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

7 Lessons from the Titanic (Ep. 28)

August 22, 2025 • 14 mins

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 …

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

August 4, 2025 • 16 mins

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, …

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Transcript

Washington Update and Your Portfolio (Ep. 26)

June 5, 2025 • 42 mins

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 wondering: Will our leaders step up—or just focus on re-election? Terry shares …

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

May 22, 2025 • 45 mins

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 when planning for college expenses, without …

How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)

April 17, 2025 • 37 mins

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 …

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What to Say (and Not Say) to Someone Grieving (Ep. 23)

April 7, 2025 • 23 mins

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 deeply affected by loss, …

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

April 3, 2025 • 21 mins

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 exploring the history of past market crashes in …

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

March 27, 2025 • 25 mins

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 is for …

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Maximizing Your Social Security Benefits (Ep. 20)

March 13, 2025 • 17 mins

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 vital for many who previously fell through the gaps, …

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Empowering the Next Generation with Financial Literacy (Ep.19)

February 13, 2025 • 23 mins

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 …

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Understanding the Economic Impact of Trump’s Second Term (Ep.18)

January 28, 2025 • 41 mins

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. Terry discusses: The challenges …

2025: Financial Trends You Can’t Ignore (Ep.17)

January 23, 2025 • 31 mins

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: Market surprises and …

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

October 22, 2024 • 25 mins

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, …

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

October 22, 2024 • 27 mins

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 …

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

September 19, 2024 • 35 mins

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 …

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

September 5, 2024 • 42 mins

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, …

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

July 11, 2024 • 27 mins

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 …

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

June 20, 2024 • 44 mins

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 …

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

May 16, 2024 • 20 mins

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 …

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

May 2, 2024 • 22 mins

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: …

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WE Money Talk

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}7 Lessons from the Titanic (Ep. 28)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)

Washington Update and Your Portfolio (Ep. 26)

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

How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)

What to Say (and Not Say) to Someone Grieving (Ep. 23)

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

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

Maximizing Your Social Security Benefits (Ep. 20)

Empowering the Next Generation with Financial Literacy (Ep.19)

Understanding the Economic Impact of Trump’s Second Term (Ep.18)

2025: Financial Trends You Can’t Ignore (Ep.17)

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

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

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

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

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

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

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

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

Popular Podcasts

7 Lessons from the Titanic (Ep. 28)

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