“If You Can Fire Your Banker and Sit on the Right Side of the Banker’s Desk” - Mark Willis on Taking Control of Cash Flow

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What if the biggest thing holding you back financially is not your income, your discipline, or your business, but the system you were handed without ever questioning it?

In this episode of Cut The Tie, Thomas Helfrich sits down with Mark Willis, a Certified Financial Planner who challenges the default American money playbook. Mark explains why banks quietly control most people’s financial lives, how debt and cash both keep you trapped, and what it actually means to fire your banker and become your own source of financing.

This conversation is especially relevant for entrepreneurs, executives, and business owners who are making good money but feel like they are still swimming upstream financially.

About Mark Willis:
Mark Willis is a Certified Financial Planner and the founder of Lake Growth Financial. He specializes in helping individuals and business owners grow wealth in ways that are safe, predictable, and efficient. Mark is known for teaching clients how to take control of cash flow, reduce reliance on banks, and implement strategies traditionally used by ultra high net worth individuals. He is the co host of Not Your Average Financial Podcast and co author of The Business Fortress.

In this episode, Thomas and Mark discuss:

• Why banks quietly hold people back
  Mark explains how debt, cash, and traditional financial products keep most people stuck on the wrong side of the banker’s desk.
• What it really means to fire your banker
  How becoming your own source of financing gives you control, certainty, and flexibility.
• The hidden cost of paying cash
  Why paying cash can be just as damaging as paying interest and how both steal from your future self.
• Thinking like a billionaire without being one
  Mark breaks down how the wealthy use asset based strategies like buy, borrow, die to legally minimize taxes and maximize control.
• Cash value life insurance explained clearly
  The role of properly designed whole life insurance in creating contractual wealth and predictable growth.
• Why some financial products quietly fail
  Mark explains why many indexed universal life policies lapse and why design and structure matter more than marketing.

Key Takeaways:

• There are two types of people
  Those who pay interest and those who get paid interest.
• Control matters more than returns
  Certainty and access to capital often beat chasing higher performance.
• Cash is not risk free
  Every dollar spent today has an opportunity cost tomorrow.
• Design beats products
  How something is engineered matters more than what it is called.
• Financial freedom starts with awareness
  You cannot win a game you do not know you are playing.

Connect with Mark Willis:

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

🌐 Website: https://newbankingsolution.com

Connect with Thomas Helfrich:
🐦 Twitter: https://twitter.com/thelfrich
💼 LinkedIn: https://www.linkedin.com/in/thelfrich/
🌐 Website: https://www.cutthetie.com
📧 Email: [e-mail]
🚀 Instantly Relevant: https://instantlyrelevant.com

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