The Money Insights Podcast

By Money Insights

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Category: Investing

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Subscribers: 5
Reviews: 0
Episodes: 277

Description

Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.


Episode Date
The Long-Term Care Dilemma: 5 Ways to Protect Your Wealth | Episode 279
Oct 26, 2026
Overrated or Underrated? Part 2: Wealth, Investing & the Choices That Matter Episode 278
Oct 19, 2026
Overrated or Underrated? Challenging Conventional Wealth-Building Advice | Episode 277
Oct 12, 2026
The Power of Max Funding Your Policy | Episode 276
Oct 05, 2026
We asked AI to challenge everything we believe about building wealth | 275
Sep 28, 2026
Financial rules we once believed that turned out to be false | Episode 274
Sep 21, 2026
10 investments we wouldn't make | Episode 273
Sep 14, 2026
The 5 phases of wealth building | Episode 272
Sep 07, 2026
The money rules that might just save your relationship | Episode 271
Aug 31, 2026
Wealth Questions With No Easy Answers, Part 2 | Episode 270
Aug 24, 2026
Wealth Questions With No Easy Answers — Part 1 | Episode 269
Aug 17, 2026
Can AI Turn $5 Million Into $30 Million? We Put It to the Test | Episode 268
Aug 10, 2026
The 10 biggest financial mistakes we see successful people make | Episode 267
Aug 03, 2026
5 Economic Principles Every Alternative Investor Should Understand | Episode 266
Jul 27, 2026
Takeover Podcast - Flow Capital Back to Your Policy Loans | Episode 265
Jul 20, 2026
How High-Income Earners Can Legally Reduce Taxes and Create More Capital | Episode 264
Jul 13, 2026
Are financial advisors becoming obsolete? | Episode 263
Jul 06, 2026
Turning Taxes into Wealth Building | Episode 262
Jun 29, 2026
The 5 Best Wealth-Building Decisions We've Ever Made | Episode 261
Jun 22, 2026
The Financial Media has a BIG Problem | Episode 260
Jun 15, 2026
The Accelerated Capital Strategy: How Successful Investors Structure and Deploy Capital | Episode 259
Jun 08, 2026
The 5 Most Dangerous Phrases in Wealth Building | Episode 258
Jun 01, 2026
Why many wealthy people are actually terrible investors | Episode 257
May 25, 2026
Why wealth on paper doesn't always feel like freedom | Episode 256
May 18, 2026
Making the leap: 5 Keys to becoming a full-time investor | Episode 255
May 11, 2026
250 years of proven wealth-building principles | Episode 254
May 04, 2026
Deal or No Deal | Episode 253
Apr 27, 2026
The Investment Optimizer Strategy in context | Episode 252
Apr 20, 2026
Rod vs Christian: Drafting the best investments for 2026 | Episode 251
Apr 13, 2026
Why smart investors still make bad decisions | Episode 250
Apr 06, 2026
The biggest lie in wealth building | Episode 249
Mar 30, 2026
The investor evolution—The stages of building real wealth | Episode 248
Mar 23, 2026
Are IULs dangerous? The good the bad and the ugly | Episode 247
Mar 16, 2026
Financial rules we completely ignore (and why) | Episode 246
Mar 09, 2026
The Accelerated Capital Strategy: How high income earners engineer tax-free income | Episode 245
Mar 02, 2026
Best Ever Conference Podcast
Feb 23, 2026
Why high income earners feel broke (even at $300k+) | Episode 243
Feb 16, 2026
Beyond the Roth IRA | Episode 242
Feb 09, 2026
How to Spot Bad Financial Advice | Episode 241
Feb 02, 2026
The most common private credit mistakes high income earners make | Episode 240
Jan 26, 2026
Why every high-income earner should consider private banking | Episode 239
Jan 19, 2026
PAL vs IO: A liquidity showdown for high-income earners | Episode 238
Jan 12, 2026
Rapid fire with the Money Insights team | Episode 237
Jan 05, 2026
What's the Biggest Threat to Retirement: The System or the Strategy? | Ep. 236
Dec 29, 2025
Life insurance is NOT an investment | Ep. 235
Dec 22, 2025
How to vet deals like a pro (before you wire any funds) | Ep. 234
Dec 15, 2025
Are you protecting your money . . . or maximizing it? | Ep. 233
Dec 08, 2025
Stop outsourcing your financial thinking | Ep. 232
Dec 01, 2025
50 year mortgage: Brilliant innovation or financial disaster? | Ep. 231
Nov 24, 2025
Rich on Paper, Tight on Cash Flow: The Hidden Cost of Dead Equity | Ep. 230
Nov 17, 2025
The wealth multiplier you can't buy back | Ep. 229
Nov 10, 2025
The FIRE movement: What they get right, and what they get wrong | Ep. 228
Nov 03, 2025
Part II: The best and worst advice in the financial world! | Episode 227
Oct 27, 2025
The best and worst advice in the financial world! | Ep 226
Oct 20, 2025
The evolution of success | Ep.225
Oct 13, 2025
The wealth-building paradox: Is it getting harder to build wealth | Ep. 224
Oct 06, 2025
Private credit: What it is, why it's hot, and whether it's worth it | Ep.223
Sep 29, 2025
The 10 hidden wealth destroyers no one talks about | Ep. 222
Sep 22, 2025
The 2 financial playbooks every high income earner must choose between | Ep 221
Sep 15, 2025
What Happens to the Investment Optimizer When Deals Don’t Go as Planned?
Sep 09, 2025
The Wealth Builder's Playbook: When to Break Your Own Rules | Episode 219
Sep 03, 2025
The Ramsey Effect: Why Millions Follow Bad Financial Advice | Episode #218
Aug 25, 2025
8 Things We Wish Every Investor Knew About High Cash Value Life Insurance | Episode 217
Aug 18, 2025
5 Rules Of Alternative Investing We Wish Everyone Knew | Episode #216
Aug 11, 2025
Do Wealthy People Use Annuities? | Episode #215
Aug 04, 2025
The Fiduciary Fallacy: Why Real Integrity Isn't in the Paperwork | Episode #214
Jul 28, 2025
The Real Wealth Gap: Why Financial Education Isn't Optional Anymore | Episode #213
Jul 19, 2025
Want to Build Real Wealth? Stop Thinking Like a Financial Advisor | Episode #212
Jul 14, 2025
Think Like A Billionaire | Episode #211
Jul 07, 2025
The Financial Confidence Gap: Why Earning More Alone Doesn't Lead To Financial Freedom | Episode #210
Jun 30, 2025
How To Recognize A Bad Deal | Episode #209
Jun 23, 2025
How To Build Your Alternative Investing Strategy | Episode #208
Jun 16, 2025
Why Alternatives Matter More Than Ever Pt. 1 | Episode #207
Jun 09, 2025
The 10 Most Dangerous Life Insurance Myths Debunked | Episode #206
Jun 02, 2025
6 Ripple Effects of the U.S. Downgrade | Episode #205
May 27, 2025
Where We Agree With Dave Ramsey | Episode #204
May 19, 2025
Redefining Wealth | Episode #203
May 12, 2025
Financial Jeopardy | Episode #202
May 05, 2025
Beyond the Buzz: Practical AI Strategies for Sales & Marketing Success | Episode #201
Apr 28, 2025
The 401k Trap | Episode #200
Apr 21, 2025
Alternative Investment Myths Debunked | Episode #199
Apr 14, 2025
Inside the Mind of a 7-Figure Investor | Episode #198
Apr 07, 2025
Retirement is Overrated! | Episode #197
Mar 31, 2025
Smart Automation, Smarter Wealth: Using AI to Build Relationships That Grow Your Portfolio | Episode #196
Mar 24, 2025
Why We Just Put Another 100K in Bitcoin | Episode #195
Mar 17, 2025
Why the Safest Investments Are Often the Most Dangerous | Episode #194
Mar 10, 2025
The 529 Plan Trap | Episode #193
Mar 03, 2025
The Wealth Multiplier Framework | Episode #192
Feb 24, 2025
Trump's Tariffs: Crisis or Opportunity? | Episode #191
Feb 18, 2025
How to Build a 7-Figure Business Without Burning Out | Episode #190
Feb 10, 2025
Why the Best Investors are Contrarians | Episode #189
Feb 04, 2025
How to Spot a Bad Investment | Episode #188
Jan 27, 2025
10 Controversial Financial Takes: a roundtable discussion | Episode #187
Jan 20, 2025
What would Rod do? | Episode #186
Jan 13, 2025
What Trump's presidency means for alternative investors | Episode #185
Jan 06, 2025
Stop the bleeding: an interview with Lisa Chastain | Episode #184
Dec 31, 2024
The hidden cost of playing it safe with your investments | Episode #183
Dec 23, 2024
Top 10 things high-income earners waste money on | Episode #182
Dec 16, 2024
Impact of the federal deficit and national debt | Episode #181
Dec 10, 2024
Cash flow is king: Achieving financial freedom through cash flow | Episode #180
Dec 02, 2024
Dave Ramsey's worst takes | Episode #179
Nov 25, 2024
Part II: Money habits of the wealthy: a roundtable discussion | Episode #178
Nov 18, 2024
Money habits of the ultra wealthy: a roundtable discussion | Episode #177
Nov 11, 2024
How high-income earners can slash taxes and build wealth with Mr. Economy | Episode #176
Nov 04, 2024
How physicians are building wealth beyond medicine | Episode #175
Oct 28, 2024
The evolution of the American Dream and its impact on wealth accumulation | Episode #174
Oct 21, 2024
The intersection of health and wealth | Episode #173
Oct 14, 2024
Lessons from celebrity mishaps | Episode #172
Oct 07, 2024
Virtual Summit: Invest with Benefits! | Episode #171
Sep 30, 2024
IUL and the Investment Optimizer Strategy? | Episode #170
Sep 23, 2024
10 most costly mistakes high income earners make | Episode #169
Sep 16, 2024
Top 5 investment opportunities for 2024 | Episode #168
Sep 09, 2024
The psychology of investing: Overcoming emotional biases | Episode #167
Sep 02, 2024
Don't miss the Invest with Benefits Virtual Summit | Episode #166
Aug 26, 2024
How much is the right amount of life insurance? | Episode #165
Aug 12, 2024
How to execute the Investment Optimizer strategy | Episode #164
Aug 06, 2024
Do I really need a traditional financial advisor? | Episode #163
Jul 29, 2024
Retirement Income Illusions: The 401k Myth Exposed | Episode #162
Jul 22, 2024
Rethinking higher education | Episode #161
Jul 15, 2024
The DNA of a successful business | Episode #160
Jul 08, 2024
Creating your personal investment philosophy | Episode #159
Jul 01, 2024
Mythbusting 2.0, Part II | Episode #158
Jun 24, 2024
Invest with Benefits: The 5 Key Benefits | Episode #157
Jun 17, 2024
The future of FinTech and its impact on investing | Episode #156
Jun 10, 2024
Mythbusting 2.0 | Episode #155
Jun 03, 2024
Long-term Planning for Long-term Care | Episode #154
May 27, 2024
Unlocking Success: Lessons from Money Insights | Episode #153
May 20, 2024
Navigating retirement risks | Episode #152
May 13, 2024
How to build massive wealth through strategic networking | Episode #151
May 06, 2024
Celebrating 150! | Episode #150
Apr 29, 2024
The Rise of Private Lending | Episode #149
Apr 22, 2024
Estate Maximization: Getting started | Episode #148
Apr 15, 2024
Strategies for maximizing your retirement income | Episode #147
Apr 08, 2024
Collectibles: Are there opportunities to consider? | Episode #146
Apr 01, 2024
Preserving generational wealth: The importance of Asset Protection | Episode #145
Mar 25, 2024
Mastering tax optimization: Leveraging tax savings to build wealth | Episode #144
Mar 18, 2024
Cash Flow: The key to financial independence | Episode #143
Mar 12, 2024
Velocity: Accelerate your wealth building | Episode #142
Mar 04, 2024
Life insurance as a wealth creation tool | Episode #141
Feb 26, 2024
Diversification Danger Zone: Avoiding the top 10 pitfalls | Episode #140
Feb 19, 2024
Why alternative assets? | Episode #139
Feb 12, 2024
Economic prognostication for 2024 | Episode #138
Feb 05, 2024
Breaking free from conventional wealth building | Episode #137
Jan 22, 2024
Decoding life insurance: Our thoughts on infinite banking! Part III | Episode #136
Jan 15, 2024
Decoding life insurance: Does WL trump IUL? Part II | Episode #135
Jan 08, 2024
Decoding life insurance: Does WL trump IUL? with Blake Brogan | Episode #134
Jan 01, 2024
The Fusion Formula | Episode #133
Dec 25, 2023
Part III: Does The Capital Avalanche check all the boxes? | Episode #132
Dec 18, 2023
Is this really what we’re up against?? | Episode#131
Dec 11, 2023
Part II: Does real estate check all the boxes? | Episode #130
Dec 04, 2023
From high income to high impact: The entrepreneur’s advantage | Episode #129
Nov 27, 2023
The 6 Core Benefits: How the Investment Optimizer checks all the boxes | Episode #128
Nov 20, 2023
Financial Frontlines: Breaking down money headlines | Episode #127
Nov 13, 2023
Elevate your investment game: Building confidence in alternatives | Episode #126
Nov 06, 2023
Books You Can’t Live Without! | Episode #125
Oct 30, 2023
5 High-income pitfalls you MUST avoid for financial success | Episode #124
Oct 23, 2023
Invest with Benefits Unleashed | Episode #123
Oct 16, 2023
Designing the Perfect Life | Episode #122
Oct 09, 2023
What if you die??? | Episode #121
Oct 02, 2023
How CV Life Insurance can Turbocharge your College Savings Plan | Episode #120
Sep 25, 2023
The High-Income Tax Trap | Episode #119
Sep 18, 2023
Hedge Funds: High returns or high risk? | Episode #118
Sep 11, 2023
Multi-Income Stream Mastery | Episode #117
Sep 04, 2023
Mindful Money Mastery: 5 ways to create a positive money mindset | Episode #116
Aug 28, 2023
Passing the Torch: Planning ahead for your business exit with Tim Whelan | Episode #115
Aug 21, 2023
The rise of Impact Investing | Episode #114
Aug 14, 2023
Demystifying Private Equity | Episode #113
Aug 07, 2023
Money Insights White Party! with Brenyn McConnell and Blake Brogan | Episode #112
Jul 31, 2023
The Accelerated Path to Generational Wealth (from Virtual Summit) | Episode #111
Jul 24, 2023
The 7 Deadly Sins of Retirement Planning for high income earners | Episode #110
Jul 17, 2023
Did you say reverse mortgage? Special series: Asking the tough questions | Episode #109
Jul 10, 2023
Early retirement with only IRA money? Special series: Asking the tough questions | Episode #108
Jul 03, 2023
Seriously? A 40-year mortgage? Special series: Asking the tough questions | Episode #107
Jun 26, 2023
The MEC: a diamond in the rough | Episode #106
Jun 19, 2023
How much income does it take to feel rich? | Episode #105
Jun 12, 2023
What do I do with all of this IRA money? | Episode #104
Jun 05, 2023
The Investment Optimizer + The Shred Method | Episode #103
May 29, 2023
Life Insurance Exposed! | Episode #102
May 22, 2023
The Quest to Die with Zero with Buck Joffrey | Episode #101
May 15, 2023
Special 100th Episode: LIVE Q&A with the Experts in Alternative Investing | #100
May 08, 2023
Bitcoin as a Mainstream Currency with Nik Bhatia | Episode #99
May 01, 2023
Beginner Investing Journey with Russ Faigen | Episode #98
Apr 24, 2023
7 reasons you don’t want to miss the Virtual Summit | Episode #97
Apr 17, 2023
Annuity Revisited | Episode #96
Apr 10, 2023
Value Vs Price | Episode #95
Apr 03, 2023
The Cash Connundrum | Episode #94
Mar 27, 2023
Mythbusting | Episode #93
Mar 20, 2023
The 6 areas of personal finance| Episode #92
Mar 13, 2023
Today’s Top Money News Headlines | Episode #91
Mar 06, 2023
Money Insights GAMESHOW | Episode #90
Feb 27, 2023
How We Invest! | Episode #89
Feb 20, 2023
How Much is Enough to Walk Away from a High Paying Job | Episode #88
Feb 13, 2023
TERM vs PERM: Settling the Buy Term Invest The Difference VS Buy Whole Life Insurance | Episode #87
Feb 06, 2023
Money Insights with Money Insights (Part II) | Episode #86
Jan 30, 2023
Money Insights with Money Insights (Part I) | Episode #85
Jan 23, 2023
Our latest appearance on Buck Joffrey’s Wealth Formula Podcast | Episode #84
Jan 16, 2023
Is now the time to buy gold and silver? | Episode #83
Jan 09, 2023
Every business needs a buy/sell agreement! | Episode #82
Jan 02, 2023
The value of business ownership AND business valuation | Episode #81
Dec 26, 2022
All about Non Food Franchising with Jon Ostenson | Episode #80
Dec 19, 2022
Is Crypto Dead? | Episode #79
Dec 12, 2022
Little-known High Income Tax Strategies | Episode #78
Dec 05, 2022
How To Invest in a Recession | Episode #77
Nov 28, 2022
Is the Millionaire Morning Routine fact or fiction? | Episode #76
Nov 21, 2022
Intro to our High Income Money Hacks | Episode #75
Nov 14, 2022
Top 5 Reasons Some People Don’t Do the Investment Optimizer | Episode #74
Nov 07, 2022
The In’s and Out’s of Real Estate Investing with Jason Lee | Episode #73
Oct 31, 2022
Ed Slott likes life insurance more than IRAs? | Episode #72
Oct 24, 2022
Building a $40M Real Estate Portfolio with Sam Primm | Episode #71
Oct 17, 2022
Entrepreneur’s Playbook | Episode #70
Oct 10, 2022
Understanding the Wealth Formula with Dr Buck Joffrey | Episode #69
Oct 03, 2022
Build a Personal Brand on Linkedin with Anthony Jones | Episode #68
Sep 26, 2022
Tax Deferrals | Episode #67
Sep 19, 2022
Retirement Cash Flow Planning | Episode #66
Sep 12, 2022
Investment Optimizer Deep Dive: 2.0 | Episode #65
Sep 05, 2022
Rapper to Published Author, Investor, and Entrepreneur with Andre Haynes | Episode #64
Aug 29, 2022
Efficient Marketing for your Business with Hilary Russell | Episode #63
Aug 22, 2022
Annuities 101 | Episode #62
Aug 15, 2022
Rising Interest Rates and the Capital Avalanche | Episode #61
Aug 08, 2022
Dave Ramsey Mythbusting PART 2 | Episode #60
Aug 01, 2022
The only way to invest in notes | Fred Moskowitz | Episode #59
Jul 25, 2022
The Dave Ramsey Myth-Busting Series, Part 1 | Episode #58
Jul 18, 2022
Rewire, not Retire with Blinds.com Founder Jay Steinfeld | Episode #57
Jul 11, 2022
Capital Avalanche: Deep Dive | Episode #56
Jul 04, 2022
The Shred Method with Adam Carrol | Episode #55
Jun 27, 2022
Insights with Money Insights | Episode #54
Jun 20, 2022
Life Insurance in a Trust? | Episode #53
Jun 13, 2022
F.I.R.E.: 10 Things We Hate About the FIRE Movement | Episode #52
Jun 06, 2022
Why We Don’t Do Infinite Banking | Episode #51
May 30, 2022
Much Ado about Private Equity | Episode #50
May 25, 2022
Building Wealth like a BOSS | Episode #49
May 23, 2022
5 Misconceptions Around Alternative Investments | Episode #48
May 16, 2022
Knowing Your Numbers with Jessi Fearon | Episode #47
May 09, 2022
Complete Family Wealth with Keith Whitaker | Episode #46
May 02, 2022
Unveiling The Capital Avalanche Strategy | Episode #45
Apr 25, 2022
Benefits of Disability and Long Term Care Insurance | Episode #44
Apr 18, 2022
Real Estate Cost Segregation Insights with Yonah Weiss | Episode #43
Apr 11, 2022
Building your Financial Foundation with Britt Baker | Episode #42
Apr 04, 2022
The Impact of Using a Cash Value Line of Credit | Episode #41
Mar 28, 2022
Anesthesiologist to Venture Capitalist Entrepreneur - Dr. Navin Goyal | Episode #40
Mar 21, 2022
Settling the 401K vs Retirement Accelerator Debate | Episode #39
Mar 14, 2022
Wealth Plan Before Tax Plan with Jeremy Lederer | Episode #38
Mar 07, 2022
Good Money Revolution with Derrick Kinney | Episode #37
Feb 28, 2022
How to Maximize the Investment Optimizer | Episode #36
Feb 21, 2022
The Inflation Confrontation | Episode #34
Feb 06, 2022
Debunking Lies About Whole Life Insurance | Episode #33
Jan 31, 2022
Multi-generational Legacy Planning — a better way to build and transfer your estate | Episode #32
Jan 24, 2022
The Power of Self-Publishing Done Right! | Episode #31
Jan 17, 2022
Cash flow investing vs. appreciation investing. Which is better? | Episode #30
Jan 10, 2022
Business Lessons Learned from Working with Contractors | Episode #29
Jan 03, 2022
Smart Money Kids | Episode #28
Dec 27, 2021
The Prolific Investors Financial Independence Matrix | Episode #27
Dec 20, 2021
More Money Insights with Money Insights | Episode #26
Dec 13, 2021
Building a Winning Financial Team | Episode #24
Nov 29, 2021
The 1035 Exchange Extravaganza | Episode #23
Nov 22, 2021
Investing in Oil & Gas with Troy Eckard | Episode #22
Nov 15, 2021
The 4% Rule Unveiled | Episode #21
Nov 08, 2021
10 Reasons NOT to Hire a Financial Advisor | Episode #20
Nov 01, 2021
Premium Finance Insights You Can’t Find Anywhere Else with Daen Wombwell | Episode #19
Oct 25, 2021
Insider‘s Edition with John Foley | Episode #18
Oct 18, 2021
Lessons Learned from Owning a Day Spa | Episode #17
Oct 11, 2021
There’s more than one way to FIRE! | Episode #16
Oct 04, 2021
Insider‘s Edition with Annie Dickerson | Episode #15
Sep 27, 2021
IBLOC, how to arbitrage your way to wealth! | Episode #14
Sep 20, 2021
Money Insights with Money Insights (including the debate between direct vs non-direct recognition) | Episode #13
Sep 13, 2021
Insider‘s Edition with Chris Odegard | Episode #12
Sep 06, 2021
10-Step Recipe to Financial Freedom | Episode #11
Aug 30, 2021
3 Step Plan to Put Your Business on the Map, Fast! | Episode #10
Aug 23, 2021
Insider‘s Edition with Chris Larsen | Episode #9
Aug 16, 2021
Insider‘s Edition with Jim Rachor | Episode #8
Aug 09, 2021
The Retirement Accelerator Deep Dive - The most powerful retirement alternative on the market | Episode #7
Aug 02, 2021
Investment Optimizer Deep Dive: How to dramatically improve any investment | Episode #6
Jul 26, 2021
Real Estate Investing - The Passive to Active Scale | Episode #5
Jul 19, 2021
Debunking Financial Myths | Episode #4
Jul 09, 2021
Meet Rod Zabriskie - COO of Money Insights | Episode #3
Jul 09, 2021
Meet Christian Allen - CEO of Money Insights | Episode #2
Jul 08, 2021
The Money Insights Philosophy | Episode #1
Jul 08, 2021