What if you could send your kids to college without sacrificing your financial future? Many families find themselves caught in the middle of this challenge, but with the right approach, it’s entirely possible to balance both. Terry Wheeler provides practical insights into how families can make smarter financial decisions when planning for college expenses, without …
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 …
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, …
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 …
Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back? Terry Wheeler dives into annuity refinancing strategies that are hard to ignore given today’s interest rate climate. If you’re curious about how your financial future could benefit, this conversation is for …
What does the Social Security Fairness Act mean for your retirement plans? In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact your benefits. The Social Security Fairness Act is set to expand eligibility, proving vital for many who previously fell through the gaps, …
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 …
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, …