Episode 29: Learn from My Previous Investment Mistake

• Illiquid REITs & BDCs.
• The Scaled Tax Lien Strategy.
• The Biggest Lesson.

Episode 28: Seven Lessons from the Titanic (Ep. 28)

• Seven compelling lessons from the ship’s tragic story.
• Crucial insights on how to mitigate risks.

Episode 27: Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)

• Lower tax brackets
• Senior deductions for Social Security.

Episode 26: Washington Update and Your Portfolio (Ep. 26)

• What happens when common sense meets political reality?
• Why tariffs might be the best economic move for the U.S.
• Long term thinking.

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

• What if you could send your kids to college without sacrificing your financial future?
• Practical insights on how families can make smart financial decisions when planning for college expenses.
• The power of income shifting and 529 plan tactics.

Episode 24: How To Travel The World Before You Retire with Ed Wheeler (Ep. 24)

• How to blend work and travel.
• Discover the liberating world of budget travel.

Episode 23: What To Say (and not to say) To Someone Grieving (Ep. 23) 

• Grief etiquette.
• Personal Story.
• Acts of kindness.

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

• Market timing myths and realities.
• The power of defined outcome investing.
• Guests exploring the history of past market crashes in 2001 and 2008.

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

• What refinancing and annuity involves and its potential benefits.
• The economic environment making annuity upgrades viable.

Episode 20: Maximizing Your Social Security Benefits (Ep. 20) 

• The history of misconceptions around Social Security.
• Major changes for 2025.

Episode 19: Empowering Next Generation With Financial Literacy (Ep. 19)

• Provide young people with the financial education they often lack in school.
• Hard work alone wasn’t enough to build wealth.

Episode 18: Understanding The Economic Impact Of Trump’s Second Term (Ep. 18)

• Terry Wheeler delves into the pressing issues that President Donald Trump faces as he embarks on his second term.
• What if your grasp of today’s political changes could truly affect your finances and future investments?
• Government debt, the reality behind employment numbers, and the challenges of achieving energy independence.

Episode 17: Financial Trends You Can’t Ignore (Ep. 17)

• What trends will shape your financial decisions in 2025?
• Terry Wheeler reflects on the surprising twists of 2024 and anticipates the challenges and opportunities of the coming year

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

• What could a second term for Trump mean for the economy?
• Analyzing the impact of Trump’s policies on both Wall Street and Main Street

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

• Look for leaders who provide solid information and realistic solutions, not just empty promises.
• When it comes to casting your ballot, it’s crucial to base your decision on facts, not emotions.
• Terry Wheeler breaks down Kamala Harris’ proposed economic policies.

Episode 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.

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

• 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.

Episode 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.
• Proper planning can convert withdrawals into tax-free money.

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

• How can you secure your family’s future beyond a simple will?
• Complexities of California law, highlights the critical distinctions between wills and trusts.

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

• Conversations about the stock market can get chaotic quickly.
• Has volatility and uncertainty become the new norm?
• How can you plan for a future that can change on a dime?

Episode 8: Can I depend on Social Security for My Retirement? (Ep. 8)

• In today’s era of extended lifespans, retirement stretches out into vast expenses of time, potentially spanning decades.

Episode 7: Fact or Fear? The Real Cost of Long Term Care (Ep. 7)

• Ready to uncover the truths and myths of long term care?
• Implications on financial future.

Episode 6: Income Is King – Bonds and Beyond with Matt Williams (Ep. 6)

• Are bonds your only fixed-income option?
• Index crediting strategies to real estate lending.

Episode 5: Inflation: The Silent Tax (Ep. 5)

• Inflation has the same effect as taxes, and the US government know this.

Episode 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.
• Keep more of your hard earned wealth!

Episode 3: Why Longevity MATTERS In Building Your Financial Plans for Retirement (Your Money SHOULD Outlive You) (Ep. 3) 

• How long will you live?
• What do you need to make sure your retirement savings last your lifetime?

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

• What does your first meeting with WE Alliance Wealth Advisors look like?

Episode 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.