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Episodes
Monday Dec 05, 2022
Monday Dec 05, 2022
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 insights@moneyinsights.net
Monday Nov 28, 2022
Monday Nov 28, 2022
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 insights@moneyinsights.net
Monday Nov 21, 2022
Monday Nov 21, 2022
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 insights@moneyinsights.net
Monday Nov 14, 2022
Monday Nov 14, 2022
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 insights@moneyinsights.net
Monday Nov 07, 2022
Monday Nov 07, 2022
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 insights@moneyinsights.net
Monday Oct 31, 2022
Monday Oct 31, 2022
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 insights@moneyinsights.net
Monday Oct 24, 2022
Monday Oct 24, 2022
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 insights@moneyinsights.net
Monday Oct 17, 2022
Monday Oct 17, 2022
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 Podcasthttps://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 insights@moneyinsights.net
Monday Oct 10, 2022
Monday Oct 10, 2022
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 insights@moneyinsights.net
Monday Oct 03, 2022
Monday Oct 03, 2022
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 insights@moneyinsights.net