Wise Money Tools

About Wise Money Tools

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.

Publisher

Dan Thompson

Category

business · business

Language

en

Explicit

No

First episode

2 Oct 2017

Latest episode

4 Nov 2026

Latest episodes

396 episodes in the feed.

1. 

   4 Nov 2026

   Ep 400 - Your 401k Isn't Your Safest Asset

   The safest asset isn't your 401k, your rental property, or your stock portfolio. It's control. When you control the asset, you control the cash flow, the tax treatment, and the leverage. Step one: label every asset you own as controlled by you or controlled by the market. Step two: open a properly structured cash value life insurance policy designed for cash value, not the biggest death benefit. Step three: use that policy as collateral to acquire income-producing assets. Production beats speculation: instead of buying Bitcoin and hoping, you can produce it, and the YLDZ token, available to accredited investors, is designed to pay monthly Bitcoin distributions tracked in the Yieldz app. Compare real estate (debt, tenants, toilets, taxes) to Bitcoin (custody) in two side-by-side projections. And stop fearing Roth conversions: pull your last two tax returns, find the room left in your bracket, and convert only that amount, every year, on purpose. With the right planning, tax mitigation strategies may help offset the conversion tax and more. Precision beats procrastination. Ready to run the math on your own numbers? Book a strategy session: Dan@wisemoneytools.com #Yieldz #Ysurance #DanThompson #Bitcoin #RothConversion #TaxStrategy #PassiveIncome #WealthBuilding #FinancialFreedom #CashValueLifeInsurance #TaxMitigation #RetirementPlanning

2. 

   28 Oct 2026

   Ep 399 - You're Planning Retirement Backwards

   What's the best way to plan for retirement? Get wealthy, build more passive, tax-advantaged income than you'll ever need, then retire whenever you feel like it. Most people do it backwards: pick a date, then figure out the smallest income they can survive on. That's not retirement planning, that's planning for scarcity. Reducing expenses has a ceiling. Income doesn't. A paid-off $800,000 home produces $0 of income. So who's more free: the person with no mortgage, or the person with a $5,000 payment and $40,000 a month of passive income coming in? Instead of living on 70-80% of your income, aim for 200-300% of it. Ysurance is designed to create monthly cash flow while building long-term wealth, using properly structured life insurance as the foundation, paired with cash-flowing assets, with tax advantages when structured correctly. Don't retire on fixed income. Get wealthy. Ready to change direction? Grab a slot on my calendar or email: Dan@wisemoneytools.com #Yieldz #Ysurance #DanThompson #RetirementPlanning #PassiveIncome #FinancialFreedom #TaxStrategy #WealthBuilding #GenerationalWealth #MortgageStrategy #IncomeNotSavings

3. 

   21 Oct 2026

   Ep 398 - Learn These Words Or Stay Broke

   This one touched my heart. Our Spanish host, Briseida, left shoot day early to join a finance class in Spanish, because finance terms are different from everyday English and Spanish, and she wanted to truly understand what she teaches. It hit me: I grew up with parents who lived paycheck to paycheck, and I was never taught money either. She's probably not alone, and neither are you. Start with the terms: compounding, leverage, time value of money, rate of return, ROI, IRR, net operating income, appreciation, dividends, capital gains, passive income, tax mitigation and more. Then master three things: how to leverage assets, create passive income, and reduce or eliminate your taxes. You don't have to be a financial genius, just willing to learn, the Yieldz way, the Wise Money Tools way. Ready to build wealth safely, with smart leverage and tax advantages? Book a strategy session: Dan@wisemoneytools.com #Yieldz #Ysurance #DanThompson #FinancialLiteracy #FinanzasPersonales #EducacionFinanciera #MoneyMindset #WealthBuilding #PassiveIncome #TaxStrategy #SmartLeverage

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

17 ratings

Podcast Authority Score: 40 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

0

Engagement

51

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.