The Money Insights Podcast

When it comes to the global economy, many have tried and failed in predicting its course. With a great many factors at play - some predictable, some not - we must first understand the relationships between its moving pieces. In this episode, Rod puts on his economist hat and we dive into five critical issues facing the economy in 2024: inflation, interest rates, growth of the economy, election yea...

Although the accumulation of wealth is a good thing, it has the potential to hold you back from creating a life you can live on your own terms. Sometimes we get so focused on putting as much money away as possible for retirement, that our growth is stunted. Bringing cashflow into the mix could give you the freedom you've been looking for. In this episode, Christian and Blake compare the cashflow a...

Congratulations! You've made it to part 3 of our series on decoding life insurance! With the help of Blake Brogan, we've covered permanent vs. term, IUL vs. whole life, and the ins and outs of life insurance. This week, we give our thoughts on infinite banking, from our likes and dislikes, how whole life and IUL tie in, to direct vs. non-direct recognition, and phantom income. Let's get started. M...

In our last episode, we put permanent and term insurance head to head, followed by a showdown between IUL and whole life. Last week, IUL was under the spotlight. Now, it's whole life's turn. Many have questioned whole life's transparency, rigidity, value, and cost. In this episode, with the returning help of Blake Brogan, we throw all these darts and more. Will whole life survive? Money Insights i...

Whole life versus term...IUL versus whole life...which one is best and what should you pick? Can you choose only one? In this episode, we've set out to answer all your questions with the help of Blake Brogan, Senior Wealth Strategist at Money Insights. We lay out the pros and cons, risks and rewards, and how to choose the right financial tool for you and your family. Money Insights is a strategic...

This week, we are peeling the layers back! Ever wonder where we came from and how we got here? Well, it wasn't easy, but fighting through the hard times shaped us into who we are today. Join us as we go back in time, cover our core benefits and areas of expertise, and explore the meaning of true wealth. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shel...

What's the safest way to leverage your way to wealth? Part two of our series took a look at real estate under the lens of the "invest with benefits" philosophy: leverage, velocity, cashflow, tax optimization, estate maximization, and asset protection. In this episode, we turn to Capital Avalanche as a strategy to increase passive income. Money Insights is a strategic planning firm that is founded...

What is the best way to achieve financial freedom as quickly as possible? This is the age-old question many have sought to answer with seemingly simple and actionable steps in a neatly wrapped box. The Internet is full of "million dollar" plans. Is this really what we're up against? Very rarely do these plans tell you how to actually build true wealth. In this episode, we compare and contrast the...

Wondering if real estate is the perfect fit for your investing goals? Look no further! Last week's part one of our series introduced the investment optimizer as a strategy that aligns with our "invest with benefits" philosophy: leverage, velocity, cashflow, tax optimization, estate maximization, and asset protection. Now, let's dive into real estate - the go-to investment for almost everyone we ta...

Join us as we uncover the stories of visionary entrepreneurs who have not only achieved financial success but have leveraged their resources and expertise to create positive change. We'll explore the mindset shifts, challenges faced, and the strategies employed by these high-impact entrepreneurs to balance profitability with purpose. Money Insights is a strategic planning firm that is founded on t...

Join our expert hosts as they unravel the fundamental principles that form the bedrock of sound investment strategies. From risk management to diversification, liquidity to time horizon, we explore how each pillar contributes to a resilient and prosperous investment portfolio. But that's not all – we'll shine a spotlight on the game-changer, the tool that takes your investment game to the next lev...

Join us as we navigate the complex world of finance, demystifying jargon and unraveling the intricacies of economic events. Whether it's the latest market trends, investment strategies, or personal finance tips, our experts provide you with the knowledge you need to stay ahead in the ever-changing landscape of money matters. Money Insights is a strategic planning firm that is founded on the princi...

Are you ready to take your investment portfolio to new heights? Join us on this episode of the Money Insights Podcast as we dive deep into the world of alternative investments and explore how you can build confidence in these unique financial opportunities. Investing in alternatives, such as real estate, hedge funds, private equity, and more, can be a powerful way to diversify your holdings and po...

In a world inundated with financial advice, we help you cut through the noise and provide you with a curated list of books you simply can't live without. From timeless classics to the latest bestsellers, we explore the insights and wisdom shared by renowned authors, experts, and visionaries who have paved the way to financial success. Money Insights is a strategic planning firm that is founded on...

Join us as we guide you through the intricate maze of wealth management, helping you navigate the challenges that come with a high income. From the allure of extravagant lifestyles to the intricacies of managing substantial earnings, we've got you covered. 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...

Investing has long been viewed as a path to financial growth, but it's not just about numbers on a screen. The modern investor is driven by more than just monetary returns; they seek investments that align with their values, provide benefits to the world, and deliver personal fulfillment. Join our hosts, Christian, and Rod, as we delve deep into the concept of "Invest with Benefits Unleashed." Mon...

Life is a journey, and just like any journey, it requires careful planning, direction, and a map to guide us. Join us as we embark on a transformative discussion on how to create the life you've always dreamed of, while ensuring your financial resources align with your aspirations. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and soluti...

Financial mortality is a concept that can profoundly impact your life and the lives of your loved ones. Whether you're a financial guru or just starting your journey toward financial literacy, understanding the implications of financial death is crucial. We'll unravel the mysteries surrounding this topic and shed light on the key aspects you need to consider. Money Insights is a strategic planning...

Are you a parent or guardian with dreams of providing your child with a top-notch education? Do you worry about the rising costs of college tuition and wonder how you'll ever afford it? Well, you're not alone. College education expenses are on the rise, and planning for your child's future can be a daunting task. Join us as we explore a game-changing strategy that can revolutionize the way you sav...

In this episode of the Money Insights Podcast, we delve deep into the complex world of high-income taxes and explore strategies to avoid the High-Income Tax Trap. Whether you're a high earner or aspire to be one, understanding how your income is taxed at the upper echelons of the financial ladder is essential for maximizing your wealth. Money Insights is a strategic planning firm that is founded o...

Join us as we unpack the age-old conundrum of hedge funds: Are they a path to financial success or a gamble too risky to take? Our knowledgeable hosts will guide you through the intricacies of hedge fund investment, exploring the various strategies employed by these funds. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often...

Join us as we embark on a journey to uncover the secrets of Multi-Income Stream Mastery. Our expert guests will share their firsthand experiences and insights into creating diverse revenue streams that can supercharge your financial future. Whether you're an aspiring entrepreneur, a seasoned investor, or simply curious about how to enhance your financial well-being, this episode offers invaluable...

Join us as we explore the transformative power of a positive money mindset and uncover five powerful strategies that will help you cultivate a harmonious connection with your finances. Money, often seen as a source of stress, can become a catalyst for growth and fulfillment when approached mindfully. Our experts will guide you through insightful discussions on how to reframe your thoughts, emotion...

Whether you're a seasoned entrepreneur with a thriving company or just starting on the path to building your empire, the eventual exit of your business is a milestone that deserves careful preparation. Join us as we uncover the secrets to successfully navigating this intricate journey, ensuring that your years of hard work culminate in a seamless and profitable transition. Money Insights is a stra...

In this episode, we're taking a deep dive into a revolutionary movement that's transforming the way we think about making a difference while seeking financial returns - The Rise of Impact Investing. Impact investing, a concept that has gained remarkable traction in recent years, goes beyond traditional investing paradigms. It's not just about profit margins; it's about generating positive social a...