Tag: Financial Literacy

FEATURE
How To Protect Your Loved Ones: Estate Planning Essentials (Ep. 11)

How To Protect Your Loved Ones: Estate Planning Essentials (Ep. 11)

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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 a comprehensive estate plan that stands the test of time.

Terry touches on: 

  • Differences between revocable and irrevocable trusts
  • The importance of avoiding probate and understanding the probate process
  • Detailed strategies for protecting your estate from taxes
  • Unique protections like bloodline and remarriage protections
  • And more

Connect with Terry Wheeler: 

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

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

FEATURE
Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets (Ep.9)

Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets (Ep.9)

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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 time-tested advice on how to navigate the stock market and its fluctuations. Learn reasons behind major market movements, how investors can strategize to thrive amidst volatility, and the benefits of defined outcome investing. This episode is designed to empower investors with investment knowledge to manage risks and seize opportunities.

Highlights from today’s show include” 

  • Understanding market cycles and their impact on investments
  • Debunking the myth of market timing and its feasibility
  • The principles of “defined outcome investing” for managing risk
  • Incorporating defensive maneuvers in investment portfolios for smoother financial sailing
  • And more

Connect with Terry Wheeler: 

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

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.