In this week's episode Christian and Rod take a deep dive into the Capital Avalanche concept. 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
Have you heard of "The Shred Method"? This unique method was created by this week's episode guest Adam Carroll. Adam is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. 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, Rod, and special guest host Brenyn McConnell answer questions directly from our listeners! Tune in to hear their in-depth explanations, recommendations, and expert advice on all things Money Insights! 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 lay it all out in simplifying some of the most common questions they receive about Life Insurance within Trusts. What does the typical experience with Estate Attorneys look like? What should you watch for, and which options do you have when it comes to your trust? Tune in as Christian and Rod answer all of these questions plus many more to give you the information you need about Life Insurance within Trusts! 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
Have you heard about the F.I.R.E. Movement? An acronym standing for “Financial Independence, Retire Early," the goal of this movement is to save and invest aggressively so that you can retire in your 30s - 40s. Join Christian and Rod as they uncover their top 10 reasons you should stay away from this movement! 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
What are the differences between "infinite banking" and the Investment Optimizer? This is one of the most common questions received by the Money Insights team! In this week's episode, Christian and Rod outline the main differentiating factors between these two common wealth building strategies, and make it very clear which strategy may be best for your unique situation! 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 been curious about the topic of private equity in the healthcare space than you will want to listen in! Join Christian, Rod, and special guest host Dr. Ferguson as they interview AJ Shekar. AJ is the Director of Provident Healthcare Partners, a firm dedicated to providing exemplary partnerships for healthcare companies and shareholders. 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 Dave Ferguson, Founder of Celebrate Dental, who is a wealth-building and net worth focused entrepreneur! In this interview, Christian and Rod uncover the secret to Dave's success as they talk about his journey from wanting to become a heart surgeon - to scaling a dental and real estate empire! 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
Every single day the team at Money Insights helps high income earners understand the best alternative investment strategies for their unique individual situations. In this episode, Christian and Rod dive into 5 of the top misconceptions and what you need to know about alternative investments! 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
When it comes to finances, budgeting can feel overwhelming! In this episode, Christian and Rod interview budgeting expert Jessi Fearon as she gives insights into how you can find a life of freedom without losing your mind! 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