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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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
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