The Money Insights Podcast

Welcome to the Money Insights Podcast, where high-income earners find ways to transform their wealth-building strategies from merely high-income to high-net-worth. In this episode, hosts Christian Allen and Rod Zabriskie delve into the critical topic of identifying bad investments. They share eye-opening stories from the series 'American Greed' to highlight common pitfalls and provide listeners with actionable steps to protect their investments. Learn how transparency, realistic returns, and aligned incentives can safeguard your portfolio while avoiding the lure of unrealistic promises and polished deceptions. Tune in for expert advice and practical strategies to enhance your financial well-being.

Whether it's about debt, saving for retirement, or investing, there are a lot of voices out there telling you what to do. They can be overwhelming, and they can also be WRONG. This week, Rod and Christian are joined again by honorary co-hosts and key members of the Money Insights team, Blake Brogan and Brenyn McConnell, to break down 10 controversial pieces of money advice. Let's get started!   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 on 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

We have this source of incredible wisdom here, and we need to take full advantage of it. Today, Rod the Pod Zabriskie is going to put on many hats: economist, dad, financial planner, investor. Whether it's inheriting $500,000, investing in a real estate deal that's losing money, or dealing with $50,000 in credit card debt, Rod's got the answers. Let's dive in.   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 on 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

A new year and a new presidency are upon us. This episode has nothing to do with political preferences. It has everything to do with what this means for alternative investors. Whether you like Donald Trump or not, it is vitally important to understand what changes are coming. From tax reform and deregulation to tariffs and trade policy, Christian and Rod dive into what investors should be thinking about and doing in the coming months.   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 on 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

A renowned expert in personal finance, Lisa Chastain is dedicated to empowering passionate and successful women to overcome the shame and guilt surrounding their finances. Lisa has built her entire career supporting individuals to rewire their money mindset and adopt a strategic framework to focus on healthy spending rather than restrictive budgeting.   In this episode, Rod and Christian sit down with Lisa to talk about mastering your money, financial DNA, and how to stop the bleeding.   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 on 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

This week, Rod and Christian discuss the hidden costs of playing it safe with your investments. Most people don't realize that overly conservative investing can be every bit as dangerous as a more aggressive approach. However, we want to be educated and thoughtful in the way we do it, so let's get into some of the things we need to be thinking about when making good investment decisions.   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 on 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

Wasting money can look and feel a lot of different ways. Whether it's subscriptions, overpriced financial advisors, or fancy new cars, where could you be saving your money? In this episode, Christian and Rod break down 10 things they see high-income earners frequently waste money on.   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 on 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

This week, not only are we going to talk about America's insane national debt and federal budget deficit, but we're also going to try to do it without depressing everybody. In this episode, we dive into causes of the rising deficit, potential consequences, and how it could impact our lives. Wish us luck!   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 on 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

This week, we get to talk about one of our and your favorite topics...cash flow! Creating passive streams of income can completely shift your wealth building game AND your peace of mind. Join us as we dive into financial freedom, some core strategies for building cash flow, and practical steps you can start doing right 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 on 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

This week, we're talking about someone who is very much out of step with the philosophies that we believe when it comes to building wealth. Can you guess who it is? That's right, in this episode, we're going to take a look at some of Dave Ramsey's worst takes and rebut them. From no credit score to 15 year mortgages, tune in for a fun one.   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 on 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

This week, Rod and Christian are back again with guest co-hosts Blake Brogan and Brenyn McConnell to talk about some of the money habits of their most financially successful clients. From investment strategy to the content they consume to how they behave under pressure, there are in fact a few key differences between high income earners and the ultra wealthy.   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 on 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

This week, Christian and Rod are joined again by Blake Brogan and Brenyn McConnell to talk about the money habits and mindsets of their most financially successful clients. From decision making to budgeting to tax strategy, tune in for a peak into the minds of the ultra wealthy.   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 on 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

David Perez is the #1 Tax Strategist known for helping high-income earners reduce or eliminate their tax liability by implementing advanced tax strategies. David is passionate about helping his clients join the Elite 3% of taxpayers who make over $200,000 and pay $0 in federal taxes. In this episode, Christian and Rod sit down with David to talk all things tax strategy, equipment leasing, and deferring taxes to build wealth.   Connect with David: Website: davidaperez.com Facebook: David A. Perez YouTube: @iamdavidaperez   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 on 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

This week we're hitting on a topic that is relevant to many of the people we work with: building wealth as a physician. Whether it's student debt or long work hours, physicians and other busy professionals face major obstacles, but that won't stop them from building their legacy. In this episode, Rod and Christian walk through strategies to overcome these challenges and change the game.   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 on 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

The American Dream has long been idolized by its citizens, but has that dream remained the same? Where generations once prioritized home ownership and financial stability, others now seek experiences and job flexibility. In this episode, Christian and Rod explore how you can build your new American Dream, the evolution of retirement, and the role of cash flow in it all.   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 on 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

This week, we're tackling a subject that we've never really talked about here on The Money Insights Podcast - the intersection of health and wealth. We know that having money and resources can help us live longer healthier lives, but focusing on health can also facilitate our ability to create wealth. In this episode, we talk more about the financial benefits of prioritizing wellness, investing in wellness related industries, and leveraging health as high income earners.   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 on 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

Nicolas Cage, Paul McCartney, and Mike Tyson. What do these people have to do with finance? Well, we are talking about financial issues this week, which you may have expected, but we're doing it with a fun twist. We are going to learn about financial issues through celebrity mishaps. Whether it's overspending, tax evasion, or estate planning, celebrities have given us much to talk about in today's 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 on 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

This week, we're taking a trip down memory lane to see how Christian and Rod got to where they are and some of the realizations they've had along the way. Buckle up, because we're exploring the power of alternative investments, the six pillars of Invest with Benefits, and much 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 on 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

This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense 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 on 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

This week, while Rod is out braving the wilderness, Christian is joined by Money Insights team members Blake Brogan and Brenyn McConnell. With a range of experience in this trio, they cover the 10 most costly mistakes high income earners make and how to avoid them. Whether it's lifestyle creeping or neglecting tax optimization, these mistakes may be holding you back.   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 on 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

In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year.   Register 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 on 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

Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing?   Register 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 on 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

Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We've got an incredible lineup of speakers, including Shark Tank icon Daymond John. Don't wait. Secure your spot now. You don't want to miss it!   Register 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 on 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

How much life insurance do you actually need? This week we're talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases.   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 on 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

Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and contingency plans.   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 on 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

Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases.   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 on 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

Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retirement, and the truth about 401(k)'s.   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 on 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

Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options.   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 on 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

There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business.   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 on 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

This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and build as you go.   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 on 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

The wait is over! Part 2 of our mythbusting series is here. We started with 21 myths compiled from a combination of Christian's brain and ChatGPT. In part one, we mythbusted 8 of them. This week, we're hitting 6 more. From transparency to the cost of investing, tune in to hear the truth.   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 on 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

This week, we get to share a message we're really excited about that we've been crafting and re-crafting to perfect for you all. We're talking about the five key benefits to our whole Invest with Benefits philosophy. Plus...an exciting announcement!   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 on 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

This week we're talking about money, technology, and the future of FinTech. FinTech is not brand new, but we are at a pivotal point in time where we're really seeing it take off and the things that it can do for us and could do for us in the future. Tune in to hear an honest conversation about cryptocurrency, robo-advisors, and Big Hero 6.   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 on 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

Today we are setting the clock back and doing some good old fashioned mythbusting. We have a list of 21 myths we are going to break down. Does high risk always equal high reward? Are alternative investments too risky? In this episode, we discuss debt, startups, and much 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 on 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

This week, we're talking about a topic that affects a lot of people. However, it's one that we tend not to think about until we start to get older. That's right. We're talking about long-term care insurance and long-term planning, specifically about the pros and cons of actually using long-term care insurance versus its alternatives.   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 on 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

Our past few episodes have been really focused on concepts and principles. This week, we're loosening the reins and talking about some of the key factors that really helped us differentiate ourselves and get an edge in the competition. From embracing technology to upholding transparency, we hope these strategies will help you find success as well!   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 on 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

Wealth building doesn't stop at 65. It just enters a different phase. We talk about retirement in different forms all the time, but today we are going to be talking specifically about mitigating market risk in retirement. Tune in to learn more about some typical planning methods, our two core strategies, and filling up your buckets.   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 on 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

If you want to level up your business, it's time to start networking! Community and relationships make a drastic difference when it comes to wealth building. Creating partnerships, joining communities, working with people across the country. These can all greatly enhance your business. In this episode, we explore the importance of strategic partnerships, benefits that come with networking, and pitfalls to avoid.   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 on 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

Today we are celebrating 150 episodes of Money Insights! Can you believe it? Joining us in this celebration are two of our star wealth strategists, Blake Brogan and Brenyn McConnell. In this episode we share some of the successes of our listeners and clients, examples of the Investment Optimizer Strategy in use, and traits we've observed in our most successful clients. From pilots and exotic cars to luxury watches and chicken farms, this episode has it all. Let's get this party started.   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 on 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

This week's topic was inspired by our recent live webinar with Joe Camberato. Today we're talking all things business financing and private lending. It can be difficult for small businesses to access the capital they need when working with traditional banks. That's where private lending comes in. Tune in to break it down.   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 on 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

Estate maximization isn't usually a starting point for people in their wealth building journey. While it's exciting talking about building wealth, bringing death into the conversation isn't so fun. However, it's important to know how to effectively pass your money on to the next generation. Today we are diving into our sixth core benefit: estate maximization and wealth preservation.   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 on 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

This week we hit on a topic requested from a viewer of the show: retirement income planning. While it is vital to stay in charge of your financial future, it's not going to look the same for everybody. However, there are strategies that can be utilized to make your income plan more effective. Tune in to learn more about these strategies, asset allocation, and our personal retirement philosophies.   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 on 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

Collectibles can often be overlooked as a form of investing, but there is real value to be found if you do your research and find what you're interested in. Unlike stocks, it is a very tangible investment. From art, antiques, and coins, to video games, comics, and records, there's something for everyone. This week, we talk more about investing in collectibles, what to be thinking about when you do, and supply and demand.   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 on 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

It can be easy to overlook tax optimization when it comes to wealth building, but by utilizing tax strategy, you can minimize your taxes while maximizing the amount of money you bring back in. Whether this is through business, real estate, or life insurance, there are benefits you are probably missing out on. This week, we talk about the critical importance of tax optimization and wealth building.   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 on 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

Asset protection. It may not be the most exciting part of building wealth, but it is absolutely vital to preserving it. If you want to leave a legacy for future generations, you have to safeguard that wealth with a solid asset protection plan. This week, we do our best to provide you with an entertaining conversation about asset protection, why it's an important aspect of building wealth, and getting advice from the right people.   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 on 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

Financial freedom is thrown around in many conversations, but this week, we dive into the true lifeblood of wealth creation - cash flow! Are you on track to creating enough passive income to replace your working income? Tune in to learn more about making your dollar go further, diversifying your risk profile, and why you need cash flow.   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 on 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

We talk about velocity all the time. After all, it is one of our six core benefits in the Invest with Benefits framework. Actively keeping money in motion and putting it in the places where it creates the most efficiency is incredibly important even at a personal level. In this episode, we break down velocity, money inefficiencies that exist, and keeping your money in motion.   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 on 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

When you think about wealth creation, life insurance is likely not the first thing that comes to mind. However, life insurance is actually one of the most misunderstood financial vehicles that exists. In this episode, we talk about life insurance as a foundational asset, the Investment Optimizer, and Capital Avalanche. Find out how you can fully utilize your life insurance.   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 on 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

Have you ever met someone who said there is no value in diversifying your assets? Not likely. There has been a lot of conversation around the importance of diversification and investments. However, there are different ways to do it properly and many potential pitfalls. In this episode, find out how to stay out of the diversification danger zone and the top 10 pitfalls to avoid.   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 on 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

Do you hope to enjoy retirement? Leave behind generational wealth for your family? Let's take a closer look at how you're managing your cash flow. Investing in the traditional space can be limiting and unforgiving. Investing in alternative investments, on the other hand, such as real estate, private equity, and crypto, could present you with greater opportunity. In this episode, we talk all things alternative investments and explore the most impactful path to creating generational wealth.   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 on 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

When it comes to the global economy, many have tried and failed in predicting its course. With a great many factors at play - some predictable, some not - we must first understand the relationships between its moving pieces. In this episode, Rod puts on his economist hat and we dive into five critical issues facing the economy in 2024: inflation, interest rates, growth of the economy, election year, and geopolitical tensions.   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 on 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