Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Content provided by Dan Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Wise Money Tools
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Content provided by Dan Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Learn everything you want to know about Infinite Banking, Leverage Life Insurance, Real Estate, and all things smart investing with Dan Thompson. 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 of diversification, asset allocation, etc., just simply did not work. Join Dan on his journey to finding the best, safe, high return investments for him and his clients on the Wise Money Tools Podcast--with Dan Thompson.
…
continue reading
207 episodes
Mark all (un)played …
Series home•Feed
Manage series 1749367
Content provided by Dan Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Learn everything you want to know about Infinite Banking, Leverage Life Insurance, Real Estate, and all things smart investing with Dan Thompson. 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 of diversification, asset allocation, etc., just simply did not work. Join Dan on his journey to finding the best, safe, high return investments for him and his clients on the Wise Money Tools Podcast--with Dan Thompson.
…
continue reading
207 episodes
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