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
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
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
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
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
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
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
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
In this episode, Christian and Rod break down a unique investment strategy known as the Investment Optimizer. By using this customizable strategy, investors can create a highly efficient “opportunity fund” by using the power of compound interest to create value in two places at the same time. To learn more, listen now! 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
Have you ever thought about investing in real estate? If so, this is the episode for you! In this episode of The Money Insights Podcast, Christian and Rod discuss the pros and cons of 18 different types of real estate investment strategies. 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