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Wise Money Tools episodes
- 8 min
- 7 min
- Episode 82 - Critical Tools To Assess Value - Are They Needed?
There are some tools used by advisors and financial planners that seem to have little worth in assessing value.
18 min - 19 min
- Episode 80 - Another Indexed Universal Life Disaster - A Near Miss!
IUL's are a disaster for so many people but it's one of the most sold products by agents. In this episode we talk about another avoided disaster.
17 min - Episode 79 - Be Smart With Your Money and Mortgage - Don't be this guy!
This guy made a couple of bad financial choices and is now living a substandard retirement. Don't be this guy!
16 min - Episode 78 - 2019 Resolutions - Make Your 2019 Financially Better Than Ever!
No better time than now to set your New Year's financial goals. Let me give you 5 objectives for 2019!
19 min - Episode 77 - Fed Raise Interest Rates - How Does That Affect You!
Feds raise interest rates - how will that affect you? What will that do to mortgage rates?
20 min - 31 min
- Episode 75 - How Would You Like To Pay Taxes - Even If You Have a Loss? Beware, this could happen to you!
With the year end stock market losses, mutual funds could send of what is called "Phantom Income" which basically means you could be paying taxes on short term capital gains, even though you end up with losses!
20 min
About Wise Money Tools
From the publisher's feed
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.