Find Your Financial Freedom Factor with Christian Allen

Beyond The Stethoscope

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

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