WE Money Talk

Terry Wheeler

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. read less

BusinessBusiness

InvestingInvesting

Start Here

What The Economy Could Look Like With Donald Trump As President (Ep.16)

What The Economy Could Look Like With Donald Trump As President (Ep.16)

What could a second term for Trump mean for the economy? In Episode 15, Terry shared his insights on the potential implications of a Kamala Harris presidency. Now, let’s explore what a Trump win could bring. Join Terry as he analyzes the impact of Trump’s policies on both Wall Street and Main Street, inflation trends, … Read More Read More

Episodes

What The Economy Could Look Like With Donald Trump As President (Ep.16)

What The Economy Could Look Like With Donald Trump As President (Ep.16)

What could a second term for Trump mean for the economy? In Episode 15, Terry shared his insights on the potential implications of a Kamala Harris presidency. Now, let’s explore what a Trump win could bring. Join Terry as he analyzes the impact of Trump’s policies on both Wall Street and Main Street, inflation trends, … Read More Read More

What The Economy Could Look Like With Kamala Harris As President (Ep.15)

What The Economy Could Look Like With Kamala Harris As President (Ep.15)

When it comes to casting your ballot, it’s crucial to base your decision on facts, not emotions. Look for leaders who provide solid information and realistic solutions, not just empty promises. In this episode, Terry Wheeler breaks down Kamala Harris’ proposed economic policies, covering everything from government spending to taxation, and what they could mean … Read More Read More

Are Reverse Mortgages Right for Your Retirement? (Ep. 14)

Are Reverse Mortgages Right for Your Retirement? (Ep. 14)

Reverse mortgages have evolved into a widely accepted financial tool, offering tailored solutions for certain individuals—particularly seniors seeking to enhance their financial security. Although there are costs involved, such as mortgage insurance, the potential relief and flexibility these products offer can make a meaningful difference in the lives of those in need. Join Terry Wheeler … Read More Read More

Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding your unique life expectancy can revolutionize your financial planning and ensure you don’t outlive your money. Join Terry Wheeler as he discusses the critical topic of longevity planning with Heather Holmes, … Read More Read More

Protecting Your IRA for the Next Generation (Ep.12)

Protecting Your IRA for the Next Generation (Ep.12)

At age 73, you’re required to withdraw roughly 3.8% from your retirement account yearly. But did you know that proper planning can convert these withdrawals into tax-free money for your kids? In this installment we continue our How To Protect Your Loved Ones series by exploring strategic ways to make your IRA work harder for … Read More Read More

How To Protect Your Loved Ones: Estate Planning Essentials (Ep. 11)

How To Protect Your Loved Ones: Estate Planning Essentials (Ep. 11)

How can you secure your family’s future beyond a simple will? Terry Wheeler delves into advanced estate planning, unveiling essential strategies to assist your loved ones before and after you have passed away. He navigates the complexities of California law, highlights the critical distinctions between wills and trusts, and offers an in-depth guide to crafting … Read More Read More

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

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

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

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

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

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

Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)

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

Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)

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

Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)

Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)

Welcome to We Money Talk with your host, Terry Wheeler, CEO at WE Alliance Wealth Advisors, Inc. For his inaugural episode, Terry tells stories of how at 15, he lied about his age so he could get a job and earn money, how he got his start as a stockbroker and financial advisor, and to … Read More Read More