Month: April 2025

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

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

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 adventure. 

Discover the liberating world of budget travel and learn about Ed’s adventures across Tbilisi, Malta, and Prague. His experiences will inspire you to plan your own life-enhancing journeys, encouraging you to see the world and embrace flexibility without waiting for the “right time.”

Key conversation points include:

  • The life changes that pushed him towards early travel [00:02:41] 
  • Why Tbilisi, Georgia, became his destination of choice [00:04:38] 
  • Insights from Malta’s medieval charms to Prague’s bustling neighborhoods [00:18:12]
  • How to blend work and travel in the Cayman Islands [00:32:58] 
  • And more!

 

Resources:

Connect with Terry Wheeler: 

 

Connect with Ed Wheeler:

  • (303) 972-2443

About Ed Wheeler: 

Ed Wheeler is an Executive Consultant with Long International and has over 35 years in the heavy civil construction, oil and gas, and power industries. He is experienced with the development of pre-bid pursuit schedules and baseline schedules and recently completed a pursuit schedule for a $1.3 billion joint venture project.

Mr. Wheeler has had a significant role in the development of large, sophisticated project schedules for several high-profile nationwide projects totaling over US$8 billion. He has proven experience in construction management, management advisory services, and construction claims consulting. He provides clients with superior hands-on industry knowledge and the analytical and problem-solving skills necessary to understand and demonstrate the effects of complex construction issues and time-related impacts.

Mr. Wheeler began his career as an Operating Engineer for one of the largest U.S. heavy civil contractors. He subsequently worked as a Project Engineer, Project Manager, Project Scheduler, Contract Administrator, Scheduling Consultant, Senior Scheduler, and Corporate Scheduler. Mr. Wheeler has provided services to several of the most respected heavy civil contractors in the U.S. and some of the largest construction companies in the world.

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

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

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, Terry explores effective ways to show support and empathy.

Terry shares touching stories about his late friend, Bruce Bone, and reflects on how to meaningfully connect with grieving families. 

Gain insight into navigating grief as this episode covers:

  • Grief Etiquette: What to say and, just as importantly, what not to say to those in mourning.
  • Personal Stories: Recounting memories and finding comfort in shared experiences. 
  • Acts of Kindness: The impact of unexpected gestures and memorials that honor lost loved ones. 
  • Practical Support: Offering tangible help without adding pressure during difficult times.

Connect with Terry Wheeler: 

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

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

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 2001 and 2008, the episode unfolds the significance of maintaining a balanced strategy that’s prepared for any market shifts.

Key discussions include:

  • Market Timing Myths and Realities [00:00:45]
  • Lessons from Past Crashes [00:03:13]
  • Early Warning Indicators [00:05:43]
  • The Power of Defined Outcome Investing [00:08:57]
  • Fixed Income Annuities as a Strategy [00:15:09]
  • Steps Toward Secure Portfolio Management [00:19:59]
  • And more!

Connect with Terry Wheeler: