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

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

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

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

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

What could a second term for Trump mean for the economy? In Episode 15, Terry shared his insights on the potential implications of a Kamala Harris presidency. Now, lets explore what a Trump win could

When it comes to casting your ballot, its crucial to base your decision on facts, not emotions. Look for leaders who provide solid information and realistic solutions, not just empty promises. In thi

Reverse mortgages have evolved into a widely accepted financial tool, offering tailored solutions for certain individualsparticularly seniors seeking to enhance their financial security. Although the

On todays 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 you

At age 73, youre required to withdraw roughly 3.8% from your retirement account yearly. But did you know that proper planning can convert these withdrawals into tax-free money for your kids? In this