173 episodes

Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.

The WealthAbility Show with Tom Wheelwright, CPA The Rich Dad Media Network

    • Business
    • 4.7 • 495 Ratings

Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.

    Retirement Crisis Solutions

    Retirement Crisis Solutions

    Join Tom Wheelwright as he discovers the current state of our retirement crisis with economist expert and author, Teresa Ghilarducci. 

    As a labor economist, Teresa Ghilarducci has spent her career working to ensure retirement security for all American workers. At The New School for Social Research, she directs the Schwartz Center for Economic Policy Analysis (SCEPA), which focuses on economic policy research and outreach. Ghilarducci frequently testifies before the U.S. Congress and serves as a media source to popular and online news outlets about pensions, labor economics, and older workers. Ghilarducci frequently publishes in economics journals and edited volumes and has authored several books.

    In this episode, learn about Teresa's Gray New Deal, how to prepare for our retirement, and what entreprenuers can do to improve the lives of their employees.

    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com

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    Resources
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    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/

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    Social Media
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    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA

    Looking for more on Teresa Ghilarducci?

    Website: https://teresaghilarducci.org/
    Books: "Work, Retire, Repeat" ; "Rescuing Retirement" ; "How to Retire With Enough Money and How to Know What Enough Is"
    Facebook: https://www.facebook.com/SCEPA
    X / Twitter: https://x.com/tghilarducci
    Blog: https://teresaghilarducci.org/blog
    Email: ghilardt@newschool.edu


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

    • 52 min
    Master Your Negotiations

    Master Your Negotiations

    Join Tom Wheelwright as he discovers how to master the art of influencing others and never lose at the negotiation table with guests and authors of "Convince Me: High-Takes Negotiation Tactics to Get Results in Any Business Situation" - Chip Massey and Adele Gambardella.

    Former FBI Special Agent Chip Massey has led high-profile criminal cases, investigated the September 11th terrorist attacks, tracked down spies with the CIA, and spearheaded the New York FBI Office’s Crisis Negotiations Teams–in all five boroughs. Today, Chip Massey applies the high-stakes negotiation skills he refined during his 20 + years in federal law enforcement to the business world. As co-founder of The Convincing Company, Chip teaches executives and their teams how to use the bureau’s sophisticated communication and negotiation techniques in professional situations of all kinds.

    Honored by the Washington Business Journal as “a woman who means business,” Adele Gambardella owned and managed a Top 20 PR firm in Washington DC for 15 years. In that role, she served as spokesperson for a variety of Fortune 100 companies, ranging from DuPont to Lockheed Martin, to Verizon. As a publicist, Adele landed her clients interviews on Good Morning America, The Today Show and The New York Times. She has served as a PR strategist, corporate counsel, and crisis management consultant for such clients as Facebook, Johnson & Johnson, Samsung, Verizon, and President Joe Biden. Today, as co-founder of The Convincing Company, Adele speaks, consults, and advises companies and associations. Her presentations to the United Nations have been broadcast worldwide.

    In this episode, learn how to analyze conversation, how to neurologically sync with others, and how to convince in the long-term.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

    • 37 min
    Impact Filter Strategy

    Impact Filter Strategy

    Join Tom Wheelwright as he discovers a tool to pre-determine success for every idea, project or business goal with guest, strategic coach, and author - Dan Sullivan. Dan Sullivan is founder and president of The Strategic Coach Inc. Through Strategic Coach ® and its successful coaching program, Dan works to help entrepreneurs reach their full potential in both their business and personal lives. Dan has over 40 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better ®; as well as co-author of The Laws of Lifetime Growth and The Advisor Century. In this episode, learn how to determine if your next big idea will succeed or fail, the success criteria to set for yourself and your team, and how simple it is to get started so you can make the biggest impact for your business and life. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 36 min
    Age of Disruption

    Age of Disruption

    Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis. Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disruption– explores why so many transformations fail and what leaders must do to get their organizations back on the road to relevance. In this episode, learn how to shift your mindset to stay ahead of the times, what it means to be a leader in this new era, and critical steps for your company to succeed amidst competing against the universe. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 35 min
    The Great Wealth Transfer

    The Great Wealth Transfer

    Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa. Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens' College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph. In this episode, learn how capitalism is at risk by the passing of generational wealth, influence, and power; and exactly how our older and younger generations can co-exist toward a better world and financial future. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 27 min
    Taxes on the Ballot

    Taxes on the Ballot

    Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative and regulatory results for his clients, which include major corporations, trade associations, and coalitions of companies with common objectives. In this episode, learn which major tax policies are at stake in this year’s election, how investors and small business owners will be impacted by the election, and what to expect in the economy depending on the outcome. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 54 min

Customer Reviews

4.7 out of 5
495 Ratings

495 Ratings

to Gh ghhh ,

Recent Renewable Energy Podcast

This has to be one of the best podcasts I’ve heard in a while!

Tom brings up so many great points on the challenges of moving to renewable energy that no one is talking about.

While the interviewed didn’t have all the answers, at least the questions have been brought to light, at least for this audience.

Thank you Tom for the depth of research, thought and discussion on this important topic, no matter which side one leans towards.

Kailua Geoff ,

Get over your fear of taxes

I love this podcast. I first heard Tom on Adam Taggert’s Wealthion Show and liked his interview so much I now make Wealthability a regular listen. I find the show challenging many of my previously held (and wrong) assumptions about taxes and why understanding them should be first in our minds when thinking about how best to invest or manage a small business.

BWMPLS ,

Tells half the story with depreciation

I respected his opinion until he claimed that depreciation can double one’s return. What about recapture?

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