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 movements in stocks, the unexpected rise of crypto, and the critical shifts in real estate and federal debt. 

Terry discusses: 

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• Market surprises and the importance of defense [00:00:41]
  
• The rising impact of cryptocurrencies [00:02:44]
  
• Key trends and financial strategies for 2025 [00:03:52]
  
• The growing communication shift away from mainstream media [00:06:08]
  
• Federal debt dilemmas and their implications [00:10:05]
  
• Real estate price surges and potential market corrections [00:13:20]
  
• The importance of downside protection and diversified investments [00:19:38]
  
• Roth conversions and tax strategies for the future [00:26:36]
  
• And more
  

Resources:

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• Protecting Your IRA for the Next Generation
  

Connect with Terry Wheeler: 

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

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.