
Sign up to save your podcasts
Or


In Part 2 of the Money Insights Podcast alternative investing series, Christian and Rod help listeners create their own alternative investment strategy. They start by explaining how to identify your “why” and build a personalized plan around it. You’ll learn how to structure a portfolio using core investments (like real estate or business) and satellite assets (like crypto, private lending, or private equity). They share personal stories—both wins and failures—and offer practical advice on avoiding common mistakes. You’ll also hear how they use high-cash-value life insurance to boost returns and maintain liquidity. Whether you're new to alternatives or refining your current strategy, this episode gives you a clear framework to build from.
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
By Money InsightsIn Part 2 of the Money Insights Podcast alternative investing series, Christian and Rod help listeners create their own alternative investment strategy. They start by explaining how to identify your “why” and build a personalized plan around it. You’ll learn how to structure a portfolio using core investments (like real estate or business) and satellite assets (like crypto, private lending, or private equity). They share personal stories—both wins and failures—and offer practical advice on avoiding common mistakes. You’ll also hear how they use high-cash-value life insurance to boost returns and maintain liquidity. Whether you're new to alternatives or refining your current strategy, this episode gives you a clear framework to build from.
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