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“Seventy percent of wealth is lost between generations”, so today, we talk about generational wealth and how best to manage it. Joining us in this episode are my friends, Christian Allen and Rod Zabriskie from Money Insights.
Christian brings the vision, drive, and focus to Money Insights! He started in the financial services industry in 2004 working as an advisor with Beneficial Financial Group. Since that time, he’s held a variety of industry leadership and management positions including sales manager, regional marketing director, and associate partner before starting Money Insights, an alternative wealth planning firm for high-income earners, in 2014.
Christian started Money Insights because traditional financial planning is broken, plain and simple! This is especially true for high-income earners. After spending the first 6 years of his career managing stocks, bonds, and mutual funds, Christian realized that he wasn’t having the impact on people’s lives that he intended. He also noticed a glaring trend as he met with clients. The great majority of his wealthy clients were doing more than just putting money in their 401k’s or IRA’s and hoping the market would do the rest. These highly successful individuals were active investors in the alternative space and had set out to find better ways to build wealth. Christian made the commitment to focus on only the most innovative, effective strategies for helping clients build their net worth. This is the driving force behind the strategic wealth-building firm, Money Insights.
Christian’s team specializes in helping clients understand and implement alternative wealth-building strategies. These are powerful strategies designed for the high income and/or high net worth individual and business. He and the Money Insights team work collaboratively to design customized, high-impact solutions to help clients go from high income to high net worth!
Rod is the managing partner of Money Insights. He heads up all things client-facing. This includes our education, implementation, and ongoing strategic review efforts.
His path started while in college when he was introduced to the books Rich Dad, Poor Dad, and Cashflow Quadrant, by Robert Kiyosaki, as well as material from other outside-the-box thinkers. This opened his eyes to the broad possibilities of placing your destiny in your own hands, particularly by being open-minded to alternative concepts and ideas and not expecting mainstream ways to lead to excellence.
Through his work with Money Insights, he has the privilege every day of connecting with like-minded clients who are looking for a better way to build and protect wealth. Rod and the Money Insights team place significant emphasis on educating clients on the strategies and the philosophy behind them. Understanding the benefits is critical; understanding the inner workings that make the strategies so powerful is just as important.
Since 2009, he has worked in financial services, joining forces with Christian in 2010. During that time, Rod has become an expert in the field of advanced planning strategies utilizing life insurance and annuities. He now works on a daily basis with high-income earners on both the personal and business sides to accelerate their wealth building, optimize their investing, and discover innovative ways to move from high-income to high net worth!
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Website: https://moneyinsights.net/
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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.
While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
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