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Creative Wealth Building w/ Christian Allen & Rod Zabriskie

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In this episode of STRUnfiltered, Bill Faeth hosts a detailed conversation with Christian Allen and Rod Zabriskie from Money Insights Group. The trio delve into the concept of ‘alternative investing’ and the transformative potential of nested returns. They discuss the power and value of capitalizing on multiple income streams, including optimizing investments for cash flow and tax benefits. A significant part of the conversation centers around using specialized life insurance policies as strategy tools, emphasizing the importance of cash-value-focused policies over death-benefit-based policies. They also explore various investment possibilities, such as ATM funds and short-term rentals. The discussion concludes with a mention of ‘Invest with Benefits’ virtual summit in 2023 and a call-to-action for listeners to sign up.

02:00 Introduction and Welcoming Guests

02:23 Discussing Mutual Connections and Networking

04:51 Introducing the Guests: Christian and Rod

05:19 Christian’s Journey into Financial Services

09:27 Rod’s Path to Alternative Investing

11:11 Exploring the Concept of Alternative Investing

14:49 The Role of Life Insurance in Investment Strategy

18:02 Practical Application of Investment Strategy

19:56 Understanding the Concept of Investment Optimization

21:22 The Importance of Life Insurance in Investment

22:05 The Mindset Shift Required for Investment Optimization

22:41 Leveraging Investments for Optimal Returns

24:31 The Principle of Investment Optimization Explained

25:22 The Challenges and Cons of Investment Optimization

26:43 Investment Opportunities and the Role of Accredited Investors

28:01 The Flexibility and Potential of Investment Optimization

29:23 The ATM Fund: A Unique Investment Opportunity

32:38 The Power of Pairing Investments for Greater Returns

36:30 Final Thoughts and Call to Action

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