What if you could manage your wealth like a billionaire—without needing billionaire-level money?

In this episode of the Money Insights Podcast, Christian Allen and Rod Zabriskie break down how high-income earners can replicate the powerful family office structure used by ultra-wealthy families. Learn how to integrate key wealth-building principles—like strategic leverage, coordinated advisory teams, tax efficiency, and generational legacy planning—into your personal finances.

Plus, we introduce our Investment Insider Series (IIS), designed to help you expand your deal flow and access exclusive opportunities.

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/