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Insider‘s Edition with Jim Rachor | Episode #8
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.
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 for each of their unique clients.
Visit us online and take the F3 Assessment at moneyinsightsgroup.com
Need to get in contact with the Money Insights team? Email us at [email protected]
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By Money Insights
4.9
226226 ratings
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.
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 for each of their unique clients.
Visit us online and take the F3 Assessment at moneyinsightsgroup.com
Need to get in contact with the Money Insights team? Email us at [email protected]
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