If you have been in the Money Insights community for any amount of time, you're likely familiar with the Investment Optimizer strategy! In this week's episode, Christian and Rod explain the top 5 reasons that someone might not use the Investment Optimizer.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.
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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
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