Tag: Retirement Plan
What The Economy Could Look Like With Kamala Harris As President (Ep.15)

What The Economy Could Look Like With Kamala Harris As President (Ep.15)

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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

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.
Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

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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, CEO and founder of Genivity and Lumiant. They delve into the significance of custom life expectancies and their impact on financial decisions. Heather opens up about her journey and the inspiration that led to the creation of Halo, a groundbreaking tool for personalized longevity assessments.

Key highlights include:

  • The role of custom life expectancy assessments in planning for your retirement
  • Halo’s personalized longevity reports and how they can help you make smarter financial decisions
  • The implications of life expectancy on social security and pension optimizations
  • How to plan for healthcare and long-term care costs accurately

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Connect with Terry Wheeler: 

Connect with Heather Holmes:

About Heather Holmes: 

Heather Holmes is the Founder and CEO of Genivity (acquired by Lumiant), an innovative WealthTech SaaS platform at the nexus of health and wealth for financial planning and wealth management strategies.