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Episodes
Monday Feb 13, 2023
Monday Feb 13, 2023
In this week's episode, Christian & Rod dive into the discussion: How Much is Enough to Walk Away from a High Paying Job? Dive in to this episode as our hosts share their perspectives on this statement and the different pathways you could 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 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 insights@moneyinsights.net
Monday Feb 06, 2023
Monday Feb 06, 2023
This week, Christian & Rod dive into the debate between Settling the Buy Term Invest The Difference VS Buy Whole Life Insurance. Discussing every single Pro & Con as well as some known strategies for each. Tune in to this episode on Apple Podcasts, Spotify, 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 insights@moneyinsights.net
Monday Jan 30, 2023
Monday Jan 30, 2023
In this week's episode, Christian & Rod answer YOUR questions in this second issue of MONEY INSIGHTS WITH MONEY INSIGHTS. Tune in to this episode on Apple Podcasts, Spotify, 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 insights@moneyinsights.net
Monday Jan 23, 2023
Monday Jan 23, 2023
In this week's episode, Christian & Rod answer YOUR questions in this new iteration of MONEY INSIGHTS WITH MONEY INSIGHTS. Tune in to this episode on Apple Podcasts, Spotify, 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 insights@moneyinsights.net
Monday Jan 16, 2023
Monday Jan 16, 2023
In this week's episode, Christian & Rod present to you a special Webinar they did for the Wealth Formula podcast by Buck Joffrey. Dive in to this episode as our hosts share their perspectives on how interest rates impact whole life insurance as well as our core strategies like The Capital Avalanche and 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 insights@moneyinsights.net
Monday Jan 09, 2023
Monday Jan 09, 2023
In this week's episode, Christian & Rod interview Lynette Zang , who is the Chief Market Analyst at ITM Trading. She has been a banker, a stock broker and studied world currencies since 1987. Join our hosts as they dive into the in's and out's of Precious Metals and Currencies and share expert perspectives!
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 insights@moneyinsights.net
Monday Jan 02, 2023
Monday Jan 02, 2023
This week's special guest is a Master of Financial Services, Author and Christian's Mentor, Jerry Borrowman, joining Christian & Rod to discuss Succession Strategies! Tune in and get your pen and notepad ready for a 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 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 insights@moneyinsights.net
Monday Dec 26, 2022
Monday Dec 26, 2022
What are the advantages to owning a business? There may be some you haven't thought of yet! Tune in to this weeks episode as Christian and Rod dive into the lesser-known benefits of business ownership!
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 insights@moneyinsights.net
Monday Dec 19, 2022
Monday Dec 19, 2022
Have you ever considered investing in a franchise? Join Christian and Rod in this week's episode as they interview franchise expert Jon Ostenson about the ins and outs of franchising!
Receive a free copy of the just released book 'Non-Food Franchising' and/or sign up for a free franchise consultation at franbridgeconsulting.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 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 insights@moneyinsights.net
Monday Dec 12, 2022
Monday Dec 12, 2022
Is Crypto dead?! This controversial question might be something you've asked yourself with recent events in the crypto world. In this week's episode, Christian and Rod are joined by their newest Money Insights team member, Jon Reeves, as they discuss all things crypto.
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 insights@moneyinsights.net