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

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

Posted August 4, 2025 • 00:16:21

Navigate the 2025 tax season with confidence! This video breaks down the most impactful federal tax law changes for individuals and business owners...

Washington Update and Your Portfolio (Ep. 26)

Posted June 5, 2025 • 00:42:37

What happens when common sense meets political reality?

In this straight-shooting episode, Terry Wheeler tackles the uncomfortable truth about...

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

Posted May 22, 2025 • 00:45:48

What if you could send your kids to college without sacrificing your financial future?

Many families find themselves caught in the middle of...

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

Posted April 17, 2025 • 00:37:35

Feeling restless and considering an early escape from the daily grind? What if you could start living your dream retirement now, even before clocking...

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

Posted April 7, 2025 • 00:23:19

What do we say when words seem inadequate?

In this heartfelt episode, Terry Wheeler delves into the complexities of grief and the challenges...