WE Money Talk

WE Money Talk


Latest Episodes

Protecting Your IRA for the Next Generation (Ep.12)
July 11, 2024

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

How To Protect Your Loved Ones: Estate Planning Essentials (Ep. 11)
June 20, 2024

How can you secure your familys future beyond a simple will? Terry Wheeler delves into advanced estate planning, unveiling essential strategies to assist your loved ones before and after you have pas

Real-World Business Skills for Young Minds with Jennifer Theuriet (Ep. 12)
June 06, 2024

Is your child looking to start a small business? How much do they understand about entrepreneurship and goal planning? Join Terry Wheeler and his guest, VP of Digital Marketing at WE Alliance, and Exe

Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets (Ep.9)
May 16, 2024

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)
May 02, 2024

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)
April 18, 2024

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)
April 04, 2024

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)
March 21, 2024

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)
March 07, 2024

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)
February 22, 2024

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

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