From tax strategies to legal contracts, a lot goes into being successful in alternative investing. Surrounding yourself with the right team of experts is oftentimes, an overlooked component of building wealth. In this week's episode, Christian and Rod talk about the experts you need on your financial team and about how to find the team members that are right 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
While many high-income earners have permanent life insurance policies, annuities, long-term care products, etc., oftentimes, these products are not structured properly to use as an opportunity fund for growing investments? If this is your situation, it may be time to consider a tax-free 1035 exchange so that you can structure your money to work for you. In this week's episode, Christian and Rod break down the ins and outs of 1035 exchanges to help you know when you should consider using one to optimize your financial products. 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
Troy Eckard, CEO of Eckard Enterprises, joins Christian and Rod to discuss the ins and outs of investing in oil and gas. According to Troy, 95% of the companies that claim to invest in oil and gas are frauds. Learn how to find a reputable investment company to help you diversify your portfolio. 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
Since the 1990s, financial advisors have helped individuals plan how much money they needed to save for retirement by using the "4% Rule". Unfortunately, this "rule" has left many hardworking individuals coming up short on finances leading many to retire later or to reenter the workforce in retirement. In this week's episode, Christian and Rod discuss the flaws with the "4% Rule" and they dive into how to better plan for a successful retirement. 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
Traditional financial advice for high-income earners has almost always included hiring a financial advisor to tell you where and how to invest your money. Christian and Rod don't necessarily agree with this advice, and in this episode, they discuss 10 things to think about before hiring a financial advisor. 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
NIW President Daen Wombwell joins Christian and Rod on this week's podcast to discuss a unique investment strategy called Premium Finance. Daen discusses NIW's history and shares investment tips and tricks you won’t find anywhere else. 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 week's episode, Dr. John Foley joins Christian and Rod to discuss his career as a physician and entrepreneur. While Dr. Foley was investing and building businesses before meeting the Money Insights Team, he discusses how he has been able to use tools like The Investment Optimizer to accelerate the growth of his investment and ventures. 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
Thinking about starting or buying a new business? If so, then this episode is for you. Christian and Rod discuss twelve lessons, some good and some bad, that they learned while running a day spa. 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
Wall Street and traditional financial planners have taught the general public that becoming a millionaire by retirement is simply a matter of saving and investing in qualified plans and mutual funds. The truth is, there are a lot of ways to accomplish your retirement goals. And, some of them can even push your potential financial growth much further. In this podcast, Christian and Rod discuss the pros and cons of three different strategies to become a millionaire by retirement. 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
Annie Dickerson, co-founder and COO of Goodegg Investments, joins the team to tell her story of how she went from teaching to running multi-million dollar real estate syndications. In this episode, you'll learn how you to can earn passive income by investing in real estate syndicates. 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