WE Money Talk Terry Wheeler
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- Business
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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.
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Fact or Fear? The Real Costs of Long-Term Care (Ep.7)
Are you ready to uncover the truths and myths about long-term care and its implications for your financial future? Terry Wheeler dives deep into the complexities and concerns surrounding long-term care (LTC). From dismantling common myths to exploring the real costs and solutions, Terry offers valuable insights and strategies to make informed decisions. Listen as … Read More Read More
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Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)
Are bonds your only fixed-income option? In today’s episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From index crediting strategies to real estate lending and distressed debt opportunities, they discuss the importance of diversification and understanding risk tolerance in building … Read More Read More
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Inflation: The Silent Tax (Ep.5)
Inflation has the same effect as taxes, and the US government knows this. They play a game with inflation to effectively tax people, and they do it in a way that relates to the national deficit. Join host Terry Wheeler, CFP®, and Gabe Rodriguez, Investment Advisor at WE Alliance Wealth Advisors, Inc., as they delve … Read More Read More
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Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)
It’s not what you make, but what you keep that matters. That’s exactly what tax planning is about — keeping more of your hard-earned wealth! However, you need to be proactive about it. To learn how, listen to this informative podcast where Terry Wheeler, JD, CFP®, unravels the intricacies of tax planning. He shares a … Read More Read More
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Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
How long will you live? You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings last your lifetime? Join Terry Wheeler as he dives into the concerns of longevity, the importance of long-term planning, and how changing retirement income sources impact … Read More Read More
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Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)
What does your first meeting with WE Alliance Wealth Advisors look like? Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in shaping a successful financial journey. Gain insights into the revolutionary Retirement 360 Optimizer, an innovative tool designed to navigate the multifaceted … Read More Read More