WE Money Talk

WE Money Talk


Latest Episodes

Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)
April 04, 2024

Are bonds your only fixed-income option? In todays episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From

Inflation: The Silent Tax (Ep.5)
March 21, 2024

Inflation has the same effect as taxes, and the US government knows this. They play a game with inflation to effectively tax people, and they do it in a way that relates to the national deficit. Join

Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)
March 07, 2024

Its not what you make, but what you keep that matters. Thats exactly what tax planning is about keeping more of your hard-earned wealth! However, you need to be proactive about it. To learn how, l

Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
February 22, 2024

How long will you live? You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings last your lifetime? Join Terry Wheeler as he dives into th

Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)
February 22, 2024

What does your first meeting with WE Alliance Wealth Advisors look like? Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in sh

Introducing WE Money Talk Podcast, Wealth Building That Works (Ep. 1)
February 22, 2024

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 jo