Category: author

How to make Money with Short Term Rentals (Ep. 35)

How to make Money with Short Term Rentals (Ep. 35)

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 to reveal one of the most powerful “tax stacking” secrets in the financial world: The Short-Term Rental (STR) Strategy. We dive deep into how a single Airbnb or VRBO property can generate a six-figure tax write-off against your ordinary income in year one. Whether you are a high-earning physician or a business owner, these rules could change your entire financial trajectory.

In this episode, we cover: The 100-Hour Rule: How to qualify for these deductions without being a full-time real estate pro. Cost Segregation Analysis: The math behind getting a $200k+ write-off in Year 1. The Zero Tax Roth Conversion: How to use your rental depreciation to move your retirement funds into a Roth IRA—totally tax-free. Market Spotlights: Why Nevada City, Kings Beach (Tahoe), and the UC Davis Med Center area are the current “hot spots” for STR investors. The Exit Strategy: What “Swap Till You Drop” means and how to use 1031 exchanges to build a legacy.

 

Connect with Terry Wheeler at

www.weriaadvisors.com

My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)

My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)

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 will hear Zoey share:
✨ What first sparked her interest in writing
✨ How her debut novel came to life
✨ The challenges she navigated along the way
✨ How she balances school, creativity, and everyday life
✨ Her advice for other young writers with big dreams

This episode is both an inspiring celebration of youthful creativity and a proud dad moment for Terry and the WE Alliance community.

If you enjoy this conversation, be sure to like, comment, and subscribe for more episodes from WE Alliance Wealth Advisors.

#ZoeyWheeler #TeenAuthor #FamilyPodcast #ProudDadMoment #WritingJourney #WEAlliance #WealthAdvisors #InspiringStories
Connect with Terry Wheeler:

http://weriaadvisors.com
1-800-355-8174
terry@weriaadvisors.com
LinkedIn: Terry Wheeler: https://www.linkedin.com/in/terry-wheeler-jd-cfp/
Facebook: WE Alliance Wealth Advisors, Inc: https://www.facebook.com/WEAllianceWealthAdvisors

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