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
  • Money for College: Conventional and Unconventional Sources (Ep. 25)

    Money for College: Conventional and Unconventional Sources (Ep. 25)
    May 22 2025
    What if you could send your kids to college without sacrificing your financial future? Many families find themselves caught in the middle of this challenge, but with the right approach, it’s entirely possible to balance both. Terry Wheeler provides practical insights into how families can make smarter financial decisions when planning for college expenses, without …

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    46 mins
  • How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)

    How to Travel the World Before You Retire with Ed Wheeler (Ep. 24)
    Apr 17 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 redefine your approach to wealth and …

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    38 mins
  • What to Say (and Not Say) to Someone Grieving (Ep. 23)

    What to Say (and Not Say) to Someone Grieving (Ep. 23)
    Apr 7 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, a fellow financial advisor deeply affected by loss, …

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    23 mins
  • Warning Signs of a Market Crash & What You Need to Know (Ep. 22)

    Warning Signs of a Market Crash & What You Need to Know (Ep. 22)
    Apr 3 2025
    Is your investment portfolio prepared for the storm ahead? With market warning signs on the horizon, discover how to turn potential downturns into opportunities for long-term growth. Terry Wheeler decodes the warning signals investors might be missing and shares insights on building a recession-ready portfolio. With guests exploring the history of past market crashes in …

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    21 mins
  • Unlocking Annuity Potential & How Refinancing Could Boost Your Returns (Ep. 21)

    Unlocking Annuity Potential & How Refinancing Could Boost Your Returns (Ep. 21)
    Mar 27 2025
    Could refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back? Terry Wheeler dives into annuity refinancing strategies that are hard to ignore given today’s interest rate climate. If you’re curious about how your financial future could benefit, this conversation is for …

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    26 mins