The Money Insights Podcast

Have you ever been searching for your next investment and wondered whether the opportunity you saw was worthwhile? Today Christian and Rod dive into the anatomy of a good investment and how to spot a bad one, taking inspiration from American Greed. 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...

Whether it's about debt, saving for retirement, or investing, there are a lot of voices out there telling you what to do. They can be overwhelming, and they can also be WRONG. This week, Rod and Christian are joined again by honorary co-hosts and key members of the Money Insights team, Blake Brogan and Brenyn McConnell, to break down 10 controversial pieces of money advice. Let's get started! Mone...

We have this source of incredible wisdom here, and we need to take full advantage of it. Today, Rod the Pod Zabriskie is going to put on many hats: economist, dad, financial planner, investor. Whether it's inheriting $500,000, investing in a real estate deal that's losing money, or dealing with $50,000 in credit card debt, Rod's got the answers. Let's dive in. Money Insights is a strategic plannin...

A new year and a new presidency are upon us. This episode has nothing to do with political preferences. It has everything to do with what this means for alternative investors. Whether you like Donald Trump or not, it is vitally important to understand what changes are coming. From tax reform and deregulation to tariffs and trade policy, Christian and Rod dive into what investors should be thinking...

A renowned expert in personal finance, Lisa Chastain is dedicated to empowering passionate and successful women to overcome the shame and guilt surrounding their finances. Lisa has built her entire career supporting individuals to rewire their money mindset and adopt a strategic framework to focus on healthy spending rather than restrictive budgeting. In this episode, Rod and Christian sit down wi...

This week, Rod and Christian discuss the hidden costs of playing it safe with your investments. Most people don’t realize that overly conservative investing can be every bit as dangerous as a more aggressive approach. However, we want to be educated and thoughtful in the way we do it, so let’s get into some of the things we need to be thinking about when making good investment decisions. Money Ins...

Wasting money can look and feel a lot of different ways. Whether it's subscriptions, overpriced financial advisors, or fancy new cars, where could you be saving your money? In this episode, Christian and Rod break down 10 things they see high-income earners frequently waste money on. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solu...

This week, not only are we going to talk about America's insane national debt and federal budget deficit, but we're also going to try to do it without depressing everybody. In this episode, we dive into causes of the rising deficit, potential consequences, and how it could impact our lives. Wish us luck! Money Insights is a strategic planning firm that is founded on the principle that "off-the-she...

This week, we get to talk about one of our and your favorite topics...cash flow! Creating passive streams of income can completely shift your wealth building game AND your peace of mind. Join us as we dive into financial freedom, some core strategies for building cash flow, and practical steps you can start doing right now. Money Insights is a strategic planning firm that is founded on the princip...

This week, we're talking about someone who is very much out of step with the philosophies that we believe when it comes to building wealth. Can you guess who it is? That's right, in this episode, we're going to take a look at some of Dave Ramsey's worst takes and rebut them. From no credit score to 15 year mortgages, tune in for a fun one. Money Insights is a strategic planning firm that is founde...

This week, Rod and Christian are back again with guest co-hosts Blake Brogan and Brenyn McConnell to talk about some of the money habits of their most financially successful clients. From investment strategy to the content they consume to how they behave under pressure, there are in fact a few key differences between high income earners and the ultra wealthy. Money Insights is a strategic planning...

This week, Christian and Rod are joined again by Blake Brogan and Brenyn McConnell to talk about the money habits and mindsets of their most financially successful clients. From decision making to budgeting to tax strategy, tune in for a peak into the minds of the ultra wealthy. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions...

David Perez is the #1 Tax Strategist known for helping high-income earners reduce or eliminate their tax liability by implementing advanced tax strategies. David is passionate about helping his clients join the Elite 3% of taxpayers who make over $200,000 and pay $0 in federal taxes. In this episode, Christian and Rod sit down with David to talk all things tax strategy, equipment leasing, and defe...

This week we're hitting on a topic that is relevant to many of the people we work with: building wealth as a physician. Whether it's student debt or long work hours, physicians and other busy professionals face major obstacles, but that won't stop them from building their legacy. In this episode, Rod and Christian walk through strategies to overcome these challenges and change the game. Money Insi...

The American Dream has long been idolized by its citizens, but has that dream remained the same? Where generations once prioritized home ownership and financial stability, others now seek experiences and job flexibility. In this episode, Christian and Rod explore how you can build your new American Dream, the evolution of retirement, and the role of cash flow in it all. Money Insights is a strateg...

This week, we're tackling a subject that we've never really talked about here on The Money Insights Podcast - the intersection of health and wealth. We know that having money and resources can help us live longer healthier lives, but focusing on health can also facilitate our ability to create wealth. In this episode, we talk more about the financial benefits of prioritizing wellness, investing in...

Nicolas Cage, Paul McCartney, and Mike Tyson. What do these people have to do with finance? Well, we are talking about financial issues this week, which you may have expected, but we're doing it with a fun twist. We are going to learn about financial issues through celebrity mishaps. Whether it's overspending, tax evasion, or estate planning, celebrities have given us much to talk about in today's...

This week, we're taking a trip down memory lane to see how Christian and Rod got to where they are and some of the realizations they've had along the way. Buckle up, because we're exploring the power of alternative investments, the six pillars of Invest with Benefits, and much more. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solut...

This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense for YOU! Money Insights is a strategic planning firm that is founded on the principle that...

This week, while Rod is out braving the wilderness, Christian is joined by Money Insights team members Blake Brogan and Brenyn McConnell. With a range of experience in this trio, they cover the 10 most costly mistakes high income earners make and how to avoid them. Whether it's lifestyle creeping or neglecting tax optimization, these mistakes may be holding you back. Money Insights is a strategic...

In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year. Register Now! 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 Mone...

Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing? Register Now! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" pr...

Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup of speakers, including Shark Tank icon Daymond John...

How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often...

Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and contingency plans. Money Insights is a strategic planning...