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Celebrating 150! | #150

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Manage episode 415250593 series 2967012
Innhold levert av Money Insights. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Insights eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Today we are celebrating 150 episodes of Money Insights! Can you believe it? Joining us in this celebration are two of our star wealth strategists, Blake Brogan and Brenyn McConnell. In this episode we share some of the successes of our listeners and clients, examples of the Investment Optimizer Strategy in use, and traits we've observed in our most successful clients. From pilots and exotic cars to luxury watches and chicken farms, this episode has it all. Let's get this party started.

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.

Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !

Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast

  continue reading

101 episoder

Artwork
iconDel
 
Manage episode 415250593 series 2967012
Innhold levert av Money Insights. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Insights eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Today we are celebrating 150 episodes of Money Insights! Can you believe it? Joining us in this celebration are two of our star wealth strategists, Blake Brogan and Brenyn McConnell. In this episode we share some of the successes of our listeners and clients, examples of the Investment Optimizer Strategy in use, and traits we've observed in our most successful clients. From pilots and exotic cars to luxury watches and chicken farms, this episode has it all. Let's get this party started.

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.

Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !

Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast

  continue reading

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