Ever wonder why high-income earners often still feel financially stuck—even when their paychecks are big? In this episode, Christian and Rod unpack the Financial Confidence Gap: the hidden disconnect between income and freedom. They dive into the flawed assumptions of traditional planning, the danger of over-relying on accumulation strategies, and how taxes quietly erode wealth. You'll hear real-life stories, including a mindset shift from a successful physician, and learn how to build true financial freedom using the six pillars of the “Invest With Benefits” philosophy.

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.

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