It’s not what you make, but what you keep that matters. That’s exactly what tax planning is about — keeping more of your hard-earned wealth! However, you need to be proactive about it. To learn how, listen to this informative podcast where Terry Wheeler, JD, CFP®, unravels the intricacies of tax planning. He shares a …
How long will you live? You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings last your lifetime? Join Terry Wheeler as he dives into the concerns of longevity, the importance of long-term planning, and how changing retirement income sources impact …
What does your first meeting with WE Alliance Wealth Advisors look like? Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in shaping a successful financial journey. Gain insights into the revolutionary Retirement 360 Optimizer, an innovative tool designed to navigate the multifaceted …
Welcome to We Money Talk with your host, Terry Wheeler, CEO at WE Alliance Wealth Advisors, Inc. For his inaugural episode, Terry tells stories of how at 15, he lied about his age so he could get a job and earn money, how he got his start as a stockbroker and financial advisor, and to …