En iyi Money Insights podcastleri (2024)

1
How to build massive wealth through strategic networking | #151 50:48

5d ago50:48

50:48

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 partner…

1
Celebrating 150! | #150 1:00:36

12d ago1:00:36

1:00:36

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 mos…

1
The Rise of Private Lending | #149 35:33

19d ago35:33

35:33

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 strate…

1
Estate Maximization: Getting started | #148 41:38

26d ago41:38

41:38

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 ma…

1
Strategies for maximizing your retirement income | #147 1:04:40

1M ago1:04:40

1:04:40

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 allo…

1
Collectibles: Are there opportunities to consider? | #146 42:06

1M ago42:06

42:06

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 c…

1
Preserving generational wealth: The importance of Asset Protection | #145 32:24

2M ago32:24

32:24

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'…

1
Mastering tax optimization: Leveraging tax savings to build wealth | #144 47:34

2M ago47:34

47:34

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 i…

1
Cash Flow: The key to financial independence | #143 34:21

2M ago34:21

34:21

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 Insig…

1
Velocity: Accelerate your wealth building | #142 31:04

2M ago31:04

31:04

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 k…

1
Life insurance as a wealth creation tool | #141 34:10

3M ago34:10

34:10

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 ut…

1
Diversification Danger Zone: Avoiding the top 10 pitfalls | #140 51:35

3M ago51:35

51:35

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…

1
Why alternative assets? | #139 36:09

3M ago36:09

36:09

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 greate…

1
Economic prognostication for 2024 | #138 34:46

3M ago34:46

34:46

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, i…

1
Breaking free from conventional wealth building | #136 42:03

4M ago42:03

42:03

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 e…

1
Decoding life insurance: Our thoughts on infinite banking! Part III | #135 1:08:56

4M ago1:08:56

1:08:56

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 rec…

1
Decoding life insurance: Does WL trump IUL? Part II | #134 1:01:20

4M ago1:01:20

1:01:20

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 a…

1
Decoding life insurance: Does WL trump IUL? with Blake Brogan | #133 1:17:49

4M ago1:17:49

1:17:49

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 y…

1
The Fusion Formula | #132 43:15

5M ago43:15

43:15

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 t…

1
Part III: Does The Capital Avalanche check all the boxes? | Episode #131 42:53

5M ago42:53

42:53

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 Insi…

1
Is this really what we’re up against?? | Episode#130 38:12

5M ago38:12

38:12

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 wea…

1
Part II: Does real estate check all the boxes? | Episode #129 39:29

5M ago39:29

39:29

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 estat…

1
From high income to high impact: The entrepreneur’s advantage | Episode #128 41:53

6M ago41:53

41:53

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…

1
The 6 Core Benefits: How the Investment Optimizer checks all the boxes | Episode #127 51:41

6M ago51:41

51:41

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 to…

1
Financial Frontlines: Breaking down money headlines | Episode #126 1:05:30

6M ago1:05:30

1:05:30

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 str…

1
Elevate your investment game: Building confidence in alternatives | Episode #125 55:38

6M ago55:38

55:38

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 b…

1
Books You Can’t Live Without! | Episode #124 50:33

6M ago50:33

50:33

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 Insight…

1
5 High-income pitfalls you MUST avoid for financial success | Episode #123 48:56

7M ago48:56

48:56

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-sh…

1
Invest with Benefits Unleashed | Episode #122 42:31

7M ago42:31

42:31

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 th…

1
Designing the Perfect Life | Episode #121 48:53

7M ago48:53

48:53

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 …

1
What if you die??? | Episode #120 52:09

7M ago52:09

52:09

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 t…

1
How CV Life Insurance can Turbocharge your College Savings Plan | Episode #119 41:51

8M ago41:51

41:51

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-changi…

1
The High-Income Tax Trap | Episode #118 1:04:20

8M ago1:04:20

1:04:20

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 Insig…

1
Hedge Funds: High returns or high risk? | Episode #117 39:45

8M ago39:45

39:45

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…

1
Multi-Income Stream Mastery | Episode #116 38:02

8M ago38:02

38:02

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 fin…

1
Mindful Money Mastery: 5 ways to create a positive money mindset | Episode #115 34:26

9M ago34:26

34:26

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 di…

1
Passing the Torch: Planning ahead for your business exit with Tim Whelan | Episode #114 46:08

9M ago46:08

46:08

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 a…

1
The rise of Impact Investing | Episode #113 30:05

9M ago30:05

30:05

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 profi…

1
Demystifying Private Equity | Episode #112 44:38

9M ago44:38

44:38

Join our hosts as we embark on a journey to understand what exactly private equity is and how it plays a pivotal role in the global economy. From venture capital to buyouts, our experts break down the various forms of private equity, explaining how they differ and the unique strategies that drive their success. Ever wondered about the process of in…

1
Money Insights White Party! with Brenyn McConnell and Blake Brogan | Episode #111 58:29

10M ago58:29

58:29

Join our hosts as they take you on a captivating journey behind the scenes of this star-studded extravaganza. At the White Party, only a select few celebrities, influencers, and business tycoons are granted entry, making it one of the most sought-after and elusive invitations in the world. In this episode, we'll explore the meticulous process of de…

1
The Accelerated Path to Generational Wealth (from Virtual Summit) | Episode #110 1:02:12

10M ago1:02:12

1:02:12

Join us in this special episode from the Virtual Summit event where we unlock the secrets to achieving Generational Wealth through an Accelerated Path that will transform your financial future. Today we delve into the proven strategies, expert tips, and powerful stories that pave the way for lasting prosperity. Join us as we explore the financial j…

1
The 7 Deadly Sins of Retirement Planning for high income earners | Episode #109 49:22

10M ago49:22

49:22

Join our hosts as we navigate the treacherous waters of retirement planning for those who have achieved considerable financial success. While high-income earners may seem immune to financial worries, they too face unique challenges when it comes to securing a comfortable retirement. In this thought-provoking discussion, we shed light on the pitfall…

1
Did you say reverse mortgage? Special series: Asking the tough questions | Episode #109 53:12

10M ago53:12

53:12

In this episode, we explore the controversial topic of reverse mortgages. With decades of experience in the finance industry, Rod has witnessed firsthand the impact these financial instruments can have on individuals and families. Prepare to have your preconceived notions challenged and your understanding expanded as we delve into the nitty-gritty …

1
Early retirement with only IRA money? Special series: Asking the tough questions | Episode #108 44:05

10M ago44:05

44:05

Retirement dreams often revolve around financial independence and the desire to escape the daily grind sooner rather than later. But is early retirement with IRA money a viable option? Join us as we explore the risks, challenges, and crucial considerations of relying solely on your IRA for early retirement. In this thought-provoking conversation, R…

1
Seriously? A 40-year mortgage? Special series: Asking the tough questions | Episode #107 53:15

11M ago53:15

53:15

In this episode, our expert host, Rod Zabriskie, takes on the tough questions and provides insightful answers to empower listeners like you to conquer the challenges of investment. Rod steps up to the challenge and responds to the burning questions that keep investors up at night. From the common concerns of beginners to the complex queries of seas…

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The MEC: a diamond in the rough | Episode #106 45:10

11M ago45:10

45:10

Join our hosts as they demystify the intricacies of MECs and share valuable insights on how this strategy can benefit your financial journey. Throughout the episode, we'll explore the core principles behind MECs, their unique advantages, and how they can serve as a powerful tool for tax-efficient growth and long-term planning. Money Insights is a s…

1
How much income does it take to feel rich? | Episode #105 26:21

11M ago26:21

26:21

Join our hosts as we break through the barriers of materialistic definitions and explore the deeper aspects of wealth, including emotional well-being, personal fulfillment, and meaningful connections. Through candid conversations, we aim to redefine what it truly means to be rich in today's ever-changing world. Money Insights is a strategic plannin…

1
What do I do with all of this IRA money? | Episode #104 45:29

11M ago45:29

45:29

In this episode, we focus on demystifying the world of IRAs and providing practical guidance on how to make the most of your hard-earned money. Our goal is to equip you with the knowledge and strategies needed to create solutions and make moves that can genuinely solve the challenges you may encounter with your IRA. Join us as we explore a variety …

1
The Investment Optimizer + The Shred Method | Episode #103 38:03

12M ago38:03

38:03

In this episode, we bring you a dynamic discussion on how the Investment Optimizer and the Shred Method work synergistically to transform our lives and create a brighter financial future. We'll explore the interconnectedness of these two strategies, showcasing how they complement and reinforce each other. We will share practical tips and real-life …

1
Life Insurance Exposed! | Episode #102 1:05:09

12M ago1:05:09

1:05:09

In this episode, we focus on life insurance, shedding light on what it truly is and how it works. Our aim is to equip you with the knowledge and understanding necessary to navigate the often confusing landscape of life insurance policies, especially when it comes to your wealth building journey. We believe that by demystifying and exposing life ins…

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