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  • 2026 Predictions: : AI Agents, Humanoid Robots & The Future of Investing (Ep. 31)

    2026 Predictions: : AI Agents, Humanoid Robots & The Future of Investing (Ep. 31)
    2025/12/23

    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 分
  • My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)

    My 15 Year Old Daughter, and Newly Published Author Zoey Wheeler: A Proud Dad Moment (Ep 30)
    2025/12/08
    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 分
  • Learn From My Previous Investment Mistakes (Ep. 29)

    Learn From My Previous Investment Mistakes (Ep. 29)
    2025/10/22
    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 …

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    25 分
  • 7 Lessons from the Titanic (Ep. 28)

    7 Lessons from the Titanic (Ep. 28)
    2025/08/22
    On 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 cautionary tale. He draws seven compelling lessons from the ship’s tragic story and applies them directly to your own financial journey. Discover how the same …

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    15 分
  • Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)

    Trump’s New Tax Law: The Big Beautiful Bill (Ep. 27)
    2025/08/04
    Navigate 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 Beautiful Bill Act.” Discover how permanent lower tax brackets, a new senior deduction for Social Security, and a special deduction for tipped income could benefit you. Plus, …

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    16 分
  • Washington Update and Your Portfolio (Ep. 26)

    Washington Update and Your Portfolio (Ep. 26)
    2025/06/05
    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 分
  • Money for College: Conventional and Unconventional Sources (Ep. 25)

    Money for College: Conventional and Unconventional Sources (Ep. 25)
    2025/05/22
    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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    46 分
  • 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)
    2025/04/17
    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 分