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The WealthAbility Show with Tom Wheelwright, CPA

The WealthAbility Show with Tom Wheelwright, CPA

By: The Rich Dad Media Network
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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.Copyright The Rich Dad Media Network Economics Leadership Management & Leadership Personal Finance
Episodes
  • A Baby Boomers Advantage with AI
    May 22 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!


    Join Tom Wheelwright as he explores the skills Baby Boomers need to not only be successful with AI, but also transform their small businesses with his guest and AI specialist, Tal Galon.


    As the founder of AI Outfitters, Tal Galon is on a mission to help small business owners experience transformation through AI. He focuses on the value AI can bring to improve revenue, the quality of output, and reclaiming entrepreneurs’ time to help them focus on strategy. With his 20 years of consulting, strategy, and business intelligence experience, he specializes in:

    🔹 Identifying key areas for AI integration and improvement
    🔹 Facilitating workshops on AI-driven efficiency
    🔹 Developing tailored strategies for 50-70% productivity boosts
    🔹 Cross-cultural collaboration and C-suite level problem-solving.


    In this episode, discover the ways AI can be immensely helpful for Baby Boomers and their small businesses, and how this differs from previous technological advances that has often left Baby Boomers behind.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    03:14 - Advantage #1: Questioning - Intelligence & Experience with Asking the Right Question
    09:28 - The One Tech Baby Boomers are Not Left Behind On
    10:47 - Tal’s Steps of AI Implementation in Small Business
    16:37 - Advantage #2: Training AI - Boomers Knowledge & Ability to Train People
    20:30 - AI Agents can build your workflow.
    24:20 - AI Integration Focus #1: Goal Setting Leads to Customization and Automation
    26:45 - AI Integration Focus #2: Mapping what you are doing currently.
    27:08 - AI Integration Focus #3: Alignment & Optimization
    27:40 - AI Integration Focus #4: Strategizing based on what is most important to you.
    33:56 - Closing Statements


    Looking for more on Tal Galon?
    LinkedIn: www.linkedin.com/in/ai4u/

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    👔 ABOUT TOM: https://www.wealthability.com/tom/
    💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
    📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
    🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


    FOLLOW US ON INSTAGRAM💜
    @Tom_Wheelwright


    ABOUT US:
    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


    DISCLAIMER:
    WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.



    Show More Show Less
    30 mins
  • Will I Get Audited?
    May 15 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

    Join Tom Wheelwright as he explores how the disruption in the IRS will affect you, your tax compliance, and your risk of getting audited with guest and Senior Analyst, Garrett Watson.

    Garrett Watson is Director of Policy Analysis at the Tax Foundation, where he conducts
    research on federal and state tax policy. His work has been featured in the Washington Post,
    The Atlantic, Politico, the Associated Press and other major outlets.

    In this episode, discover how the new wave of technology will significantly streamline and improve the IRS and data collection, what this means for you and your business, and how you can be prepared.

    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

    00:00 - Intro.
    01:00 - Short & Long Term Disruptions
    05:12 - Does this mean more audits?
    09:14 - What AI Means for Your Taxes
    17:30 - Tech’s Superpowers & Your Taxes - Are You Prepared?
    28:45 - Leadership: Who Will Be in the Driver's Seat?
    33:56 - Closing Statements


    Looking for more on Garrett Watson?
    Website: taxfoundation.org

    -----
    👔 ABOUT TOM: https://www.wealthability.com/tom/
    💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
    📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
    🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


    FOLLOW US ON INSTAGRAM💜
    @Tom_Wheelwright

    ABOUT US:
    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.

    DISCLAIMER:
    WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
    Show More Show Less
    35 mins
  • The Calamitous Global Battle: Is Cash Obsolete?
    May 8 2025
    👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!


    Join Tom Wheelwright as he explores the dangers of digital currency and why cash is not only still relevant but critical for you, the economy, and your business with his guest and author of “The Power of Cash,” - Professor Jay L. Zagorsky.

    Jay L. Zagorsky is an economist and research scientist at The Ohio State University. He has expertise in personal finance, macroeconomics and health economics. His textbook “Business Macroeconomics” covers all aspects of global and national economies. His work and research has explored recessions, depressions, other business cycle topics, changes in the labor market, inflation, and GDP.

    In this episode, discover the importance of physical cash in a vulnerable society, why you want separation between your money and the government, and steps you can take now for the longevity of your wealth and business.


    Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


    00:00 - Intro.
    02:00 - The Calamitous Global Battle: Digital vs. Physical Currency
    06:00 - Hoarding Cash is NOT the SOLUTION; Do This Instead!
    08:52 - De-Banking: Can the Money Disappear?
    13:25 - What you should do.
    16:58 - The Pros & Cons
    19:40 - Why Businesses & Governments Make Cash Challenging
    26:10 - Problems of a Frictionless Society


    Looking for more on Jay L. Zagorsky?

    Book: “The Power of Cash”
    Website: https://www.thepowerofcash.com/
    Twitter/X: @Prof_Jay_Z
    LinkedIn: https://www.linkedin.com/in/jay-zagorsky-58a90825a


    -----

    👔 ABOUT TOM: https://www.wealthability.com/tom/
    💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
    🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
    📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
    📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
    🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
    🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
    💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
    🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
    📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


    FOLLOW US ON INSTAGRAM💜
    @Tom_Wheelwright


    ABOUT US:
    Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.



    DISCLAIMER:
    WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
    Show More Show Less
    31 mins

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