In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Jason Monczka — the man CEOs call when their insurance is a mess and their money is leaking. With over two decades of experience in streamlining policies and cutting insurance costs for multi-location businesses, Jason shares far more than just financial strategy. He opens up about the deeper layers of personal success, mentorship, fatherhood, and building a meaningful life beyond titles and income.

We dive deep into Jason’s personal definition of success, shaped by the growth and accomplishments of his two daughters, both of whom began their professional journeys before finishing high school. Jason discusses how intentional parenting and early exposure to real-world challenges shaped his family’s trajectory — and how he now mentors young adults to do the same.

Jason also breaks down the often-misunderstood world of insurance and how business owners can protect themselves and their cash flow using 831(b) tax strategies and alternative insurance models — crucial insights for anyone navigating rising premiums in today’s economy.

--------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!