Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
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Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
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Don't miss the Invest with Benefits Virtual Summit | #166
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Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup o…
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How much is the right amount of life insurance? | #165
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How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …
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How to execute the Investment Optimizer strategy | #164
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Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…
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Do I really need a traditional financial advisor? | #163
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Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…
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Retirement Income Illusions: The 401k Myth Exposed | #162
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Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retireme…
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Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options. Money Insights is a strategic planning firm that is…
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There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business. Money Insights is a strategic planning firm that is founded on the …
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Creating your personal investment philosophy | #159
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This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and bu…
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The wait is over! Part 2 of our mythbusting series is here. We started with 21 myths compiled from a combination of Christian's brain and ChatGPT. In part one, we mythbusted 8 of them. This week, we're hitting 6 more. From transparency to the cost of investing, tune in to hear the truth. Money Insights is a strategic planning firm that is founded o…
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Invest with Benefits: The 5 Key Benefits | #157
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This week, we get to share a message we're really excited about that we've been crafting and re-crafting to perfect for you all. We're talking about the five key benefits to our whole Invest with Benefits philosophy. Plus...an exciting announcement! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" pr…
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The future of FinTech and its impact on investing | #156
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This week we're talking about money, technology, and the future of FinTech. FinTech is not brand new, but we are at a pivotal point in time where we’re really seeing it take off and the things that it can do for us and could do for us in the future. Tune in to hear an honest conversation about cryptocurrency, robo-advisors, and Big Hero 6. Money In…
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Today we are setting the clock back and doing some good old fashioned mythbusting. We have a list of 21 myths we are going to break down. Does high risk always equal high reward? Are alternative investments too risky? In this episode, we discuss debt, startups, and much more. Money Insights is a strategic planning firm that is founded on the princi…
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Long-term Planning for Long-term Care | #154
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This week, we're talking about a topic that affects a lot of people. However, it's one that we tend not to think about until we start to get older. That's right. We're talking about long-term care insurance and long-term planning, specifically about the pros and cons of actually using long-term care insurance versus its alternatives. Money Insights…
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Unlocking Success: Lessons from Money Insights | #153
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Our past few episodes have been really focused on concepts and principles. This week, we're loosening the reins and talking about some of the key factors that really helped us differentiate ourselves and get an edge in the competition. From embracing technology to upholding transparency, we hope these strategies will help you find success as well! …
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Wealth building doesn't stop at 65. It just enters a different phase. We talk about retirement in different forms all the time, but today we are going to be talking specifically about mitigating market risk in retirement. Tune in to learn more about some typical planning methods, our two core strategies, and filling up your buckets. Money Insights …
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How to build massive wealth through strategic networking | #151
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If you want to level up your business, it's time to start networking! Community and relationships make a drastic difference when it comes to wealth building. Creating partnerships, joining communities, working with people across the country. These can all greatly enhance your business. In this episode, we explore the importance of strategic partner…
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Today we are celebrating 150 episodes of Money Insights! Can you believe it? Joining us in this celebration are two of our star wealth strategists, Blake Brogan and Brenyn McConnell. In this episode we share some of the successes of our listeners and clients, examples of the Investment Optimizer Strategy in use, and traits we've observed in our mos…
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This week's topic was inspired by our recent live webinar with Joe Camberato. Today we're talking all things business financing and private lending. It can be difficult for small businesses to access the capital they need when working with traditional banks. That's where private lending comes in. Tune in to break it down. Money Insights is a strate…
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Estate Maximization: Getting started | #148
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Estate maximization isn't usually a starting point for people in their wealth building journey. While it's exciting talking about building wealth, bringing death into the conversation isn't so fun. However, it's important to know how to effectively pass your money on to the next generation. Today we are diving into our sixth core benefit: estate ma…
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Strategies for maximizing your retirement income | #147
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This week we hit on a topic requested from a viewer of the show: retirement income planning. While it is vital to stay in charge of your financial future, it's not going to look the same for everybody. However, there are strategies that can be utilized to make your income plan more effective. Tune in to learn more about these strategies, asset allo…
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Collectibles: Are there opportunities to consider? | #146
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Collectibles can often be overlooked as a form of investing, but there is real value to be found if you do your research and find what you're interested in. Unlike stocks, it is a very tangible investment. From art, antiques, and coins, to video games, comics, and records, there's something for everyone. This week, we talk more about investing in c…
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Preserving generational wealth: The importance of Asset Protection | #145
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Asset protection. It may not be the most exciting part of building wealth, but it is absolutely vital to preserving it. If you want to leave a legacy for future generations, you have to safeguard that wealth with a solid asset protection plan. This week, we do our best to provide you with an entertaining conversation about asset protection, why it'…
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Mastering tax optimization: Leveraging tax savings to build wealth | #144
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It can be easy to overlook tax optimization when it comes to wealth building, but by utilizing tax strategy, you can minimize your taxes while maximizing the amount of money you bring back in. Whether this is through business, real estate, or life insurance, there are benefits you are probably missing out on. This week, we talk about the critical i…
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Cash Flow: The key to financial independence | #143
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Financial freedom is thrown around in many conversations, but this week, we dive into the true lifeblood of wealth creation - cash flow! Are you on track to creating enough passive income to replace your working income? Tune in to learn more about making your dollar go further, diversifying your risk profile, and why you need cash flow. Money Insig…
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Velocity: Accelerate your wealth building | #142
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We talk about velocity all the time. After all, it is one of our six core benefits in the Invest with Benefits framework. Actively keeping money in motion and putting it in the places where it creates the most efficiency is incredibly important even at a personal level. In this episode, we break down velocity, money inefficiencies that exist, and k…
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Life insurance as a wealth creation tool | #141
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When you think about wealth creation, life insurance is likely not the first thing that comes to mind. However, life insurance is actually one of the most misunderstood financial vehicles that exists. In this episode, we talk about life insurance as a foundational asset, the Investment Optimizer, and Capital Avalanche. Find out how you can fully ut…
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Diversification Danger Zone: Avoiding the top 10 pitfalls | #140
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Have you ever met someone who said there is no value in diversifying your assets? Not likely. There has been a lot of conversation around the importance of diversification and investments. However, there are different ways to do it properly and many potential pitfalls. In this episode, find out how to stay out of the diversification danger zone and…
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Do you hope to enjoy retirement? Leave behind generational wealth for your family? Let's take a closer look at how you're managing your cash flow. Investing in the traditional space can be limiting and unforgiving. Investing in alternative investments, on the other hand, such as real estate, private equity, and crypto, could present you with greate…
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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, i…
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Breaking free from conventional wealth building | #136
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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 e…
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Decoding life insurance: Our thoughts on infinite banking! Part III | #135
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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 rec…
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Decoding life insurance: Does WL trump IUL? Part II | #134
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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 a…
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Decoding life insurance: Does WL trump IUL? with Blake Brogan | #133
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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 y…
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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 t…
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Part III: Does The Capital Avalanche check all the boxes? | Episode #131
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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 Insi…
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Is this really what we’re up against?? | Episode#130
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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 wea…
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Part II: Does real estate check all the boxes? | Episode #129
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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 estat…
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From high income to high impact: The entrepreneur’s advantage | Episode #128
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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…
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The 6 Core Benefits: How the Investment Optimizer checks all the boxes | Episode #127
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Join our expert hosts as they unravel the fundamental principles that form the bedrock of sound investment strategies. From risk management to diversification, liquidity to time horizon, we explore how each pillar contributes to a resilient and prosperous investment portfolio. But that's not all – we'll shine a spotlight on the game-changer, the to…
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Financial Frontlines: Breaking down money headlines | Episode #126
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Join us as we navigate the complex world of finance, demystifying jargon and unraveling the intricacies of economic events. Whether it's the latest market trends, investment strategies, or personal finance tips, our experts provide you with the knowledge you need to stay ahead in the ever-changing landscape of money matters. Money Insights is a str…
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Elevate your investment game: Building confidence in alternatives | Episode #125
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Are you ready to take your investment portfolio to new heights? Join us on this episode of the Money Insights Podcast as we dive deep into the world of alternative investments and explore how you can build confidence in these unique financial opportunities. Investing in alternatives, such as real estate, hedge funds, private equity, and more, can b…
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Books You Can’t Live Without! | Episode #124
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In a world inundated with financial advice, we help you cut through the noise and provide you with a curated list of books you simply can't live without. From timeless classics to the latest bestsellers, we explore the insights and wisdom shared by renowned authors, experts, and visionaries who have paved the way to financial success. Money Insight…
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5 High-income pitfalls you MUST avoid for financial success | Episode #123
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Join us as we guide you through the intricate maze of wealth management, helping you navigate the challenges that come with a high income. From the allure of extravagant lifestyles to the intricacies of managing substantial earnings, we've got you covered. Money Insights is a strategic planning firm that is founded on the principle that "off-the-sh…
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Invest with Benefits Unleashed | Episode #122
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Investing has long been viewed as a path to financial growth, but it's not just about numbers on a screen. The modern investor is driven by more than just monetary returns; they seek investments that align with their values, provide benefits to the world, and deliver personal fulfillment. Join our hosts, Christian, and Rod, as we delve deep into th…
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Designing the Perfect Life | Episode #121
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Life is a journey, and just like any journey, it requires careful planning, direction, and a map to guide us. Join us as we embark on a transformative discussion on how to create the life you've always dreamed of, while ensuring your financial resources align with your aspirations. Money Insights is a strategic planning firm that is founded on the …
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Financial mortality is a concept that can profoundly impact your life and the lives of your loved ones. Whether you're a financial guru or just starting your journey toward financial literacy, understanding the implications of financial death is crucial. We'll unravel the mysteries surrounding this topic and shed light on the key aspects you need t…
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How CV Life Insurance can Turbocharge your College Savings Plan | Episode #119
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Are you a parent or guardian with dreams of providing your child with a top-notch education? Do you worry about the rising costs of college tuition and wonder how you'll ever afford it? Well, you're not alone. College education expenses are on the rise, and planning for your child's future can be a daunting task. Join us as we explore a game-changi…
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The High-Income Tax Trap | Episode #118
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In this episode of the Money Insights Podcast, we delve deep into the complex world of high-income taxes and explore strategies to avoid the High-Income Tax Trap. Whether you're a high earner or aspire to be one, understanding how your income is taxed at the upper echelons of the financial ladder is essential for maximizing your wealth. Money Insig…
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Hedge Funds: High returns or high risk? | Episode #117
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Join us as we unpack the age-old conundrum of hedge funds: Are they a path to financial success or a gamble too risky to take? Our knowledgeable hosts will guide you through the intricacies of hedge fund investment, exploring the various strategies employed by these funds. Money Insights is a strategic planning firm that is founded on the principle…
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Multi-Income Stream Mastery | Episode #116
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Join us as we embark on a journey to uncover the secrets of Multi-Income Stream Mastery. Our expert guests will share their firsthand experiences and insights into creating diverse revenue streams that can supercharge your financial future. Whether you're an aspiring entrepreneur, a seasoned investor, or simply curious about how to enhance your fin…
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