Wealth building that works

30 years of wealth building in 30 minute episodes. In The WE Money Talk Podcast, a veteran high-net-worth financial planner shares the strategies you can use to retire well, stress less, and leave more for your family. Terry Wheeler, JD, CFP® has been advising physicians, business owners, and accredited retirees for over 30 years, and now he’s sharing his educational wealth to empower you for a better future and a lower-stress retirement. About WE Alliance: WE (Wealth Education) Alliance is a fully integrated wealth advisory team that has been transforming the financial futures of high net worth retirees for over two decades. Drawing on our nationally-recognized expertise, our singularly integrated approach, and our ability to protect the financial wellbeing of our clients, we have built an exceptional community by educating and empowering the people we serve to retire with confidence. We are passionate advocates for taking care of our clients the best we can. Our ultimate goal is to provide more security, peace of mind, and prosperity to the professionals who have given so much to the world, because we’ve seen how the right financial strategies secure futures, create long-lasting legacies, and impact generations.

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