With tax season just around the corner, Christian and Rod share some of the secret tax strategies to take note of. Tune in to this weeks episode on Spotify, Apple Podcasts, or YouTube!   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Have you ever wondered about the best ways to invest during a recession? In this week's episode, Christian and and Rod talk about the best strategies when it comes to investing in difficult economic times.   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Is it true that your morning routine can impact your level of success? In this week's episode Christian and and Rod talk about the most important aspects of a morning routine and the benefits that come from being intentional with your morning.   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Have you heard of the High Income Money Hacks?! Join Christian and Rod in this week’s exciting episode as they introduce the newest resource for High Income Earners who are working towards increasing their net worth! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

If you have been in the Money Insights community for any amount of time, you're likely familiar with the Investment Optimizer strategy! In this week's episode, Christian and Rod explain the top 5 reasons that someone might not use the Investment Optimizer.  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast  Need to get in contact with the Money Insights team? Email us at [email protected]

If you are in the Real Estate investing space, you've likely heard of this week's special guest! Join Christian and Rod as they interview Jason Lee, a multifamily real estate investor and broker in Southern California and host of the Multifamily Millionaire Podcast. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast  Need to get in contact with the Money Insights team? Email us at [email protected]

Ed Slott likes Life Insurance more than IRA's? Did we hear that right?! Join Christian and Rod in this week's episode as they discuss the recent comments of Ed Slott! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast  Need to get in contact with the Money Insights team? Email us at [email protected]

Sam Primm owns $40 Million in rental properties and a house buying company that flips 300+ houses a year (mostly wholesale but also fix and flips). He got started investing in real estate in 2015 while he had a full time job and quit that job in 2018 to go full time into real estate investing. He is a normal dude using real estate to create active income and passive wealth. He walked the path of using real estate as a side hustle, to a full time gig to financial freedom. Ordinary Guys Extraordinary Wealth Podcast https://www.tiktok.com/@samfasterfreedom?lang=en  https://www.instagram.com/samfasterfreedom/?hl=en  https://www.youtube.com/c/SamFasterFreedom/videos  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast  Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode, Christian Allen and Rod Zabriskie share their experiences as business owners and the top lessons learned along the way. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast  Need to get in contact with the Money Insights team? Email us at [email protected]

What is the Wealth Formula? In this week's episode, Christian Allen and Rod Zabriskie bring on special guest Dr. Buck Joffrey to uncover his perspectives. Dr. Buck Joffrey is a podcaster, best-selling financial author, real asset investor, and board certified surgeon.  You can connect with Dr. Buck Joffrey at https://www.wealthformula.com/  View the Wealth Formula Banking In Action Webinar here: https://www.youtube.com/watch?v=IJKG30CMylk  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast  Need to get in contact with the Money Insights team? Email us at [email protected]

Do you have a LinkedIn account or a LinkedIn Personal Brand?? In this week's episode, Christian and Rod interview LinkedIn expert Anthony Jones of Anthony Jones Consulting. Tune in and learn the top action items to turn your profile into a personal brand that attracts your ideal client!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]    

In a real-life "rags to riches" story, Andre Haynes shares his experience becoming a now published author, real estate investor, entrepreneur, art collector, and more. Are you ready for a unique insperational story? Tune in to this week's episode with your hosts Christian Allen and Rod Zabriskie as they interview Andre Haynes! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Christian and Rod take a unique spin on this week's episode as they interview marketing expert, Hilary Russell, owner of trcagency.com and host of the MKTG Mastermind podcast. Join our guests as they discuss where to start in creating an effective marketing strategy for your business, tools to use for optimizing your marketing content, and how to get the most out of your business marketing initiatives.  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Join Christian Allen and Rod Zabriskie this week as they cover the important things you need to know about annuities!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

How will the Capital Avalanche strategy be affected by rising interest rates of our economy? Tune in to this week's episode to find out!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Are you ready for another round of BUSTING Dave Ramsey's "Mythbusting"? Catch this entertaining episode as Christian and Rod debunk even more of the "myths" Dave Ramsey has "busted"! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com  Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Have you considered adding note investing to your portfolio, but arent sure where to start? In this episode, Christian and Rod interview Fred Moskowitz, a note investing expert. Fred Moskowitz is an author, entrepreneur, and speaker who is on a personal mission to teach people about the power of investing in alternative asset classes, such as real estate and notes, showing them the way to diversify their capital into investments that are uncorrelated from Wall Street and the stock markets. With The Little Green Book Of Note Investing, Fred publishes his concise yet definitive guide for new investors seeking to learn about the market niche of investing in alternative investments. He’s a frequent event speaker and contributor to investment podcasts. You can visit him at www.FredMoskowitz.com Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode, Christian and Rod BUST the myths that have been "busted" by Dave Ramsey. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Jay Steinfeld is the author of Lead from the Core, a Wallstreet Bestseller book, and is also CEO of Blinds.com which was first launched online in 1993 and later sold to Home Depot as Jay continued scaling the company beyond what he ever initially imagined. In this episode, Jay shares his experience and wisdom on leadership, and how to continue building to new heigths as an organization.  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode Christian and Rod take a deep dive into the Capital Avalanche concept. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Have you heard of "The Shred Method"? This unique method was created by this week's episode guest Adam Carroll. Adam is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country.   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode Christian, Rod, and special guest host Brenyn McConnell answer questions directly from our listeners! Tune in to hear their in-depth explanations, recommendations, and expert advice on all things Money Insights!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com  Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode, Christian and Rod lay it all out in simplifying some of the most common questions they receive about Life Insurance within Trusts. What does the typical experience with Estate Attorneys look like? What should you watch for, and which options do you have when it comes to your trust? Tune in as Christian and Rod answer all of these questions plus many more to give you the information you need about Life Insurance within Trusts! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com  Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Have you heard about the F.I.R.E. Movement? An acronym standing for “Financial Independence, Retire Early," the goal of this movement is to save and invest aggressively so that you can retire in your 30s - 40s. Join Christian and Rod as they uncover their top 10 reasons you should stay away from this movement!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

What are the differences between "infinite banking" and the Investment Optimizer? This is one of the most common questions received by the Money Insights team! In this week's episode, Christian and Rod outline the main differentiating factors between these two common wealth building strategies, and make it very clear which strategy may be best for your unique situation! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

If you have ever been curious about the topic of private equity in the healthcare space than you will want to listen in! Join Christian, Rod, and special guest host Dr. Ferguson as they interview AJ Shekar. AJ is the Director of Provident Healthcare Partners, a firm dedicated to providing exemplary partnerships for healthcare companies and shareholders.   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Meet Dave Ferguson, Founder of Celebrate Dental, who is a wealth-building and net worth focused entrepreneur! In this interview, Christian and Rod uncover the secret to Dave's success as they talk about his journey from wanting to become a heart surgeon - to scaling a dental and real estate empire! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Every single day the team at Money Insights helps high income earners understand the best alternative investment strategies for their unique individual situations. In this episode, Christian and Rod dive into 5 of the top misconceptions and what you need to know about alternative investments! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

When it comes to finances, budgeting can feel overwhelming! In this episode, Christian and Rod interview budgeting expert Jessi Fearon as she gives insights into how you can  find a life of freedom without losing your mind! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Tune in as Christian Allen, Rod Zabriskie, and Tim Whelan interview Keith Whitaker, author of Complete Family Wealth. Keith shares insight from his book and method in creating sustainable wealth for your family. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Are you ready for the perfect combination of life insurance and leverage?! In this episode, Christian and Rod introduce The Capital Avalanche Strategy! Get your pen and notepad ready, you won't want to miss a detail of this episode!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode, Christian and Rod give us the pro's and con's of disability and long term care insurance. What is disability and LTC, how do they work, and how can you leverage each in the most beneficial methods possible for your situation? Tune in to learn more! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Meet Yonah Weiss, the expert in real estate cost segregation, or component depreciation as he calls it! In this episode, Yonah shares insights into the core benefits, costs, and best use cases for leveraging cost segregation. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this episode Christian and Rod interview Britt Baker, co-founder of Dow Janes, a financial strategy company created for women who want to learn to take control of their money and invest! Britt shares foundational principles in this episode that you can take action with immediately, and also shares insight into the popular Dow Janes program "Million Dollar Year".  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

Heard of the CV-LOC? In this informative episode, Christian and Rod give us all the details about this unique strategy! From explaining what a Cash Value Line of Credit is, to discussing when it makes sense to use it, by the end of this episode you will have a better all around understanding of the CV-LOC! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this episode, Christian and Rod interview Dr. Navin Goyal whose career as an anesthesiologist has taken an entrepreneurial twist. Dr. Goyal shares the experience of his journey and tips for aspiring entrepreneurs, along with the inspiration behind his company, VC firm, and his two published books! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

If you have ever wondered if there is a potentially better alternative to the traditional 401K - listen in! In this week's episode, Christian and Rod settle a debate about the major pro's and con's between 401K's versus the Retirement Accelerator strategy. You won't want to miss this debate!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode, Christian and Rod interview tax expert Jeremy Lederer as he shares his top tips of wealth and tax planning. Get your pen and notepad ready for this value-packed episode!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode, Christian and Rod interview special guest Derrick Kinney. Derrick shares his depth of knowledge around Good Money methods, including captivating stories and financial tips to help you in your Good Money journey!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit us online and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected] Check out Derrick Kinney's book Good Money Revolution by going to goodmoneyrevolutionbook.com 

Have you ever been curious about how you can leverage the Investment Optimizer strategy? Join Christian and Rod in this weeks episode as they give multiple examples of clients who were able to maximize the Investment Optimizer strategy for their unique scenario.   Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected]  

Join Christian and Rod in this weeks episode as they discuss reasons for inflation, and three tips for combating inflation!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected]

In this weeks episode Rod and Christian walk through a series of media clips that talk about lies regarding Whole Life Insurance. They spend time explaining and debunking each, and provide an interesting perspective you won't want to miss!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected]

In this week's episode of The Money Insights Podcast, Christian and Rod take a deep dive into multi-generational legacy planning, a unique financial strategy that allows you to transfer your estate to multiple generations to come with our without stipulations on how it can be used.  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected]

One of the key components to success for any business is standing out when compared to your competition. One proven method for standing out and establishing yourself/your business as a thought leader is by becoming a published author. In this week's episode, Julie Broad from Book Launchers joins Rod to discuss how their team works with entrepreneurs to help them get published.    Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit us online and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected]

When it comes to investing, there are two primary approaches: cash flow investing and appreciation investing. The question is, which one is better? In this week's episode, Christian and Rod tackle the pros and cons of each approach to help you understand which option is best for you.  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.  Visit us online and take the F3 Assessment at moneyinsightsgroup.com   Need to get in contact with the Money Insights team? Email us at [email protected]