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WE Money Talk

WE Money Talk

By: Terry Wheeler
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About this listen

 Welcome to “WE Money Talk” with Terry Wheeler, founder, and CEO of WE Alliance Wealth Advisors. In a world where choices abound, this podcast is your guide to help you unravel your unique complexities so you can enhance your financial portfolio and achieve personal fulfillment. Whether you’re a seasoned lawyer, a pioneering entrepreneur, a visionary CEO, or a distinguished medical professional, let Terry and his guests provide you with practical advice and actionable steps for a clearer perspective on the choices that matter most to you.Copyright © 2024 WE Money Talk Economics Personal Finance
Episodes
  • 7 Lessons from the Titanic (Ep. 28)

    7 Lessons from the Titanic (Ep. 28)
    Aug 22 2025
    On episode 28 of the WE Money Talk podcast, Terry Wheeler, a financial planner and estate attorney, takes a unique approach to financial planning by using the Titanic as a cautionary tale. He draws seven compelling lessons from the ship’s tragic story and applies them directly to your own financial journey. Discover how the same …

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    15 mins
  • Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)

    Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)
    Aug 4 2025
    Navigate the 2025 tax season with confidence! This video breaks down the most impactful federal tax law changes for individuals and business owners under the new “One Big Beautiful Bill Act.” Discover how permanent lower tax brackets, a new senior deduction for Social Security, and a special deduction for tipped income could benefit you. Plus, …

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    16 mins
  • Washington Update and Your Portfolio (Ep. 26)

    Washington Update and Your Portfolio (Ep. 26)
    Jun 5 2025
    What happens when common sense meets political reality? In this straight-shooting episode, Terry Wheeler tackles the uncomfortable truth about Washington’s fiscal dysfunction and why America’s long-term success depends on courage, not convenience. As economic pressures mount and global tensions rise, Americans are left wondering: Will our leaders step up—or just focus on re-election? Terry shares …

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    43 mins
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