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Episodes
Monday Oct 04, 2021
Monday Oct 04, 2021
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 insights@moneyinsights.net
Monday Sep 27, 2021
Monday Sep 27, 2021
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 insights@moneyinsights.net
Sunday Sep 19, 2021
Sunday Sep 19, 2021
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 insights@moneyinsights.net
Monday Sep 13, 2021
Monday Sep 13, 2021
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 insights@moneyinsights.net
Monday Sep 06, 2021
Monday Sep 06, 2021
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 insights@moneyinsights.net
Monday Aug 30, 2021
Monday Aug 30, 2021
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 insights@moneyinsights.net
Monday Aug 23, 2021
Monday Aug 23, 2021
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 insights@moneyinsights.net
Monday Aug 16, 2021
Monday Aug 16, 2021
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 insights@moneyinsights.net
Monday Aug 09, 2021
Monday Aug 09, 2021
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 insights@moneyinsights.net
Monday Aug 02, 2021
Monday Aug 02, 2021
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 insights@moneyinsights.net