This episode of the Money Insights Podcast with Christian Allen and Rod Zabriskie explores why the traditional financial planning model is often ineffective for high-income earners who want to build lasting wealth. They argue that traditional advisors focus on risk management and survival, not on thriving and building multi-generational wealth. They emphasize that true wealth builders must shift their mindset to prioritize cash flow, leverage, and opportunity over simple asset accumulation and tax deferral.

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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