100 episodes

Real talk about everything money and business.

The Money Insights Podcast Money Insights

    • Business
    • 5.0 • 224 Ratings

Real talk about everything money and business.

    Rethinking higher education | #161

    Rethinking higher education | #161

    Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options.
     
    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

    • 38 min
    The DNA of a successful business | #160

    The DNA of a successful business | #160

    There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business.
     
    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

    • 43 min
    Creating your personal investment philosophy | #159

    Creating your personal investment philosophy | #159

    This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and build as you go.
     
    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

    • 34 min
    Mythbusting 2.0, Part II | #158

    Mythbusting 2.0, Part II | #158

    The wait is over! Part 2 of our mythbusting series is here. We started with 21 myths compiled from a combination of Christian's brain and ChatGPT. In part one, we mythbusted 8 of them. This week, we're hitting 6 more. From transparency to the cost of investing, tune in to hear the truth.
     
    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

    • 34 min
    Invest with Benefits: The 5 Key Benefits | #157

    Invest with Benefits: The 5 Key Benefits | #157

    This week, we get to share a message we're really excited about that we've been crafting and re-crafting to perfect for you all. We're talking about the five key benefits to our whole Invest with Benefits philosophy. Plus...an exciting announcement!
     
    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

    • 32 min
    The future of FinTech and its impact on investing | #156

    The future of FinTech and its impact on investing | #156

    This week we're talking about money, technology, and the future of FinTech. FinTech is not brand new, but we are at a pivotal point in time where we’re really seeing it take off and the things that it can do for us and could do for us in the future. Tune in to hear an honest conversation about cryptocurrency, robo-advisors, and Big Hero 6.
     
    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

    • 43 min

Customer Reviews

5.0 out of 5
224 Ratings

224 Ratings

AmySDe ,

Must listen podcast!

This podcast is engaging and the information is invaluable. Love it!

al0030 ,

loved it!

soo good!!

Le Sel House ,

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!

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