What if your grasp of today’s political changes could truly affect your finances and future investments? Terry Wheeler delves into the pressing issues that President Donald Trump faces as he embarks on his second term. He tackles government debt, the reality behind employment numbers, and the challenges of achieving energy independence. Terry discusses: The challenges …
What trends will shape your financial decisions in 2025? Terry Wheeler reflects on the surprising twists of 2024 and anticipates the challenges and opportunities of the coming year. He touches on key movements in stocks, the unexpected rise of crypto, and the critical shifts in real estate and federal debt. Terry discusses: Market surprises and …
What could a second term for Trump mean for the economy? In Episode 15, Terry shared his insights on the potential implications of a Kamala Harris presidency. Now, let’s explore what a Trump win could bring. Join Terry as he analyzes the impact of Trump’s policies on both Wall Street and Main Street, inflation trends, …
When it comes to casting your ballot, it’s crucial to base your decision on facts, not emotions. Look for leaders who provide solid information and realistic solutions, not just empty promises. In this episode, Terry Wheeler breaks down Kamala Harris’ proposed economic policies, covering everything from government spending to taxation, and what they could mean …
Reverse mortgages have evolved into a widely accepted financial tool, offering tailored solutions for certain individuals—particularly seniors seeking to enhance their financial security. Although there are costs involved, such as mortgage insurance, the potential relief and flexibility these products offer can make a meaningful difference in the lives of those in need. Join Terry Wheeler …
On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding your unique life expectancy can revolutionize your financial planning and ensure you don’t outlive your money. Join Terry Wheeler as he discusses the critical topic of longevity planning with Heather Holmes, …
At age 73, you’re required to withdraw roughly 3.8% from your retirement account yearly. But did you know that proper planning can convert these withdrawals into tax-free money for your kids? In this installment we continue our How To Protect Your Loved Ones series by exploring strategic ways to make your IRA work harder for …
How can you secure your family’s future beyond a simple will? Terry Wheeler delves into advanced estate planning, unveiling essential strategies to assist your loved ones before and after you have passed away. He navigates the complexities of California law, highlights the critical distinctions between wills and trusts, and offers an in-depth guide to crafting …
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 …
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: …