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Are you ready to uncover the truths and myths about long-term care and its implications for your financial future?Â
Terry Wheeler dives deep into the complexities and concerns surrounding long-term care (LTC). From dismantling common myths to exploring the real costs and solutions, Terry offers val...
Are bonds your only fixed-income option?Â
In today’s 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 index crediting strategies to real estate lending and distressed debt opportunities, they discuss ...
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, In...
It’s not what you make, but what you keep that matters.
That’s exactly what tax planning is about — keeping more of your hard-earned wealth! However, you need to be proactive about it.
To learn how, listen to this informative podcast where Terry Wheeler, JD, CFP®, unravels the intricacies of tax p...
How long will you live?Â
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 the concerns of longevity, the importance of long-term planning, and how changing retirement income ...
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 shaping a successful financial journey.
Gain insights into the revolutionary Retirement 360 Optimize...
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 accred...
When working towards retirement readiness, California’s top medical professionals often overlook small yet consequential tax planning mistakes. As complex regulations evolve each year, even minor tax oversights can needlessly cost doctors tens or hundreds of thousands in lost wealth. This guide exam...
As professionals with over $500,000 in net worth approaching retirement, proactive tax planning is key to maximizing your savings and securing your ideal lifestyle for your golden years. With the right strategy tailored to your situation, you can take advantage of deductions, shelters, credits, and ...
As a California doctor navigating your retirement planning, choosing the right IRA early on can optimize growth, tax incentives, and your estate strategy for decades to come. With diverse options available, what is the best IRA solution for busy medical professionals in the Golden State? This guide ...
Planning for the future can be daunting, but ensuring your revocable living trust is fully funded is a critical step towards securing your legacy and protecting your assets. As you prepare for your estate plan, it's important to understand the significance of funding your revocable living trust. A f...
Retirement may seem like a distant dream, but time has a way of sneaking up on us. Do you know what you will do with all your newfound free time? What are your hobbies, goals, and aspirations? Do you want to travel and see the world? Imagine being able to visit every country and explore all the beau...
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