Tag: Wealth Building
Empowering the Next Generation with Financial Literacy (Ep.19)

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

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

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)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

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

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

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.