The Secret Method Investors Use To Have Their Money Working For Them Even In Between Deals (While Staying Liquid) with Rod Zabriskie

Investors hate seeing cash in their bank accounts. We hate this because we understand inflation slowly eats away at that figure day-by-day. Rod Zabriskie of Money Insights tells us how his investors maintain liquidity and safety while their cash waits for the next investment opportunity.

Timestamps

[00:33] Intro
[01:54] Rob shares the story behind Money Insights; how it started, its culture, and purpose
[04:59] A professional insight into financial planning; Rob shares investment strategy tips to anyone looking to put their money into good use 
[07:07] Savings and returns 
[09:16] Corporate America’s shift from pension building to 401ks 
[11:51] What are most of Rob’s clients investing in?
[13:38] Working with active investors for more profitability
[15:22] What I bet you didn’t know about life insurance
[16:07] How Rob and his team leverage life insurance policies to funnel money into and start investing asap
[17:29]  “Investment optimizing”; and how Rob’s practices differentiate from infinite banking

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Connect with Rod Zabriskie;

Website - https://moneyinsightsgroup.com/ 

Linkedin - https://www.linkedin.com/in/rodzabriskie/