On episode 28 of the WE Money Talk podcast, Terry Wheeler, a financial planner and estate attorney, takes a unique approach to financial planning by using the Titanic as a cautionary tale. He draws seven compelling lessons from the ship’s tragic story and applies them directly to your own financial journey. Discover how the same threads of overconfidence, ignored warnings, and a lack of preparedness that led to the demise of the “unsinkable” ship can also threaten your financial security. Terry breaks down the parallels, offering crucial insights on how to mitigate risks, create a robust plan, and ensure your financial future doesn’t hit an iceberg.

Connect with Terry Wheeler: 

• 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