec 23, 2020 | Capital Gains Tax Solutions Podcast
“If I could do one thing with my money, to make everything else easier or unnecessary, building a personal reserve, like a bank, and using it for my own personal and business needs would change everything.” Mark Willis is a certified financial planner, a two-time...