The Money Insights Podcast

The Money Insights Podcast

by Money Insights
Investing

5 Rules Of Alternative Investing We Wish Everyone Knew | Episode #216

In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie reveal the five essential rules of alternative investing that can help you protect capital, maximize ROI, and build long-term wealth — plus a bonus rule every investor should know. Whether you’re new to alternative investments or a seasoned pro, these principles will help you invest smarter and avoid costly mistakes. 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/
E216
Aug 11, 2025
31:11

Do Wealthy People Use Annuities? | Episode #215

In this episode, Christian and Rod unpack whether annuities make sense for high-net-worth individuals. They explore how annuities work, why they’re heavily marketed, and when (if ever) they fit into a wealth-building strategy. If you're curious about annuities vs. alternative investments, this one's 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/
E215
Aug 4, 2025
39:58

The Fiduciary Fallacy: Why Real Integrity Isn't in the Paperwork | Episode #214

Is working with a fiduciary all it’s cracked up to be? In this eye-opening episode, Christian and Rod take a deep dive into the world of financial advisors, exploring the fiduciary fallacy — the widespread assumption that fiduciary status guarantees better advice, ethics, or outcomes. They break down the difference between the fiduciary and suitability standards, expose the built-in conflicts of interest in the industry, and explain why relying solely on a designation may lead you down the wrong path. Through candid personal experiences, legal anecdotes, and hard-hitting insights, this episode reveals the real ways to evaluate integrity and alignment in a financial advisor. Whether you’re working with an advisor now or considering one, this is the conversation you must hear to make smarter decisions with your wealth. 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/
E214
Jul 28, 2025
42:55

The Real Wealth Gap: Why Financial Education Isn't Optional Anymore | Episode #213

In this thought-provoking episode of the Money Insights Podcast, Christian Allen and Rod “the Pod” Zabriskie are joined by veterinarian-turned-wealth-builder Phil Zeltzman to explore one of the most overlooked causes of the wealth divide in America today: a lack of financial education. Despite high incomes, millions of Americans are stuck in the paycheck-to-paycheck cycle. Christian and Rod break down why this is more than a budgeting issue—it's a systemic gap in financial literacy. Together with Phil, they unpack how the traditional “accumulate and save” model often fails to deliver true financial freedom—and why acceleration through alternative investments may be the key to breaking out of the slow lane. Phil shares his personal story of going from overworked surgeon to lifestyle freedom, working just two days a week thanks to smart financial strategies. His journey includes: Escaping the stock market roller coaster Building predictable, cash-flowing investments Creating a comprehensive course to help others speed up their learning curve and reclaim control of their finances You’ll also hear about Phil’s upcoming two-part workshop launching July 26th, designed to help participants create a 1, 3, 5, and 10-year financial roadmap rooted in clarity, control, and confidence. Whether you’re new to wealth building or an experienced investor looking to sharpen your edge, this episode offers a powerful reminder: Financial education isn’t just helpful—it’s essential. 🎧 Tune in and discover: Why high-income earners still struggle financially The trap of slow accumulation—and how to break free A behind-the-scenes look at Phil’s journey and new course The importance of shifting your mindset from retirement planning to wealth acceleration 📩 Interested in Phil’s workshop? Email myfinancialworkshop@gmail.com to get the flyer, ask questions, and receive an exclusive 20% discount for Money Insights Podcast listeners. 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/
E213
Jul 19, 2025
35:58

Want to Build Real Wealth? Stop Thinking Like a Financial Advisor | Episode #212

This episode of the Money Insights Podcast with Christian Allen and Rod Zabriskie explores why the traditional financial planning model is often ineffective for high-income earners who want to build lasting wealth. They argue that traditional advisors focus on risk management and survival, not on thriving and building multi-generational wealth. They emphasize that true wealth builders must shift their mindset to prioritize cash flow, leverage, and opportunity over simple asset accumulation and tax deferral. 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/
E212
Jul 14, 2025
34:17

Think Like A Billionaire | Episode #211

What if you could manage your wealth like a billionaire—without needing billionaire-level money? In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie break down how high-income earners can replicate the powerful family office structure used by ultra-wealthy families. Learn how to integrate key wealth-building principles—like strategic leverage, coordinated advisory teams, tax efficiency, and generational legacy planning—into your personal finances. Plus, we introduce our Investment Insider Series (IIS), designed to help you expand your deal flow and access exclusive opportunities. 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/
E211
Jul 7, 2025
35:08

The Financial Confidence Gap: Why Earning More Alone Doesn't Lead To Financial Freedom | Episode #210

Ever wonder why high-income earners often still feel financially stuck—even when their paychecks are big? In this episode, Christian and Rod unpack the Financial Confidence Gap: the hidden disconnect between income and freedom. They dive into the flawed assumptions of traditional planning, the danger of over-relying on accumulation strategies, and how taxes quietly erode wealth. You'll hear real-life stories, including a mindset shift from a successful physician, and learn how to build true financial freedom using the six pillars of the “Invest With Benefits” philosophy. 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
E210
Jun 30, 2025
50:50

How To Recognize A Bad Deal | Episode #209

How to Spot a Bad Investment Before It’s Too Late In part 3 of our Alternative Investment Series, Christian and Rod reveal the red flags every investor needs to watch out for—before committing capital. Learn how to distinguish between deals that are risky, misguided, or even outright scams. This episode is packed with lessons learned, real examples, and smart strategies to help you invest with confidence. 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
E209
Jun 23, 2025
48:05

How To Build Your Alternative Investing Strategy | Episode #208

In Part 2 of the Money Insights Podcast alternative investing series, Christian and Rod help listeners create their own alternative investment strategy. They start by explaining how to identify your “why” and build a personalized plan around it. You’ll learn how to structure a portfolio using core investments (like real estate or business) and satellite assets (like crypto, private lending, or private equity). They share personal stories—both wins and failures—and offer practical advice on avoiding common mistakes. You’ll also hear how they use high-cash-value life insurance to boost returns and maintain liquidity. Whether you're new to alternatives or refining your current strategy, this episode gives you a clear framework to build from. 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
E208
Jun 16, 2025
44:12

Why Alternatives Matter More Than Ever Pt. 1 | Episode #207

Welcome to the first episode of our 3-part series on alternative investing! In this kickoff conversation, Christian Allen and Rod Zabriskie dive into why alternative investments matter more than ever—especially in today’s volatile market and shifting economic landscape. Christian shares how AI (aka “Jarvis”) prompted a reflection on past episodes, revealing the need to go deeper into one of Money Insights’ core topics. The result? A focused exploration of why the traditional financial playbook—401(k)s, pensions, and retiring at 67—often falls short for high-income earners seeking faster, more strategic wealth building. Rod unpacks the power of alternatives to offer greater control, enhanced tax benefits, and more direct impact compared to Wall Street’s unpredictable rollercoaster. They discuss how outdated financial advice no longer fits the goals of today’s investors who want freedom, liquidity, and the ability to drive wealth with intention—not just hope. Christian and Rod also clarify what “alternative” really means—emphasizing that it doesn’t mean riskier. From real estate to business ownership and tax-incentivized opportunities, they explain how alternatives offer tangible value, often with less correlation to market chaos. Plus, both hosts share their personal journeys into alternative investing—one rooted in early inspiration, the other forged through hard-won experience and observation. This episode lays the foundation for parts two and three: building your alternative investment strategy, and learning how to avoid bad deals before they burn you. If you're ready to take control of your financial future, this is the series to tune into. 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
E207
Jun 9, 2025
28:32
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