Christian Allen, 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.
During the show we discuss:
● Dynamic wealth-building strategies
● Financial Freedom Factor (F3) Assessment Score
● How F3 Score help with Wealth Management
● What do to after an F3 assessment
● Proven principles to have financial freedom
● Protecting your wealth
● Stages of the Money Insights Method
● How Money Insights strategically utilize the proven financial principles of leverage, velocity, and cash flow
● Starting investing
● Optimizing your investment
● Investing the same dollar in two different places at the same time
● Tax-free income-producing machine
● Bringing a “conservative leverage” into retirement planning
● Creating a new asset using leverage
● Retaining more capital for investing
Show resources:
https://www.linkedin.com/in/christian-allen-aams-awma-7a41ab54/