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WE Money Talk

WE Money Talk

De : Terry Wheeler
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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 Economie Finances privées
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    Épisodes
    • 2026 Predictions: : AI Agents, Humanoid Robots & The Future of Investing (Ep. 31)
      Dec 23 2025

      Is 2026 the year robots finally enter our homes and AI takes over the office? In this episode of We Money Talk, we dive deep into the major trends arriving fast in 2026.

      From the explosion of humanoid robotics and “AI Agents” to the tokenization of real estate on the blockchain, the world is changing rapidly. We discuss how these technologies will revolutionize healthcare, impact the job market (Wall Street vs. Main Street), and what it all means for your investment portfolio.

      Are we heading for a market crash or an AI-fueled boom? Watch to find out where the “boring” investment opportunities lie in this high-tech future.

      In This Video, We Cover: The future is arriving fast Robotics in Manufacturing: Efficiency vs. Layoffs Humanoid Robots: $20k price points & home assistance.
      The “Terminator” Scenario: Safety, AI sympathy & kill switches .
      AI Agents: How co-pilots are changing the workforce.
      Blockchain Adoption: Real estate tokenization & liquidity Healthcare Revolution: Remote surgery, protein folding & longevity.
      Market Outlook: Is the stock market overextended?
      Where to Invest: Finding value in “boring” companies The future of skilled trades & conclusion.

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      21 min
    • My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)
      Dec 8 2025

      In this special 20-minute episode, WE Alliance Wealth Advisors founder Terry Wheeler sits down with his 15-year-old daughter, Zoey Wheeler, who recently became a published author. This heartfelt conversation offers a rare, behind-the-scenes look at Zoey’s writing journey and the moments that shaped her path to becoming a young novelist.

      Find Zoey’s new book

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      21 min
    • Learn From My Previous Investment Mistakes (Ep. 29)
      Oct 22 2025

      In this incredibly candid episode titled “Learn From My Previous Investment Mistakes,” Terry Wheeler gets real about the financial blunders of his past the “scary investments” so you can secure your future without making the same costly errors.

      Terry covers three illiquid investment blunders and the one common mistake you need to address right now as the market nears its peak:

      Illiquid REITs & BDCs: Why did investments that were perfect in theory turn into decade-long traps with only modest (or negative) returns? The answer is fees and illiquidity. Learn why you must prioritize control.

      The Scaled Tax Lien Strategy: An example of a good idea ruined by flawed implementation. Terry explains the dangers of boutique investments that try to scale too fast.

      The Biggest Lesson: Market Defense! Relive the pain of the 2001 and 2008 crashes. Terry explains that his biggest mistake was not having a heavy enough concentration in protected positions near the market top.

      Actionable Takeaway: Terry advocates for Defined Outcome Investing to protect your gains and ensure you’re positioned to “buy the dip” when the current bull run inevitably ends. Find out how to achieve most of the upside with critical downside protection.

      Don’t wait to get crushed. Learn from these mistakes and take action today!

      Connect with Terry Wheeler:

      • WE Alliance Wealth Advisors
      • 1-800-355-8174
      • terry@weriaadvisors.com
      • LinkedIn: Terry Wheeler
      • Facebook: WE Alliance Wealth Advisors, Inc
      • YouTube: WE Alliance Wealth Advisors, Inc
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      25 min
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