WE Money Talk

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 achiev

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Recent Episodes

Tax Concepts to Master in 2026 (Ep. 32)

Posted February 13, 2026 • 00:23:05

On this episode of the WE Money Talk podcast, Terry Wheeler breaks down the fundamentals of powerful tax planning, and why most investors and high earners...

2026 Predictions: : AI Agents, Humanoid Robots & The Future of Investing (Ep. 31)

Posted December 23, 2025 • 00:21:06

Is 2026 the year robots finally enter our homes and AI takes over the office? In this episode of We Money Talk, we dive deep into the major trends arriving...

My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)

Posted December 8, 2025 • 00:20:44

In this special 20-minute episode, WE Alliance Wealth Advisors founder Terry Wheeler sits down with his 15-year-old daughter, Zoey Wheeler,...

Learn From My Previous Investment Mistakes (Ep. 29)

Posted October 22, 2025 • 00:25:28

In this incredibly candid episode titled “Learn From My Previous Investment Mistakes,” Terry Wheeler gets real about the financial blunders...

7 Lessons from the Titanic (Ep. 28)

Posted August 22, 2025 • 00:14:46

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...