👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!


What are the best ways entrepreneurs can use AI for their businesses? How do we use AI to identify opportunities for improvement? Join Tom Wheelwright as he explores when and when NOT to use AI in finance with his guest, author of "Lean for Finance in the Age of AI," Marcio Barreto.

Marcio is a multi-faceted finance and business professional with progressive Business, Project, and Financial Management, SEC Reporting, Controlling, and Cost Accounting. Highly skilled at collaborating with all levels of the organization to achieve business and financial objectives, while driving operational efficiency and strategic growth. Currently responsible for leading the finance organizations across two major divisions, partnering closely with cross-functional teams to drive clarity, speed, and sustainable value creation.

In this episode, discover how AI can be applied with the lean principles to add compounding value to your business.


Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/


00:00 - Intro.
03:25 - How Businesses Should Use AI: Repetitive Tasks, Pattern Recognition, Variance Analysis, Trends.
07:54 - AI Tools & Companies for Finance.
11:38 - AI Agents.
12:50 - Simplified AI Programming for Businesses.
14:25 - AI & Finance in the 21st Century.
17:22 - AI for Projections and Forecasting.
19:10 - Lean: Cutting Waste (Don't Do What Doesn't Add Value, Focus on Value Added Activities).
23:30 - Top 3 AI Tips for Businesses.
25:16 - Is AI Going to Make Us Stupid?
28:35 - Closing Statements.


Looking for More on Marcio Barreto?

Books: "Lean for Finance in the Age of AI"
LinkedIn: https://www.linkedin.com/in/marciobarreto/

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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
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📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


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@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!


What are chat bots and how can you use them to grow your business? Join Tom Wheelwright as he explores the power of automated chat bots with his guest and founder of BotBuilders, Matt Leitz.

BotBuilders was born in 2018 from the ashes of the failed board game company. Dedicated to bringing chatbots and automation to businesses of all sizes and industries, BotBuilders has become a trusted source for thousands of clients around the world. BotBuilders was chosen as one of five companies featured as a success story and flown to Facebook headquarters. The other companies were all multi-billion dollar corporations.

In this episode, discover AI prompting, what separates good bots from the bad, and how these tools can be used to increase productivity and opportunities.


Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/


00:00 - Intro.
04:30 - What is a Chat Bot?
11:26 - Unlock AI Prompting.
17:48 - Bots for Marketing.
29:00 - Outbound (Autodialing) vs. Inbound Voice Bots.
33:33 - AI Cloning.
36:40 - Increase Productivity vs. Firing Your Employees.
41:14 - Closing Statements.


Looking for More on Matt Leitz?
Website: https://www.botbuilders.com/
Facebook: https://www.facebook.com/BotBuilders/
LinkedIn: https://www.linkedin.com/in/mattleitz/
Instagram: https://www.instagram.com/botbuilders/
Youtube: https://www.youtube.com/mattleitz

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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!


How do we design our meetings to be most productive and less dysfunctional? Which ways can technology be incorporated to help us improve? Join Tom Wheelwright as he explores research driven solutions you can use to get the most value out of your meetings with his guest, consultant and author of "Your Best Meeting Ever," Rebecca Hinds.

Rebecca is a leading expert on organizational behavior and the future of work. From 2022 to 2025, Rebecca founded and led the Work Innovation Lab at Asana to explore bold, research-driven solutions to the biggest challenges in today's workplace. In 2025, she launched the Work AI Institute at Glean where she partners with leading experts to help organizations transform their work with AI. Rebecca is a trusted advisor to leading companies—helping teams tackle everything from meeting overload and hybrid work to the growing pains of AI adoption and organizational change. Her work challenges outdated management playbooks and inspires leaders to rethink—and redesign—the way work gets done.

In this episode, discover the actual "effectiveness" of your meetings, "Return on Time Investment" approach, as well as the dysfunction tech and AI add in today's leading organizations.


Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/


00:00 - Intro.
02:24 - Rules & Parameters for Meetings.
06:36 - Rules & Parameters for Emails.
10:00 - Value of a Meeting.
13:08 - Assessing Meetings with Vendors & Clients.
14:25 - Time: Meeting Minimalism.
19:35 - Audit Your Doomsday Meetings.
21:22 - Meeting Hangovers.
23:26 - Meeting Dysfunction & When to Use AI.
27:33 - Virtual vs. In-Person Meeting.
28:45 - Closing Statements.


Looking for More on Rebecca Hinds?
Website: www.rebeccahinds.com
LinkedIn: www.linkedin.com/in/rebecca-hinds/

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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM'S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA


FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright


ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.