The WealthAbility Show with Tom Wheelwright, CPA

The Rich Dad Media Network
  • 4.3 (13)
  • Investing
  • Updated Biweekly

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.

  1. 20h ago

    The Future of Accounting and Client Service

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  Is your CPA keeping up with AI? Are they adapting to private equity, talent shortages, and changing tax laws to truly serve your business? Join Tom Wheelwright as he explores how the CPA profession is changing and what business owners need from their advisors to stay ahead with his guest Gary Boomer. Gary Boomer is the Visionary and Strategist at Boomer Consulting, Inc., recognized as a leading authority on technology, firm management, and practice transformation in the accounting industry. Named one of the 100 Most Influential People in Accounting for over 20 years, Gary specializes in helping firms and business owners navigate AI, executive leadership, and future-ready organizational frameworks. In this episode, learn why large firm consolidation is changing client relationships, how AI is shifting compliance toward higher-value advisory services, the critical questions your CPA should be asking you, and why human relationship skills—not just technical knowledge—are the key to long-term business success. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 03:21 - Private Equity & Firm Consolidation. 08:28 - Elevating Leadership, Innovation and How to Navigate Talent Shortages. 12:16 - High-Value Accountant and Client Relations. 11:55 - Diversify Life Beyond Work and Your Business. 18:36 - Do You Have Their Trust? Find the Depth, Find the Trust Factor. 22:23 - Deal Maker vs. Deal Breaker. 21:31 - Practical Steps for Self-Assessment and Emotional Regulation. 27:18 - Is Your CPA Asking The Right Questions? 25:30 - Closing Statements. Looking for more on L. Gary Boomer? Website: https://www.boomer.com/garyboomer LinkedIn: https://www.linkedin.com/in/lgboomer/ Twitter/X: https://x.com/lgboomer ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  2. Aug 27

    Warning Signs of Ambition Takeover: The Mental Toll of High Achievement

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  What happens when the ambition and focus that fuelled your success becomes the very thing that consumes your identity and life outside of work? Entrepreneurs and high achievers are known for tying their self-worth directly to their business performance, which can often lead to silent burnout, strained relationships, and physical distress on the other side. Join Tom Wheelwright as he explores how to maintain high achievement without losing yourself in the process with guest Dr. Angelica Perez-Litwin. Dr. Angelica Perez-Litwin is a clinical psychologist with three decades of experience, specializing in working with high achievers, executives, and founders. She is the author of "The Great Unraveling: A Silent Crisis of High Achievers," a comprehensive guide on identifying career distress responses and breaking free from performance-tied identity. In this episode, learn why ambition itself isn't the problem, how to spot the warning signs of career distress before burnout strikes, strategies for "diversifying your life" as an entrepreneur, and how to stay grounded and connected while building a successful business. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 01:58 - Career Distress Response: Identity Attached to Your Work and Achievement. 06:58 - Warning Signs: Avoid Burnout and Anxiety. 09:48 - The Deep Work: A Constellation of Practices to Look at Your Roots. 11:55 - Diversify Life Beyond Work and Your Business. 15:15 - Coming Back Once You've Lost Your Way. 17:38 - Winning vs. Losing: Steps to Avoid Entrepreneurial Collapse. 21:31 - Practical Steps for Self-Assessment and Emotional Regulation. 23:49 - The Crisis of Disconnect & Escape: Reconnect With the People Who Matter. 25:30 - Closing Statements. Looking for more on Dr. Angelica Perez-Litwin? Books: "The Great Unraveling: A Silent Crisis of High Achievers" Website: https://angelicaperezlitwin.com/ LinkedIn: https://www.linkedin.com/in/angelicaperezlitwin/ Substack: https://angelicaperezlitwin.substack.com/ ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  3. Aug 20

    Unlocking the Power of Data and AI

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  Are small businesses using AI to actually optimize their services? Or are they falling into the trap of using it just to streamline old processes? Discover how to establish a purpose-first AI strategy by using data to challenge your assumptions and transform your business with guest Sebastian Wernicke. Sebastian Wernicke has worked in data for over two decades, helping companies extract real value from data to increase revenue, save money, and mitigate risk. He is the author of "Data Inspired," a guide on creating business cultures that leverage data not just for incremental optimization, but to discover new possibilities and drive transformational growth. In this episode, learn why simply adding AI isn't a strategy, how data can be used to prove your business assumptions wrong, and where the true human advantage lies in an automated world. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:40 - Using Data to Prove Your Business Assumptions Wrong. 08:05 - Practical Data Mining Strategies for Small Businesses. 10:41 - Identifying the True "Human Advantage" in Decision-Making. 13:59 - Prompting Tactics: Getting AI to Ask the Right Questions. 19:15 - Beyond Streamlining: AI and Complex Process Automation. 21:20 - Navigating the Risks of AI. 26:54 - Unlocking Your Next "Blue Ocean" Business Strategy. 33:15 - Closing Statements. Looking for more on Sebastian Wernicke? Books: "Data Inspired" Website: https://www.datainspired.org/ LinkedIn: https://www.linkedin.com/in/wernicke/ Substack: https://datainspired.substack.com/ ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  4. Jul 16

    The K-Shaped Economy Revolution

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  How is the K-Shaped economy contributing to the growing disparity between the various classes impacting our homes, our businesses, politics, and economy. Understand exactly what is happening right now and where our economy is headed with his guest, Benjamin Keen. Benjamin Keen is an Associate Professor of Economics at the University of Oklahoma (OU). His research focuses on macroeconomics, monetary policy, and computational modeling. He builds dynamic stochastic general equilibrium (DSGE) models to study the theoretical effects of key macroeconomic issues, including price and wage setting, imperfect information in monetary policy, forward guidance, the zero lower bound on nominal interest rates, disaster shocks, and energy price shocks. In this episode, discover how the K-Shaped economy was created, why it's here to stay, and how you can position yourself to stay at the top of the K. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 01:30 - Where are You in the K-Shaped Economy? 06:00 - What's Driving Consumer Behavior Right Now? 08:00 - How Economy Affects Politics & Where It Is Going. 10:00 - Socialism. 16:00 - Trump Accounts & Wealth Tax. 25:22 - What Entrepreneurs Should Do Now. 29:00 - AI & The Difference Between Quality in K-Shaped Economy. 35:00 - Closing Statements. Looking for more on Benjamin Keen? Website: https://benjaminkeen.com/ ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  5. Jun 25

    The Unintended Consequences of Taxing the Rich

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  The clarion call across the country right now is to "tax the rich." From California's proposed wealth tax to the millionaire taxes in Washington and Massachusetts, proponents argue it's about fairness. But what are the actual economic consequences when you punish productivity? Join Tom Wheelwright as he sits down with economic legend Dr. Art Laffer to dissect why progressive wealth taxes trigger catastrophic economic collapses, how history proves that lowering tax rates actually increases government revenue, and why redistribution always shrinks the total economic pie. Dr. Art Laffer is the father of supply-side economics and one of the most influential economists in modern history. He served as a member of President Reagan's Economic Policy Advisory Board for both terms, anchoring the historic tax cuts of the 1980s. He has also advised British Prime Minister Margaret Thatcher, U.S. Secretaries of the Treasury, and various state governors across the political spectrum. A brilliant academic and mathematician, Dr. Laffer holds a PhD from Stanford University and has taught at the University of Chicago. In this episode, discover why California's proposed wealth tax faces massive state constitutional hurdles, the stark data contrasting high-tax states with the nine states that have no income tax, and a breakdown of "The Transfer Theorem"—the mathematical proof of why redistribution reduces overall production. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:40 - Understanding The Current Wealth Tax Movement & Motivation. 06:05 - Dissecting How The California Wealth Tax is Unconstitutional and Its Consequences. 16:50 - The Millionaire Tax in Washington and Massachusetts. 20:40 - Who Truly Loses When Taxes Increase for the Wealthy. 29:11 - Proving The Limit Theorem. 33:17 - Redistribution from Trump's Bonus Depreciation Incentive. 39:41 - Closing Statements. Looking for More on Dr. Art Laffer? Website: https://laffercenter.org/about/ Books: "Taxes have Consequences" | "Private Short-Term Capital Flows" LinkedIn: linkedin.com/company/the-laffer-center Twitter/X: @LafferCenter ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US:  Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  6. Jun 4

    Competing with Big Companies Using AI-Powered Neuromarketing

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  AI has revolutionized how we do business, but are you using it to its full potential to win customers? Many small businesses assume that advanced neuromarketing tools are only available to Fortune 500 companies with massive budgets. Today, that dynamic has completely shifted. Join Tom Wheelwright as he explores how entrepreneurs can directly compete with major corporations by leveraging AI to unlock prospect biases, beliefs, and desires with his guest, Roger Dooley. Roger Dooley is an author, international speaker, and serial entrepreneur. He wrote the groundbreaking book, "The Persuasion Engine," which outlines how any business can use AI-powered neuromarketing to understand and win customers. He is also the co-founder of College Confidential, which became the largest website for college-bound students and parents before its acquisition by the Daily Mail Group. For over 20 years, Roger has been a leading voice at the intersection of marketing, business, and behavioral psychology.  In this episode, discover how AI lowers the barrier of entry for sophisticated marketing techniques, the secret to using an "AI Empathy Audit" to prevent catastrophic business communication blind spots, and the debate over AI chatbot transparency in sales and customer service.  Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro.  01:45 - From Expensive Brainwaves to Accessible AI Neuromarketing. 05:28 - Applying Robert Cialdini's Influence Principles via AI. 08:58 - The AI Empathy Audit: Overcoming Human Emotional Blind Spots. 13:17 - How Claude Fixed a Tone-Deaf Luxury Cruise Crisis. 17:14 - Why Do Customers Rebel Against Obvious AI Interactions? 19:04 - The Human Touch: When to Use Bots vs. Human Cashiers. 24:52 - Leveraging AI for Instant, Low-Cost Eye Tracking Studies. 27:32 - Building Hyper-Targeted Ideal Customer Personas with Context. 28:57 - Closing Statements. Looking for More on Roger Dooley? Book: "The Persuasion Engine: How Any Business Can Use AI-Powered Neuromarketing to Understand and Win Customers" LinkedIn: https://www.linkedin.com/in/rogerdooley/ Twitter/X: https://x.com/rogerdooley ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  7. May 28

    Tax Exemptions: Non-Profit vs. Big Business

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  Should you form a foundation or non-profit organization? Who gets tax exempt status and how does it affect the free market? Join Tom Wheelwright as he explores where entrepreneurs stand with tax exempt status and what tools are accessible to them with his guest, author of Taxocracy, Scott Hodge. Scott Hodge is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades, between 2000 and 2022. Scott Hodge is recognized as one of Washington's leading experts on tax policy, the federal budget, and government spending. In this episode, discover how massive tax-exempt organizations increasingly operate like commercial businesses, why critics argue this creates an uneven playing field for taxable competitors, and what tools offer more tax advantages for the average person. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 03:44 - Untaxed Sectors, Non Profit vs. For Profit. 07:53 - Disruption in Competitive Landscape. 13:38 - Benefits for Non-Profits & Disadvantages for Big Business. 16:56 - Inequities in System. 19:00 - Donor Advice Fund. 22:55 - Ripe for Abuse? 26:26 - Distortion in Depreciation, Timing, Capital, and Efficiency. 29:30 - What Needs to Change. 32:00 - Closing Statements. Looking for more on Scott Hodge? Website: https://taxfoundation.org/ Books: "Taxocracy: What You Don't Know About Taxes and How They Rule Your Daily Life" ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

  8. May 14

    Intersection of Digital & Physical Currency

    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!  Finance and money are changing rapidly between digital and physical currencies at a global scale. What do we do about this convergence of old money and new money? Join Tom Wheelwright as he discovers the creation of a new money system with his guests, finance experts and authors of The New Intersection of Money, Dhanum Nursigadoo and Scarlett Sieber. Scarlett Sieber is the Chief Strategy and Growth Officer at Money20/20, where she operates at the intersection of global finance, technology, and regulation. She serves as an advisor to Raiffeisen Bank International and previously served as Senior Advisor to NASA on cross-industry innovation. Scarlett has held executive roles at BBVA, Opus Bank, and USAA, leading digital transformation, innovation strategy, and global partnerships across some of the world's most influential financial institutions. She is the bestselling author of Embedded Finance: When Payments Become an Experience, a contributor to Forbes, and a recognized voice on financial modernization. Dhanum Nursigadoo is a fintech and regtech professional focused on delivering world-class content for B2B markets. He has spent most of his career countering financial crime at globally operating startups and scaleups. Now he helps shape the narrative of financial services at Money20/20 Europe and demonstrates how technology is transforming the future of finance. In this episode, explore how TradFi and DeFi are at an intersection, if "new money" is being created, and the steps you should be taking within the next 6 months. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:30 - TradFi vs. DeFi vs. Crypto. 07:25 - Stablecoins vs. Dollars. 12:50 - Will Banks Become Irrelevant? 16:08 - Understanding Blockchain. 20:15 - Domestic & Global Technology. 28:00 - Fraud Prevention. 32:50 - What You Should Be Doing for the Next 6 Months 34:35 - Closing Statements. Looking for More on Dhanum Nursigadoo? Book: The New Intersection of Money Website: https://www.money2020.com/ LinkedIn: https://uk.linkedin.com/in/dhanum-nursigadoo-678b60160 Instagram: @money20_20 Looking for More on Scarlett Sieber? Book: Embedded Finance, The New Intersection of Money Website: https://www.money2020.com/about/meet-the-team LinkedIn: https://www.linkedin.com/in/scarlettsieber Instagram: @money20_20 ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.

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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.

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