WE Money Talk

WE Money Talk


Latest Episodes

Washington Update and Your Portfolio (Ep. 26)
June 05, 2025

What happens when common sense meets political reality? In this straight-shooting episode, Terry Wheeler tackles the uncomfortable truth about Washingtons fiscal dysfunction and why Americas long-te

Money for College: Conventional and Unconventional Sources (Ep. 25)
May 22, 2025

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, its entirely

How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)
April 17, 2025

Feeling restless and considering an early escape from the daily grind? What if you could start living your dream retirement now, even before clocking out for good? Join Terry Wheeler as he chats with

What to Say (and Not Say) to Someone Grieving (Ep. 23)
April 07, 2025

What do we say when words seem inadequate? In this heartfelt episode, Terry Wheeler delves into the complexities of grief and the challenges we face in supporting those who have lost a loved one. Dr

Warning Signs of a Market Crash & What You Need to Know (Ep. 22)
April 03, 2025

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 dec

Unlocking Annuity Potential & How Refinancing Could Boost Your Returns (Ep. 21)
March 27, 2025

Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you dont have to pay back? Terry Wheeler dives into annuity refinancing strategie

Maximizing Your Social Security Benefits (Ep. 20)
March 13, 2025

What does the Social Security Fairness Act mean for your retirement plans? In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact

Empowering the Next Generation with Financial Literacy (Ep.19)
February 13, 2025

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 wasnt eno

Understanding the Economic Impact of Trump’s Second Term (Ep.18)
January 28, 2025

What if your grasp of todays political changes could truly affect your finances and future investments? Terry Wheeler delves into the pressing issues that President Donald Trump faces as he embarks o

2025: Financial Trends You Can’t Ignore (Ep.17)
January 23, 2025

What trends will shape your financial decisions in 2025? Terry Wheeler reflects on the surprising twists of 2024 and anticipates the challenges and opportunities of the coming year. He touches on key