This week, Christian and Rod are joined by long-time Money Insights client and friend, Chris Odegard from www.theprolificinvestor.net to discuss 7 core principles that make up The Prolific Investors Financial Independence Matrix.  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]

This week, Christian and Rod are joined by another Money Insights team member, Blake Brogan, to answer your questions about money, business, investing, and retirement planning.  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]

From tax strategies to legal contracts, a lot goes into being successful in alternative investing. Surrounding yourself with the right team of experts is oftentimes, an overlooked component of building wealth. In this week's episode, Christian and Rod talk about the experts you need on your financial team and about how to find the team members that are right 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]

While many high-income earners have permanent life insurance policies, annuities, long-term care products, etc., oftentimes, these products are not structured properly to use as an opportunity fund for growing investments? If this is your situation, it may be time to consider a tax-free 1035 exchange so that you can structure your money to work for you. In this week's episode, Christian and Rod break down the ins and outs of 1035 exchanges to help you know when you should consider using one to optimize your financial products.   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]

Troy Eckard, CEO of Eckard Enterprises, joins Christian and Rod to discuss the ins and outs of investing in oil and gas. According to Troy, 95% of the companies that claim to invest in oil and gas are frauds. Learn how to find a reputable investment company to help you diversify your portfolio.  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] 

Since the 1990s, financial advisors have helped individuals plan how much money they needed to save for retirement by using the "4% Rule".  Unfortunately, this "rule" has left many hardworking individuals coming up short on finances leading many to retire later or to reenter the workforce in retirement. In this week's episode, Christian and Rod discuss the flaws with the "4% Rule" and they dive into how to better plan for a successful retirement.  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] 

Traditional financial advice for high-income earners has almost always included hiring a financial advisor to tell you where and how to invest your money. Christian and Rod don't necessarily agree with this advice, and in this episode, they discuss 10 things to think about before hiring a financial advisor.  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] 

NIW President Daen Wombwell joins Christian and Rod on this week's podcast to discuss a unique investment strategy called Premium Finance. Daen discusses NIW's history and shares investment tips and tricks you won’t find anywhere else.  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] 

In this week's episode, Dr. John Foley joins Christian and Rod to discuss his career as a physician and entrepreneur. While Dr. Foley was investing and building businesses before meeting the Money Insights Team, he discusses how he has been able to use tools like The Investment Optimizer to accelerate the growth of his investment and ventures.  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] 

Thinking about starting or buying a new business? If so, then this episode is for you. Christian and Rod discuss twelve lessons, some good and some bad, that they learned while running a day spa.  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] 

Wall Street and traditional financial planners have taught the general public that becoming a millionaire by retirement is simply a matter of saving and investing in qualified plans and mutual funds. The truth is, there are a lot of ways to accomplish your retirement goals. And, some of them can even push your potential financial growth much further. In this podcast, Christian and Rod discuss the pros and cons of three different strategies to become a millionaire by retirement.  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] 

Annie Dickerson, co-founder and COO of Goodegg Investments, joins the team to tell her story of how she went from teaching to running multi-million dollar real estate syndications. In this episode, you'll learn how you to can earn passive income by investing in real estate syndicates.  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] 

Brenda Newton joins Christian and Rod in this week's episode of The Money Insights Podcast to explain what an IBLOC is and how it can be used in conjunction with the Investment Optimizer to build wealth even more efficiently.  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] 

Christian and Rod tackle five of the most common questions new clients have when trying to figure how to invest their money. Hear their insights on these questions based on years of experience in helping hundreds of clients overcome these challenges.  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] 

Chris Odegard, a current Money Insights client, joins this week's episode to discuss how the Investment Optimizer has helped accelerate his real estate investment strategy which has ultimately grown his net worth by over 5x!   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] 

Financial freedom isn't something you come upon by luck. Instead, it is achieved through discipline and following the right strategies. In this week's episode, Christian and Rod discuss their proven 10-step recipe to achieve financial freedom.  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] 

Just starting out a new business? Looking for ways to improve the exposure of your current business? Rod and Christian have a proven three-step process to get your business on the map fast! 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] 

Chris Larsen, found and CEO of Next Level Income, joins the team to discuss how he has gone from medical device sales to real estate syndication. As he has built his business, the Investment Optimizer has been a critical tool because of the leverage it allows.  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 moneyinsights.net   Need to get in contact with the Money Insights team? Email us at [email protected]

Long-time Money Insights client, Jim Rachor, joins this Insiders Edition of the podcast to talk about how he has used the Investment Optimizer to build multiple businesses in addition to his successful dental practice.  He also discusses the family banking concept and how his family is using it to build a legacy for generations to come.  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 retirement, we've all heard about the 4% rule. In this week's episode, Rod and Christian explain why the 4% rule doesn't work and introduce a retirement strategy that consistently provides a much greater, less volatile return.  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] 

In this episode, Christian and Rod break down a unique investment strategy known as the Investment Optimizer. By using this customizable strategy, investors can create a highly efficient “opportunity fund” by using the power of compound interest to create value in two places at the same time. To learn more, listen now! 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] 

Have you ever thought about investing in real estate? If so, this is the episode for you! In this episode of The Money Insights Podcast, Christian and Rod discuss the pros and cons of 18 different types of real estate investment strategies.  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] 

In this week's episode, Christian and Rod tackle 7 of the biggest financial myths that derail far too many Americans' retirement plans. Follow Money Insights' logic behind each of these myths to make sure you're not making the same mistakes.  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] 

Christian Allen interviews Money Insights COO, Rod Zabriskie and gives listeners an opportunity to get to know Rod. In this interview, listeners will learn how Rod got into the financial services industry and will hear his opinions on how to be financially successful in all aspects of life.  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]