David Perez is the #1 Tax Strategist known for helping high-income earners reduce or eliminate their tax liability by implementing advanced tax strategies. David is passionate about helping his clients join the Elite 3% of taxpayers who make over $200,000 and pay $0 in federal taxes. In this episode, Christian and Rod sit down with David to talk all things tax strategy, equipment leasing, and deferring taxes to build wealth. Connect with David: Website: davidaperez.com Facebook: David A. Perez YouTube: @iamdavidaperez 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
This week we're hitting on a topic that is relevant to many of the people we work with: building wealth as a physician. Whether it's student debt or long work hours, physicians and other busy professionals face major obstacles, but that won't stop them from building their legacy. In this episode, Rod and Christian walk through strategies to overcome these challenges and change the game. 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
The American Dream has long been idolized by its citizens, but has that dream remained the same? Where generations once prioritized home ownership and financial stability, others now seek experiences and job flexibility. In this episode, Christian and Rod explore how you can build your new American Dream, the evolution of retirement, and the role of cash flow in it all. 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
This week, we're tackling a subject that we've never really talked about here on The Money Insights Podcast - the intersection of health and wealth. We know that having money and resources can help us live longer healthier lives, but focusing on health can also facilitate our ability to create wealth. In this episode, we talk more about the financial benefits of prioritizing wellness, investing in wellness related industries, and leveraging health as high income earners. 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
Nicolas Cage, Paul McCartney, and Mike Tyson. What do these people have to do with finance? Well, we are talking about financial issues this week, which you may have expected, but we're doing it with a fun twist. We are going to learn about financial issues through celebrity mishaps. Whether it's overspending, tax evasion, or estate planning, celebrities have given us much to talk about in today's 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 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
This week, we're taking a trip down memory lane to see how Christian and Rod got to where they are and some of the realizations they've had along the way. Buckle up, because we're exploring the power of alternative investments, the six pillars of Invest with Benefits, and much 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 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
This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense for YOU! 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
This week, while Rod is out braving the wilderness, Christian is joined by Money Insights team members Blake Brogan and Brenyn McConnell. With a range of experience in this trio, they cover the 10 most costly mistakes high income earners make and how to avoid them. Whether it's lifestyle creeping or neglecting tax optimization, these mistakes may be holding you back. 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
In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year. Register 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 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
Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing? Register 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 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