192 episodes

Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and their unique successes & challenges in life.

Money You Should Ask Bob Wheeler

    • Society & Culture
    • 5.0 • 22 Ratings

Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and their unique successes & challenges in life.

    Priorities Change When Time is Precious. Ryan Lindner

    Priorities Change When Time is Precious. Ryan Lindner

    We all know that we only have one life and that we need to make the most of it. For some, this means spending time on their health and wellbeing, while others prioritize their finances. But what happens when time is precious, and you can't do both? Which priority should take precedence? 
    After two sudden, unexplained cardiac arrests at a young age, author and personal development specialist Ryan Lindner began to explore different perspectives with his clients that come with any profound, life-changing event because if you aren't living, you're dying. 
    Ryan has a book called "The Half-Known Life," where he challenges the conventional thinking of success, identity, and personal change. Through his experiences, Ryan believes that priorities change when time becomes precious.
    When we realize that time is precious, we often change the way we think and act. Bob and Ryan discuss the mindset shifts that occur when met with adversity; how we transform and begin to fully appreciate what we have and make the most of every moment. The clock has already started ticking.
    Ryan's book "The Half-Known Life" offers a fresh perspective on personal growth to help you get out of your head and into your life.
    Thank you for taking the time to tune in. To find links to connect with Ryan and more information, resources and a transcript of this episode, please visit: https://go2.money/podcast

    • 27 min
    Turning Trauma Into Triumph. Stephanie Olson

    Turning Trauma Into Triumph. Stephanie Olson

    Have you ever been through something so traumatic that you thought you couldn't overcome it? One thing is for sure: we all go through tough times. Making it through tough times is something that we all do every day. It's not easy, but it's possible. And one way to turn your traumatic experience into something truly triumphant is to share your story with others. When you bravely share your story, you can help others who are going through their own tough time to not feel so alone. Vulnerability deepens our connection with others.
    Living through trauma, dealing with disordered eating, alcoholism, and domestic and sexual violence, our guest Stephanie Olson used her trauma and turned it into a testimony to help others. 
    As the CEO and co-founder of The Set Me Free Project, Stephanie has grown a nonprofit from nothing to bringing prevention to thousands of youth and adults on human trafficking, social media safety, healthy relationships, trauma, addiction, and resilience. Stephanie is also the host of the Being Resilient Podcast. 
    If you want to be inspired by someone who has faced adversity and come out on top, then be sure to visit Stephanie's website https://stephanieolson.com
    Thank you so much for listening. To find links to connect with Stephanie and more information, resources and a transcript of this episode, please visit:https://go2.money/triumph

    • 42 min
    I Don't Want to Turn 3. Gramps Jeffrey

    I Don't Want to Turn 3. Gramps Jeffrey

    Turning 3 years old is a significant milestone for kids, and for parents too. At this age, kids begin to form a sense of curiosity and develop ideas and opinions about the world around them, especially money. How children see adults handle money will play a significant role in shaping their ideas about money. By setting a good example, parents and grandparents can help instill healthy habits in their children at an early age.
    Our next guest, Gramps Jeffrey, is a grandfather of six, who has written an award-winning children's book, "I Don't Want to turn 3." It explores what goes through a toddler's mind - which parents often desperately want to understand. 
    He is also the author of the acclaimed business book "The Secrets of Retailing… How to Beat Walmart" and is a regular contributor to The Huffington Post. 
    In this episode, Bob and Gramps Jeffrey discuss the need for conscious and intentional parenting. The simple act of actively listening can instill beneficial habits that can set your child up for success in the future.
    Grab a copy of "I Don't Want to Turn 3" to help build character and teach life lessons to your toddler in a fun and engaging way.  
    Thank you so much for listening. To find links to connect with Gramps Jeffrey and more information, resources and a transcript of this episode, please visit: https://go2.money/Gramps
     

    • 34 min
    Wealth On Any Income. Rennie Gabriel

    Wealth On Any Income. Rennie Gabriel

    Many of us were taught how to earn money, but not the foundation for managing it. You might be experiencing financial stress because you don't know what your next move should be or how to track all of your financial information. You may be overwhelmed because you don't manage your time. We're all so busy trying to find the time to manage everything and more importantly - have time for our priorities!
    Our next guest, Rennie Gabriel, has seen both great success and challenging times. After two divorces and a business failure, he was left broke at the age of 50. However, Rennie refused to give up and became a multimillionaire, learning the three secrets of the wealthy along the way. He has now written an award-winning, best-selling book called "Wealth On Any Income" and donates 100% of the profits from his online programs to rescue dogs and soldiers.
    To learn more, watch Rennie's TEDx talk on Creating Wealth with Purpose, and download his free nine-step Wealth Creation Roadmap. It's never too late to create wealth.
    Thank you so much for listening. To find links to connect with Rennie and more information, resources and a transcript of this episode, please visit: https://go2.money/podcast
     

    • 35 min
    Create Your Own Reality. Kelsi Davies

    Create Your Own Reality. Kelsi Davies

    Are you creating your own reality or living an existence based on prior fears and old beliefs? We all have the ability to create our own reality. By simply shifting our focus on what we want in our life rather than what we don't want, is the first step in consciously transforming old patterns in our lives into new empowering ones. Though it may take some practice and sometimes a lot of effort, you can change your life for the better. With enough persistence, trust and patience, anything is possible. 
    Our next guest, Kelsi Davies, is a Content Creator, Psychic Medium, Actress, Singer and Dancer who has found success in creating her own reality. She currently has three singles released; "Done," "Darker," and "Heartbeats," and for fans of haunted adventures, check out her app "Kelsi Davies: Haunt Escape" for iOS and Android devices.
     
    Kelsi also hosts the podcast "InTALKxicated" where she and her guests talk about conspiracies, ghost experiences, mysteries, and much more. Kelsi is a frequent collaborator of PrideHouseLA and has appeared in countless music videos and short films. 
    Thank you so much for listening. To find links to connect with Kelsi and more information, resources and a transcript of this episode, please visit: https://go2.money/reality

    • 31 min
    Believe In Your True Worth. Rachael Burns

    Believe In Your True Worth. Rachael Burns

    The challenges are immense when you lose a partner through divorce or widowhood. It feels like the whole world is suddenly changing, and you're unsure how to handle it. Now, decisions must be made about your financial future, which adds even more stress to what seems like an impossible situation! 
    After experiencing her own hardship at the intersection of grief and finances, our guest Rachael Burns felt called to help other women trying to plan for their futures after experiencing trauma. And so began True Worth Financial Planning.
    Prior to founding True Worth, Rachael spent 12 years advising affluent families under the top wealth management firms. She is a Certified Financial Planner® and Certified Divorce Financial Analyst® and has an MBA and a Master's in Personal Financial Planning.  
    True Worth Financial Planning offers fee-only planning, divorce analysis, and investment management tailored to the unique needs of newly single women. Book a free strategy session with Rachael and begin to redefine your true worth.
    Thank you so much for listening. We appreciate your time. To find links to everything we talked about today, including information about Rachael, resources and a transcript, please visit: https://go2.money/trueworth

    • 36 min

Customer Reviews

5.0 out of 5
22 Ratings

22 Ratings

Rachael Burns ,

Informative & entertaining!

Bob and his guests are able to break down important financial concepts in an entertaining and relatable way. It was a delight to be invited as a guest. I thoroughly enjoyed our chat!

-Rachael Burns

Big Dog from NY ,

Wonderful Podcast

Fun, insightufl and authentic. Every show offers some nuggets of wisdom and inspiration.

DrJHouston ,

Excellent Host

Bob is authentic, transparent and funny! He asks great questions and truly has a heart for helping others. I highly recommend tuning in and taking notes!

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