About this podcast
Welcome to “Laugh When The market Crashes” 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.
Episodes
The newest 20 of 38 episodes
- Retirement Income Blind Spots (Ep. 39) · 19 min · Episode 39Having a $2–3 million portfolio doesn’t guarantee a comfortable retirement. The real question is whether that lump sum can become reliable monthly income that lasts as long as…
- Estate Planning Blind Spots (Ep. 38) · 25 min · Episode 38Estate Planning Blind Spots: Why Most Living Trusts Fail (And How to Protect Your Family) Think having a revocable living trust means your estate plan is complete? For most…
- Taxes & Tax Blind Spots (Ep. 37) · 24 min · Episode 37Laugh 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…
- Investment & Retirement Blind Spots (Ep. 36) · 24 min · Episode 36Laugh 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?…
- How to make Money with Short Term Rentals (Ep. 35) · 38 minLaugh When the Market Crashes Podcast Episode 35 How to Turn Short-Term Rentals Into a Massive Tax Shield (Zero Tax Roth Strategy) Are you tired of losing a massive chunk of…
- Ai: Friend or Foe? (Ep. 34) · 33 min · Episode 34AI in Finance: Is Your Portfolio Being Managed by a Hallucination? Artificial Intelligence is rewriting the rules of business, tax, and estate planning. But is it a…
- Understanding Risk In Investing (Ep. 33) · 24 min · Episode 33Welcome to the inaugural episode of the Laugh When the Market Crashes podcast (formerly WE Money Talk)! In this episode, host Terry Wheeler, J.D., CFP®, dives deep into the…
- Tax Concepts to Master in 2026 (Ep. 32) · 23 minOn this episode of the WE Money Talk podcast, Terry Wheeler breaks down the fundamentals of powerful tax planning, and why most investors and high earners unknowingly leave…
- 2026 Predictions: : AI Agents, Humanoid Robots & The Future of Investing (Ep. 31) · 21 minIs 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…
- My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30) · 21 min · Episode 30In 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…
- Learn From My Previous Investment Mistakes (Ep. 29) · 25 min · Episode 29In 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…
- 7 Lessons from the Titanic (Ep. 28) · 15 min · Episode 28On episode 28 of the WE Money Talk podcast, Terry Wheeler, a financial planner and estate attorney, takes a unique approach to financial planning by using the Titanic as a…
- Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27) · 16 min · Episode 27Navigate the 2025 tax season with confidence! This video breaks down the most impactful federal tax law changes for individuals and business owners under the new “One Big…
- Washington Update and Your Portfolio (Ep. 26)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…
- Money for College: Conventional and Unconventional Sources (Ep. 25) · 46 minWhat 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…
- How to Travel the World Before You Retire with Ed Wheeler (Ep. 24) · 38 minFeeling 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…
- What to Say (and Not Say) to Someone Grieving (Ep. 23) · 23 minWhat do we say when words seem inadequate? In this heartfelt episode, Terry Wheeler delves into the complexities of grief and the challenges we face in supporting those who have…
- Warning Signs of a Market Crash & What You Need to Know (Ep. 22) · 21 minIs your investment portfolio prepared for the storm ahead? With market warning signs on the horizon, discover how to turn potential downturns into opportunities for long-term…
- Unlocking Annuity Potential & How Refinancing Could Boost Your Returns (Ep. 21) · 26 minCould refinancing your annuity turbocharge its return by 50% while also topping up your retirement fund with bonuses you don’t have to pay back? Terry Wheeler dives into annuity…
- Maximizing Your Social Security Benefits (Ep. 20) · 17 minWhat does the Social Security Fairness Act mean for your retirement plans? In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security…
