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The Money Insights Podcast

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

PublishesWeeklyEpisodes271Founded5 years ago
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Artwork for The Money Insights Podcast

Latest Episodes

Not every investment belongs in your portfolio—even if it happens to be a great investment for someone else.

In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie turn the usual investing conversation upside down. Instead ... more

Most people think wealth building starts with investing. But investing is only one piece of a much bigger picture.

In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie break down the Five Phases of Wealth Building: Capita... more

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Money conversations inside a marriage aren’t always really about money. They’re often about trust, responsibility, autonomy, communication, and whether two people truly see the financial picture as something they’re building together.

In this episod... more

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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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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
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
Blake Brogan
Member of the Money Insights team
Money Insights
Episode: 10 most costly mistakes high income earners make | Episode #169

Hosts

Christian Allen
Host of The Money Insights Podcast; focuses on wealth-building, investment strategies, and education for high-income audiences.
Rod Zabriskie
Co-host providing wealth-building expertise, real-world case studies, and strategic financial planning insights.

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 States10 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.

Guests are considered strong, relevant additions providing diverse perspectives.
The show is valued for actionable, easy-to-understand content on complex financial concepts.
Listeners praise practical wealth-building tactics and clear explanations.
Audiences appreciate the mix of real-world examples and guest insights.

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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

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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 program centers on wealth-building, innovative investing strategies, and practical money management for high-income earners and business owners. Episodes frequently explore alternative assets, tax optimization, life-insurance–driven investment structures, and coordinated advisory approaches, often illustrating concepts with real-world case studies and guest experts. The tone is approachable and pragmatic, balancing high-level frameworks with concrete steps, and it often promotes education streams for deeper learning. Noteworthy moments include meta-discussions on AI's limits as a financial advisor and systematic capital strategies that blend insurance, real estate, and tax planning for long-term cash flow and legacy. Potential listener... 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. Passive Income Pilots
2. Tax Smart Real Estate Investors Podcast
3. Ken McElroy Show
4. Real Wealth Show: Real Estate Investing Podcast
5. The Best Ever CRE Show

How many episodes of The Money Insights Podcast are there?

The Money Insights Podcast launched 5 years ago and published 271 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. Brennan McConnell
4. Brennan Babyface McConnell
5. Phil Zeltzman
6. Shashank Shekhar
7. Dr. Jill Schiefelbein
8. Lisa Chastain

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