WE Money Talk

WE Money Talk


Latest Episodes

2026 Predictions: : AI Agents, Humanoid Robots & The Future of Investing (Ep. 31)
December 23, 2025

Is 2026 the year robots finally enter our homes and AI takes over the office? In this episode of We Money Talk, we dive deep into the major trends arriving fast in 2026.From the explosion of humanoid robotics and “AI Agents” to the tokenizati

My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)
December 08, 2025

In this special 20-minute episode, WE Alliance Wealth Advisors founder Terry Wheeler sits down with his 15-year-old daughter, Zoey Wheeler, who recently became a published author. This heartfelt conve

Learn From My Previous Investment Mistakes (Ep. 29)
October 22, 2025

In this incredibly candid episode titled “Learn From My Previous Investment Mistakes,” Terry Wheeler gets real about the financial blunders of his past the “scary investments” so you can secure your future without making the same

7 Lessons from the Titanic (Ep. 28)
August 22, 2025

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)
August 04, 2025

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 how permanent lower tax brackets, a new se

Washington Update and Your Portfolio (Ep. 26)
June 05, 2025

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-term success depends on courage, not convenience.As econ

Money for College: Conventional and Unconventional Sources (Ep. 25)
May 22, 2025

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 possible to balance both.Terry Wheeler provides pract

How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)
April 17, 2025

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 his brother, Ed Wheeler, about the concept of “mi

What to Say (and Not Say) to Someone Grieving (Ep. 23)
April 07, 2025

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.Drawing from personal experiences and a compelling presen

Warning Signs of a Market Crash & What You Need to Know (Ep. 22)
April 03, 2025

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 decodes the warning signals investors might be missing and