326: Investing for Tax Credits with Dan Thompson

Wealth Matters By Alpesh Parmar

DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment strategies. He researched and discovered unique strategies, including the “Infinite Banking Concept,” which he uses by combining specially designed whole life insurance policies to build cash value and access tax-free loans.

Dan also developed principles for “Ultimate Cash Flow,” which involve combining time, compounding, safety, leverage, and tax advantages to appreciate assets. He wrote several books, including his latest book “The 4 Keys to Building Wealth,” to educate others on these strategies.

Dan values tax advantages, access to capital, and controlling the flow of money and is dedicated to helping clients find strategies that fit their needs.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 01:48) Opening Segment

- Dan is introduced as the guest Host

- Dan shares something interesting about herself

(01:48 - 20:44) Investing for Tax Credits

- What inspired you to become a financial advisor in the first place?

- What happened on your journey that led you away from traditional, Wall-Street investments like stocks and 401ks to more non-traditional investing?

- Could you explain a little more about your investment philosophy and the goals you hope to achieve through that philosophy?

- Carbon tax credits

(20:44 - 24:03) Fire Round

- Dan shared if he would change his investment strategy

- Dan also shares his favorite Finance, real estate book, or any related book

- Also Dan shared about the website and tools that he can recommend

- Dan's advice to beginner investors

- Also shared how his gives back

(24:03 - 24:51) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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