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
Fact or Fear? The Real Costs of Long-Term Care (Ep.7)
Are you ready to uncover the truths and myths about long-term care and its implications for your financial future?
Terry Wheeler dives...
Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)
Are bonds your only fixed-income option?
In today’s episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of...
Inflation: The Silent Tax (Ep.5)
Inflation has the same effect as taxes, and the US government knows this. They play a game with inflation to effectively tax people, and they do it...
Creative Tax Planning Strategies to Retain More of Your Wealth (Ep. 4)
It’s not what you make, but what you keep that matters.
That’s exactly what tax planning is about — keeping more of your hard-earned wealth!...
Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
How long will you live?
You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings...
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