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