Empowering the Next Generation with Financial Literacy (Ep.19)
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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 others.
Through his program, Financial Foundations, Terry aims to teach financial fundamentals to a wide audience, from young teens to adults who never learned these essential skills. In this episode, he highlights how the program covers topics like saving early, compound interest, and investing.
Highlights include:
- The importance of financial education for young people [00:01:00]
- Basics of saving, investing, and understanding debt [00:03:40]
- Plans to bring financial lessons to schools and families [00:06:02]
- Foundational concepts and advanced applications in wealth building [00:08:19]
- And more
Resources:
- WE Care Entrepreneurial Education Foundation
- Rich Dad Poor Dad: What The Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert Kiyosaki
Connect with Terry Wheeler:
- WE Alliance Wealth Advisors
- 1-800-355-8174
- terry@weriaadvisors.com
- LinkedIn: Terry Wheeler
- Facebook: WE Alliance Wealth Advisors, Inc
- YouTube: WE Alliance Wealth Advisors, Inc
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.