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Episodes
Monday May 16, 2022
Monday May 16, 2022
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 insights@moneyinsights.net
Monday May 09, 2022
Monday May 09, 2022
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 insights@moneyinsights.net
Monday May 02, 2022
Monday May 02, 2022
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 insights@moneyinsights.net
Monday Apr 25, 2022
Monday Apr 25, 2022
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.comListen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Apr 18, 2022
Monday Apr 18, 2022
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.comListen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Apr 11, 2022
Monday Apr 11, 2022
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.comListen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Apr 04, 2022
Monday Apr 04, 2022
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.comListen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Mar 28, 2022
Monday Mar 28, 2022
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.comListen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Mar 21, 2022
Monday Mar 21, 2022
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/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Mar 14, 2022
Monday Mar 14, 2022
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.comListen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcastNeed to get in contact with the Money Insights team? Email us at insights@moneyinsights.net