The Money Insights Podcast

In this week's episode, Christian and Rod interview tax expert Jeremy Lederer as he shares his top tips of wealth and tax planning. Get your pen and notepad ready for this value-packed 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...

In this week's episode, Christian and Rod interview special guest Derrick Kinney. Derrick shares his depth of knowledge around Good Money methods, including captivating stories and financial tips to help you in your Good Money journey! 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...

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 mee...

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...

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 in...

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 solut...

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...

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 sol...

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...

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...

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 earne...

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...

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...

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 br...

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" produ...

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 in...

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...

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...

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 f...

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...

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...

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 so...

Brenda Newton joins Christian and Rod in this week's episode of The Money Insights Podcast to explain what an IBLOC is and how it can be used in conjunction with the Investment Optimizer to build wealth even more efficiently.  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....

Christian and Rod tackle five of the most common questions new clients have when trying to figure how to invest their money. Hear their insights on these questions based on years of experience in helping hundreds of clients overcome these challenges.  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...

Chris Odegard, a current Money Insights client, joins this week's episode to discuss how the Investment Optimizer has helped accelerate his real estate investment strategy which has ultimately grown his net worth by over 5x!   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....