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 2001 and 2008, the episode unfolds the significance of maintaining a balanced strategy that’s prepared for any market shifts.
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 his passion for teaching others.
Through his program, Financial Foundations, Terry aims to teach financial fundamentals to a wide audience, from young teens to adults who never learned these essential skills. In this episode, he highlights how the program covers topics like saving early, compound interest, and investing.
Highlights include:
The importance of financial education for young people [00:01:00]
Basics of saving, investing, and understanding debt [00:03:40]
Plans to bring financial lessons to schools and families [00:06:02]
Foundational concepts and advanced applications in wealth building [00:08:19]
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.
What The Economy Could Look Like With Kamala Harris As President (Ep.15)
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 for the broader economy—and your portfolio. Explore the nuances of a Harris presidency and how it might compare to a potential Trump economy, providing insights to help you prepare for what’s ahead.
Key episode discussion points include:
The historical significance of Harris potentially being the first female president and what this means for American symbolism
Harris’ possible spending policies, inclinations toward maintaining social programs, and implications for stock markets and inflation
Proposals for corporate tax rates and potential policy impacts on wealth distribution
Her position on energy independence and the administration’s effectiveness in border security and immigration policies
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.
Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
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 retirement planning. He also examines the impact of market fluctuations on retirement portfolios, highlighting the critical importance of implementing defensive strategies.
Terry discusses:
What strategies can be employed to address longevity risk
When is it important to understand longevity and the quality of years in retirement
How does market volatility impact retirement savings
What are volatility buffers, and how can they protect against market downturns
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.
