WE Money Talk
Latest Episodes
Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets (Ep.9)
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 nor
Can I Depend on Social Security for My Retirement? (Ep. 8)
Social Security was introduced in 1935 as a safety net for those few precious years post-retirement when life expectancy hovered around 61-65 years. In todays era of extended lifespans, retirement st
Fact or Fear? The Real Costs of Long-Term Care (Ep.7)
Are you ready to uncover the truths and myths about long-term care and its implications for your financial future? Terry Wheeler dives deep into the complexities and concerns surrounding long-term ca
Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)
Are bonds your only fixed-income option? In todays episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From
Inflation: The Silent Tax (Ep.5)
Inflation has the same effect as taxes, and the US government knows this. They play a game with inflation to effectively tax people, and they do it in a way that relates to the national deficit. Join
Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)
Its not what you make, but what you keep that matters. Thats exactly what tax planning is about keeping more of your hard-earned wealth! However, you need to be proactive about it. To learn how, l
Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
How long will you live? You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings last your lifetime? Join Terry Wheeler as he dives into th
Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)
What does your first meeting with WE Alliance Wealth Advisors look like? Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in sh
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 jo