Have you ever been curious about how you can leverage the Investment Optimizer strategy? Join Christian and Rod in this weeks episode as they give multiple examples of clients who were able to maximize the Investment Optimizer strategy for their unique scenario. 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 Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
Join Christian and Rod in this weeks episode as they discuss reasons for inflation, and three tips for combating inflation! 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 Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
In this weeks episode Rod and Christian walk through a series of media clips that talk about lies regarding Whole Life Insurance. They spend time explaining and debunking each, and provide an interesting perspective you won't want to miss! 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 Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
In this week's episode of The Money Insights Podcast, Christian and Rod take a deep dive into multi-generational legacy planning, a unique financial strategy that allows you to transfer your estate to multiple generations to come with our without stipulations on how it can be used. 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 Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net
One of the key components to success for any business is standing out when compared to your competition. One proven method for standing out and establishing yourself/your business as a thought leader is by becoming a published author. In this week's episode, Julie Broad from Book Launchers joins Rod to discuss how their team works with entrepreneurs to help them get published. 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 investing, there are two primary approaches: cash flow investing and appreciation investing. The question is, which one is better? In this week's episode, Christian and Rod tackle the pros and cons of each approach to help you understand which option is best 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 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
Earlier this year, Christian moved into a new home and has worked with several contractors, some good and some not-so-good, to complete the basement, patio roof, and landscaping projects. Through this, oftentimes frustrating experience, Christian has created a list of tips on what to do and what not to do when running your business. Listen now to learn more about the lessons Christian has learned from working with contractors. 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
On a recent snowy morning (Snow Day! No school!), Christian and Rod sat down for a look at Rod’s Top 5 reasons for raising kids in ways to make them smart about money, finances, and investing. Check out the podcast—including bonus content with some tips for how to do that in addition to why it’s a good idea. 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
This week, Christian and Rod are joined by long-time Money Insights client and friend, Chris Odegard from www.theprolificinvestor.net to discuss 7 core principles that make up The Prolific Investors Financial Independence Matrix. 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
This week, Christian and Rod are joined by another Money Insights team member, Blake Brogan, to answer your questions about money, business, investing, and retirement planning. 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