WE Money Talk

Latest Episodes
7 Lessons from the Titanic (Ep. 28)
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 se
Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)
Navigate the 2025 tax season with confidence! This video breaks down the most impactful federal tax law changes for individuals and business owners under the new One Big Beautiful Bill Act. Discover
Washington Update and Your Portfolio (Ep. 26)
What happens when common sense meets political reality? In this straight-shooting episode, Terry Wheeler tackles the uncomfortable truth about Washingtons fiscal dysfunction and why Americas long-te
Money for College: Conventional and Unconventional Sources (Ep. 25)
What if you could send your kids to college without sacrificing your financial future? Many families find themselves caught in the middle of this challenge, but with the right approach, its entirely
How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)
Feeling restless and considering an early escape from the daily grind? What if you could start living your dream retirement now, even before clocking out for good? Join Terry Wheeler as he chats with
What to Say (and Not Say) to Someone Grieving (Ep. 23)
What do we say when words seem inadequate? In this heartfelt episode, Terry Wheeler delves into the complexities of grief and the challenges we face in supporting those who have lost a loved one. Dr
Warning Signs of a Market Crash & What You Need to Know (Ep. 22)
Is your investment portfolio prepared for the storm ahead? With market warning signs on the horizon, discover how to turn potential downturns into opportunities for long-term growth. Terry Wheeler dec
Unlocking Annuity Potential & How Refinancing Could Boost Your Returns (Ep. 21)
Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you dont have to pay back? Terry Wheeler dives into annuity refinancing strategie
Maximizing Your Social Security Benefits (Ep. 20)
What does the Social Security Fairness Act mean for your retirement plans? In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact
Empowering the Next Generation with Financial Literacy (Ep.19)
Terry Wheeler is on a mission to provide young people with the financial education they often lack in school. Growing up in a blue-collar family, he witnessed firsthand how hard work alone wasnt eno