Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Tune in for this special “investment” episode! Like so many investors, you are looking for growth that’s safer than the bank, the exponential power of compounding in guaranteed interest and the ability to leverage OPM in purchasing income property. The problem is that without financial education to know your full options, you are limited to how you can maximize your financial momentum. What do you do in the time in between buying your next property or venture? When you know your options, or at least the preliminary introduction to them, there are safe harbors and tax benefits you can benefit from. Angelina Carleton speaks with Blake Brogan, Senior Wealth Strategist at Money Insights, uncovering some trade secrets for your future portfolio. Listen in to discover the options available for the design of your legacy so you can be fully informed! As you move from high income to high net worth, don’t be left without full disclosure of what is available to you! What can leverage and velocity do? When is it better to utilize a fixed rate compared to the LIBOR rate? Angelina investigates the options with Blake Brogan. - Blake Brogan is the Senior Wealth Strategist at Money Insights, a strategic wealth building firm. He has been in the financial services industry for eight years and specializes in helping clients optimize their wealth building strategies by utilizing life insurance vehicles. Blake is passionate about helping wealth creators build financial freedom with cash flow and alternative investment strategies. Learn more at www.moneyinsightsgroup.com/bbrogan. --- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #spiritualcapital #intellectualcapital #financialcapital

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