Tag: Tax Planning
Money for College: Conventional and Unconventional Sources (Ep. 25)

Money for College: Conventional and Unconventional Sources (Ep. 25)

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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 putting their retirement at risk. 

The conversation focuses on strategies that can help families save more effectively and avoid common pitfalls that lead to financial stress down the road.

Key discussion points include:

  • Navigating conventional and unconventional sources of college money [00:07:17]
  • Decoding the real costs involved in higher education [00:05:26]
  • Innovative tax credit and deduction strategies to save on college expenses [00:20:21]
  • The power of income shifting and 529 plan tactics [00:33:11]
  • Business-savvy methods to maximize tuition funding [00:31:14]
  • And more!

Connect with Terry Wheeler: 
Empowering the Next Generation with Financial Literacy (Ep.19)

Empowering the Next Generation with Financial Literacy (Ep.19)

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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]
  • And more

Resources:

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.

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Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)

Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)

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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 host of tax-saving strategies (both simple and advanced) to help you grow your wealth efficiently — so you can improve your retirement and give more to future generations.

Terry discusses: 

  • Tax implications of various investment categories and retirement accounts
  • How Roth conversions and 529 plans work (with caveats to keep in mind)
  • How to use life insurance strategically in tax planning and wealth transfer
  • Creative ways for business owners to reduce their taxes
  • 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.