WE Money Talk

WE Money Talk


Latest Episodes

What The Economy Could Look Like With Donald Trump As President (Ep.16)
October 22, 2024

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

What The Economy Could Look Like With Kamala Harris As President (Ep.15)
October 22, 2024

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

Are Reverse Mortgages Right for Your Retirement? (Ep. 14)
September 19, 2024

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

Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)
September 05, 2024

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

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