HeyJaredWise 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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
Ep 395 - You're Poor Because of These Words (opens the original)
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She's recorded 100+ videos for our channel — and just told me she never fully understood the terms she was saying on camera. It broke my heart, and made me realize how many of you probably don't understand them either. Terms to know: compounding, leverage, time value of money, rate of return, ROI, IRR, net operating income, debt service ratio, appreciation, dividends, capital gains, passive income, mortgage amortization, tax deductions, tax mitigation. Three things build wealth: leverage assets,
Ep 394 - Why The 4% Rule Fails (opens the original)
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The 4% retirement rule sounds simple: build a large portfolio and withdraw 4% each year. But what happens when the market drops 20% shortly after you retire? You're not just dealing with investment losses. You're still withdrawing money while your portfolio is down — creating what many investors know as sequence-of-returns risk. That's why retirement planning shouldn't rely solely on selling assets to generate income. A strong strategy should consider multiple factors, including: ⏳ Time 📈 Compou
Ep 393 - The 50/30/20 Rule Is Wrong (opens the original)
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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 b
Ep 392 - Stop Building Wealth Backwards (opens the original)
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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 finan
Ep 391 - Your 401(k) Is a Tax Trap (opens the original)
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Think your 401(k) or IRA is automatically the best way to reduce your taxes? There's a major difference between tax deferral and actual tax planning . In this video, Dan explains why simply postponing your tax bill may not be enough—and explores strategies involving life insurance, real estate, equipment leasing, and other alternative investments. The goal? Reduce your tax burden, build income-producing assets, and keep more of your hard-earned money working for you. Want to learn more about the
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