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The Money Insights Podcast

Money Insights
Investment Strategies
Wealth Building
Alternative Investments
Life Insurance
Wealth Building Strategies
Investing
Real Estate
Cash Flow
Retirement Planning
Investment Optimizer
High-Income Earners
Financial Planning
Liquidity
Financial Advisors
Taxes
Annuities
Diversification
Financial Advice
Inflation
Artificial Intelligence

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.

PublishesWeeklyEpisodes268Founded5 years ago
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InvestingBusiness

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Artwork for The Money Insights Podcast

Latest Episodes

In Part 2 of Wealth Questions With No Easy Answers, Christian Allen and Rod Zabriskie work through seven questions that challenge some of the standard rules around money: Is diversification always better? Would you rather have a $10 million net worth... more

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Some of the most important wealth-building decisions don’t come with a clean yes or no. They live in the gray areas—where taxes, risk, liquidity, leverage, opportunity, and personal circumstances all compete for attention.

In this episode of the Mon... more

YouTube

What happens when you ask ChatGPT to build a roadmap from a $5 million net worth to $30 million—and then put every recommendation under the microscope?

In this episode, Christian Allen and Rod Zabriskie take a 10-step AI-generated financial plan des... more

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Success doesn't automatically lead to financial freedom. In this episode, Christian Allen and Rod Zabriskie count down the ten biggest financial mistakes they consistently see among successful professionals, business owners, and wealth builders.

Fro... more

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Recent Guests

Jodi Zabriskie
Economist; guest on the episode
Independent economist
Episode: 5 Economic Principles Every Alternative Investor Should Understand | Episode 266
Kyle Moore
Strategic Associate tax strategist
Strategic Associates
Episode: How High-Income Earners Can Legally Reduce Taxes and Create More Capital | Episode 264
Blake Brogan
Co-host for this episode (guest appearance)
The Money Insights Podcast/Money Insights Group
Episode: Making the leap: 5 Keys to becoming a full-time investor | Episode 255
Brennan McConnell
Co-host/guest with insights on real estate and tax strategies
Not specified
Episode: 250 years of proven wealth-building principles | Episode 254
Brennan Babyface McConnell
Guest/speaker at Best Ever Conference 10,
Episode: Best Ever Conference Podcast
Phil Zeltzman
Veterinary surgeon and creator of a financial education course
Self-employed
Episode: The Real Wealth Gap: Why Financial Education Isn't Optional Anymore | Episode #213
Shashank Shekhar
Founder of Instamogate and a successful entrepreneur in the mortgage industry
Instamogate
Episode: Beyond the Buzz: Practical AI Strategies for Sales & Marketing Success | Episode #201
Dr. Jill Schiefelbein
AI expert and entrepreneur, focusing on integrating technology and communication
Episode: Smart Automation, Smarter Wealth: Using AI to Build Relationships That Grow Your Portfolio | Episode #196
Lisa Chastain
Money Coach and NLP Certified Trainer
Episode: Stop the bleeding: an interview with Lisa Chastain | Episode #184

Hosts

Christian Allen
Co-host focusing on wealth-building strategies, insurance-based finances, and practical investment frameworks.
Rod Zabriskie
Co-host and principal voice on wealth-building, investment frameworks, and real-world financial strategies.

Reviews

4.9 out of 5 stars from 256 ratings
  • Fun and Informative!

    Rod and Christian are amazing. They bring real financial tools to the table and make complex strategies actually make sense. Tons of insight on alternative investing — fun, sharp, and seriously informative.

    Apple Podcasts
    5
    KJDee215
    United States9 months ago
  • Must listen podcast!

    This podcast is engaging and the information is invaluable. Love it!

    Apple Podcasts
    5
    AmySDe
    United States4 years ago
  • loved it!

    soo good!!

    Apple Podcasts
    5
    al0030
    United States4 years ago
  • A great resource

    I have loved tuning into these episodes. The episodes with The Bennett’s had me really excited about was to improve my financial game!

    Apple Podcasts
    5
    Le Sel House
    United States4 years ago
  • A wealth of knowledge!

    This podcast is a must listen for anyone looking to grow and secure their wealth!

    Apple Podcasts
    5
    mjch2021
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Banters well with guests and keeps topics grounded in real-world application.
Strong emphasis on tax optimization and cash flow strategies.
Smart hosts break down complex wealth tools into actionable steps.
Guests add credibility with practical case studies and diverse investments.

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Talking Points

Recent interactions between the hosts and their guests.

Turning Taxes into Wealth Building | Episode 262
Q: What does ACS stand for?
ACS stands for Accelerated Capital Strategy, formerly known as Capital Avalanche, a plan that uses leverage and a life insurance policy to generate long-term, tax-free income and benefits.
Turning Taxes into Wealth Building | Episode 262
Q: Do you have a particular CPA that you recommend?
They don't endorse a single CPA; they suggest a few firms they've had good experiences with and emphasize cooperations between tax strategy firms and CPAs to ensure proper implementation.
Turning Taxes into Wealth Building | Episode 262
Q: In this Investment Optimizer, do we need to work with a CPA who understands this concept and advise us within the current tax laws?
Within the life insurance policy structure itself, taxes are straightforward and you don't need a CPA for that part; however, for investments that use the tax benefits, you should work with tax professionals to ensure compliance and coordination with your CPA. Strategic Associates will help with the tax strategies and then you file with your existing CPA.
The Investment Optimizer Strategy in context | Episode 252
Q: Miguel asks about liquidity events like inheritance or business sales and how to fund an investment optimizer policy.
They described a funding-range approach, where the policy is funded at a minimum per year (e.g., 60-70k) up to a maximum (e.g., 250k), allowing lump-sum events to be incorporated and spread over time within the funding range to maintain MEK/tax compliance while maximizing future flexibility.
The Investment Optimizer Strategy in context | Episode 252
Q: What about loan interest rates and how they affect value, and can you actually win if the loan rate is higher than the earnings rate?
The speakers explained that even with loan rates in the 5-6% range and earnings around 5%, the flow model can still produce value because you're earning compounding interest on the policy value while paying simple interest on the loan, creating a net positive over time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Money Insights Podcast

What is The Money Insights Podcast about and what kind of topics does it cover?

This show centers on wealth-building, cash flow optimization, and tax-aware strategies for high-income individuals. Hosts discuss practical frameworks for leveraging assets, including real estate, business ownership, and life insurance-based structures, to create liquidity, tax efficiency, and sustained financial velocity. Episodes often mix case studies, guest perspectives, and actionable tactics aimed at de-risking complex investments while maintaining growth. A standout is the consistent emphasis on systematizing wealth through an Investment Insider framework and focusing on liquidity, autonomy, and diversified streams rather than chasing high-risk returns.

Notable strengths include clear, real-world explanations of sophisticated concep... more

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Which podcasts are similar to The Money Insights Podcast?

These podcasts share a similar audience with The Money Insights Podcast:

1. Tax Smart Real Estate Investors Podcast
2. Passive Income Pilots
3. Get Rich Education
4. Ken McElroy Show
5. Retire With Purpose - The Retirement Podcast

How many episodes of The Money Insights Podcast are there?

The Money Insights Podcast launched 5 years ago and published 268 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Money Insights Podcast?

Recent guests on The Money Insights Podcast include:

1. Jodi Zabriskie
2. Kyle Moore
3. Blake Brogan
4. Brennan McConnell
5. Brennan Babyface McConnell
6. Phil Zeltzman
7. Shashank Shekhar
8. Dr. Jill Schiefelbein

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