The WealthAbility Show with Tom Wheelwright, CPA

Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra. Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun's expertise is valued by hundreds of businesses across the UK. His financial acumen and know-how, along with his hands-on commercial expertise have helped clients, large and small, new and established to achieve great things. In this episode, learn how offshoring and outsourcing may be vital for your business to stay competitive, the benefit of 50-60% cost reductions, solutions to potential challenges, and what quality resources are available to you. 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 make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo. Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor in the school of business and accounting at Monroe College. He raised billions of dollars in venture capital for publicly traded companies throughout the Asia Pacific Region. He is a member of the Writers Guild, has a PhD and two master's degrees, as well as professional certifications from Harvard, Brown, MIT, Columbia, NY Film Academy, and Hollywood Film School. Learn tips on how to build a solid a plan to avoid making bad decisions worse by creating protective provisions, core rules, discipline oriented goals, and more. 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 the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton. Sharon is Founder & CEO of sbLiftOff and one of the country's leading small business advocates. Appointed to the Small Business Administration's Investment Capital Advisory Committee, she is working nationally to increase small business access to investment capital. Heaton publishes in Harvard Business Review, Forbes, Washington Business Journal, Alabama.com and regional outlets around the country. Learn how to build a business that is irresistible to buyers and how to lift off on your next chapter in 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 explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg. Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Chancellor's Professor at UNC Charlotte for distinguished national, international and interdisciplinary contributions, and is an award-winning teacher and recipient of the very prestigious Humboldt Award for his research on meetings. Discover the art and science behind a good meeting and how 1:1 meetings are the essence of great leadership. 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 explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing. Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments since 2010. His companies are dedicated to transforming and improving the lives of attorneys and other service professionals by using technology to reduce costs and unlock dominant competitive advantages. Discover the value in operating your business inside the virtual world, steps to creating your own metaverse workplace, and why "Now is the time to make the choice: adapt or collapse." 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 and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay. Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersection of economics, finance, and housing with a perspective informed by his work in economic history. Glock's work has been featured in National Affairs, Tax Notes, the Journal of American History, NPR, the New York Times, and the Wall Street Journal, among other places. Discover how the "Tax and Return" scheme affects you, how your tax dollars are circulated in the system, and the importance of taking control of your taxes, your life, and your future. Learn more about your ad choices. Visit megaphone.fm/adchoices

"What if it's always your fault people aren't getting back to you?" Join Tom Wheelwright in this episode as he talks about how entrepreneurs and investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers. Todd is a Professor of Public Policy at the Harvard Kennedy School of Government, Psychologist / Behavioral Economist, and author of "Writing for Busy Readers". Discover key principles like accommodating how people read, valuing and respecting the reader's time, and more. 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

How do we communicate successfully when we don't get to prepare what we want to say? What skills do we need to respond powerfully in spur of the moment questions? In this episode, Matt Abrahams joins Tom in discovering the tools to think fast, talk smart, and how we should strive for connection, not perfection. Learn more about your ad choices. Visit megaphone.fm/adchoices

What's in store for real estate in 2024? What can we do now to set ourselves up for the future? In this episode, Keith Weinhold joins Tom in discovering how real estate will perform in the year head, how investors can strategize cashflow amidst high interest rates, and how you can prepare to find the best opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #158: Are you prepared for the uncertain future? How do we cope with the turbulence and overwhelm from the world that's compounding out of control? In this episode, Dan Moore joins Tom Wheelwright in discovering how to build a personal plan of resilience and fortitude, and how to strengthen the only asset you can control in these turbulent times: You. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is it possible to be well and do good in the world? How does Georgia's Small Businessman of the Year do just that by turning his family ranch into zero-waste? In this episode, Will Harris joins Tom Wheelwright in discovering why doing good and being well does not have to be mutually exclusive, how it takes a relentless amount of focus, grit, community, passion, and "Giving a Damn" to do it, and the wisdom of what success and wealth truly mean. Learn more about your ad choices. Visit megaphone.fm/adchoices

How much will ignorance in economics cost you? As taxpayers and entrepreneurs, are you prioritizing your knowledge of the economy? In this episode, Howard Yaruss joins Tom Wheelwright in exploring how economics is the biggest impact on business, how financial common sense was lost, and how we can reclaim it to safeguard us from bad economic policies to ultimately create a better economy for everyone. Learn more about your ad choices. Visit megaphone.fm/adchoices

How exactly is 'income' defined? The debate over this question is hotter than ever, as "Moore vs United States" seeks to find the answer. In this episode, Joe Bishop-Henchman joins Tom to discuss how the Supreme Court's decision on this tax case could have sweeping changes for investors and business owners like you. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #154: What is the importance of a team? How can we evolve the groups around us into successful and cohesive units? In this episode, Charlie Gilkey joins Tom to explore the power of dependability, experience, and the true impact a good team can have in your business. Learn more about your ad choices. Visit megaphone.fm/adchoices

The WealthAbility Show #153: What does AI look like to the taxpayer now that it is here to stay? What does it mean for the entrepreneur? In this episode, W. Russell Neuman joins Tom in exploring the positive side of AI, how AI can co-exist with humans, and the many ways it can propel us forward just as technology was always intended. Learn more about your ad choices. Visit megaphone.fm/adchoices

Balancing personal development and the growth of our business is key for successful entrepreneurship. Is it even possible to have it all, or is it possible to live a more abundant life with less? Learn more about your ad choices. Visit megaphone.fm/adchoices

In a time of severe polarization, how do we navigate the turbulent forces of group identity when it comes to our business? Can we turn the negative side of group identity into a more positive force? Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you found yourself wondering what blockchain is exactly? Furthermore, what capabilities might impact the way you grow your wealth? The digital revolution has provided us with the baseline for expected modern comfort, while the technology of tomorrow looks like magic by comparison. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you maintain and innovate your business in today's modern world? Are you staying hyper-focused in your objectives to reach your goals? Learn more about your ad choices. Visit megaphone.fm/adchoices

It may not be surprising news that the tax law is complicated. Within the nuance, there is a battle between regulators and scammers, and the scammers are evolving fast. Are you doing what it takes to stay ahead of them? In this episode, Dr. Kelly Richmond Pope joins Tom to discuss how small business owners and investors can protect themselves against increasingly sophisticated financial fraud. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nature is a conglomerate of complex patterns. These patterns are understood to cause a cadence of turmoil on the macro scale. In this episode, Neil Howe joins Tom to discuss how our current global upheaval is a natural cycle of history, and who will emerge to lead us out of this crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Love it or hate it, our government continues to encourage oil and gas investments. Have you wondered what types of benefits are available for these investments? Why does our government continue to incentivize this sector? Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you found yourself even just a little nervous about the economy? Are you prepared to pay the price for investors who can't? Biden has increased the budget for the IRS and has plans that may push investors and businesses out of the U.S. entirely. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could get the government to buy you a Ferrari? How do you build a plan that leverages incentives from the government? Learn more about your ad choices. Visit megaphone.fm/adchoices

How do we make our retirement savings last throughout our lifetime and through inflation? What should women specifically plan for? Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you thoroughly prepared for your retirement? Have you decided which plan is best for your dreams ahead? Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you considered the benefits of investing in life insurance? Or how the different functions can uniquely alleviate stress for our loved ones? Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you considered the benefits of investing in agriculture? Could it be something you'd enjoy building for your family, small business, or during your retirement? Learn more about your ad choices. Visit megaphone.fm/adchoices

Why not make an impactful investment by transitioning to clean energy? How can our investments reshape our finances and the world for our children and grandchildren in the years ahead? Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you wanted to invest in Real Estate but are discouraged and don't know where to start? Or are you already well versed in the world of investing and are exploring a deeper understanding in an uncertain economy? Learn more about your ad choices. Visit megaphone.fm/adchoices

Should we look at technology as a threat or an opportunity for ourselves and our business? Can we be proactive in staying on top of technology, remain ahead of our competitors, and not get left behind? And is it possible to bring everyone with us as we embrace change? Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the government with us or against us? Does the "American Dream" still exist? Are we empowered or limited as entrepreneurs and business owners by the current world we live in? Despite our limitations and circumstances, there is hope for entrepreneurs whether it's your first business or twentieth. Learn more about your ad choices. Visit megaphone.fm/adchoices

What makes a great entrepreneur so much more effective than their peers? Simplifying complex topics in business can be the difference between success and failure. In this episode, Carmine Gallo joins Tom to discuss how to master communication skills that drive your business to new heights. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is there a way to get more hours in a day? What if part of your ROI was more time? In this episode, Dan Martell joins Tom to discuss the power of leverage and breaks down the different formulas to "Get Unstuck, Reclaim Your Freedom, and Build Your Empire". Learn more about your ad choices. Visit megaphone.fm/adchoices

How does inflation work? What causes it? How do we fix it? In this episode, David Stockman joins Tom to discuss the inner workings of the Feds, how their actions control the trajectory of inflation, and what that means for your financial future. Learn more about your ad choices. Visit megaphone.fm/adchoices

After 6 years it has finally happened. Now that we have access to Trump's tax returns, what do they really tell us? Did Trump gain from his 2017 tax changes as much as people expected? In this episode, Tom breaks down Donald Trump's recently released tax returns to help us discover what Trump's tax returns actually tell us about his financial practices… and what they don't. Learn more about your ad choices. Visit megaphone.fm/adchoices

It seems like financial crises operate on a loop. Is there a way we can anticipate this pattern and better prepare our financial resilience? In this episode, Alex J. Pollock and Howard B. Adler join Tom to discuss how Americans have created a pattern of financial downfall, and the realistic expectations we can harbor for the next one. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you tossed around the idea of adding short-term rental properties to your investment portfolio? They might seem too risky. The idea of managing them can see like more trouble than it's worth. However, in just the last few years, many tools and systems have become available to help homeowners manage these aspects of short-term management. In this episode, Tim Hubbard joins Tom to discuss the ins and outs of short-term management, and what you can do to streamline your acquisition and management process. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could predict your revenue, workflow, and an ideal customer base using AI? Can you apply these predictions to stay ahead of your competitors and lead to better economic outcomes? In this episode, Avi Goldfarb joins Tom to discuss how AI offers value to any economic venture by decoupling prediction from decision-making, allowing business owners to make better calculated decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is burnout a problem in your workplace? Are your colleagues feeling the effects of a post-pandemic work environment? In this episode, Jennifer Moss joins Tom to discuss how the pandemic accelerated burnout in the workplace, and how the burnout epidemic is not an individual issue but an organizational issue. Learn more about your ad choices. Visit megaphone.fm/adchoices

How are we supposed to maintain an online presence in all these different places? Have you or your team been utilizing time creating content in the most efficient way possible? In this extended episode, Evan Carmichael joins Tom to discuss the differences between platforms, and what we can do to maximize our bandwidth when it comes to marketing and online presence. Learn more about your ad choices. Visit megaphone.fm/adchoices

What brings you to the polls? This election cycle, one of the dominant topics of discussion has been taxes. Taxes can make or break our quality of life at every level of government. In this episode, Grover Norquist joins Tom to help us discover how taxes are the most important issue in our elections, and how financial education is vital in determining the vote. Learn more about your ad choices. Visit megaphone.fm/adchoices

The current business climate demands a radical evolution of traditional business practice. What bold moves can we make to help ourselves emerge successful? In this episode, Frank O'Connell joins Tom to discuss what steps we can take to begin looking at our place in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Many successful people claim they sleep less to achieve more. Is this really something we should be striving for? Healthy amounts of sleep can be attributed to success in almost every area of your life, especially your wealth. In this episode, Dr. Michael Breus joins Tom to discuss how we can build sleep habits that maximize productivity without sacrificing our health. Learn more about your ad choices. Visit megaphone.fm/adchoices

Biden is giving the IRS an additional $80 billion in his budget. They claim that services will be improved, but how much weight does that really carry? Are you more likely to get audited now? In this episode, Brian Riedl joins Tom to discuss how the midterm elections will secure or scuttle Joe Biden's fiscal agenda, and what it means for your taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Do you know your numbers?" What numbers are people referring to when they ask you that question? Establishing meaningful metrics to measure the progress of your business can add significant value to your business, and even encourage employees to strive for success. In this episode, Lee Benson joins Tom to discuss how we can find our metrics and create a system around them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you taking advantage of the opportunities laid in front of you? Are you keeping up with the people that will truly propel your future? In this episode, Eric Barker joins Tom to discuss which relationships are worth keeping, and what opportunities they may hold. Learn more about your ad choices. Visit megaphone.fm/adchoices

If someone asked about the culture at your workplace, how would you describe it? Is it a result of intentional design or did it evolve from a void of direction? In this episode, Melissa Daimler joins Tom to discuss what you can do to promote a positive culture in your business that transcends to all employees, even remote workers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

The government's war on small businesses is relentless. With the odds stacked against us, what have you done to make your brand grow, customers loyal and employees stand tall? In this episode, Michael Arrieta joins Tom to discuss how one entrepreneur has created a plan to grow and maintain America's small businesses. Learn more about your ad choices. Visit megaphone.fm/adchoices