Wise Money Tools

Hosted by Dan Thompson

Business Investing

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Episodes

390

Latest episode

Jul 2026

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About the show

Learn everything you want to know about Infinite Banking, Leveraging Life Insurance, Real Estate, Bitcoin, Bitcoin mining and ways to skyrocket your wealth. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods simply do not work. Join Dan on his journey to finding the most predictable, wealth building investments that Wall Street won't tell you about. Don't miss the Wise Money Tools Podcast--with Dan Thompson.

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60 recent

September 9, 202613 min

Ep 393 - The 50/30/20 Rule Is Wrong

Most people know the 50/30/20 rule: 50% for needs. 30% for wants. 20% for saving and investing. But what if you flipped it? The 30/50/20 approach puts saving and investing FIRST — because you can never get yesterday back, and the sooner your money starts compounding, the more time it has to grow. The goal isn't to eliminate everything you enjoy. It's to make sure your savings, investments, and essential expenses are covered before lifestyle spending takes over. Start where you can. Even 10% is better than waiting. Want to learn more about strategies for building wealth, increasing cash flow, and reducing taxes? 📩 Reach out to Dan at Dan@wisemoneytools.com with your questions or to schedule a strategy session. #personalfinance #financialfreedom #wealthbuilding #budgeting #savingmoney #investing #moneymanagement #financialeducation #compoundinterest #payyourselffirst #cashflow #wealthcreation

September 2, 202615 min

Ep 392 - Stop Building Wealth Backwards

Building wealth isn't about making more money and hoping everything works out. It's about having a strategy. In this video, Dan breaks down five essential principles for building long-term wealth : living below your means, investing early, using leverage wisely, educating yourself, and setting clear financial goals. The goal isn't just to survive retirement. It's to build enough income-producing assets that your money can work for you. Want to learn how these strategies could apply to your financial goals? 📩 Email Dan at dan@wisemoneytools.com or schedule a strategy session through the link below. #wealthbuilding #financialfreedom #investing #retirementplanning #passiveincome #personalfinance #moneymindset #financialeducation #wealthmanagement #investingtips

July 8, 20269 min

Ep 389 - How Money Actually Grows

You don't build wealth overnight. You build it through small actions repeated over time. The four keys: ⏳ Time 📈 Compounding ⚡ Leverage 💰 Tax Advantages The question is: Is your money working as hard as you are? 📩 dan@wisemoneytools.com 📅 Book a strategy session: https://api.meetpaddy.co/widget/bookings/danthompson #wealthbuilding #financialfreedom #investing #money #compounding #passiveincome #taxstrategy #leverage #retirementplanning #financialeducation

July 1, 20265 min

Ep 386 - Your Cash Value Is Sleeping

Your cash value shouldn't just sit there. The wealthy have used leverage for generations: Store capital safely. Access liquidity. Create opportunities. Keep money working. The goal isn't taking unnecessary risk. It's making your money more efficient. 📩 dan@wisemoneytools.com 📅 Book a strategy session: https://api.meetpaddy.co/widget/bookings/danthompson #wealthbuilding #cashvalue #lifeinsurance #financialfreedom #moneystrategy #investing #taxstrategy #passiveincome #financialeducation #legacyplanning

June 24, 20264 min

Ep 385 - Your Retirement Plan Is Broken

For decades, people were told the same retirement formula: Save. Invest. Wait. Hope. But what happens when the market crashes right before retirement? A 30%, 40%, or 50% drop can change everything. The question isn't just how much money you have. It's whether your money is built to survive. 📩 dan@wisemoneytools.com 📅 Book a strategy session: https://api.meetpaddy.co/widget/bookings/danthompson #retirementplanning #financialfreedom #wealthbuilding #investing #cashflow #money #401k #retirementincome #financialeducation #wealthstrategy

June 17, 20269 min

Ep 384 - Your Money Is Failing You

Most people spend decades chasing money… But never learn how to make money work. The wealthy understand leverage, cash flow, taxes, and assets that can create income. The question is simple: Are you working for your money, or is your money working for you? 📩 dan@wisemoneytools.com 📅 Book a strategy session: https://api.meetpaddy.co/widget/bookings/danthompson #wealthbuilding #financialfreedom #passiveincome #investing #moneytips #financialliteracy #cashflow #wealthcreation #taxstrategy #retirementplanning

May 11, 20267 min

Ep 381 - Stop Planning To Be Poor

Most people plan retirement like this: Pick an age… then figure out the bare minimum to survive. That's not a plan. That's scarcity. Cut expenses. Pay everything off. Hope your money lasts. But there's a ceiling to cutting back. Eventually… you hit zero. Income is different. There is no ceiling. A different approach: ✔️ Build income first ✔️ Grow assets that produce cash flow ✔️ Focus on tax efficiency ✔️ Create income that exceeds your lifestyle Because real retirement isn't about quitting work… It's about having the option. When your income > your expenses, you're not retired… you're free. 📩 dan@wisemoneytools.com 📅 Book a strategy session: https://api.meetpaddy.co/widget/bookings/danthompson #retirement #financialfreedom #wealthbuilding #passiveincome #money #investing #cashflow #retirementplanning #finance #freedom

May 4, 20263 min

Ep 380 - The 4% Rule Trap

The 4% rule sounds simple: Withdraw 4%… and you're set for life. But reality isn't that predictable. Markets drop. Inflation rises. Income shrinks. And suddenly… your "safe" plan starts falling apart. Because the traditional model often relies on one thing: Selling assets to survive. A different approach? Focus on: ✔️ Income production instead of liquidation ✔️ Compounding that continues behind the scenes ✔️ Strategies built for volatility—not perfect markets ✔️ Long-term tax efficiency Retirement isn't just about how much you saved… It's about how your money behaves when things go wrong. 📩 dan@wisemoneytools.com 📅 Book a strategy session: https://api.meetpaddy.co/widget/bookings/danthompson #retirement #investing #financialfreedom #wealthbuilding #money #passiveincome #retirementplanning #finance #cashflow #inflation

April 8, 20267 min

Ep 379 - Talk To The Right People

Most advisors don't have a strategy problem… they have a targeting problem . The fastest way to lose confidence? Explaining a great idea to the wrong person . When you learn who to talk to — everything changes: Better conversations. Better clients. Better results. Stop chasing. Start choosing. 📩 dan@wisemoneytools.com 📅 Book a strategy call: https://api.meetpaddy.co/widget/bookings/danthompson

April 1, 20269 min

Ep 378 - The Advisor Advantage

Most financial advice sounds the same… because it is the same. This is different. The Elite Fifty isn't about selling products — it's about building a real wealth strategy using tax efficiency, income, and long-term asset growth. Stop sounding like every other advisor. Start showing people what actually works. 📩 dan@wisemoneytools.com 📅 Book a strategy call: https://api.meetpaddy.co/widget/bookings/danthompson #wealthstrategy #financialadvisor #taxstrategy #passiveincome #financialfreedom #wealthbuilding #investing #cashflow