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WE Money Talk

WE Money Talk

By: Terry Wheeler
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About this listen

 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 achieve personal fulfillment. Whether you’re a seasoned lawyer, a pioneering entrepreneur, a visionary CEO, or a distinguished medical professional, let Terry and his guests provide you with practical advice and actionable steps for a clearer perspective on the choices that matter most to you.Copyright © 2024 WE Money Talk Economics Personal Finance
Episodes
  • 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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    45 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
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