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

Listen to latest episode

Recent Episodes

2025: Financial Trends You Can’t Ignore (Ep.17)

Posted January 23, 2025 • 00:31:33

What trends will shape your financial decisions in 2025?

Terry Wheeler reflects on the surprising twists of 2024 and anticipates the challenges...

What The Economy Could Look Like With Donald Trump As President (Ep.16)

Posted October 22, 2024 • 00:25:24

What could a second term for Trump mean for the economy?

In Episode 15, Terry shared his...

What The Economy Could Look Like With Kamala Harris As President (Ep.15)

Posted October 22, 2024 • 00:27:45

When it comes to casting your ballot, it’s crucial to base your decision on facts, not emotions. Look for leaders who provide solid information and...

Are Reverse Mortgages Right for Your Retirement? (Ep. 14)

Posted September 19, 2024 • 00:35:11

Reverse mortgages have evolved into a widely accepted financial tool, offering tailored solutions for certain individuals—particularly seniors seeking...

Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

Posted September 5, 2024 • 00:42:40

On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding...