Tag: Tax Strategies

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

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

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: 

Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)

Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)

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 whom he credits for his strong work ethic.

Get to know Terry as he discusses:

  • His background and expertise in retirement planning and building wealth
  • The importance of education at any age or stage of life
  • His team members and how his firm strives to advocate for their clients
  • Life as a father of five and how he intertwines his life with their passions
  • 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.