Inefficient "Safe" Dollars - Rod Zabriskie and Blake Brogan

Multifamily Missteps Hosted by Christy Keeton

Are you putting your opportunity fund in the right places? Although it is common to think that simply putting your money in the bank account is ideal because it is safe and risk-free, clearly, it is not the way to supercharge your investment. As Rod Zabriskie and Blake Brogan stated, we should consider playing around with the idea of compound interest and get the money working for us. Listen as they discuss the ways to be smart with how you store your opportunity fund.

[00:01 - 06:41] Opening Segment

• Rod Zabriskie and Blake Brogan on the investment optimizer strategy
• A better way to utilize your opportunity fund - leveraging the dollars

[06:42 - 12:40] A Reconsideration of Opportunity Fund Strategy

• Mitigating the risks through insurance policies
• Taking advantage of the guaranteed growth
• How investing in life insurance companies can be safer than the bank

[12:41 - 22:03] The Magic Happens with Strategic Allocation

• Working with A-rated companies and how they have the upperhand
• Understanding the idea of compound versus simple interest
• Having the asset, no loan, acquire the original investment, and repeat

[22:04 - 31:10] Get the Money Working for You

• When banks have lazy money sitting around
• Why a whole life insurance would be better than term
• Considering a source of tax-free income in retirement

[31:11 - 36:05] Closing Segment

• Get your dollars working more efficiently
• Final words

Tweetable Quotes:

“We're utilizing these [insurance] policies as a way to enhance what our dollars are doing in between deals. So then when it comes time to leverage them or utilize the capital, we have the entire balance continuing to earn and grow… then very literally, you can borrow against it or collateralize, or leverage it to go invest in the things that you are already going to invest in anyways.” - Blake Brogan

“You, of course, could be building it [life insurance] up for one to three years if you're planning on investing in the future. But this isn't something that's going to restrict any of the active investing that you're going to do.” - Blake Brogan

“Sometimes people will say, Okay, well, that's great. I've built all this money in a life insurance policy. And nothing's gonna happen until I die, right? Well, that's not the case. This also becomes a source of tax-free income in retirement for people.” - Rod Zabriskie

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Are you feeling overwhelmed with Multifamily deal analysis? Are you uncertain about the right investment? Christy is an expert underwriter and mentor and wants help you on your journey! Visit her website at www.ChristyKeeton.com to book a discovery call now.