WE Money Talk
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.
Episodes
On this episode of the WE Money Talk podcast, Terry Wheeler breaks down the fundamentals of powerful tax planning, and why most investors and high earners unknowingly leave significant money on the table each year. Rather than focusing only on investments, Terry introduces the core tax framework every successful tax strategy is built upon: understanding how income is taxed, how deductions actually work, and how different “tax bucke...
Is 2026 the year robots finally enter our homes and AI takes over the office? In this episode of We Money Talk, we dive deep into the major trends arriving fast in 2026.
From the explosion of humanoid robotics and “AI Agents” to the tokenization of real estate on the blockchain, the world is changing rapidly. We discuss how these technologies will revolutionize healthcare, impact the job market (Wall Street vs. Main Str...
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On episode 28 of the WE Money Talk podcast, Terry Wheeler, a financial planner and estate attorney, takes a unique approach to financial planning by using the Titanic as a cautionary tale. He draws seven compelling lessons from the ship’s tragic story and applies them directly to your own financial journey. Discover how the same threads of overconfidence, ignored warnings, and a lack of preparedness that led to the demise of ...
Navigate the 2025 tax season with confidence! This video breaks down the most impactful federal tax law changes for individuals and business owners under the new “One Big Beautiful Bill Act.” Discover how permanent lower tax brackets, a new senior deduction for Social Security, and a special deduction for tipped income could benefit you. Plus, business owners will learn about expanded QBI, boosted SALT deductions, and e...
What happens when common sense meets political reality?
In this straight-shooting episode, Terry Wheeler tackles the uncomfortable truth about Washington’s fiscal dysfunction and why America’s long-term success depends on courage, not convenience.
As economic pressures mount and global tensions rise, Americans are left wond...
What if you could send your kids to college without sacrificing your financial future?
Many families find themselves caught in the middle of this challenge, but with the right approach, it’s entirely possible to balance both.
Terry Wheeler provides practical insights into how families can make smarter financial decisions w...
Feeling restless and considering an early escape from the daily grind? What if you could start living your dream retirement now, even before clocking out for good?
Join Terry Wheeler as he chats with his brother, Ed Wheeler, about the concept of “mini retirements” and how this lifestyle can redefine your approach to wealth and adventure.
What do we say when words seem inadequate?
In this heartfelt episode, Terry Wheeler delves into the complexities of grief and the challenges we face in supporting those who have lost a loved one.
Drawing from personal experiences and a compelling presentation he attended by Darren Sugiyama, a fellow financial advisor deep...
Is your investment portfolio prepared for the storm ahead?
With market warning signs on the horizon, discover how to turn potential downturns into opportunities for long-term growth.
Terry Wheeler decodes the warning signals investors might be missing and shares insights on building a recession-ready portfolio. With guests ...
Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back?
Terry Wheeler dives into annuity refinancing strategies that are hard to ignore given today’s interest rate climate. If you’re curious about how your financial future could benefit, this conversation ...
What does the Social Security Fairness Act mean for your retirement plans?
In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact your benefits. The Social Security Fairness Act is set to expand eligibility, proving...
Terry Wheeler is on a mission to provide young people with the financial education they often lack in school.
Growing up in a blue-collar family, he witnessed firsthand how hard work alone wasn’t enough to build wealth. His journey from struggling with debt after college to successfully leveraging investments to pay it off has shaped his passion for teaching ot...
What if your grasp of today’s political changes could truly affect your finances and future investments?
Terry Wheeler delves into the pressing issues that President Donald Trump faces as he embarks on his second term. He tackles government debt, the reality behind employment numbers, and the challenges of achieving energy independence.
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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. He touches on key movements in stocks, the unexpected rise of crypto, and the critical shifts in real estate and federal debt.
Terry discusses...
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 t...
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 ...
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.
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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,...
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