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All Episodes

The Money Insights Podcast — 253 episodes

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Title
1

Making the leap: 5 Keys to becoming a full-time investor | Episode 255

2

250 years of proven wealth-building principles | Episode 254

3

Deal or No Deal | Episode 253

4

The Investment Optimizer Strategy in context | Episode 252

5

Rod vs Christian: Drafting the best investments for 2026 | Episode 251

6

Why smart investors still make bad decisions | Episode 250

7

The biggest lie in wealth building | Episode 249

8

The investor evolution—The stages of building real wealth | Episode 248

9

Are IULs dangerous? The good the bad and the ugly | Episode 247

10

Financial rules we completely ignore (and why) | Episode 246

11

The Accelerated Capital Strategy: How high income earners engineer tax-free income | Episode 245

12

Best Ever Conference Podcast

13

Why high income earners feel broke (even at $300k+) | Episode 243

14

Beyond the Roth IRA | Episode 242

15

How to Spot Bad Financial Advice | Episode 241

16

The most common private credit mistakes high income earners make | Episode 240

17

Why every high-income earner should consider private banking | Episode 239

18

PAL vs IO: A liquidity showdown for high-income earners | Episode 238

19

Rapid fire with the Money Insights team | Episode 237

20

What's the Biggest Threat to Retirement: The System or the Strategy? | Ep. 236

21

Life insurance is NOT an investment | Ep. 235

22

How to vet deals like a pro (before you wire any funds) | Ep. 234

23

Are you protecting your money . . . or maximizing it? | Ep. 233

24

Stop outsourcing your financial thinking | Ep. 232

25

50 year mortgage: Brilliant innovation or financial disaster? | Ep. 231

26

Rich on Paper, Tight on Cash Flow: The Hidden Cost of Dead Equity | Ep. 230

27

The wealth multiplier you can't buy back | Ep. 229

28

The FIRE movement: What they get right, and what they get wrong | Ep. 228

29

Part II: The best and worst advice in the financial world! | Episode 227

30

The best and worst advice in the financial world! | Ep 226

31

The evolution of success | Ep.225

32

The wealth-building paradox: Is it getting harder to build wealth | Ep. 224

33

Private credit: What it is, why it's hot, and whether it's worth it | Ep.223

34

The 10 hidden wealth destroyers no one talks about | Ep. 222

35

The 2 financial playbooks every high income earner must choose between | Ep 221

36

What Happens to the Investment Optimizer When Deals Don’t Go as Planned?

37

The Wealth Builder's Playbook: When to Break Your Own Rules | Episode 219

38

The Ramsey Effect: Why Millions Follow Bad Financial Advice | Episode #218

39

8 Things We Wish Every Investor Knew About High Cash Value Life Insurance | Episode 217

40

5 Rules Of Alternative Investing We Wish Everyone Knew | Episode #216

41

Do Wealthy People Use Annuities? | Episode #215

42

The Fiduciary Fallacy: Why Real Integrity Isn't in the Paperwork | Episode #214

43

The Real Wealth Gap: Why Financial Education Isn't Optional Anymore | Episode #213

44

Want to Build Real Wealth? Stop Thinking Like a Financial Advisor | Episode #212

45

Think Like A Billionaire | Episode #211

46

The Financial Confidence Gap: Why Earning More Alone Doesn't Lead To Financial Freedom | Episode #210

47

How To Recognize A Bad Deal | Episode #209

48

How To Build Your Alternative Investing Strategy | Episode #208

49

Why Alternatives Matter More Than Ever Pt. 1 | Episode #207

50

The 10 Most Dangerous Life Insurance Myths Debunked | Episode #206

51

6 Ripple Effects of the U.S. Downgrade | Episode #205

52

Where We Agree With Dave Ramsey | Episode #204

53

Redefining Wealth | Episode #203

54

Financial Jeopardy | Episode #202

55

Beyond the Buzz: Practical AI Strategies for Sales & Marketing Success | Episode #201

56

The 401k Trap | Episode #200

57

Alternative Investment Myths Debunked | Episode #199

58

Inside the Mind of a 7-Figure Investor | Episode #198

59

Retirement is Overrated! | Episode #197

60

Smart Automation, Smarter Wealth: Using AI to Build Relationships That Grow Your Portfolio | Episode #196

61

Why We Just Put Another 100K in Bitcoin | Episode #195

62

Why the Safest Investments Are Often the Most Dangerous | Episode #194

63

The 529 Plan Trap | Episode #193

64

The Wealth Multiplier Framework | Episode #192

65

Trump's Tariffs: Crisis or Opportunity? | Episode #191

66

How to Build a 7-Figure Business Without Burning Out | Episode #190

67

Why the Best Investors are Contrarians | Episode #189

68

How to Spot a Bad Investment | Episode #188

69

10 Controversial Financial Takes: a roundtable discussion | Episode #187

70

What would Rod do? | Episode #186

71

What Trump's presidency means for alternative investors | Episode #185

72

Stop the bleeding: an interview with Lisa Chastain | Episode #184

73

The hidden cost of playing it safe with your investments | Episode #183

74

Top 10 things high-income earners waste money on | Episode #182

75

Impact of the federal deficit and national debt | Episode #181

76

Cash flow is king: Achieving financial freedom through cash flow | Episode #180

77

Dave Ramsey's worst takes | Episode #179

78

Part II: Money habits of the wealthy: a roundtable discussion | Episode #178

79

Money habits of the ultra wealthy: a roundtable discussion | Episode #177

80

How high-income earners can slash taxes and build wealth with Mr. Economy | Episode #176

81

How physicians are building wealth beyond medicine | Episode #175

82

The evolution of the American Dream and its impact on wealth accumulation | Episode #174

83

The intersection of health and wealth | Episode #173

84

Lessons from celebrity mishaps | Episode #172

85

Virtual Summit: Invest with Benefits! | Episode #171

86

IUL and the Investment Optimizer Strategy? | Episode #170

87

10 most costly mistakes high income earners make | Episode #169

88

Top 5 investment opportunities for 2024 | Episode #168

89

The psychology of investing: Overcoming emotional biases | Episode #167

90

Don't miss the Invest with Benefits Virtual Summit | Episode #166

91

How much is the right amount of life insurance? | Episode #165

92

How to execute the Investment Optimizer strategy | Episode #164

93

Do I really need a traditional financial advisor? | Episode #163

94

Retirement Income Illusions: The 401k Myth Exposed | Episode #162

95

Rethinking higher education | Episode #161

96

The DNA of a successful business | Episode #160

97

Creating your personal investment philosophy | Episode #159

98

Mythbusting 2.0, Part II | Episode #158

99

Invest with Benefits: The 5 Key Benefits | Episode #157

100

The future of FinTech and its impact on investing | Episode #156

101

Mythbusting 2.0 | Episode #155

102

Long-term Planning for Long-term Care | Episode #154

103

Unlocking Success: Lessons from Money Insights | Episode #153

104

Navigating retirement risks | Episode #152

105

How to build massive wealth through strategic networking | Episode #151

106

Celebrating 150! | Episode #150

107

The Rise of Private Lending | Episode #149

108

Estate Maximization: Getting started | Episode #148

109

Strategies for maximizing your retirement income | Episode #147

110

Collectibles: Are there opportunities to consider? | Episode #146

111

Preserving generational wealth: The importance of Asset Protection | Episode #145

112

Mastering tax optimization: Leveraging tax savings to build wealth | Episode #144

113

Cash Flow: The key to financial independence | Episode #143

114

Velocity: Accelerate your wealth building | Episode #142

115

Life insurance as a wealth creation tool | Episode #141

116

Diversification Danger Zone: Avoiding the top 10 pitfalls | Episode #140

117

Why alternative assets? | Episode #139

118

Economic prognostication for 2024 | Episode #138

119

Breaking free from conventional wealth building | Episode #137

120

Decoding life insurance: Our thoughts on infinite banking! Part III | Episode #136

121

Decoding life insurance: Does WL trump IUL? Part II | Episode #135

122

Decoding life insurance: Does WL trump IUL? with Blake Brogan | Episode #134

123

The Fusion Formula | Episode #133

124

Part III: Does The Capital Avalanche check all the boxes? | Episode #132

125

Is this really what we’re up against?? | Episode#131

126

Part II: Does real estate check all the boxes? | Episode #130

127

From high income to high impact: The entrepreneur’s advantage | Episode #129

128

The 6 Core Benefits: How the Investment Optimizer checks all the boxes | Episode #128

129

Financial Frontlines: Breaking down money headlines | Episode #127

130

Elevate your investment game: Building confidence in alternatives | Episode #126

131

Books You Can’t Live Without! | Episode #125

132

5 High-income pitfalls you MUST avoid for financial success | Episode #124

133

Invest with Benefits Unleashed | Episode #123

134

Designing the Perfect Life | Episode #122

135

What if you die??? | Episode #121

136

How CV Life Insurance can Turbocharge your College Savings Plan | Episode #120

137

The High-Income Tax Trap | Episode #119

138

Hedge Funds: High returns or high risk? | Episode #118

139

Multi-Income Stream Mastery | Episode #117

140

Mindful Money Mastery: 5 ways to create a positive money mindset | Episode #116

141

Passing the Torch: Planning ahead for your business exit with Tim Whelan | Episode #115

142

The rise of Impact Investing | Episode #114

143

Demystifying Private Equity | Episode #113

144

Money Insights White Party! with Brenyn McConnell and Blake Brogan | Episode #112

145

The Accelerated Path to Generational Wealth (from Virtual Summit) | Episode #111

146

The 7 Deadly Sins of Retirement Planning for high income earners | Episode #110

147

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

148

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

149

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

150

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

151

How much income does it take to feel rich? | Episode #105

152

What do I do with all of this IRA money? | Episode #104

153

The Investment Optimizer + The Shred Method | Episode #103

154

Life Insurance Exposed! | Episode #102

155

The Quest to Die with Zero with Buck Joffrey | Episode #101

156

Special 100th Episode: LIVE Q&A with the Experts in Alternative Investing | #100

157

Bitcoin as a Mainstream Currency with Nik Bhatia | Episode #99

158

Beginner Investing Journey with Russ Faigen | Episode #98

159

7 reasons you don’t want to miss the Virtual Summit | Episode #97

160

Annuity Revisited | Episode #96

161

Value Vs Price | Episode #95

162

The Cash Connundrum | Episode #94

163

Mythbusting | Episode #93

164

The 6 areas of personal finance| Episode #92

165

Today’s Top Money News Headlines | Episode #91

166

Money Insights GAMESHOW | Episode #90

167

How We Invest! | Episode #89

168

How Much is Enough to Walk Away from a High Paying Job | Episode #88

169

TERM vs PERM: Settling the Buy Term Invest The Difference VS Buy Whole Life Insurance | Episode #87

170

Money Insights with Money Insights (Part II) | Episode #86

171

Money Insights with Money Insights (Part I) | Episode #85

172

Our latest appearance on Buck Joffrey’s Wealth Formula Podcast | Episode #84

173

Is now the time to buy gold and silver? | Episode #83

174

Every business needs a buy/sell agreement! | Episode #82

175

The value of business ownership AND business valuation | Episode #81

176

All about Non Food Franchising with Jon Ostenson | Episode #80

177

Is Crypto Dead? | Episode #79

178

Little-known High Income Tax Strategies | Episode #78

179

How To Invest in a Recession | Episode #77

180

Is the Millionaire Morning Routine fact or fiction? | Episode #76

181

Intro to our High Income Money Hacks | Episode #75

182

Top 5 Reasons Some People Don’t Do the Investment Optimizer | Episode #74

183

The In’s and Out’s of Real Estate Investing with Jason Lee | Episode #73

184

Ed Slott likes life insurance more than IRAs? | Episode #72

185

Building a $40M Real Estate Portfolio with Sam Primm | Episode #71

186

Entrepreneur’s Playbook | Episode #70

187

Understanding the Wealth Formula with Dr Buck Joffrey | Episode #69

188

Build a Personal Brand on Linkedin with Anthony Jones | Episode #68

189

Tax Deferrals | Episode #67

190

Retirement Cash Flow Planning | Episode #66

191

Investment Optimizer Deep Dive: 2.0 | Episode #65

192

Rapper to Published Author, Investor, and Entrepreneur with Andre Haynes | Episode #64

193

Efficient Marketing for your Business with Hilary Russell | Episode #63

194

Annuities 101 | Episode #62

195

Rising Interest Rates and the Capital Avalanche | Episode #61

196

Dave Ramsey Mythbusting PART 2 | Episode #60

197

The only way to invest in notes | Fred Moskowitz | Episode #59

198

The Dave Ramsey Myth-Busting Series, Part 1 | Episode #58

199

Rewire, not Retire with Blinds.com Founder Jay Steinfeld | Episode #57

200

Capital Avalanche: Deep Dive | Episode #56

201

The Shred Method with Adam Carrol | Episode #55

202

Insights with Money Insights | Episode #54

203

Life Insurance in a Trust? | Episode #53

204

F.I.R.E.: 10 Things We Hate About the FIRE Movement | Episode #52

205

Why We Don’t Do Infinite Banking | Episode #51

206

Much Ado about Private Equity | Episode #50

207

Building Wealth like a BOSS | Episode #49

208

5 Misconceptions Around Alternative Investments | Episode #48

209

Knowing Your Numbers with Jessi Fearon | Episode #47

210

Complete Family Wealth with Keith Whitaker | Episode #46

211

Unveiling The Capital Avalanche Strategy | Episode #45

212

Benefits of Disability and Long Term Care Insurance | Episode #44

213

Real Estate Cost Segregation Insights with Yonah Weiss | Episode #43

214

Building your Financial Foundation with Britt Baker | Episode #42

215

The Impact of Using a Cash Value Line of Credit | Episode #41

216

Anesthesiologist to Venture Capitalist Entrepreneur - Dr. Navin Goyal | Episode #40

217

Settling the 401K vs Retirement Accelerator Debate | Episode #39

218

Wealth Plan Before Tax Plan with Jeremy Lederer | Episode #38

219

Good Money Revolution with Derrick Kinney | Episode #37

220

How to Maximize the Investment Optimizer | Episode #36

221

The Inflation Confrontation | Episode #34

222

Debunking Lies About Whole Life Insurance | Episode #33

223

Multi-generational Legacy Planning — a better way to build and transfer your estate | Episode #32

224

The Power of Self-Publishing Done Right! | Episode #31

225

Cash flow investing vs. appreciation investing. Which is better? | Episode #30

226

Business Lessons Learned from Working with Contractors | Episode #29

227

Smart Money Kids | Episode #28

228

The Prolific Investors Financial Independence Matrix | Episode #27

229

More Money Insights with Money Insights | Episode #26

230

Building a Winning Financial Team | Episode #24

231

The 1035 Exchange Extravaganza | Episode #23

232

Investing in Oil & Gas with Troy Eckard | Episode #22

233

The 4% Rule Unveiled | Episode #21

234

10 Reasons NOT to Hire a Financial Advisor | Episode #20

235

Premium Finance Insights You Can’t Find Anywhere Else with Daen Wombwell | Episode #19

236

Insider‘s Edition with John Foley | Episode #18

237

Lessons Learned from Owning a Day Spa | Episode #17

238

There’s more than one way to FIRE! | Episode #16

239

Insider‘s Edition with Annie Dickerson | Episode #15

240

IBLOC, how to arbitrage your way to wealth! | Episode #14

241

Money Insights with Money Insights (including the debate between direct vs non-direct recognition) | Episode #13

242

Insider‘s Edition with Chris Odegard | Episode #12

243

10-Step Recipe to Financial Freedom | Episode #11

244

3 Step Plan to Put Your Business on the Map, Fast! | Episode #10

245

Insider‘s Edition with Chris Larsen | Episode #9

246

Insider‘s Edition with Jim Rachor | Episode #8

247

The Retirement Accelerator Deep Dive - The most powerful retirement alternative on the market | Episode #7

248

Investment Optimizer Deep Dive: How to dramatically improve any investment | Episode #6

249

Real Estate Investing - The Passive to Active Scale | Episode #5

250

Debunking Financial Myths | Episode #4

251

Meet Rod Zabriskie - COO of Money Insights | Episode #3

252

Meet Christian Allen - CEO of Money Insights | Episode #2

253

The Money Insights Philosophy | Episode #1