Having a $2–3 million portfolio doesn’t guarantee a comfortable retirement. The real question is whether that lump sum can become reliable monthly income that lasts as long as you do. In the fourth installment of the Blind Spot Series, Mike and Terry Wheeler look at the gap between what retirees have and what they’ll actually …
Think having a revocable living trust means your estate plan is complete? For most families, standard “fill-in-the-blank” legal documents leave massive blind spots that can accidentally disinherit children, trigger unnecessary taxes, or leave wealth exposed to lawsuits and divorce. In this episode of Laugh When the Market Crashes, Terry Wheeler breaks down family-centered estate planning …
Laugh When the Market Crashes | The Retirement Tax Blind Spot with Terry Wheeler & Mike Saunders It’s not just about what you make it’s about what you keep. In this episode of Laugh When the Market Crashes, host Terry Wheeler joins Mike Saunders to break down the massive tax blind spots that catch high-earning …
Laugh When the Market Crashes | Uncovering Hidden Retirement Blind Spots with Terry Wheeler & Mike Saunders Is your retirement portfolio truly prepared for a major market crash? In this episode of Laugh When the Market Crashes, Terry Wheeler sits down with Mike Saunders to unpack the critical difference between getting to retirement and getting …
Laugh When the Market Crashes Podcast Episode 35 How to Turn Short-Term Rentals Into a Massive Tax Shield (Zero Tax Roth Strategy) Are you tired of losing a massive chunk of your income to taxes? In this episode of Laugh When the Market Crashes, host Terry Wheeler is joined by real estate expert Olivia Barrett …
AI in Finance: Is Your Portfolio Being Managed by a Hallucination? Artificial Intelligence is rewriting the rules of business, tax, and estate planning. But is it a revolutionary tool for wealth creation, or a “foe” that provides dangerous, incomplete data? In this episode of Laugh When the Market Crashes, Terry Wheeler, J.D., CFP®, explores the …
Welcome to the inaugural episode of the Laugh When the Market Crashes podcast (formerly WE Money Talk)! In this episode, host Terry Wheeler, J.D., CFP®, dives deep into the primary risks that can derail your financial future. As Terry prepares to release his upcoming book, Laugh When the Market Crashes, he pulls back the curtain …
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 …
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 …
In this special 20-minute episode, WE Alliance Wealth Advisors founder Terry Wheeler sits down with his 15-year-old daughter, Zoey Wheeler, who recently became a published author. This heartfelt conversation offers a rare, behind-the-scenes look at Zoey’s writing journey and the moments that shaped her path to becoming a young novelist. Find Zoey’s new book Viewers …