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How to Travel the World Before You Retire with Ed Wheeler california financial retirement travel Apr 18, 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 “mini retirements” and how this lifestyle can rede...

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What to Say (and Not Say) to Someone Grieving annuity california financial grieving retirement Apr 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 presentation he attended by Darren Sugiyama, ...

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Unlocking Annuity Potential & How Refinancing Could Boost Your Returns annuity california cfp financial refinance retirement Mar 27, 2025

Social Security has always been a key topic for many of us, especially as we approach or enjoy retirement. In this episode, Terry provides a clear primer on Social Security: exploring what it truly represents, the perception of it as an entitlement, and its importance in a world where pensions are b...

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Social Security Fairness Act: What You Need To Know california cfp financial retirement planning social security we money talk Mar 13, 2025

What does the Social Security Fairness Act mean for your retirement plans? In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact your benefits. The Social Security Fairness Act is set to expand eligibility, proving vital for many...

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Empowering the Next Generation with Financial Literacy california financial tax strategies trends we care Feb 24, 2025

Terry Wheeler is on a mission to provide young people with the financial education they often lack in school.

Growing up in a blue-collar family, he witnessed firsthand how hard work alone wasn’t enough to build wealth. His journey from struggling with debt after college to successfully leveraging...

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2025: Financial Trends You Can’t Ignore california financial ira trends Feb 14, 2025

What trends will shape your financial decisions in 2025?

Terry Wheeler reflects on the surprising twists of 2024 and anticipates the challenges and opportunities of the coming year. He touches on key movements in stocks, the unexpected rise of crypto, and the critical shifts in real estate and fede...

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3 Big Risks of Social Media Financial Guidance california financial trends Feb 07, 2025

Truth vs. Trend: The Dangers of Social Media Finfluencers

What’s the latest “hot” financial tip or “secret” you’ve seen on social media? Maybe it was a retirement hack, a crypto opportunity, or some “groundbreaking” investing strategy?

If you’re like most social media users, financial advice from ...

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How Longevity Can Impact Retirement cfp financial retirement retirement planning Dec 13, 2024

How long will your retirement last if you stop working at age 60?

There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot. 

These days, retirement can last at least 20 to 25 years if you retire at 60.1 That’s around a decade longer than a 60-year-old re...

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Empowering Financial Conversations financial retirement retirement planning Dec 05, 2024

When do you talk about money?

Who do you talk finance with?

If you’re like most people, you’re not discussing money at all — and you’d rather talk about death, politics, and addiction, instead of finance.1, 2

That may be surprising, but it’s not totally out of left field.

Many of us are uncomf...

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Is a Zombie Recession Coming? financial retirement planning Oct 09, 2024

(By that, I mean that renewed fears of a "hard landing" recession have emerged from the grave and are walking among us.)1

Many analysts were convinced that the U.S. economy could achieve a coveted “soft landing,” but they might be overly optimistic.

Want to skip the economics? Scroll to the bott...

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Are Reverse Mortgages Right for Your Retirement? california cfp financial insurance mortgage costs retirement retirement planning reverse mortgages we money talk Sep 20, 2024

Reverse mortgages have evolved into a widely accepted financial tool, offering tailored solutions for certain individuals—particularly seniors seeking to enhance their financial security. Although there are costs involved, such as mortgage insurance, the potential relief and flexibility these produc...

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Financial Strategies for a Long, Healthy Retirement With Heather Holmes financial retirement retirement planning Sep 10, 2024

On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding your unique life expectancy can revolutionize your financial planning and ensure you don't outlive your money.

 Join Terry Wheeler as he discusses t...

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