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Episodes
Monday Feb 05, 2024
Monday Feb 05, 2024
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
Monday Jan 22, 2024
Monday Jan 22, 2024
Although the accumulation of wealth is a good thing, it has the potential to hold you back from creating a life you can live on your own terms. Sometimes we get so focused on putting as much money away as possible for retirement, that our growth is stunted. Bringing cashflow into the mix could give you the freedom you've been looking for. In this episode, Christian and Blake compare the cashflow and accumulation methods, dig into entrepreneurship, and talk about the importance of your circle of influence.
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
Monday Jan 15, 2024
Monday Jan 15, 2024
Congratulations! You've made it to part 3 of our series on decoding life insurance! With the help of Blake Brogan, we've covered permanent vs. term, IUL vs. whole life, and the ins and outs of life insurance. This week, we give our thoughts on infinite banking, from our likes and dislikes, how whole life and IUL tie in, to direct vs. non-direct recognition, and phantom income. 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
Monday Jan 08, 2024
Monday Jan 08, 2024
In our last episode, we put permanent and term insurance head to head, followed by a showdown between IUL and whole life. Last week, IUL was under the spotlight. Now, it's whole life's turn. Many have questioned whole life's transparency, rigidity, value, and cost. In this episode, with the returning help of Blake Brogan, we throw all these darts and more. Will whole life survive?
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
Monday Jan 01, 2024
Monday Jan 01, 2024
Whole life versus term...IUL versus whole life...which one is best and what should you pick? Can you choose only one? In this episode, we've set out to answer all your questions with the help of Blake Brogan, Senior Wealth Strategist at Money Insights. We lay out the pros and cons, risks and rewards, and how to choose the right financial tool for you and 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 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
Monday Dec 25, 2023
Monday Dec 25, 2023
This week, we are peeling the layers back! Ever wonder where we came from and how we got here? Well, it wasn't easy, but fighting through the hard times shaped us into who we are today. Join us as we go back in time, cover our core benefits and areas of expertise, and explore the meaning of true 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
Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Dec 18, 2023
Monday Dec 18, 2023
What's the safest way to leverage your way to wealth? Part two of our series took a look at real estate under the lens of the "invest with benefits" philosophy: leverage, velocity, cashflow, tax optimization, estate maximization, and asset protection. In this episode, we turn to Capital Avalanche as a strategy to increase passive income.
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
Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Dec 11, 2023
Monday Dec 11, 2023
What is the best way to achieve financial freedom as quickly as possible? This is the age-old question many have sought to answer with seemingly simple and actionable steps in a neatly wrapped box. The Internet is full of "million dollar" plans. Is this really what we're up against? Very rarely do these plans tell you how to actually build true wealth. In this episode, we compare and contrast the philosophies of Personal Finance Club, Nerd Wallet, Finance Superhero, Wealthfront, and Dave Ramsey to see how they stack up to the Invest with Benefits philosophy.
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
Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Dec 04, 2023
Monday Dec 04, 2023
Wondering if real estate is the perfect fit for your investing goals? Look no further! Last week's part one of our series introduced the investment optimizer as a strategy that aligns with our "invest with benefits" philosophy: leverage, velocity, cashflow, tax optimization, estate maximization, and asset protection. Now, let's dive into real estate - the go-to investment for almost everyone we talk to. Real estate investments are a popular choice, and for good reason! But does real estate really check all the boxes?
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
Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Monday Nov 27, 2023
Monday Nov 27, 2023
Join us as we uncover the stories of visionary entrepreneurs who have not only achieved financial success but have leveraged their resources and expertise to create positive change. We'll explore the mindset shifts, challenges faced, and the strategies employed by these high-impact entrepreneurs to balance profitability with purpose.
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
Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net