Real-World Business Skills for Young Minds with Jennifer Theuriet (Ep. 12)

Real-World Business Skills for Young Minds with Jennifer Theuriet (Ep. 12)

Is your child looking to start a small business? How much do they understand about entrepreneurship and goal planning? Join Terry Wheeler and his guest, VP of Digital Marketing at WE Alliance, and Executive Programs Director of WE Care, Jennifer Theuriet. Together they shed light on the crucial skills not currently taught in school that …

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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 …

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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: …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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