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
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.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
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.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
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.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
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.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
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.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
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/podcast Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
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.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
In this week's episode, Christian and Rod interview tax expert Jeremy Lederer as he shares his top tips of wealth and tax planning. Get your pen and notepad ready for this value-packed 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.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
In this week's episode, Christian and Rod interview special guest Derrick Kinney. Derrick shares his depth of knowledge around Good Money methods, including captivating stories and financial tips to help you in your Good Money journey! 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 Check out Derrick Kinney's book Good Money Revolution by going to goodmoneyrevolutionbook.com