Become Your Own Bank & Is the 401(K) a Scam? | Brandon Beal E202

The Rich Somers Report

On today’s episode, Rich sits down with Brandon Beal – Entrepreneur, Wealth Accumulation Planner, Founder & Owner of Breeze Wealth Management, and Personal Trainer. Brandon's path took an unexpected turn when an injury involving his peroneus muscle ended his NFL dreams. During his rehab, Brandon fully immersed himself in the fitness industry, helping others reach their peak fitness levels as a certified personal trainer. With just $200 to his name, he made a life-changing decision to get his life insurance license. This turned out to be one of the best decisions of his life. In his first two weeks as an insurance advisor, he earned an impressive $16,500 in commissions, setting the stage for a remarkable career. Since September 14, 2023, Brandon has been the owner and founder of Breeze Wealth Management, a firm specializing in wealth accumulation planning and in May alone, they’ve secured and protected over $3M of their cleint’s savings.

Rich and Brandon start off by discussing sports and being competitive, Brandon’s experience with the NFL and Arena Football, what Brandon is doing in the financial space, life insurance strategies, perm life insurance and how it works, and how Disneyland was funded. They then reflect on the death benefit, maximizing cash values, the 401(k) system, and going all in to buy in real estate.

Lastly, they talk about partnerships, finding the right mentor, who Brandon looks up to, the difference between Brandon and his brother, where successful business owners come from, being a master of one, routines and schedules, Kris Krohn, hate comments, annuities and cashflow, and where Brandon would suggest starting in life insurance.

Connect with Brandon on Instagram: @brandonebeal

--
Interested in learning more about how to build your boutique hotel portfolio? Dive into our proven process by joining the Boutique Hotel Mastermind Community. Book a free call here: www.hotelinvesting.com.
Looking to elevate your personal brand to the next level? Join The 7 Figure Creator Mastermind Community. Book your free intro call today at www.the7figurecreator.com and discover the strategies that will transform your success.
Interested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more.

Looking for STR/Boutique Hotel Management? Schedule a free consultation at www.excelsiorstays.com/management.