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 job and earn money, how he got his start as a stockbroker and financial advisor, and to whom he credits for his strong work ethic.

Get to know Terry as he discusses:

• His background and expertise in retirement planning and building wealth
  
• The importance of education at any age or stage of life
  
• His team members and how his firm strives to advocate for their clients
  
• Life as a father of five and how he intertwines his life with their passions
  
• And more
  

Connect with Terry Wheeler: 

• WE Alliance Wealth Advisors
  
• 1-800-355-8174
  
• terry@weriaadvisors.com
  
• LinkedIn: Terry Wheeler
  

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.