Apr 6, 2021
Favorite quotes of the episode:
“Be proactive with tax planning to keep more of what you earned.”
“The key is to be intentional.”
“Multi-family housing is a great asset class and can be low risk.”
Episode Overview
In this episode, I talk with Christian Allen, he is a successful entrepreneur, owner of multiple businesses, author of Money Insights for Physicians, and the Founder and CEO of the strategic wealth building firm, Money Insights. Christian’s team specializes in helping clients understand and implement alternative wealth building strategies centered around life insurance (and not the type of life insurance you get when you go to your local agent). Christian is passionate about making it easier for his clients to build and protect their wealth, and he is here today to share some insight into his strategies. Welcome to the show, Christian!
TOPICS
- Christian’s unique career path and what’s unique about Money Insights.
- Christian’s philosophy when it comes to investing.
- Conservative leverage.
- Is there a way to overcome the high debt to income ratio without just simply, working more?
- How the average investor can have an appropriate money mindset for their ambitions without FOMO.
- Risk-Adjusted Return, explained
RESOURCES
Connect with Christian and learn more at https://moneyinsights.net/
Take the Financial Freedom Factor Assessment at f3assessment.com
Employee Benefit Retirement Institute: https://www.ebri.org/publications/research-publications/fast-facts
Medscape Physician Report: https://www.medscape.com/
Join our email list and never miss another insight at https://www.pawsconsulting.com/shownotes
Learn Strategies for Overcoming Overwhelm at https://www.pawsconsulting.com/overwhelm
“This program has been approved for 1 hour of continuing education credit for veterinarians and veterinary nurses/technicians in jurisdictions that recognize RACE approval.”
Sign up for a free Strategy Session to overcome overwhelm and get unstuck at https://www.pawsconsulting.com/podcast
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Connect with Angela at www.pawsconsulting.com or on Twitter, LinkedIn, and Instagram @DemareeDVM.
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