Month: February 2024

FEATURE
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)

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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 retirement planning.  He also examines the impact of market fluctuations on retirement portfolios, highlighting the critical importance of implementing defensive strategies.

Terry discusses: 

  • What strategies can be employed to address longevity risk
  • When is it important to understand longevity and the quality of years in retirement
  • How does market volatility impact retirement savings
  • What are volatility buffers, and how can they protect against market downturns
  • And more

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

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

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

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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 nature of financial planning, ensuring that clients receive comprehensive and tailored guidance.

Terry discusses: 

  • Why is it important for advisors to create a positive working relationship with clients
  • How his team helps clients feel comfortable and at ease
  • Common fears and stresses clients face related to retirement
  • The importance of a thorough and personalized initial meeting process
  • And more

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

FEATURE
Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)

Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)

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Welcome to We Money Talk with your host, Terry Wheeler, CEO at WE Alliance Wealth Advisors, Inc. For his inaugural episode, Terry tells stories of how at 15, he lied about his age so he could get a job and earn money, how he got his start as a stockbroker and financial advisor, and to whom he credits for his strong work ethic.

Get to know Terry as he discusses:

  • His background and expertise in retirement planning and building wealth
  • The importance of education at any age or stage of life
  • His team members and how his firm strives to advocate for their clients
  • Life as a father of five and how he intertwines his life with their passions
  • And more

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.