HeyJaredWE 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 achieve personal fulfillment.
- Indexed episodes, last 90 days
- 2
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- Sep 16, 2026
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- Sep 2, 2026
Latest episodes
Taxes & Tax Blind Spots (Ep. 37) (opens the original)
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Laugh When the Market Crashes | The Retirement Tax Blind Spot with Terry Wheeler & Mike Saunders It’s not just about what you make it’s about what you keep . In this episode of Laugh When the Market Crashes , host Terry Wheeler joins Mike Saunders to break down the massive tax blind spots that catch high-earning professionals and retirees off guard . Discover why traditional tax preparation (reactively filling in forms during tax season) fails retirees, why a basic Roth conversion is only scratc
Investment & Retirement Blind Spots (Ep. 36) (opens the original)
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Laugh When the Market Crashes | Uncovering Hidden Retirement Blind Spots with Terry Wheeler & Mike Saunders Is your retirement portfolio truly prepared for a major market crash? In this episode of Laugh When the Market Crashes , Terry Wheeler sits down with Mike Saunders to unpack the critical difference between getting to retirement and getting through retirement . Discover why traditional strategies like the standard 60/40 portfolio and relying solely on diversification might leave your saving
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