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.


Recent Episodes

One of the key components to success for any business is standing out when compared to your competition. One proven method for standing out and establishing yourself/your business as a thought leader is by becoming a published author. In this week’s episode, Julie Broad from Book Launchers joins Rod to discuss how their team works with entrepreneurs to help them get published. 

When it comes to investing, there are two primary approaches: cash flow investing and appreciation investing. The question is, which one is better? In this week’s episode, Christian and Rod tackle the pros and cons of each approach to help you understand which option is best for you. 

Earlier this year, Christian moved into a new home and has worked with several contractors, some good and some not-so-good, to complete the basement, patio roof, and landscaping projects. Through this, oftentimes frustrating experience, Christian has created a list of tips on what to do and what not to do when running your business. Listen now to learn more about the lessons Christian has learned from working with contractors. 

On a recent snowy morning (Snow Day! No school!), Christian and Rod sat down for a look at Rod’s Top 5 reasons for raising kids in ways to make them smart about money, finances, and investing. Check out the podcast—including bonus content with some tips for how to do that in addition to why it’s a good idea.

This week, Christian and Rod are joined by another Money Insights team member, Blake Brogan, to answer your questions about money, business, investing, and retirement planning. If there is something else you’d like to know, reach out to the team at to get your question answered on the next episode of money insights with Money Insights. 

From tax strategies to legal contracts, a lot goes into being successful in alternative investing. Surrounding yourself with the right team of experts is oftentimes, an overlooked component of building wealth. In this week’s episode, Christian and Rod talk about the experts you need on your financial team and about how to find the team members that are right for you. 

While many high-income earners have permanent life insurance policies, annuities, long-term care products, etc., oftentimes, these products are not structured properly to use as an opportunity fund for growing investments? If this is your situation, it may be time to consider a tax-free 1035 exchange so that you can structure your money to work for you. In this week’s episode, Christian and Rod break down the ins and outs of 1035 exchanges to help you know when you should consider using one to optimize your financial products.

Troy Eckard, CEO of Eckard Enterprises, joins Christian and Rod to discuss the ins and outs of investing in oil and gas. According to Troy, 95% of the companies that claim to invest in oil and gas are frauds. Learn how to find a reputable investment company to help you diversify your portfolio. 

Since the 1990s, financial advisors have helped individuals plan how much money they needed to save for retirement by using the “4% Rule”.  Unfortunately, this “rule” has left many hardworking individuals coming up short on finances leading many to retire later or to reenter the workforce in retirement. In this week’s episode, Christian and Rod discuss the flaws with the “4% Rule” and they dive into how to better plan for a successful retirement. 

Traditional financial advice for high-income earners has almost always included hiring a financial advisor to tell you where and how to invest your money. Christian and Rod don’t necessarily agree with this advice, and in this episode, they discuss 10 things to think about before hiring a financial advisor. 

NIW President Daen Wombwell joins Christian and Rod on this week’s podcast to discuss a unique investment strategy called Premium Finance. Daen discusses NIW’s history and shares investment tips and tricks you won’t find anywhere else. 

In this week’s episode, Dr. John Foley joins Christian and Rod to discuss his career as a physician and entrepreneur. While Dr. Foley was investing and building businesses before meeting the Money Insights Team, he discusses how he has been able to use tools like The Investment Optimizer to accelerate the growth of his investment and ventures. 

Thinking about starting or buying a new business? If so, then this episode is for you. Christian and Rod discuss twelve lessons, some good and some bad, that they learned while running a day spa. 

Wall Street and traditional financial planners have taught the general public that becoming a millionaire by retirement is simply a matter of saving and investing in qualified plans and mutual funds. The truth is, there are a lot of ways to accomplish your retirement goals. And, some of them can even push your potential financial growth much further. In this podcast, Christian and Rod, discuss the pros and cons of three different strategies to become a millionaire by retirement. 

Annie Dickerson, co-founder and COO of Goodegg Investments, joins the team to tell her story of how she went from teaching to running multi-million dollar real estate syndications. In this episode, you’ll learn how you to can earn passive income by investing in real estate syndicates.

Brenda Newton joins Christian and Rod in this week’s episode of The Money Insights Podcast to explain what an IBLOC is and how it can be used in conjunction with the Investment Optimizer to build wealth even more efficiently. 

Christian and Rod tackle five of the most common questions new clients have when trying to figure how to invest their money. Hear their insights on these questions based on years of experience in helping hundreds of clients overcome these challenges. 

Chris Odegard, a current Money Insights client, joins this week’s episode to discuss how the Investment Optimizer has helped accelerate his real estate investment strategy which has ultimately grown his net worth by over 5x!  

Financial freedom isn’t something you come upon by luck. Instead, it is achieved through discipline and following the right strategies. In this week’s episode, Christian and Rod discuss their proven 10-step recipe to achieve financial freedom. 

Just starting out a new business? Looking for ways to improve the exposure of your current business? Rod and Christian have a proven three-step process to get your business on the map fast!

Chris Larsen, found and CEO of Next Level Income, joins the team to discuss how he has gone from medical device sales to real estate syndication. As he has built his business, the Investment Optimizer has been a critical tool because of the leverage it allows. 

Long-time Money Insights client, Jim Rachor, joins this Insiders Edition of the podcast to talk about how he has used the Investment Optimizer to build multiple businesses in addition to his successful dental practice.  He also discusses the family banking concept and how his family is using it to build a legacy for generations to come.

When it comes to retirement, we’ve all heard about the 4% rule. In this week’s episode, Rod and Christian explain why the 4% rule doesn’t work and introduce a retirement strategy that consistently provides a much greater, less volatile return. 

In this episode, Christian and Rod break down a unique investment strategy known as the Investment Optimizer. By using this customizable strategy, investors can create a highly efficient “opportunity fund” by using the power of compound interest to create value in two places at the same time. To learn more, listen now!

Have you ever thought about investing in real estate? If so, this is the episode for you! In this episode of The Money Insights Podcast, Christian and Rod discuss the pros and cons of 18 different types of real estate investment strategies. 

In this week’s episode, Christian and Rod tackle 7 of the biggest financial myths that derail far too many Americans’ retirement plans. Follow Money Insights’ logic behind each of these myths to make sure you’re not making the same mistakes. 

Christian Allen interviews Money Insights COO, Rod Zabriskie and gives listeners an opportunity to get to know Rod. In this interview, listeners will learn how Rod got into the financial services industry and will hear his opinions on how to be financially successful in all aspects of life. 

Rod Zabriskie interviews Money Insights CEO, Christian Allen and invites him to talk about his life, how he got into the financial services industry, and financial myths that just get under his skin. 

Welcome to the first episode of the Money Insights podcasts. For over a decade, Christian Allen and Rod Zabriskie have been teaching unique financial strategies and that take high-income earners to high net worth and they’re ready to bring these strategies to everyone. In this episode, Christian and Rod discuss several of the biggest financial myths that are flat-out wrong. Tune in today to being your journey to high net worth!

"I worked with Rod on designing one of my policies. Rod ran multiple options for me, answered all my questions, and explained things very well. It was a great experience. Always work with someone you know, like and trust! Rod, Christian and team are one of the best!"

Eric Schultz

"Rod & Christian provided me tremendous value in structuring and refining my insurance policies to maximize utility and cash value. Their knowledge has been unrivaled in my experience."

Chris Larsen

"This team is honest, responsive and professional. They are great at explaining concepts and are far from pushy. They have been a pleasure to work with"

Chet Tharpe

The Money Insights 5 Steps to Success

Together, Rod and Christian expound on core wealth building principles, as well as the Money Insights roadmap to wealth. . . which consists of 5 key steps that, if implemented, will ensure financial success both in the short and long term.


Understand and prepare for the unique challenges you may face along the way.

For example, physicians most often graduate from medical school much later than their counterparts in most other professions, and when they do, they often are saddled with hundreds of thousands of dollars of student debt. It’s critical that this aspect is taken into account and that there’s a strategy in place to slash student debt in the most efficient way possible! We also find that entrepreneurs often put all their money back into their business. However, it’s important that while they build their business up, they also know how to build a highly efficient emergency fund that can sustain them through hard times.


Step 2- Break into the alternative investing space, and becoming an accredited investor for those who are not already.

Most people have a host of misconceptions about what the alternative investment space really is. To make it very simple, we’re talking about anything that isn’t stocks, bonds or mutual funds. Most people don’t realize that the risk adjusted returns available through alternative investing is often times better than what you can get through traditional investing. This doesn’t mean that we won’t utilize traditional investments as well. A 100% match on a 401K or defined benefit plan can be incredibly impactful in its own right, but there are too many game changing opportunities available in the alternative investment space to not take advantage of them.


The Investment Optimizer, which sits at the center of the Money Insights method.

What if we told you there was a place to put money where it would generate a consistent return without volatility, be protected from creditors and lawsuits, create value in multiple places at the same time and be completely tax free? This strategy is so simple and yet so powerful that we recommend it to all our clients. In the podcast, we dive into exactly why this piece is such a no brainer!


Utilize “Conservative Leverage.”

Most people utilize financial leverage in some way shape or form, generally it’s when purchasing a home. While it’s critical that we don’t become over leveraged, implementing “conservative leverage” gives us a chance to create exponential growth that is impossible to capture in any other way. We all know the acronym OPM, aka “other people’s money” but most investors don’t realize that this principle can extend beyond real estate. In addition to the various kinds of real estate, many of our clients will also utilize leverage to create massive amounts of retirement income by using The Retirement Accelerator or The Wealth Maximizer for estate planning purposes.


Follow the Money Insights Method for executing the plan, which consists of 4 defined stages.

First, is discovery and education. Stage one is arguably the most vital step and is the foundation of the principles we teach. First, we gather all the pertinent information so that the Money Insights team can collaboratively build out a strategy to fit the individual needs. Simultaneously, prospective investors are strongly encouraged to be moving through our education model which consists of our e-books (a Money Insights for Physicians/Money Insights for Dentists. Our core concept videos (The Investment Optimizer part 1 and 2, The Retirement Accelerator part 1 and 2,) our 2 white papers and of course The Money Insights Podcast. We believe knowledge is power and work to provide as much educational material as possible. In the strategic design stage, we collaborate daily and focus on designing a plan that will fit with each individual’s goals and objectives. We believe multiple people looking at each situation allows us to deliver the most innovative and efficient strategies possible! Next comes the implementation phase. Once both parties have agreed on the strategic design, we’ll work together to implement the strategies as seamlessly as possible. Finally, it’s critical that we have ongoing collaboration where we meet regularly to make sure that we make the proper adjustments to the plan. By combining the right concepts strategies with the proper customization and execution, we’ve been able to help hundreds of high income earners move along the roadmap to wealth!

Rod and Christian strategically choose topics and ideas that are meant to give listeners the knowledge and education to grow your business and grow your wealth. In summary, Christian and Rod are on a mission, through the Money Insights Podcast, to help you, the highly paid physicians and entrepreneurs build long-term wealth building strategies. We will be by your side as you accelerate, optimize and innovate throughout the wealth building process.

About the Money Insights Podcast

Money Insights is a strategic wealth building firm for high income earners. In short, we help people accelerate their wealth building, optimize their investing, and discover innovative ways to move from high income to high net worth! And we believe there’s a better way to get there. No longer are we forced through lack of accessibility and education, to follow the archaic, ineffective, and outdated strategies that are bought and paid for by the big Wall Street firms. This podcast will give listeners insights into the unique strategies that have been and are actively used by many of the most successful companies and families in American history!

Additionally, Rod and Christian break down all things money and business! In addition to having built a multimillion dollar strategic planning firm and worked with thousands of highly successful physicians and entrepreneurs across the country, they’ve also spent the past 15 years learning how to become successful entrepreneurs themselves and because of this, are uniquely qualified to lead clients down their proven roadmap to wealth.

The Money insights podcast is meant to be the practical extension to our mission of helping physicians, dentists, and successful entrepreneurs build and protect wealth by learning and implementing proven wealth building strategies. Not only do we discuss the proven strategies and philosophies behind building wealth, but we also show a very real roadmap which includes defined action steps to help our clients identify and achieve their financial goals.

Book a Demo

Learn how we can help you accelerate the wealth-building process. Call us today to schedule your free consultation at 1-801-642-4924.

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