9 episodes

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.

WE Money Talk Terry Wheeler

    • Business
    • 5.0 • 5 Ratings

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.

    Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets (Ep.9)

    Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets (Ep.9)

    Conversations about the stock market can get chaotic quickly – especially because these past few years have tested even the most steadfast investors.  Has volatility and uncertainty become the new norm? How can you plan for a future that could change on a dime? Terry Wheeler dispenses pearls of wisdom with a steady hand, offering … Read More Read More

    • 20 min
    Can I Depend on Social Security for My Retirement? (Ep. 8)

    Can I Depend on Social Security for My Retirement? (Ep. 8)

    Social Security was introduced in 1935 as a safety net for those few precious years post-retirement when life expectancy hovered around 61-65 years. In today’s era of extended lifespans, retirement stretches out into vast expanses of time, potentially spanning decades. Yet, amidst this horizon of possibility, the pressing questions that loom in many minds are: … Read More Read More

    • 22 min
    Fact or Fear? The Real Costs of Long-Term Care (Ep.7)

    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

    • 30 min
    Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)

    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

    • 32 min
    Inflation: The Silent Tax (Ep.5)

    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

    • 26 min
    Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)

    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

    • 37 min

Customer Reviews

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5 Ratings

5 Ratings

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