The Money Insights Podcast

Christian and Rod take a unique spin on this week's episode as they interview marketing expert, Hilary Russell, owner of trcagency.com and host of the MKTG Mastermind podcast. Join our guests as they discuss where to start in creating an effective marketing strategy for your business, tools to use for optimizing your marketing content, and how to get the most out of your business marketing initiat...

Join Christian Allen and Rod Zabriskie this week as they cover the important things you need to know about annuities!  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 las...

How will the Capital Avalanche strategy be affected by rising interest rates of our economy? Tune in to this week's episode to find out!  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 th...

Are you ready for another round of BUSTING Dave Ramsey's "Mythbusting"? Catch this entertaining episode as Christian and Rod debunk even more of the "myths" Dave Ramsey has "busted"! 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 collaborati...

Have you considered adding note investing to your portfolio, but arent sure where to start? In this episode, Christian and Rod interview Fred Moskowitz, a note investing expert. Fred Moskowitz is an author, entrepreneur, and speaker who is on a personal mission to teach people about the power of investing in alternative asset classes, such as real estate and notes, showing them the way to diversif...

In this week's episode, Christian and Rod BUST the myths that have been "busted" by Dave Ramsey. 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 for each o...

Jay Steinfeld is the author of Lead from the Core, a Wallstreet Bestseller book, and is also CEO of Blinds.com which was first launched online in 1993 and later sold to Home Depot as Jay continued scaling the company beyond what he ever initially imagined. In this episode, Jay shares his experience and wisdom on leadership, and how to continue building to new heigths as an organization.  Money Ins...

In this week's episode Christian and Rod take a deep dive into the Capital Avalanche concept. 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 for each of t...

Have you heard of "The Shred Method"? This unique method was created by this week's episode guest Adam Carroll. Adam is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds...

In this week's episode Christian, Rod, and special guest host Brenyn McConnell answer questions directly from our listeners! Tune in to hear their in-depth explanations, recommendations, and expert advice on all things Money Insights!  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, Christian and Rod lay it all out in simplifying some of the most common questions they receive about Life Insurance within Trusts. What does the typical experience with Estate Attorneys look like? What should you watch for, and which options do you have when it comes to your trust? Tune in as Christian and Rod answer all of these questions plus many more to give you the inf...

Have you heard about the F.I.R.E. Movement? An acronym standing for “Financial Independence, Retire Early," the goal of this movement is to save and invest aggressively so that you can retire in your 30s - 40s. Join Christian and Rod as they uncover their top 10 reasons you should stay away from this movement!  Money Insights is a strategic planning firm that is founded on the principle that "off-...

What are the differences between "infinite banking" and the Investment Optimizer? This is one of the most common questions received by the Money Insights team! In this week's episode, Christian and Rod outline the main differentiating factors between these two common wealth building strategies, and make it very clear which strategy may be best for your unique situation! Money Insights is a strateg...

If you have ever been curious about the topic of private equity in the healthcare space than you will want to listen in! Join Christian, Rod, and special guest host Dr. Ferguson as they interview AJ Shekar. AJ is the Director of Provident Healthcare Partners, a firm dedicated to providing exemplary partnerships for healthcare companies and shareholders.   Money Insights is a strategic planning fir...

Meet Dave Ferguson, Founder of Celebrate Dental, who is a wealth-building and net worth focused entrepreneur! In this interview, Christian and Rod uncover the secret to Dave's success as they talk about his journey from wanting to become a heart surgeon - to scaling a dental and real estate empire! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" pr...

Every single day the team at Money Insights helps high income earners understand the best alternative investment strategies for their unique individual situations. In this episode, Christian and Rod dive into 5 of the top misconceptions and what you need to know about alternative investments! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products...

When it comes to finances, budgeting can feel overwhelming! In this episode, Christian and Rod interview budgeting expert Jessi Fearon as she gives insights into how you can  find a life of freedom without losing your mind! 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...

Tune in as Christian Allen, Rod Zabriskie, and Tim Whelan interview Keith Whitaker, author of Complete Family Wealth. Keith shares insight from his book and method in creating sustainable wealth for your family. 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 Insig...

Are you ready for the perfect combination of life insurance and leverage?! In this episode, Christian and Rod introduce The Capital Avalanche Strategy! Get your pen and notepad ready, you won't want to miss a detail of this 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 ea...

In this week's episode, Christian and Rod give us the pro's and con's of disability and long term care insurance. What is disability and LTC, how do they work, and how can you leverage each in the most beneficial methods possible for your situation? Tune in to learn more! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often...

Meet Yonah Weiss, the expert in real estate cost segregation, or component depreciation as he calls it! In this episode, Yonah shares insights into the core benefits, costs, and best use cases for leveraging cost segregation. 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. T...

In this episode Christian and Rod interview Britt Baker, co-founder of Dow Janes, a financial strategy company created for women who want to learn to take control of their money and invest! Britt shares foundational principles in this episode that you can take action with immediately, and also shares insight into the popular Dow Janes program "Million Dollar Year".  Money Insights is a strategic p...

Heard of the CV-LOC? In this informative episode, Christian and Rod give us all the details about this unique strategy! From explaining what a Cash Value Line of Credit is, to discussing when it makes sense to use it, by the end of this episode you will have a better all around understanding of the CV-LOC! Money Insights is a strategic planning firm that is founded on the principle that "off-the-s...

In this episode, Christian and Rod interview Dr. Navin Goyal whose career as an anesthesiologist has taken an entrepreneurial twist. Dr. Goyal shares the experience of his journey and tips for aspiring entrepreneurs, along with the inspiration behind his company, VC firm, and his two published books! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf"...

If you have ever wondered if there is a potentially better alternative to the traditional 401K - listen in! In this week's episode, Christian and Rod settle a debate about the major pro's and con's between 401K's versus the Retirement Accelerator strategy. You won't want to miss this debate!  Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products...