Ep 231: The Investment Optimizer and a Big Update! with Blake Brogan

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Big changes are coming! In The Investment Optimizer and a Big Update!, Blake Brogran, a Wealth Strategist with years of experience in financial services, shares exciting news while diving deep into one of his favorite strategies: the Investment Optimizer. With eight years in the industry, Blake specializes in helping clients maximize their wealth through innovative overfunded life insurance strategies, designed to supercharge investments and create long-term financial security.

Blake simplifies the complexities of the Investment Optimizer, explaining how it can enhance cash flow, provide flexibility, and boost overall returns. He also reveals a major update that could impact investors looking to take their financial strategies to the next level.

Blake’s insights, backed by his entrepreneurial spirit and passion for helping families build wealth, will inspire you to rethink your approach to personal finance. Tune in to explore how small adjustments can yield big financial results!

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Contact Our Guest

Link: https://meetings.hubspot.com/blake-brogan

I hope you found this episode valuable. Check out https://chris-larsen.mykajabi.com/coachingprogram to learn more about our coaching program and read some testimonials from our previous students. You can also book a call with us to learn more and find out if this program is good fit for you.

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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.

While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.

In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.

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