Inflation: The Silent Tax

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 host Terry Wheeler, CFP®, and Gabe Rodriguez, Investment Advisor at WE Alliance Wealth Advisors, Inc., as they delve into the impact of inflation on consumer purchasing power, the government’s influence on rising costs and currency value, and draw parallels between inflation and higher taxes.

Learn how you can combat the silent tax of inflation as Terry and Gabe explore:

• Strategies for your investments including indexing and cryptocurrency 
• The adoption of Bitcoin as a common currency in other countries
• Bond alternatives such as an inflation-adjusted treasury  
• Examples of inflation hedges like real estate, indexed bonds, and certain stocks
• Reasons why inflation occurs and predictions for future retirees
• And more

Resources:

• The Rise and Fall of the Dollar 
• Gabe’s Grandma celebrating her 104th birthday 
• Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)

Connect with Terry Wheeler: 

• WE Alliance Wealth Advisors
• 1-800-355-8174
• [email protected]
• LinkedIn: Terry Wheeler

Connect with Gabe Rodriguez:

• WE Alliance Wealth Advisors
• 1-800-355-8174
• [email protected]
• LinkedIn: Gabe Rodriguez

About Gabriel Rodriguez: 

Gabriel Rodriguez is a registered investment advisor representative. He holds a Bachelor of Arts degree in Economics from San Diego State University. Gabriel has become an integral part of the customer service relations team, focusing on day-to-day operations and back-end support for investors.

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.