The Money Insights Podcast

Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the princip...

Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retirement, and the truth about 401(k)'s. Money Insights i...

Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" pro...

There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and soluti...

This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and build as you go. Money Insights is a strategic plann...

The wait is over! Part 2 of our mythbusting series is here. We started with 21 myths compiled from a combination of Christian's brain and ChatGPT. In part one, we mythbusted 8 of them. This week, we're hitting 6 more. From transparency to the cost of investing, tune in to hear the truth. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and...

This week, we get to share a message we're really excited about that we've been crafting and re-crafting to perfect for you all. We're talking about the five key benefits to our whole Invest with Benefits philosophy. Plus...an exciting announcement! 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 o...

This week we're talking about money, technology, and the future of FinTech. FinTech is not brand new, but we are at a pivotal point in time where we’re really seeing it take off and the things that it can do for us and could do for us in the future. Tune in to hear an honest conversation about cryptocurrency, robo-advisors, and Big Hero 6. Money Insights is a strategic planning firm that is founde...

Today we are setting the clock back and doing some good old fashioned mythbusting. We have a list of 21 myths we are going to break down. Does high risk always equal high reward? Are alternative investments too risky? In this episode, we discuss debt, startups, and much more. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions of...

This week, we're talking about a topic that affects a lot of people. However, it's one that we tend not to think about until we start to get older. That's right. We're talking about long-term care insurance and long-term planning, specifically about the pros and cons of actually using long-term care insurance versus its alternatives. Money Insights is a strategic planning firm that is founded on t...

Our past few episodes have been really focused on concepts and principles. This week, we're loosening the reins and talking about some of the key factors that really helped us differentiate ourselves and get an edge in the competition. From embracing technology to upholding transparency, we hope these strategies will help you find success as well! Money Insights is a strategic planning firm that i...

Wealth building doesn't stop at 65. It just enters a different phase. We talk about retirement in different forms all the time, but today we are going to be talking specifically about mitigating market risk in retirement. Tune in to learn more about some typical planning methods, our two core strategies, and filling up your buckets. Money Insights is a strategic planning firm that is founded on th...

If you want to level up your business, it's time to start networking! Community and relationships make a drastic difference when it comes to wealth building. Creating partnerships, joining communities, working with people across the country. These can all greatly enhance your business. In this episode, we explore the importance of strategic partnerships, benefits that come with networking, and pit...

Today we are celebrating 150 episodes of Money Insights! Can you believe it? Joining us in this celebration are two of our star wealth strategists, Blake Brogan and Brenyn McConnell. In this episode we share some of the successes of our listeners and clients, examples of the Investment Optimizer Strategy in use, and traits we've observed in our most successful clients. From pilots and exotic cars...

This week's topic was inspired by our recent live webinar with Joe Camberato. Today we're talking all things business financing and private lending. It can be difficult for small businesses to access the capital they need when working with traditional banks. That's where private lending comes in. Tune in to break it down. Money Insights is a strategic planning firm that is founded on the principle...

Estate maximization isn't usually a starting point for people in their wealth building journey. While it's exciting talking about building wealth, bringing death into the conversation isn't so fun. However, it's important to know how to effectively pass your money on to the next generation. Today we are diving into our sixth core benefit: estate maximization and wealth preservation. Money Insights...

This week we hit on a topic requested from a viewer of the show: retirement income planning. While it is vital to stay in charge of your financial future, it's not going to look the same for everybody. However, there are strategies that can be utilized to make your income plan more effective. Tune in to learn more about these strategies, asset allocation, and our personal retirement philosophies....

Collectibles can often be overlooked as a form of investing, but there is real value to be found if you do your research and find what you're interested in. Unlike stocks, it is a very tangible investment. From art, antiques, and coins, to video games, comics, and records, there's something for everyone. This week, we talk more about investing in collectibles, what to be thinking about when you do...

Asset protection. It may not be the most exciting part of building wealth, but it is absolutely vital to preserving it. If you want to leave a legacy for future generations, you have to safeguard that wealth with a solid asset protection plan. This week, we do our best to provide you with an entertaining conversation about asset protection, why it's an important aspect of building wealth, and gett...

It can be easy to overlook tax optimization when it comes to wealth building, but by utilizing tax strategy, you can minimize your taxes while maximizing the amount of money you bring back in. Whether this is through business, real estate, or life insurance, there are benefits you are probably missing out on. This week, we talk about the critical importance of tax optimization and wealth building....

Financial freedom is thrown around in many conversations, but this week, we dive into the true lifeblood of wealth creation - cash flow! Are you on track to creating enough passive income to replace your working income? Tune in to learn more about making your dollar go further, diversifying your risk profile, and why you need cash flow. Money Insights is a strategic planning firm that is founded o...

We talk about velocity all the time. After all, it is one of our six core benefits in the Invest with Benefits framework. Actively keeping money in motion and putting it in the places where it creates the most efficiency is incredibly important even at a personal level. In this episode, we break down velocity, money inefficiencies that exist, and keeping your money in motion. Money Insights is a s...

When you think about wealth creation, life insurance is likely not the first thing that comes to mind. However, life insurance is actually one of the most misunderstood financial vehicles that exists. In this episode, we talk about life insurance as a foundational asset, the Investment Optimizer, and Capital Avalanche. Find out how you can fully utilize your life insurance. Money Insights is a str...

Have you ever met someone who said there is no value in diversifying your assets? Not likely. There has been a lot of conversation around the importance of diversification and investments. However, there are different ways to do it properly and many potential pitfalls. In this episode, find out how to stay out of the diversification danger zone and the top 10 pitfalls to avoid. Money Insights is a...

Do you hope to enjoy retirement? Leave behind generational wealth for your family? Let's take a closer look at how you're managing your cash flow. Investing in the traditional space can be limiting and unforgiving. Investing in alternative investments, on the other hand, such as real estate, private equity, and crypto, could present you with greater opportunity. In this episode, we talk all things...