• Episode #11 – Prepping for Income – Part 2

    Dr. Menahem Yaari turned the economic world upside down when he stated in 1965 that a retiree who wanted to maximize his income would put all of his money into a lifetime income annuity and that there was no other alternative that could guarantee a more optimal solution. The reason for this has to do…
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  • Episode # 10 – Prepping for Income – Part 1

    Have you ever seen a video of someone jumping off a diving board into a swimming pool, but somehow end up doing a BELLY FLOP? It’s funny unless of course, it’s you, right? The same goes for retirement and income planning. It’s not so fun if you are the one that runs out of money…
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  • Episode #9 – Barber Shop Advice

    Have you heard of Barber Shop Advice? Now before you get all over me, I’m not disparaging barbers around the globe. What it refers to is the stereotypical barber shop where gossip flies, oh, and let’s not forget the beauty parlors too, it’s just the gossip from there may not be of a financial nature….
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  • Episode #8 – 5 Critical Things To Do Before Retirement

    If you’ve been planning for the eventual day of retirement, well, there are a few things you might want to know! In this episode we’ll talk about 5 critical things you must know for a successful retirement. If you have any questions, contact me at questions@wisemoneytools.com Take care!

  • Episode #7- Losing a Loved One

    If you live long enough, sooner or later it will happen to you. You’ll lose a loved one. The truth is, none of gets off this planet alive. The best thing we can do is make sure we don’t leave behind a mess for our families….let’s get prepared. I lost my black lab Shadow this…
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  • Episode #6 – Retirement Margin of Safety

    Have you ever been repelling off a Cliffside? A few years ago, we were in Cancun and did a zip-line and repelling tour. For those on video or on our podcast page, you can see a picture. If you’ve gone repelling, maybe you thought the same thing that was going through my head, will this…
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  • Episode #5 – The 4 Stages in Life

    As we progress in life there are different stages that most of us go through. Many of us have gone through all four stages, some of you are getting started and others are right in the middle of it. They go something like this: Struggling Surviving Arriving Thriving Struggling – this is the fun one,…
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  • Episode #3 – The Wealth Tree

    Everyone has a wealth tree, large or small, it’s there. Knowing how to cultivate and grow your wealth tree can make a big difference in your finances and investing. Understanding the different types of assets, and where they fit into your wealth tree, is critical in keeping your wealth tree strong and immovable.

  • Episode #2 – A little bit about Dan Thompson

    This is Dan Thompson and welcome to our Wise Money Tools podcast, it’s great to have you with us. I’m really looking forward to doing these podcasts. We have a lot of good stuff planned and I think you’re going to get a lot from them and hopefully enjoy them in the process. I’ve been…
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