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Find Your Financial Freedom Factor with Christian Allen

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Manage episode 289340891 series 2105468
Content provided by Angela Demaree and Angela Demaree: Solutions Driven Veteran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Demaree and Angela Demaree: Solutions Driven Veteran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Favorite quotes of the episode:

“Be proactive with tax planning to keep more of what you earned.”

“The key is to be intentional.”

“Multi-family housing is a great asset class and can be low risk.”

Episode Overview

In this episode, I talk with Christian Allen, he is a successful entrepreneur, owner of multiple businesses, author of Money Insights for Physicians, and the Founder and CEO of the strategic wealth building firm, Money Insights. Christian’s team specializes in helping clients understand and implement alternative wealth building strategies centered around life insurance (and not the type of life insurance you get when you go to your local agent). Christian is passionate about making it easier for his clients to build and protect their wealth, and he is here today to share some insight into his strategies. Welcome to the show, Christian!

TOPICS

  • Christian’s unique career path and what’s unique about Money Insights.
  • Christian’s philosophy when it comes to investing.
  • Conservative leverage.
  • Is there a way to overcome the high debt to income ratio without just simply, working more?
  • How the average investor can have an appropriate money mindset for their ambitions without FOMO.
  • Risk-Adjusted Return, explained

RESOURCES

Connect with Christian and learn more at https://moneyinsights.net/

Take the Financial Freedom Factor Assessment at f3assessment.com

Employee Benefit Retirement Institute: https://www.ebri.org/publications/research-publications/fast-facts

Medscape Physician Report: https://www.medscape.com/

Join our email list and never miss another insight at https://www.pawsconsulting.com/shownotes

Learn Strategies for Overcoming Overwhelm at https://www.pawsconsulting.com/overwhelm

“This program has been approved for 1 hour of continuing education credit for veterinarians and veterinary nurses/technicians in jurisdictions that recognize RACE approval.”

Sign up for a free Strategy Session to overcome overwhelm and get unstuck at https://www.pawsconsulting.com/podcast

Thinking of running for office? Get your copy of Candidate Survival Guide or Join one of Angela’s Campaign Accelerator Programs at https://www.pawsconsulting.com/candidate

Connect with Angela at www.pawsconsulting.com or on Twitter, LinkedIn, and Instagram @DemareeDVM.

How to leave a review on iTunes:

Go to https://itunes.apple.com/us/podcast/beyond-the-stethoscope/id1354281411 or open iTunes.

Click 'View in iTunes' (or maybe you are already there)

Click 'Subscribe'

Then Click 'Ratings and Reviews'

Then Click 'Write a Review'

  continue reading

128 episodes

Artwork
iconShare
 
Manage episode 289340891 series 2105468
Content provided by Angela Demaree and Angela Demaree: Solutions Driven Veteran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Demaree and Angela Demaree: Solutions Driven Veteran or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Favorite quotes of the episode:

“Be proactive with tax planning to keep more of what you earned.”

“The key is to be intentional.”

“Multi-family housing is a great asset class and can be low risk.”

Episode Overview

In this episode, I talk with Christian Allen, he is a successful entrepreneur, owner of multiple businesses, author of Money Insights for Physicians, and the Founder and CEO of the strategic wealth building firm, Money Insights. Christian’s team specializes in helping clients understand and implement alternative wealth building strategies centered around life insurance (and not the type of life insurance you get when you go to your local agent). Christian is passionate about making it easier for his clients to build and protect their wealth, and he is here today to share some insight into his strategies. Welcome to the show, Christian!

TOPICS

  • Christian’s unique career path and what’s unique about Money Insights.
  • Christian’s philosophy when it comes to investing.
  • Conservative leverage.
  • Is there a way to overcome the high debt to income ratio without just simply, working more?
  • How the average investor can have an appropriate money mindset for their ambitions without FOMO.
  • Risk-Adjusted Return, explained

RESOURCES

Connect with Christian and learn more at https://moneyinsights.net/

Take the Financial Freedom Factor Assessment at f3assessment.com

Employee Benefit Retirement Institute: https://www.ebri.org/publications/research-publications/fast-facts

Medscape Physician Report: https://www.medscape.com/

Join our email list and never miss another insight at https://www.pawsconsulting.com/shownotes

Learn Strategies for Overcoming Overwhelm at https://www.pawsconsulting.com/overwhelm

“This program has been approved for 1 hour of continuing education credit for veterinarians and veterinary nurses/technicians in jurisdictions that recognize RACE approval.”

Sign up for a free Strategy Session to overcome overwhelm and get unstuck at https://www.pawsconsulting.com/podcast

Thinking of running for office? Get your copy of Candidate Survival Guide or Join one of Angela’s Campaign Accelerator Programs at https://www.pawsconsulting.com/candidate

Connect with Angela at www.pawsconsulting.com or on Twitter, LinkedIn, and Instagram @DemareeDVM.

How to leave a review on iTunes:

Go to https://itunes.apple.com/us/podcast/beyond-the-stethoscope/id1354281411 or open iTunes.

Click 'View in iTunes' (or maybe you are already there)

Click 'Subscribe'

Then Click 'Ratings and Reviews'

Then Click 'Write a Review'

  continue reading

128 episodes

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