This week's topic was inspired by our recent live webinar with Joe Camberato. Today we're talking all things business financing and private lending. It can be difficult for small businesses to access the capital they need when working with traditional banks. That's where private lending comes in. Tune in to break it down.   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 ..read more

Estate maximization isn't usually a starting point for people in their wealth building journey. While it's exciting talking about building wealth, bringing death into the conversation isn't so fun. However, it's important to know how to effectively pass your money on to the next generation. Today we are diving into our sixth core benefit: estate maximization and wealth preservation.   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 c ..read more

This week we hit on a topic requested from a viewer of the show: retirement income planning. While it is vital to stay in charge of your financial future, it's not going to look the same for everybody. However, there are strategies that can be utilized to make your income plan more effective. Tune in to learn more about these strategies, asset allocation, and our personal retirement philosophies.   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 t ..read more

Collectibles can often be overlooked as a form of investing, but there is real value to be found if you do your research and find what you're interested in. Unlike stocks, it is a very tangible investment. From art, antiques, and coins, to video games, comics, and records, there's something for everyone. This week, we talk more about investing in collectibles, what to be thinking about when you do, and supply and demand.   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 earn ..read more

Asset protection. It may not be the most exciting part of building wealth, but it is absolutely vital to preserving it. If you want to leave a legacy for future generations, you have to safeguard that wealth with a solid asset protection plan. This week, we do our best to provide you with an entertaining conversation about asset protection, why it's an important aspect of building wealth, and getting advice from the right people.   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-in ..read more

It can be easy to overlook tax optimization when it comes to wealth building, but by utilizing tax strategy, you can minimize your taxes while maximizing the amount of money you bring back in. Whether this is through business, real estate, or life insurance, there are benefits you are probably missing out on. This week, we talk about the critical importance of tax optimization and wealth building.   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 ..read more

Financial freedom is thrown around in many conversations, but this week, we dive into the true lifeblood of wealth creation - cash flow! Are you on track to creating enough passive income to replace your working income? Tune in to learn more about making your dollar go further, diversifying your risk profile, and why you need cash flow.   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 solu ..read more

We talk about velocity all the time. After all, it is one of our six core benefits in the Invest with Benefits framework. Actively keeping money in motion and putting it in the places where it creates the most efficiency is incredibly important even at a personal level. In this episode, we break down velocity, money inefficiencies that exist, and keeping your money in motion.   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 collabor ..read more

When you think about wealth creation, life insurance is likely not the first thing that comes to mind. However, life insurance is actually one of the most misunderstood financial vehicles that exists. In this episode, we talk about life insurance as a foundational asset, the Investment Optimizer, and Capital Avalanche. Find out how you can fully utilize your life insurance.   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 collaborat ..read more

Have you ever met someone who said there is no value in diversifying your assets? Not likely. There has been a lot of conversation around the importance of diversification and investments. However, there are different ways to do it properly and many potential pitfalls. In this episode, find out how to stay out of the diversification danger zone and the top 10 pitfalls to avoid.   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 c ..read more