Blake has been in the financial services industry since 2015 and is passionate about teaching wealth creation strategies to entrepreneurial-minded clients who desire more clarity and control.  He earned his undergraduate degree in Entrepreneurship from Grove City College (PA). It was while in college where he first was exposed to families and business owners who were actively using Privatized Banking strategies to finance many of their entrepreneurial ventures.

He started implementing these wealth creation strategies in both his personal and business life in 2016 and has had the privilege of connecting with like-minded clients who are looking for a better way to build and protect wealth since. He places a significant emphasis on both the education of the strategies Brogan Wealth teaches as well as the philosophy behind them.

Before founding Brogan Wealth Strategies, Blake worked overseas with the Cru organization and in the Pacific Northwest with Logos Bible Software.

[00:01 - 06:33] Opening Segment

Get to know Blake Brogan

Blake introduces Money Insights

Enhance your properties with the The Investment Optimizer

 

[06:34 - 15:01] Adding Fuel to Your Alternative Investment Strategy 

Infinite Banking and Big Time Promises

Blakes alternative to promised outcomes

How to add an additional layer of profitability to your business

 

[15:02 - 25:11] Structuring Policies to Capture the Dollar 

Flexibility is huge! 

Start with a single policy and create more

Blake walks us through the journey of making sense of investing strategies

Why you should seek out people and listen

 

[25:10 - 32:35] Closing Segment

Quick break for our sponsorsThe first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor

Learn more about Personal Capital at www.escapingwallstreet.com 

What is the best investment you've ever made other than your education?Technology

Blake’s worst investmentA 401k

What is the most important lesson that you've learned in business and investing?“Surround yourself with the people who you aspire to be like.”

Connect with Blake Brogan through LinkedIn.  Visit their website Money Insights and listen to the Money Insights podcast .

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

Join our Passive Investor Club for access to passive commercial real estate investment opportunities.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes                   

 

Tweetable Quotes:

“Life insurance was just the way for me to store capital that's liquid, that’s safe. It's growing right in whatever the benefits that you can get from it. ” - Blake Brogan

“You want to have a lot of confidence that what you're doing is really going to have a big impact.” - Blake Brogan