WE Money Talk

Terry Wheeler
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WE Money Talk

Welcome to “WE Money Talk” with Terry Wheeler, founder, and CEO of WE Alliance Wealth Advisors. In a world where choices abound, this podcast is your guide to help you unravel your unique complexities so you can enhance your financial portfolio and achieve personal fulfillment. Whether you’re a seasoned lawyer, a pioneering entrepreneur, a visionary CEO, or a distinguished medical professional, let Terry and his guests provide you with practical advice and actionable steps for a clearer perspective on the choices that matter most to you.

  1. JUN 5

    Washington Update and Your Portfolio (Ep. 26)

    What happens when common sense meets political reality? In this straight-shooting episode, Terry Wheeler tackles the uncomfortable truth about Washington’s fiscal dysfunction and why America’s long-term success depends on courage, not convenience. As economic pressures mount and global tensions rise, Americans are left wondering: Will our leaders step up—or just focus on re-election? Terry shares … Read More Read More

    43 min

  2. MAY 22

    Money for College: Conventional and Unconventional Sources (Ep. 25)

    What if you could send your kids to college without sacrificing your financial future?  Many families find themselves caught in the middle of this challenge, but with the right approach, it’s entirely possible to balance both. Terry Wheeler provides practical insights into how families can make smarter financial decisions when planning for college expenses, without … Read More Read More

    45 min

  3. APR 17

    How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)

    Feeling restless and considering an early escape from the daily grind? What if you could start living your dream retirement now, even before clocking out for good? Join Terry Wheeler as he chats with his brother, Ed Wheeler, about the concept of “mini retirements” and how this lifestyle can redefine your approach to wealth and … Read More Read More

    38 min

  4. APR 7

    What to Say (and Not Say) to Someone Grieving (Ep. 23)

    What do we say when words seem inadequate?  In this heartfelt episode, Terry Wheeler delves into the complexities of grief and the challenges we face in supporting those who have lost a loved one.  Drawing from personal experiences and a compelling presentation he attended by Darren Sugiyama, a fellow financial advisor deeply affected by loss, … Read More Read More

    23 min

  5. APR 3

    Warning Signs of a Market Crash & What You Need to Know (Ep. 22)

    Is your investment portfolio prepared for the storm ahead? With market warning signs on the horizon, discover how to turn potential downturns into opportunities for long-term growth. Terry Wheeler decodes the warning signals investors might be missing and shares insights on building a recession-ready portfolio. With guests exploring the history of past market crashes in … Read More Read More

    21 min

  6. MAR 27

    Unlocking Annuity Potential & How Refinancing Could Boost Your Returns (Ep. 21)

    Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back?  Terry Wheeler dives into annuity refinancing strategies that are hard to ignore given today’s interest rate climate. If you’re curious about how your financial future could benefit, this conversation is for … Read More Read More

    26 min

  7. MAR 13

    Maximizing Your Social Security Benefits (Ep. 20)

    What does the Social Security Fairness Act mean for your retirement plans?  In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact your benefits. The Social Security Fairness Act is set to expand eligibility, proving vital for many who previously fell through the gaps, … Read More Read More

    17 min

  8. FEB 13

    Empowering the Next Generation with Financial Literacy (Ep.19)

    Terry Wheeler is on a mission to provide young people with the financial education they often lack in school.  Growing up in a blue-collar family, he witnessed firsthand how hard work alone wasn’t enough to build wealth. His journey from struggling with debt after college to successfully leveraging investments to pay it off has shaped … Read More Read More

    23 min
See All (25)

Ratings & Reviews

5
out of 5
5 Ratings

About

Welcome to “WE Money Talk” with Terry Wheeler, founder, and CEO of WE Alliance Wealth Advisors. In a world where choices abound, this podcast is your guide to help you unravel your unique complexities so you can enhance your financial portfolio and achieve personal fulfillment. Whether you’re a seasoned lawyer, a pioneering entrepreneur, a visionary CEO, or a distinguished medical professional, let Terry and his guests provide you with practical advice and actionable steps for a clearer perspective on the choices that matter most to you.

Information

  • Creator
    Terry Wheeler
  • Years Active
    2024 - 2025
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    Copyright © 2024 WE Money Talk
  • Show Website
    WE Money Talk

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