A Little About Blake Brogan:Blake has been in the financial services industry since 2015 after graduating with an undergraduate degree in Entrepreneurship from Grove City College (PA).It was while in college that he first was exposed to business owners and investors who were actively implementing the Investment Optimizer strategies which launched much of his own financial education and passion to serve fellow entrepreneurs and business owners.He began his own practice in 2016 with many of the same ideas and strategies as the Money Insights team. Since that time he has become an expert in advanced planning strategies utilizing life insurance. Money Insights allows Blake to do what he enjoys most – develop client relationships, dissect problems and work collaboratively to create solutions.Outside of the office, Blake makes Michigan home with his wife, Elizabeth, and their two boys. In his free time, he loves playing golf and enjoys Spartan athletics.In this episode of The Millionaire's Lawyer, JP and Blake Discuss:Blake Brogan mentions that Money Insights has pretty much been "COVID" ready for the last five years, they were already set up and operating in this new wayWe  believe that the hybrid working schedule is here to stay - everything is operating smoothly and efficiently without being in the office 9-5, Monday through FridayBlake will even do some meetings with people virtually and then meet up with them in person for lunch! This far into the pandemic even the older generation is getting more adaptive to it, and some even prefer it.Money Insights has a PODCAST! Blake Brogan is asking people to take a second and think of how their money is flowing, and how they can make it profitable, or less taxable for themLIFE INSURANCE The general population keeps their money  bank accounts, however, there are life insurance policies that may be the better option.Blake explains this to be because if the Life Insurance Policy is focused on Living Value and NOT the Death Benefit, then is it:LiquidLess Taxable - Goes in on an annual basis, but the money you were going to use in here first, and then do what your plan was.Creditor ProtectedAble to be used as leverageAccessed via loans - acts as collateralCash Value - look for ones with low Death Benefit so that wealth can be built fasterCan be corporate, but is primarily personalCOMMON INVESTMENTSBlake Brogan states that the most common investments are:401KOwning BusinessesReal Estate - mainly real estate.FUTURE OF THE MARKETBlake has never been a firm believer in the Stock Market being the "be-all, end-all", he believes that the future is:Cash Flow InvestingAlternate InvestingINFLATIONInflation needs to be taken into consideration for everythingThis is why Real Estate is the best, fixed mortgage for an extended period of time, yet the property goes up in value Blake Brogan and our host JP McAvoy want everyone to have a realistic perspective on where they are at. Look where the world is trending, and think outside of the box; you will see wealth there.It is key to have your investments set up for distribution, when it comes to that retirement time you want to be in the best position possible :)TIP OR TRICKTake an honest assessment of who you are surrounded by - in your personal and professional life. Are you wanting that for yourself? Are these are best people for you?Connect with Blake Brogan:WebsiteLinkedInPodcastConnect with your host, JP:TwitterInstagramFacebookWebsiteShow:LinkedInEmail:  [email protected]:  1-833-890-8878THANK YOU TO OUR SPONSOR:Conduct LawWebsite

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