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. RSSVERIFY
Spotting Bad Investments: Lessons from American Greed
Welcome to the Money Insights Podcast, where high-income earners find ways to transform their wealth-building strategies from merely high-income to high-net-worth. In this episode, hosts Christian Allen and Rod Zabriskie delve into the critical topic of identifying bad investments. They share eye-opening stories from the series 'American Greed' to highlight common pitfalls and provide listeners with actionable steps to protect their investments. Learn how transparency, realistic returns, and aligned incentives can safeguard your portfolio while avoiding the lure of unrealistic promises and polished deceptions. Tune in for expert advice and practical strategies to enhance your financial well-being.
20 Jan 2025TRANSCRIPT
10 Controversial Financial Takes: a roundtable discussion | #187
Whether it's about debt, saving for retirement, or investing, there are a lot of voices out there telling you what to do. They can be overwhelming, and they can also be WRONG. This week, Rod and Christian are joined again by honorary co-hosts and key members of the Money Insights team, Blake Brogan and Brenyn McConnell, to break down 10 controversial pieces of money advice. Let's get started!
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 on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
13 Jan 2025TRANSCRIPT
What would Rod do? | #186
We have this source of incredible wisdom here, and we need to take full advantage of it. Today, Rod the Pod Zabriskie is going to put on many hats: economist, dad, financial planner, investor. Whether it's inheriting $500,000, investing in a real estate deal that's losing money, or dealing with $50,000 in credit card debt, Rod's got the answers. Let's dive in.
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 on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Inside a recent episode
Spotting Bad Investments: Lessons from American Greed
Published 28 Jan 2025 · Transcript excerpt
[…] Because I'm not saying I'm not suggesting always that it's, you know, not a good investment at that point, but sometimes they just need to take it deeper and make sure that they're providing that level of transparency, whoever, you know, again, whoever is creating that investment opportunity. […]
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