The WealthAbility Show with Tom Wheelwright, CPA

👉 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! Join Tom Wheelwright as he explores why customers aren't purchasing your products and services, and how to bring your business back to life with his guest and author of "Soul Venture: A True Life and Death Journey into the Startup Culture," - Ashwin Gulati. Ashwin has launched international ventures, helped start-ups take off or land, and co-piloted complex transitions for over 100 companies in various industries in the UK, US, Spain, and France. With 30 years in the start-up trenches, he has identified the hidden pitfalls, unspoken truths, and personal twists that ultimately determine a venture's success or failure. He holds a BA in Economics and Mathematics from Claremont McKenna College and studied at King's College and the London School of Economics. In this episode, discover how to make it easier for customers to buy and use your products and services, why the sales process has significantly slowed down, and action items you can take now to begin innovating - and reigniting life into - 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. 05:04 - Customers want an "Old Experience with New Innovation" 14:48 - Innovation means CHANGING YOUR PRODUCT, NOT Your Customer 18:59 - "Nail It Before You Scale It." 22:07 - Too Much Friction: Bring Down the Number of Decisions 27:37 - 2 to 3 Steps You Can Take Now 33:43 - Closing Statements Looking for more on Ashwin Gulati? Book: "Soul Venture: A True Life and Death Journey into the Startup Culture" Website: soulventurebook.com, www.matchpointventuresllc.com LinkedIn: www.linkedin.com/in/ashwingulati Instagram: www.instagram.com/ashwin.gulati Facebook: www.facebook.com/ashwin.gulati.1 ----- 👔 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! Join Tom Wheelwright as he explores how entrepreneurs can use data collection and the algorithm to psychologically target for their own small businesses with his guest, author of Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior - Sandra Matz. Sandra Matz is the David W. Zalaznick Associate Professor of Business at Columbia Business School in New York. As a computational social scientist, she studies human behavior and preferences using a combination of Big Data analytics and traditional experimental methods. In this episode, discover how you can use tools from computer science as a window into your customer's psychology to better solve their problems with your product; while also recognizing that just because you can influence human behavior - doesn't always mean you should. 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. 02:55 - What is Psychological Targeting? 06:54 - How to find the best audience and expand. 12:20 - Identify the consumer's problems. 15:40 - Just because you can do it, doesn't always mean you should. 20:50 - Questions to narrow your focus. 24:15 - Company Data vs. Individual Consumer Data 29:45 - 2-3 Steps You Can Take Now 33:43 - Closing Statements Looking for more on Sandra Matz? Book: "Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior" Website: human-performance.ai, sandramatz.com, www.mindmasters.ai LinkedIn: https://uk.linkedin.com/in/sandra-matz-6824742b ----- 👔 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! Join Tom Wheelwright as he explores how to best analyze data from your business to better grow your company and better serve your customers with his guest, analytics expert and best-selling author, Joe Sutherland. Joe Sutherland, a noted technology executive, public service leader, and educator, has been named the first Director of the Emory Center for AI Learning. Dr. Sutherland's professional background includes executive roles at Amazon and academic appointments at Columbia University, Johns Hopkins University, and Emory. He currently serves as Visiting Assistant Professor for QTM, and a fellow of the Weidenbaum Center on the Economy, Government and Public Policy at Washington University in St. Louis. Prior to that role, he was the director of CX Cloud Data, Insights and Growth at Cisco, where he led applications of artificial intelligence for their CX Cloud product portfolio. In this episode, discover the various methodologies you must apply to your data so you can generate growth the right way. 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. 02:55 - Determining the RIGHT data means asking the RIGHT questions. 06:17 - Data that will actually help your business. 10:35 - Counter-factual Outcomes: Don't Make the Wrong Comparisons 14:37 - The Holy Grail to Marketing 19:47 - Steps for Entrepreneurs NOW! 24:40 - Closing Statements Looking for more on Dr. Joe Sutherland? Book: "Analytics The Right Way" Website: www.jlsutherland.com/ Facebook: https://facebook.com/joesutherlandfb Instagram: https://instagram.com/joesutherlandinsta LinkedIn: https://linkedin.com/in/jlsutherland Twitter: https://x.com/drjoesutherland Email: [email protected] ----- 👔 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! Join Tom Wheelwright as he explores powerful innovative systems that can provide solutions to problems in your business before it's too late with his guest, inventor, researcher, and best-selling author, Doug Hall. Doug has been named one of America's top innovation experts by A&E Top 10, Inc. Magazine, The Wall Street Journal, DATELINE NBC, CNBC, CIO and the CBC. In 1986, he founded Eureka! Ranch where the mission is "to change the world through systems that enable everyone to think and act smarter, faster, and more innovatively." Research indicates that the average US home uses 18 products or services that the Ranch team helped invent or reinvent for companies such as Walt Disney, Diagio, Nike, AT&T, Procter & Gamble, Unilever, American Express and hundreds of others. In this episode, discover why the real problem is actually your work systems and not your team, how to innovate proactively before problems unfold, and how to accelerate your business by igniting your employees. 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. 03:26 - Ignite your employees. Without them, you're dead. 07:39 - How to Identify the Problem Proactively 11:40 - Do You Want to Change an Organization or Not!? 14:42 - Steps for Proactive Problem Solving 19:23 - Balancing the Change of Systems 21:31 - Never-ending Continuous Improvement of SOP's 24:06 - Systems in the Hybrid Work Environment 28:25 - The Stages & Principles You Can Implement NOW! Looking for more on Doug Hall? Book: "Proactive Problem Solving" Website: eurekaranch.com, doughall.com LinkedIn: http://www.linkedin.com/company/eureka-ranch Email: [email protected] ----- 👔 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! Join Tom Wheelwright as he explores what is holding you back from successfully scaling and exiting your business with his guest, author and serial entrepreneur, Colin Campbell. Colin C. Campbell is the author of Start. Scale. Exit. Repeat.: Serial Entrepreneurs' Secrets Revealed! He has co-founded and scaled various internet companies that collectively have reached a valuation of almost $1 billion. A sought-after speaker in the world of entrepreneurship, Campbell has spoken at several high-profile universities and events. He also leads Startup Club, with almost one million members continuing to share his experiences as he interviews experts, authors, and serial entrepreneurs. In this episode, discover the #1 thing that is stopping YOU from scaling your business in becoming everything you'd hoped it would be. 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. 01:15 - 99% FAIL TO SCALE! 05:50 - #1 Thing That's Stopping You 09:45 - Lose Your Ego & Build Your Team! 16:36 - Scaling Culture & AI 21:21 - Reality: Don't Fail Because of Money 25:52 - What and Why Reg CF (Regulation Crowdfunding)? 29:00 - Your Story & X-Factor Looking for more on Colin Campbell? Book: "Start, Scale, Exit, Repeat" Website: https://startup.club/, colinccampbell.com X/Twitter: twitter.com/ColinDotClub Instagram: instagram.com/startupclub_hq/ YouTube: youtube.com/@startup_club LinkedIn: linkedin.com/in/colinccampbell/ Email: [email protected] ----- 👔 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! Join Tom Wheelwright as he discovers how tariffs are going to affect your business, investments, and taxes with finance and economics expert, Josh Phair. Josh Phair, owner and CEO of Scottsdale Mint, leads the charge in the fabrication, manufacturing, distribution, and retail sales of precious metals across 40+ countries on five continents. In 2011, Mr. Phair orchestrated Scottsdale Mint's acquisition of the precious metals investment bar manufacturing division from Materion Corporation. This move transformed Scottsdale Mint from a growing retailer to a U.S.-based precious metals manufacturer. In this episode, learn how the finance industry is broken, exactly what tariffs are and are not, and key takeaways on preparing for the crisis that lies ahead. 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. 04:00 - What is a free port? 10:18 - Tariffs: What is the End Game? 14:48 - Cause & Effect: Supply & Demand or Price Issue 19:12 - Possible Inflation Reduction 23:09 - Anticipate a Stimulus or Crisis? 27:44 - Wake Up Call: BRICS & How Globalization is Over 33:00 - CRITICAL Tips on How to Prepare!!! Looking for more on Josh Phair? Website: https://www.scottsdalemint.com/ Facebook: https://www.facebook.com/scottsdalesilver/ Instagram: https://www.instagram.com/scottsdalemint/ Twitter: https://twitter.com/scottsdalemint TikTok: https://www.scottsdalemint.com/# ----- 👔 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! Join Tom Wheelwright as he discovers how we can better manage the stress, risk, and pressures that come from success with global CEO coach and advisor, author, and keynote speaker, Sabina Nawaz. Sabina has worked with best-in-class organizations and C-suite executives and written for leading publications worldwide for over 25 years. She has helped CEOs worldwide harness pressure to deliver extraordinary results for themselves, their employees, their bottom line, and organization. In this episode, learn powerful tools and practices that have incredible results with incremental effort, how pressure corrupts our actions, and how to begin growing valuable skills that will catapult you to the next level of entrepreneurship and leadership. 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. 27:45 02:37 - Our Inner Monsters Unleashed 06:09 - Time Portfolio, Micro-Habits, Delegation 16:16 - You NEED a "Yes List" 18:38 - Power Gaps & Power Volume Control 27:45 - 2Things You Can Do NOW! Looking for more on Sabina Nawaz? Book: "You're The Boss" Website: https://sabinanawaz.com/ LinkedIn: https://www.linkedin.com/in/sabinanawaz Instagram: https://www.instagram.com/sabinacoaching/ ----- 👔 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! Join Tom Wheelwright as he explores why the Federal Reserve does not want to be audited by DOGE with his guest, precious metals and monetary fiscal policy expert, Bob Coleman. Bob Coleman has been in the Investment management industry since 1992. He founded Profits Plus Capital Management (Registered Investment Advisor) in 2001 to provide intelligent research, consulting, and portfolio management services to high-net-worth investors and institutions. In this episode, discover exactly what the Federal Reserve is and the role they play as the Federal Government's bank, who owns the Feds, and what future we can expect for our economy and the US Dollar. 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. 02:50 - Basics: The Federal Reserve's Role, Monetary & Fiscal Policy 06:36 - Is the Federal Reserve "independent" from the government? 10:15 - Why are the Feds resisting audits? 15:10 - Who owns the Federal Reserve? 18:00 - USD & Gold Post-Trump & Geopolitical Influences 25:20 - Future of the US Dollar & Tariffs 30:10 - "Inflation or Die" Looking for more on Bob Coleman? Website: https://www.goldsilvervault.com/ X/Twitter: https://x.com/profitsplusid Instagram: @idahoarmoredvaults Email: [email protected] ----- 👔 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.

Join Tom Wheelwright as he explores the pros, the cons, and the changes that need to happen within the IRS so they can better serve the taxpayers of America with tax professional, Louanne Gagnon. Louanne is the owner of LT Gagnon, PLC. Her experience in the tax industry spans over 25 years. She has worked extensively with clients in various service industries, from real estate development and investment to retail business, estates, and trusts. She specializes in working with clients and their closely held businesses whether operating as sole proprietorships, partnerships or corporations. She believes her clients are best served when their tax planning is consistent with their long-term financial goals. Her staff and clients appreciate her diverse experience, responsiveness, organizational skills and her practical approach to solving problems. In this episode, learn what you are at risk of with the drastic changes in the IRS and how you can protect yourself through ongoing education with your tax professional. 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. 01:40 - What is the job of the IRS? 04:40 - What the IRS does well. 06:14 - What the IRS is doing poorly. 14:40 - Evaluation & Advocate: Tax professionals are advocates for the taxpayer. 19:33 - Audits & Non-compliance 24:08 - Where the funds should go. 29:22 - IRS Culture & Morale 32:11 - The Need for Technology & Customer Service 38:00 - Final Thoughts Looking for more on Louanne Gagnon? Website: www.ltgagnoncpa.com/ ----- 👔 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.

Join Tom Wheelwright as he explores mindfulness tools used by executives to break through their limiting beliefs and continually progress as business owners with guest and "Mindfully Successful" author, Margo Boster. Margo Boster, an executive and leadership coach and yogi, integrates the science of the brain, body, and breath to help leaders positively impact their lives and the organizations they lead by being Mindfully Successful. In this episode, discover how breaking through your own ceilings and limiting beliefs is the catalyst to unmatched personal development; and how life-changing it can be in your personal life and as a leader. 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. 02:44 - Understanding the Mind: Unconscious vs. Conscious Learning 06:51 - The Vinyl Record Analogy 09:38 - Love Languages 13:50 - Power of Meditation (Thinking Brain vs. Emotional Brain) 16:54 - Reacting on Old Data vs. Responding to Now 20:30 - Daily Repetition Exercise for Executives 24:35 - Impact of Meditation 28:00 - Monthly Self-Assessment: Do a Personal Review 31:15 - In crisis moments, breathe. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist? list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Margo Boster? Website: margoboster.com Books: "Mindfully Successful" LinkedIn: www.linkedin.com/in/margoboster/ Facebook: www.facebook.com/AuthorMargoBoster/ Instagram: www.instagram.com/margoboster/ 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.

Join Tom Wheelwright as he discusses how the massive tax law changes will impact you and your business in 2025 with guest and Senior Analyst, Garrett Watson. Garrett Watson is Director of Policy Analysis at the Tax Foundation, where he conducts research on federal and state tax policy. His work has been featured in the Washington Post, The Atlantic, Politico, the Associated Press and other major outlets. In this episode, discover how the process works so you can plan accordingly, how we may navigate the deficit, and what policymakers in Congress are considering for their legislative package in 2025. 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. 02:20 - Will tax reductions actually generate growth? 06:11 - 2017 vs. 2025: Tax Growth & Tax Reduction Projections 14:04 - Investment or consumption? 20:25 - Extending the 2017 Law 24:51 - Investment Provisions 28:45 - Corporate Tax Rate Deduction 32:41 - State Local Tax Deduction 39:19 - Taxing Tips 44:44 - Other Taxes 51:36 - ERTC Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist? list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Garrett Watson? Website: taxfoundation.org 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.

Join Tom Wheelwright as he explores what we can expect in real estate in 2025 with multi-family real estate expert, Bronson Hill. Bronson Hill is the founder and CEO of Bronson Equity and has raised over $20M for real estate investment. He is a general partner in over $150M worth of real estate around the US. Bronson is an authority on apartment investing and is continually putting out new content to help educate investors and help them achieve financial freedom. He spent his earlier years as a sales consultant for several large and startup medical device companies. He has been a guest on many podcasts and has written this report about the best investment strategy during (and after) a pandemic. In this episode, learn what to anticipate in the real estate market in the coming year and how the experts are navigating the current market. 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. 02:02 - Cash Flow in Multi-Family Units 03:04 - Interest & Mortgage Rates in 2025 07:03 - Cash Flow = Cap Rates = Your Returns in 2025 13:25 - Interest Rates on Multi-Family 17:12 - Improving Properties: What is your risk? 23:39 - Where will we be in a year? 27:49 - Margin of Safety Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Bronson Hill? Website: https://bronsonequity.com/ Books: "Rich Brain" "Fire Yourself" Instagram: https://bronsonequity.com/contact-us/ Facebook: https://www.facebook.com/bronson.hill.37/ TikTok: https://www.tiktok.com/@bronsonequity YouTube: https://www.youtube.com/@bronsonequity LinkedIn: https://www.linkedin.com/in/bronsonhill/ Podcast: Mailbox Money Show 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.

Join Tom Wheelwright as he discovers how entrepreneurs can prepare for the massive changes in the tax law with Trump's second term. Tom Wheelwright is a CPA, CEO of WealthAbility and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. In this episode, learn what you need to do with your tax advisor between now and April, and gain insight on the benefits we will continue to receive - or lose. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 - Intro. 02:29 - Inflation: Massive Increases to Deficit or Pay for What We Get 03:23 - Corporate Taxes 07:23 - State Local Tax Deduction Increase 08:34 - Taxing Tips, Social Security, Overtime, etc. 10:15 - Will we continue to get Bonus Depreciation? 13:33 - Research and Development Deduction 14:56 - Clean Energy Incentives 15:44 - Step 1: Write to your member of Congress. 17:54 - Step 2: Set up your business correctly. 18:49 - Step 3: Plan of action. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Tom Wheelwright? Website: https://tomwheelwright.com/tom-wheelwright/ Books: "Tax-Free Wealth" "Win-Win Wealth Strategy" Instagram: @tom_wheelwright Facebook: https://www.facebook.com/Tom.Wheelwright.CPA/ YouTube: The WealthAbility Show LinkedIn: https://www.linkedin.com/in/tomwheelwright/ Podcast: The WealthAbility Show 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.

Join Tom Wheelwright as he explores the new frontier of blockchain and how DAO (Decentralized Autonomous Organizations) can reshape your entire business with his guest, Kevin Owocki. Kevin Owocki is a blockchain expert and computer scientist. He cofounded Gitcoin and hosts the GreenPill podcast. Since founding Gitcoin in 2017, his vision of a positive-sum ecosystem has facilitated the distribution of over $64 million to projects, solidifying Gitcoin as an essential component of the Ethereum ecosystem. In 2021, the Gitcoin DAO launched, and Gitcoin Grants evolved into a suite of modular and decentralized protocols. As of 2023, Web3 projects integrate Gitcoin Grants through Grants Stack or Allo Protocol, alongside Gitcoin Passport or PublicGoods.Network, further reinforcing its pivotal role in supporting and marketing countless innovative projects. In this episode, learn how you and your business can be at the frontier of innovation, the exact steps to create a DAO, and everything you need to be cautious of. 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. 01:55 - What is DAO? 04:30 - What is Blockchain? 07:14 - Business owners can create tokens. 10:25 - What are "Smart Contracts"? 15:50 - How to Create a DAO. 24:13 - Delegation & Liquid Democracy 27:00 - Why DAO? Do I even need to incorporate it? 34:54 - Few Things to Consider and Not to Consider Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Kevin Owocki? Website: https://owocki.com/ Books: "How to DAO" "Greenpilled" "The Future History of the Open Internet" Instagram: http://instagram.com/owocki Github: http://github.com/owocki X / Twitter: @owocki 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. Tags: wealth, taxes, tax, reduction, save, money, RichDad, accountant, Tom Wheelwright, Accounting, CPA, Robert Kiyosaki, Advisor, coaching, mentoring, Tax Plan, Legacy, Cryptocurrency, Bitcoin, Franchise, Author, millennial, boomer, investor,

Join Tom Wheelwright as he discovers how entrepreneurs can build a successful work culture in today's scattered and chaotic world with author, Jennifer Moss. Jennifer Moss is an award-winning journalist, author, and international public speaker. She is a nationally syndicated radio columnist, reporting on topics related to happiness and workplace well-being. She is also a freelance writer whose articles have appeared in HuffPost, Forbes, the Society of Human Resource Management (SHRM), Fortune, and Harvard Business Review. Her book, Unlocking Happiness at Work, received the distinguished UK Business Book of the Year Award. Moss also sits on the Global Happiness Council. To acknowledge her contributions to business and public service, Moss was named a Canadian Innovator of the Year, an International Female Entrepreneur of the Year, and recipient of the Public Service Award from the Office of President Obama. In this episode, learn how you can prevent your employees from losing their jobs to AI as well as grow along with it, find solutions to improving your company culture, and understand what actions you must take as a leader to not get left behind. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 - Intro. 03:31 - Culture Requires Psychological Fitness 06:07 - Stanford Research: Work Force Rebellion or Revival? 09:35 - Struggles for the Business Owner 12:30 - Solutions for the Business Owner 15:44 - 7-1 vs. 9-5 Workday vs. Goal Setting 17:42 - Time of AI: Fluidity is Key 20:11 - Fear of Becoming Obsolete: AI Anxiety to AI Action 26:16 - "More fun. More productive. More profitable." 28:25 - Self-Audit: What do I want to change? Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Jennifer Moss? Website: jennifer-moss.com Books: "Why Are We Here?" " The Burnout Epidemic" Instagram: https://www.instagram.com/betterworkinstitute/ X / Twitter: https://twitter.com/jennifermossinc YouTube: LinkedIn: https://www.linkedin.com/in/jenleighmoss 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. Tags: wealth, taxes, tax, reduction, save, money, RichDad, accountant, Tom Wheelwright, Accounting, CPA, Robert Kiyosaki, Advisor, coaching, mentoring, Tax Plan, Legacy, Cryptocurrency, Bitcoin, Franchise, Author, millennial, boomer, investor,

Join Tom Wheelwright as he discovers how you can transform your business by using the "Triple Play" with author and business coach, Dan Sullivan. Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 35 years' experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan's strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. He is author of over 40 publications, including The Wall Street Journal Bestseller: Who Not How, The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century. In this episode, learn how to apply the "Triple Play" to your business, become aware of the unseen components you need to pay attention to, and gain clarity by acquiring the big picture. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 - Intro. 06:18 - 3x3 Triple Play: Your "Future" is Being a Better Guesser and Bettor. 19:28 - Create Integrated Unity 20:59 - What are your connectors? Can you create community? 27:17 - Capture the Big Picture 30:29 - How else to utilize 3x3 in business. 33:05 - Everything Created Backwards Youtube Description End: Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Dan Sullivan? Website: strategiccoach.com Books: "Everything Created Backwards" "Who Not How" "The Gap and the Gain" "The Self-Managing Company" Facebook: facebook.com/DanSullivanSC/ X / Twitter: twitter.com/DanSullivanSC?lang=en LinkedIn: https://www.linkedin.com/in/dansullivansc/ 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.

Join Tom Wheelwright as he discovers how entrepreneurs can price their products and services exactly what they deserve and "boost" their profits with author and keynote speaker, Casey Brown. Casey helps organizations be paid well for their excellence. She leads a team of experts who help organizations discover their true pricing power—and watch their profits rise as a result. With degrees in Chemical Engineering, Spanish and Business and career experience in engineering, Six Sigma and pricing strategy for multiple Fortune 500 companies, Casey brings unmatched expertise to help clients. Casey's decades-long reputation as a pricing expert arose from pioneering innovative pricing content, formulating and executing pricing strategies, and coaching and training teams to drive culture change and dramatic, sustainable results. Now she leads the team at Boost to help organizations price from confidence, negotiate with courage, and make better pricing decisions. In this episode, learn how to make your value clear to your consumers, how to build trust with potential prospects, and how to price with confidence - not fear. 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. 06:18 - How entrepreneurs can communicate their value. 10:03 - STOP letting fear drive how much money you earn. 11:32 - STOP taking your brilliance & expertise for granted. 15:32 - Pricing for billable hours. 17:18 - Steps to build trust with potential prospects. 21:53 - Monthly fee vs. Hourly fee? 24:35 - Pricing Power: Am I underpriced or overpriced? The answer is in the market. 30:00 - Steps for price increases with existing customers. 33:22 - What if I sell products? Does this all apply to me? Where does it differ? Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Casey Brown? Website: boostpricing.com, caseybrown.com Books: "Fearless Pricing" LinkedIn: https://www.linkedin.com/in/caseybrownboost 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.

Join Tom Wheelwright as he discovers how the next presidency may impact our country's wealth transfer and how capitalism may be revolutionized with his guest and author, Ken Costa. Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph. In this episode, learn why it is so critical for entrepreneurs to collaborate with other generations amidst this revolution in capitalism, the importance that "Co-Destiny" plays in all of our futures, and what steps to take as we watch the greatest wealth transfer unfold. 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. 03:58 - The swing back to capitalism. 08:10 - Rejecting vs. Changing Capitalism 10:45 - Elon Musk: A Refreshing Shift in Efficiency & Technology 15:28 - Zillennials revolutionize capitalism toward purpose and away from "game"-ification. 20:15 - The Future of Decentralization 23:21 - Co-Destiny and how we bridge the gap. 27:40 - Steps to take toward collaboration. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Ken Costa? Website: https://kencosta.com/ Books: "The 100 Trillion Dollar Wealth Transfer: How the Handover from Boomers to Gen Z Will Revolutionize Capitalism" 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.

Join Tom Wheelwright as he discovers how you can have more time, make more money, and have more fun doing it with his guests co-founders and partners of Superpowers, Ryan Cassin and Steven Neuner. Superpowers helps entrepreneurs achieve new levels and freedom and growth through their unique process, which provides Executive Assistants the three key components of an effective relationship: curriculum, coaching, and community. Ryan Cassin and Steven Neuner co-authored Superpowered with Shannon Waller, which uncovers the secrets of what makes our favorite entrepreneurs as stellar and impactful as they are: through finding the right assistant. In this episode, learn how to control your time as an entrepreneur with the superpowers of the right assistant so you can spend your day on the critical issues and doing exactly what you want in your business and personal life. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 - Intro. 04:33 - Personal Assistant vs. Executive Assistant 08:29 - Do I need an assistant? 10:14 - Superpowers of a personal assistant 17:24 - Transformational impact of expanding a relationship. 22:35 - Establish boundaries and structure early. 26:23 - Most Impactful things an assistant can do. 33:17 - Using an executive assistant for time management. 37:55 - What makes an Entrepreneurial Executive Assistant? 41:21 - How can I find an Entrepreneurial Executive Assistant? 45:41 - Don't settle for anything other than the real deal. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Ryan Cassin and Steven Neuner? Website: Superpowershq.com Books: https://superpoweredbook.com/ 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.

Join Tom Wheelwright as he discusses how Trump's tax plan will impact you and your small business with his guest and author of Taxocracy, Scott Hodge. Scott is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades between 2000 and 2022. He is recognized as one of Washington's leading experts on tax policy, the federal budget, and government spending. In this episode, discover how you and your tax professional can plan for and benefit from the upcoming Trump tax policies, which areas your small business may be vulnerable, and gain insight into what steps you can take in the next year. 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. 05:00 - Trump's Promises: Which will be kept? 10:00 - Economic Growth Analysis: How Do We Move Forward? 16:14 - The Deficit: What or who will pay for tax reduction? 23:03 - Big Business vs. Small Business: Is the 20% deduction vulnerable? 26:21 - Addressing the spending side of the budget. 32:00 - Changes in the IRS Budget. 37:44 - What to do in the next year. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Scott Hodge? Website: https://taxfoundation.org/about-us/staff/scott-hodge/ Books: "Taxocracy: What You Don't Know About Taxes and How They Rule Your Daily Life" 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.

Join Tom Wheelwright as he discusses how business owners can survive the rapid changes in technology by creating powerful branding that will perpetually evolve with, empower, and serve Generation AI with author, strategy accelorator, and consultant - Lior Arussy. Lior is a seven-time author and one of the world's leading authorities on customer experience, transformation, and change, and the founder of the transformation firm Strativity Group. He is an investor, strategy accelerator, speaker, and award-winning consultant. He has helped some of the world's leading brands such as Mercedes Benz, Delta Airlines, Walmart, FedEx, Johnson & Johnsons, and MasterCard to author the next chapter in their success. His seven previous books include Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable. In this episode, discover the tools you need to thrive amidst change, and how to adapt your business from being a destination to becoming a co-creator with your clients and make their dreams happen. 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. 03:55 - Change is the new normal. 08:03 - Conversion: Old Experiences to New Resilience 13:13 - Focus on what matters to the client. 15:47 - Look at the threat, emotional state, value & convictions, risk. 17:00 - Where is the new value for the client in an AI world? 23:00 - The Authority Collapse & Empowerment Breakdown: Knowledge, Service, Collaboration, Entrepreneur, Communication, and Creative Empowerment. 28:00 - Treat clients as co-creators. Not as customers. 33:55 - The Real Truth: Connect with humanity. 38:40 - Advice #1: Stop ignoring gratitude of your superpower. 40:28 - Advice #2: Stop trying to fix the past, start finding the opportunity. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/ Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Lior Arussy? Website: liorarussy.com Books: Dare to Author!, Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable. 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.

Join Tom Wheelwright as he discusses how our brains are mismatched with technology, and how we can improve our higher brain function amidst digital distractions and sensory overload with his guest, neurologist and neuropsycholigist - Dr. Richard Cytowic. Richard E. Cytowic is an award-winning neurologist, Professor of Neurology at George Washington University of Medicine, and author of Your Stone Age Brain in the Screen Age. In his new book, he traces the roots of our screen addictions, explains why we're so susceptible to digital devices; how Big Tech takes advantage of our Stone Age brains to hook us on these devices and whatever products they are pushing, and discusses how we can possibly break their spell. In this episode, discover how the overstimulated brain impacts productivity, business relationships, and overall energy, and how you can successfuly use technology, resist its addictive power, and take back the control we have lost. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 – Intro. 03:39 - Power of Writing vs. Typing 07:20 - Brain has a fixed limit of energy available to it. 11:11 - Zoom Fatigue: Reduce Visual Clutter. 13:10 - Restore in Nature. 15:36 - Comparison: Take inventory of what's going right. 19:55 - Channel of Imagination: Why phone calls beat zoom. 24:25 - AI is an exceptional tool. 29:30 - How do we manage our energy? 33:45 - "I am most productive when I am____." 39:35 - Tips for avoiding digital distractions and sensory overload. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ******************************* PODCAST: WealthAbility® ***************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ******************************** Social Media **************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Dr. Richard Cytowic? Website: https://cytowic.net/ Books: "YOUR STONE AGE BRAIN IN THE SCREEN AGE: Coping with Digital Distraction and Sensory Overload" 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.

Join Tom Wheelwright as he discusses how to ensure your business is always performing at its peak with his guest, writer, and co-author of "Who Does What by How Much?" - Josh Seiden. Josh has worked with hundreds of organizations as an individual contributor, leader, founder, and consultant. As a software designer–turned–coach, consultant, and speaker, he has helped organizations fuse strategy, become customer-centric, and utilize evidence-based decision-making to become more agile, make better products, and achieve greater success. In this episode, discover OKRs (Objectives and Key Results) critical value to your business, how to recognize if and when you're working on the wrong things for your business, and how to build an optimal system that promotes peak performance and productivity. 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. 02:36 - What are OKRs (Objectives and Key Results)? 06:15 - Set OKRs at Every Level 10:06 - Goal Setting: Who Does What By How Much? 14:49 - Create Your OKR System 17:33 - Prioritize Your Client's Needs 22:10 - Determine the Right Work 27:30 - Balancing Problems & Methods. 30:55 - Steps to Building Your OKR System 35:18 - Why Customer Centricity: Finding Your Intersection Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/ Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Josh Seiden? Books: "Who Does What by How Much? A Practical Guide to Customer-Centric OKRs" Website: okr-book.com, https://www.joshuaseiden.com/, https://www.senseandrespond.co/ 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.

Your finances could be at stake—learn the truth about the Republican and Democrat tax proposals at Tom Wheelwright's Town Hall October 16th. The next election could impact your wealth?👉 https://bit.ly/TomsTownHallYT👈 Get all the details at Tom Wheelwright's live town hall—sign up now : https://bit.ly/TomsTownHallYT Join Tom Wheelwright as he discusses how entitlement programs affect your taxes with his guest, writer and scholar - Chris Pope. Chris Pope is a Senior fellow at the Manhattan Institute. Previously, he was director of policy research at West Health, a nonprofit medical research organization; health-policy fellow at the U.S. House Committee on Energy and Commerce; and research manager at the American Enterprise Institute. Chris's research focuses on healthcare payment policy, and he has recently published reports on hospital-market regulation, entitlement design, and insurance-market reform. In this episode, discover how the Democrats are campaigning on a ticket that raises taxes and how America's entitlement programs have created a working middle class that lives below the standards of non-working elderly. 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. 02:07 - The Big Picture: Entitlements Lower Standard of Living for Working Class. 07:51 - Are We Running Out of Money? 13:35 - Medicare 17:30 - National Healthcare: Good or Bad? 22:02 - Lack of Healthcare Efficiency 26:04 - Solution: Reign in the Growth Path 32:37 - An Expert's Take On "Tax the Rich!" Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ******************************** Social Media ******************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Chris Pope? Website: Manhattan.institute 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.

Join Tom Wheelwright as he discusses the power of entrepreneurial collaboration and how it can be the catalyst to growing your small business beyond measure with his guest, CEO and author, Chad Jenkins. Chad Jenkins is the CEO and President of Seed Spark. SeedSpark employs innovative and unconventional methods to uncover unique avenues for growth within businesses. Their commitment lies in actively supporting and growing alongside like-minded entrepreneurs who aspire to make a positive impact locally, nationally, and globally; and they strive to contribute to meaningful growth in the business landscape. In this episode, discover the four types of collaboration and what steps you can begin to take now to grow your business. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 – Intro. 04:23 - Clients Become Partner Collaborations 08:23 - Referral Collaborations 14:28 - Joint Venture Collaboration 23:10 - Growth Collaboration 32:36 - Actionable Steps Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Chad Jenkins? Website: https://seedspark.com/ Books: "Just Add a Zero: Remove the Film, Outperform Your Competition, and Grow Exponentially through Collaboration" 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.

Join Tom Wheelwright as he discusses how small businesses can better decifer the real from the fake by improving their due diligence in the cyber age with author and CEO, Cynthia Hetherington. Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm that leads in due diligence, corporate intelligence, and cyber investigations. Throughout her career, she has assisted clients on thousands of cases using online open sources and databases, as well as executing boots-on-the-ground operations. She provides specialized training for investigative professionals through the OSINT Academy, and has authored many industry-leading books on conducting cyber investigations, including her latest, OSINT: The Authoritative Guide to Due Diligence: Essential Resources for Critical Business Intelligence, 3 rd Edition. In this episode, discover how to build a system that helps you and your business to determine what's real in our ever-increasing make-believe world. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ SHOW NOTES: 00:00 – Intro. 05:00 – Open source resources for hiring. 15:00 – Check their reputation. 18:00 – Bring in a specialist. 24:45 – Quickest results. 26:05 – Dealing with fraudsters in your industry. 29:34 – How is AI impacting due diligence. 32:28 – Reputation firm companies. 34:00 – Should I hire a private investigator? Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Cynthia Hetherington? Website: https://hetheringtongroup.com/ Books: "OSINT: The Authoritative Guide to Due Diligence" 3rd Edition 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.

Join Tom Wheelwright as he discusses why the time is now to protect your assets amidst our historic national debt with investment banker, economics expert, and author of "Seeing Around Corners", Christopher Whalen. Christopher Whalen is an investment banker and writer. He is Chairman of Whalen Global Advisors LLC and focuses on the banking, mortgage finance and fintech sectors. In this episode, discover how inflation, the election, and public policy are increasing risk in our economy, and how our politicians are ill equipped to handle the risk. 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. 02:06 – A Brief History on our Economy. 05:43 – Inflation & Deficit: Fiscal policy on steroids. 10:00 – Goosing Demand: Harris's "gift" to new home buyers. 14:09 – Protect your assets! 22:40 – Steps to protect yourself from inflation. Tune in to Tom's Town Hall October 16th for a deep analysis on the economic plans of both candidates. Available on zoom, youtube, and social media. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Christopher Whalen? Website: https://www.rcwhalen.com/, https://www.theinstitutionalriskanalyst.com/ Books: "Seeing Around Corners: Achieving Success in Business and Life" X / Twitter: @rcwhalen 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.

Join Tom Wheelwright as he discusses the evolution of a business and when to recognize it is time to exit with entrepreneur and investor, Greg Jaggers. Greg Jaggers is co-owner of J&H Livestock located in the Shadows of the Wind River Range, which served as an essential corridor for the Lander Trail which is a spur to the Oregon Trail. His ranch lies along over 6 miles of the New Fork River. In this episode, discover how two entrepreneurs successfully launched, built, and continue to expand multiple businesses. 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. 05:13 – The Beginning: "When things were tight, expand." 10:00 – The Challenge: Impact of covid, interest rates, etc. 15:12 – The Revelation: Catalyst for change. 20:00 – What's Next: "Speed dating" with investor bankers. 25:20 – Balance: Juggling growth in multiple businesses. 29:15 – Advice for entrepreneurs on selling & expansion. 33:00 – Private Equity Math: What buyers are looking for. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Greg Jaggers? Website: https://jandhlivestock.com/ Facebook: www.facebook.com/people/JH-Livestock/100091607241726/ Email: [email protected] 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.

Join Tom Wheelwright as he discusses where to put your money in the current real estate market with expert and multi-family real estate investor, Brad Sumrok. Since 2005, Brad has personally helped his students purchase over $6 Billion in apartment complexes, involving thousands of investors who have taken his training. Many of Brad's students began with zero previous investing experience and, within a few short years, hundreds of his mentoring students have retired and/or increased their net worth by over $1 MILLION. Even more are earning double-digit average annualized returns. In this episode, discover the current opportunities and risks of multi-family real estate investing. 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. 05:00 – Syndications & an overview of the multi-family space. 10:10 – Anticipating & adapting to market cycles. 15:00 – When to make the capital call. 20:00 – How to project growth in a deal. 24:18 – Boom Market vs. Consistent Market 30:51 – How has WFH changed the market? 35:22 – Projections & The Election. 40:00 – Where are we at 2024 compared to 2008 / 2010? 42:45 – Education. Education. Education. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Brad Sumrok? Website: https://bradsumrok.com/ Instagram: https://www.instagram.com/bradsumrok/ Facebook: https://www.facebook.com/brad.sumrok/ X / Twitter: @BradSumrok LinkedIn: https://www.linkedin.com/in/brad-sumrok-30402218 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.

Join Tom Wheelwright as he discusses how much control the government has yielded over the average business owner with guest, tax expert, and attorney, Joe Bishop-Henchman. Joe Bishop-Henchman is vice president of tax policy and litigation at the National Taxpayers Union Foundation and an adjunct scholar at the Cato Institute. He has worked with elected officials and stakeholders to achieve major state-level tax changes, advised on the interplay between federal and state policy changes, and authored over 100 studies on tax policy and tax law. Bishop-Henchman is a class plaintiff in a major lawsuit against the Internal Revenue Service seeking refund of $300 million of illegally collected fees, and his brief in South Dakota v. Wayfair was cited twice by the majority opinion. In this episode, discover how taxpayers and small businesses will be impacted by the recent changes from the Loper Bright Enterprises v Raimondo ruling. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers what clients and customers truly value and why they are willing to pay more for it with guest and author, Adam Wallace. Adam has spent years unlocking pricing power for products and services. After more than a decade as a corporate fixer, joining Fortune 100 leadership teams to capture additional value on multibillion dollar ventures, he now serves as an interim executive and board member for a portfolio of private companies. He continues to develop and implement pricing and operations strategies that reliably increase earnings. And achieves sustainable growth that meets the long term vision of the companies founders. In this episode, learn how to match your product with what your customers value and the principles you can begin applying today to "(Re)-Value: Raise Your Prices and Build Your Legacy". 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. 06:30 – Value in your niche product. 10:18 – Embody their dream destination. 12:35 – Your Service vs. Their Experience. 17:55 – The 80/20 Rule. 22:05 – Connection & the sales funnel. 26:48 – Price signals value. 32:55 – Identifying various needs. 37:30 – ABC's of raising your prices. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Adam Wallace? Website: https://www.adamwallace.com/ Books: "(Re)-Value: Raise Your Prices and Build Your Legacy" LinkedIn: https://www.linkedin.com/in/propertyofwallace/ 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.

Join Tom Wheelwright as he discusses how entrepreneurs can succeed in a world full of commodities by using the power of differentiation through discovering their strengths, value, and everything that makes them unique with guest, entrepreneur, CEO, and author of "The Power of Differentiation," - Barry Labov. Barry LaBov is the founder and CEO of LABOV Marketing Communications and Training. He is a two-time Ernst & Young Entrepreneur of the Year recipient and an inductee into the Entrepreneur of the Year Hall of Fame. He is also a Better Business Bureau Torch Awards for Ethics recipient. Under his leadership, LABOV Marketing Communications and Training received the Indiana Growth 100 Award six times, was named small business of the year, and recognized as one of the best places to work. Additionally, LABOV's client work has been honored with nearly 100 national and regional awards. In this episode, learn how to amplify your uniqueness to build success through meaningful relationships, determine what exactly makes you unique, and key steps you can take now on your entrepreneurial journey. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he discovers how small business owners can gain resilience, forecast the future of the supply chain, and build a disruption-proof strategy with his guest, American economics journalist and author, Peter S. Goodman. Peter S. Goodman is the global economic correspondent for The New York Times, based in New York. He appears regularly on The Daily podcast, as well as major broadcast outlets like CBS News, CNN, the BBC, and MSNBC. He was previously Executive Global News and Business Editor of the Huffington Post, where he oversaw award-winning investigative, international, business, and technology reporting. In this episode, gain a deeper understanding of the supply chain playbook, exactly how the pandemic dramatically increased prices, and how much it will cost small business. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he discovers a deeper understanding of AI in business with his guest, software expert, and author - David Moschella. David Moschella is a nonresident senior fellow at ITIF. Previously, he was a research fellow at Leading Edge Forum (LEF), where he explored the global business impact of digital technologies, with a particular focus on disruptive business models, industry restructuring and machine intelligence. For more than a decade before LEF, David was in charge of worldwide research for IDC, the largest market analysis firm in the information technology industry, responsible for the company's global technology industry forecasts and insights. A well-known international speaker, writer, and thought leader, David's books include Technology Fears and Scapegoats: 40 Myths about Privacy, Jobs, AI, and Today's Innovation Economy (Palgrave Macmillan, 2024), Seeing Digital—A Visual Guide to the Industries, Organizations, and Careers of the 2020s (DXC Technology, 2018), Customer-Driven IT (Harvard Business School Press, 2003), and Waves of Power (Amacom, 1997). He has lectured and consulted on digital trends and strategies in more than 30 countries, working with leading customers and suppliers alike. In this episode, gain a positive outlook on AI and understand how the right mindset can help you and your business adapt in the evolving world of technology. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he discovers the momentum behind inflation with guest, economist, and author of "Shock Values: Prices and Inflation in American Democracy" - Carola Binder. Carola Binder is a nonresident fellow at the Hutchins Center on Fiscal and Monetary Policy and an associate professor of economics at Haverford College, where she teaches courses in macroeconomics and monetary policy. She holds a Ph.D. from the University of California, Berkeley. Her work focuses on inflation, expectations, monetary policy, and economic history. She is a research associate of the National Bureau of Economics Research in the Monetary Economics group. She has published research in journals including the Journal of Monetary Economics, American Economic Journal: Macroeconomics, Journal of Money, Credit, and Banking, and Review of Economics and Statistics. Binder is an associate editor at two journals, the Review of Economics and Statistics and the Journal of Money, Credit, and Banking. She is also on the Advisory Panel of the Catholic Research Economists Discussion Organization. In this episode, learn the root causes of inflation in the recent years, who is responsible for this economic paradox, and if your business is inflation-proof. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he discovers precisely how to attract your dream client by focusing your attention, your sales method, and your services on their dream with guest, speaker, consultant, and author of "A Mind for Sales" - Mark Hunter. Mark's journey in sales include multiple sales and leadership roles with three Fortune 500 companies. Those experiences provided the foundation for him to create the name, "The Sales Hunter" more than 20 years ago. He specializes in business development and guides organizations to find and retain high-quality prospects; however, it really boils down to relationships. In addition to hosting his podcast "The Sales Hunter," his passion for helping, training, and leading others has given him the opportunity to travel the world. In this episode, learn ways to identify exactly what makes better clients for us, how to set up a system to attract and sell to those clients, and how to get your dream client to not only choose you - but send you dynamite referrals as well. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers whether business or the government is the root cause of inflation with guest and author of "The War on Prices" - Ryan Bourne. Ryan A. Bourne occupies the R. Evan Scharf Chair for the Public Understanding of Economics at the Cato Institute and is a columnist for The Times (UK). He has written on a variety of economic issues, including fiscal policy, inequality, price and wage controls, and infrastructure spending, and is the author of Economics in One Virus: An Introduction to Economic Reasoning through COVID-19. He has extensive broadcast and print media experience and has appeared on CNN, CNBC, BBC News, Sky News, and Fox Business Network. In this episode, learn more about our macroeconomic policies and how they affect our microeconomic situations for ourselves and our business; and get a deeper look at the complexities of inflation so you can midigate its impact in the election and years to come. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers how to keep your successful business from failing with author, speaker, and entrepreneur, Larry Mandelberg. Mr. Mandelberg is a student of organizational lifecycles and has developed a system to help business owners master change and create sustainable growth. His new book, Businesses Don't Fail, They Commit Suicide provides a roadmap for executing his system. A prolific writer, Larry has published more than 80 columns. Through his consulting practice he provides leadership development, executive coaching, ethics training and strategic planning to mid-sized organizations and their Boards. As Chairman for Innovative Education Management, Larry has provided training for Cooperative Personnel Services, taught team building classes for the Sacramento Entrepreneurship Academy, and received his MBA from Drexel University. In this episode, learn the life cycles of organizations, why businesses fail because leaders can't solve problems that come from success, and what powerful tools you can use to survive its challanges. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers what is happening in the real estate market with his guest and residential real estate expert, Jason Hartman. Jason Hartman has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His companies help people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide. Jason's Complete Solution for Real Estate Investors™ is a comprehensive system providing real estate investors with education, research, resources and technology to deal with all areas of their income property investment needs. In this episode, learn how stubbornly high interest rates are impacting real estate investors, and what opportunities are emerging in this election year. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he discovers how we can create a culture that invites and encourages innovation within our small business with his guest, André Laplume. Dr. André Laplume, co-author of SPINOUT VENTURES, is a full professor of entrepreneurship and strategy at the Ted Rogers School of Management, part of Toronto Metropolitan University. Laplume researches the intersections where new entrants and incumbent firms meet to break down the barriers facing entrepreneurs while helping managers deal with entrepreneurial ambitions in their organizations. His research has appeared in top journals like Human Relations, Journal of International Business Studies, and Journal of Business Research, among others. He received his PhD in Management from the University of Manitoba in Winnipeg and spent seven years at Michigan Tech, teaching in its MBA program. Earlier, Laplume was a business and information technology consultant, helping clients integrate businesses and automate units. He is a frequent judge at entrepreneurship pitch competitions and an experienced entrepreneur, having launched a startup while in Michigan. In this episode, learn how to manage spinout from the employer's side, how you can best bring out innovation within your team, and how to make appropriate decisions amidst spinout culture. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers how tax policy influences your life, how it harms – and sometimes helps – the economy, and what changes are in store in this year's election with his guest, Scott Hodge. Scott Hodge is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades, between 2000 and 2022. Scott Hodge is recognized as one of Washington's leading experts on tax policy, the federal budget, and government spending. In this episode, learn how class warfare has a huge impact of the future of the tax code, predictions for 2025 / 2026, and the advice Scott has for the small business community. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers how entrepreneurs can incorporate and leverage human skills in the age of AI with his guest, Matt Beane. Matt is an assistant professor in the Technology Management department at the University of California, Santa Barbara, and a Digital Fellow with Stanford's Digital Economy Lab and MIT's Initiative on the Digital Economy. He does field research on work involving robots and AI to uncover systematic positive exceptions that we can use across the broader world of work. His award-winning research has been published in top management journals such as Administrative Science Quarterly and Harvard Business Review, and he has spoken on the TED stage. In this episode, learn how to relook at your business model, retrain or repurpose your employees, and "How to Save Human Ability in an Age of Intelligent Machines." Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers how business owners can acquire the best clients, be the best for their clients, and keep them for life with researcher, consultant, serial entrepreneur, and author, Richard Weylman. For nearly three decades he has shown business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client's or customer's perspective and interpret their needs to then create the prescriptive strategies and tactics needed to elevate business performance in today's marketplace. As a researcher, author, consultant, and serial entrepreneur, he helps to deliver personalized and dynamic presentations that achieve real outcomes and measurable results. In this episode, learn the path to permanent success and how to build an authentic, caring, and strong relationship with your clients. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com

Join Tom Wheelwright as he discovers the current state of our retirement crisis with economist expert and author, Teresa Ghilarducci. As a labor economist, Teresa Ghilarducci has spent her career working to ensure retirement security for all American workers. At The New School for Social Research, she directs the Schwartz Center for Economic Policy Analysis (SCEPA), which focuses on economic policy research and outreach. Ghilarducci frequently testifies before the U.S. Congress and serves as a media source to popular and online news outlets about pensions, labor economics, and older workers. Ghilarducci frequently publishes in economics journals and edited volumes and has authored several books. In this episode, learn about Teresa's Gray New Deal, how to prepare for our retirement, and what entreprenuers can do to improve the lives of their employees. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com ********************************** Resources ********************************** Tom's Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom's Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ *********************************** Social Media *********************************** Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/ Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Teresa Ghilarducci? Website: https://teresaghilarducci.org/ Books: "Work, Retire, Repeat" ; "Rescuing Retirement" ; "How to Retire With Enough Money and How to Know What Enough Is" Facebook: https://www.facebook.com/SCEPA X / Twitter: https://x.com/tghilarducci Blog: https://teresaghilarducci.org/blog Email: [email protected] 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.

Join Tom Wheelwright as he discovers how to master the art of influencing others and never lose at the negotiation table with guests and authors of "Convince Me: High-Takes Negotiation Tactics to Get Results in Any Business Situation" - Chip Massey and Adele Gambardella. Former FBI Special Agent Chip Massey has led high-profile criminal cases, investigated the September 11th terrorist attacks, tracked down spies with the CIA, and spearheaded the New York FBI Office's Crisis Negotiations Teams–in all five boroughs. Today, Chip Massey applies the high-stakes negotiation skills he refined during his 20 + years in federal law enforcement to the business world. As co-founder of The Convincing Company, Chip teaches executives and their teams how to use the bureau's sophisticated communication and negotiation techniques in professional situations of all kinds. Honored by the Washington Business Journal as "a woman who means business," Adele Gambardella owned and managed a Top 20 PR firm in Washington DC for 15 years. In that role, she served as spokesperson for a variety of Fortune 100 companies, ranging from DuPont to Lockheed Martin, to Verizon. As a publicist, Adele landed her clients interviews on Good Morning America, The Today Show and The New York Times. She has served as a PR strategist, corporate counsel, and crisis management consultant for such clients as Facebook, Johnson & Johnson, Samsung, Verizon, and President Joe Biden. Today, as co-founder of The Convincing Company, Adele speaks, consults, and advises companies and associations. Her presentations to the United Nations have been broadcast worldwide. In this episode, learn how to analyze conversation, how to neurologically sync with others, and how to convince in the long-term. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he discovers a tool to pre-determine success for every idea, project or business goal with guest, strategic coach, and author - Dan Sullivan. Dan Sullivan is founder and president of The Strategic Coach Inc. Through Strategic Coach ® and its successful coaching program, Dan works to help entrepreneurs reach their full potential in both their business and personal lives. Dan has over 40 years' experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better ®; as well as co-author of The Laws of Lifetime Growth and The Advisor Century. In this episode, learn how to determine if your next big idea will succeed or fail, the success criteria to set for yourself and your team, and how simple it is to get started so you can make the biggest impact for your business and life. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of "Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis. Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disruption– explores why so many transformations fail and what leaders must do to get their organizations back on the road to relevance. In this episode, learn how to shift your mindset to stay ahead of the times, what it means to be a leader in this new era, and critical steps for your company to succeed amidst competing against the universe. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa. Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens' College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph. In this episode, learn how capitalism is at risk by the passing of generational wealth, influence, and power; and exactly how our older and younger generations can co-exist toward a better world and financial future. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative and regulatory results for his clients, which include major corporations, trade associations, and coalitions of companies with common objectives. In this episode, learn which major tax policies are at stake in this year's election, how investors and small business owners will be impacted by the election, and what to expect in the economy depending on the outcome. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok. Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training. In this episode, learn how you can incorporate a tax strategy in your business plan, how Brad Sumrok applied his plan in the multi-family sector, and what he believes makes the best investments. Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices