The Money Insights Podcast

58:48

The Power of Max Funding Your Policy | Episode 276

The Money Insights Podcast ·

2026/10/05

What if the way you think about your life insurance premium is keeping you from seeing the bigger strategy?In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie revisit one of the most important principles behind a properly structured, high-cash-value life insurance policy: building the capital base. Instead of viewing every contribution as another insurance expense, they explain why max funding is designed to put more capital to work—and why that distinction matters over

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52:04

We asked AI to challenge everything we believe about...

The Money Insights Podcast ·

2026/09/28

What happens when you stop asking AI for answers—and ask it to challenge the way you think?In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie put some of their core wealth-building principles under pressure. They use AI to challenge their thinking on diversification, liquidity, cash flow, leverage, life insurance, taxes, financial control, and the role high income actually plays in building wealth.Some of the questions reinforce what they already believe. Others expose

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49:40

Financial rules we once believed that turned out to...

The Money Insights Podcast ·

2026/09/21

Some financial rules sound so logical that we rarely stop to question them. Pay off the mortgage as fast as possible. Focus on investment returns. Save consistently, stay the course, and eventually everything will work out.In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie look back at financial beliefs they once held—and explain what caused them to rethink them. From “buy term and invest the difference” to doing everything yourself, eliminating debt at all costs, and

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54:45

10 investments we wouldn't make | Episode 273

The Money Insights Podcast ·

2026/09/14

Not every investment belongs in your portfolio—even if it happens to be a great investment for someone else.In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie turn the usual investing conversation upside down. Instead of talking about what they would invest in, they compare notes on the investments they probably wouldn’t touch—and, more importantly, why.From penny stocks and speculative crypto to restaurants, personally managed rental properties, annuities,

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39:09

The 5 phases of wealth building | Episode 272

The Money Insights Podcast ·

2026/09/07

Most people think wealth building starts with investing. But investing is only one piece of a much bigger picture.In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie break down the Five Phases of Wealth Building: Capital Creation, Capital Structure, Capital Growth, Capital Protection, and Capital Legacy. Together, these phases offer a framework for thinking beyond individual investments and looking at how the entire wealth-building system works together.Christian and Rod

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50:13

The money rules that might just save your...

The Money Insights Podcast ·

2026/08/31

Money conversations inside a marriage aren’t always really about money. They’re often about trust, responsibility, autonomy, communication, and whether two people truly see the financial picture as something they’re building together.In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie are joined by Brenyn McConnell and Blake Brogan to pressure-test Christian’s money do’s and don’ts for marriage. They get into the practical realities behind treating money as “ours,” why

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45:49

Wealth Questions With No Easy Answers, Part 2 |...

The Money Insights Podcast ·

2026/08/24

In Part 2 of Wealth Questions With No Easy Answers, Christian Allen and Rod Zabriskie work through seven questions that challenge some of the standard rules around money: Is diversification always better? Would you rather have a $10 million net worth or $1 million a year in dependable cash flow? When should you stop investing every available dollar and actually spend some of it?The conversation also moves beyond investment decisions into what wealth is ultimately for. Christian and Rod wrestle with

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45:38

Wealth Questions With No Easy Answers — Part 1 |...

The Money Insights Podcast ·

2026/08/17

Some of the most important wealth-building decisions don’t come with a clean yes or no. They live in the gray areas—where taxes, risk, liquidity, leverage, opportunity, and personal circumstances all compete for attention.In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie tackle five wealth questions designed to challenge conventional thinking. They start with a fundamental question: As you get older and wealthier, should you change the strategy that got you there—or

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58:34

Can AI Turn $5 Million Into $30 Million? We Put It to...

The Money Insights Podcast ·

2026/08/10

What happens when you ask ChatGPT to build a roadmap from a $5 million net worth to $30 million—and then put every recommendation under the microscope?In this episode, Christian Allen and Rod Zabriskie take a 10-step AI-generated financial plan designed for a 40-year-old orthopedic surgeon earning $1 million per year and grade it recommendation by recommendation. From converting income into investable capital and maintaining liquidity to public markets, alternative investments, leverage, insurance,

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44:02

The 10 biggest financial mistakes we see successful...

The Money Insights Podcast ·

2026/08/03

Success doesn't automatically lead to financial freedom. In this episode, Christian Allen and Rod Zabriskie count down the ten biggest financial mistakes they consistently see among successful professionals, business owners, and wealth builders.From trapped equity and qualified money to liquidity, taxes, estate planning, and chasing returns, they explain why many common financial decisions create unintended consequences—even for people earning a great income. Along the way, they share personal

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47:57

5 Economic Principles Every Alternative Investor...

The Money Insights Podcast ·

2026/07/27

Most investors spend their time studying markets, opportunities, and returns. But the best investors also understand the economic principles that shape every financial decision they make.In this episode, Christian Allen and Rod Zabriskie welcome a special guest: economist and educator Jodi Zabriskie. Together, Rod and Jodi explore five foundational economic principles that can help high-income earners become more thoughtful investors, better decision-makers, and more effective stewards of their

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37:01

Takeover Podcast - Flow Capital Back to Your Policy...

The Money Insights Podcast ·

2026/07/20

How should cash flow from your investments actually flow back into your Investment Optimizer strategy?It's one of the most common questions Blake Brogan and Brenyn McConnell receive from clients, and in this special "Takeover Pod," they break down the practical mechanics behind keeping your capital working efficiently.Rather than letting cash accumulate in a checking account while waiting for the next investment opportunity, they explain why many investors choose to continuously move capital back

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35:38

How High-Income Earners Can Legally Reduce Taxes and...

The Money Insights Podcast ·

2026/07/13

What if the biggest obstacle to building wealth isn't your investment strategy—but the taxes you pay every year?In this episode, Christian Allen sits down with Wealth Advisor Brenyn McConnell and tax strategist Kyle Moore of Strategic Associates to explore tax mitigation strategies designed for high-income earners. They discuss why traditional tax planning often falls short for W-2 professionals and business owners, and how proactive planning can help redirect capital back into your own

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45:50

Are financial advisors becoming obsolete? | Episode 263

The Money Insights Podcast ·

2026/07/06

Are Financial Advisors Becoming Obsolete?Artificial intelligence is changing the way we learn, research, and make decisions—but does that mean financial advisors are becoming obsolete?In this episode, Christian Allen and Rod Zabriskie explore how AI is transforming the financial landscape, from answering complex questions in seconds to helping consumers prepare for important financial conversations. They discuss where AI adds tremendous value, where it still falls short, and why human judgment,

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32:12

Turning Taxes into Wealth Building | Episode 262

The Money Insights Podcast ·

2026/06/29

or years, high-income earners have asked the same question: "How do I reduce my taxes?" But what if that's only half the conversation?In this episode, Christian Allen and Rod Zabriskie explore a mindset shift that could change the way you think about wealth building. Rather than viewing tax mitigation as the finish line, they explain why it's actually the starting point—and how the capital you preserve today can become the fuel for building significantly more wealth tomorrow.You'll learn why the

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39:34

The 5 Best Wealth-Building Decisions We've Ever Made...

The Money Insights Podcast ·

2026/06/22

Everyone wants to know the best investment. But what if the biggest drivers of wealth aren't investments at all?In this episode, Christian Allen and Rod Zabriskie take a personal look at the decisions that had the greatest impact on their financial lives. From entrepreneurship and education to family, partnerships, and alternative investing, they share the choices that shaped their journey and helped create the opportunities they enjoy today.Along the way, they explore why wealth-building is often

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35:07

The Financial Media has a BIG Problem | Episode 260

The Money Insights Podcast ·

2026/06/15

The Financial Media Has a Big Problem Every day we're bombarded with headlines telling us what to fear, what to buy, what to sell, and what disaster is supposedly right around the corner. The louder the financial media gets, the harder it becomes to separate signal from noise.In this episode, Christian Allen and Rod Zabriskie unpack the growing problem of financial hyperbole and why so much of today's media environment is designed to capture attention rather than help investors make better

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55:24

The Accelerated Capital Strategy: How Successful...

The Money Insights Podcast ·

2026/06/08

Most investors spend their time searching for the next great investment opportunity. But according to Christian Allen and Rod Zabriskie, the investors who consistently build wealth focus on something even more important: how their capital is structured before it’s ever deployed.In this episode, Christian and Rod break down the difference between the traditional accumulation model and a cash flow-focused wealth strategy. They explain why liquidity, control, tax efficiency, and capital structure often

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33:19

The 5 Most Dangerous Phrases in Wealth Building |...

The Money Insights Podcast ·

2026/06/01

The 5 Most Dangerous Phrases in Wealth BuildingSome of the biggest mistakes investors make don't start with bad investments—they start with the stories, assumptions, and sales messages they believe before investing.In this episode, Christian Allen and Rod Zabriskie break down five common phrases that can quietly lead investors into poor decisions. While these phrases aren't always wrong, they can become dangerous when they replace sound process, careful due diligence, and disciplined thinking.From

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43:53

Why many wealthy people are actually terrible...

The Money Insights Podcast ·

2026/05/25

Most people assume that if someone is wealthy, they must also be a great investor. But those are two very different skill sets.In this episode, Christian Allen and Rod Zabriskie unpack why many high-income earners and successful professionals still make poor investment decisions — even after building significant wealth. From emotional decision-making and overconfidence to lack of due diligence and chasing “exclusive” opportunities, they break down the hidden traps that quietly derail smart

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