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The WealthAbility Show with Tom Wheelwright, CPA

The WealthAbility Show with Tom Wheelwright, CPA

266 episodes — Page 4 of 6

S3 Ep 117Embraced Technology Yet?

Have you embraced the powers of technology? If not, why? A massive increase to business performance is available, affordable, and right at your fingertips. In this episode, Steve Prentice joins Tom to discuss how we can better embrace the technology on our doorstep and conquer the fear of change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 21, 202229 min

S3 Ep 116The Win-Win Wealth Strategy

Why don't the rich pay taxes? Are they cheating the system or have they found some secret loophole? They're actually doing exactly what the government wants them to do. The great news is that Tom's new book explains how you can take advantage of these incentives and feel good about it, too. In this episode, Tom explains why the rich don't pay taxes and why we're all better off because of it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 13, 202225 min

S3 Ep 115Millennials n' Money

Are millennials driving you crazy? Is it possible they are taking blame for a much larger shift in attitude by society as a whole? In this episode, Ryan Husk and Karen Manahan join Tom to discuss why millennials act the way they do, and why they probably won't stop. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8, 202228 min

S3 Ep 114The Future of Real Estate Investing

Is it too late to invest? How high will lending rates go? How will inflation – and possible recession – impact real estate? In this episode, Jason Hartman joins Tom to discuss how you can use real estate investing to reduce risk in the current inflationary markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24, 202238 min

S3 Ep 113Data Decisions

Decisions we used to make based on our 'gut feeling' have been shaped by a new approach: data analysis. In some cases, we have aggregated tons of data where there was never any before. In this episode, Seth Stephens-Davidowitz joins Tom to discuss how to obtain data that can help you make the best decisions in your business and personal life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10, 202226 min

S3 Ep 112Our Woke Future

We are an increasingly divided nation. In this episode, Mark Bauerlein joins Tom to help us discover how parents, bosses, teachers and mentors created a "woke" generation, and what the future of business looks like now that this generation has come of age. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 202229 min

S3 Ep 112The Secrets to Scaling

Do you have creative ideas ready for implementation? Discover how to make your good idea great, and your great idea scale. In this episode, renowned economist John List joins Tom to discuss a process you can use to determine if your idea or business is scalable. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 13, 202232 min

S3 Ep 110Aggressive Defense

Is the economy is headed towards a repeat of the 2008 crash? In this episode, David Greene joins Tom to discuss how an "aggressive defense" financial strategy is the best option during these uncertain times. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 27, 202237 min

S3 Ep 109Understanding Business Value

A proper business model is essential to the success of the business and the growth of your wealth. It's often the main factor when valuing a business for investors, operators, and buyers. In this episode, Chris Volk joins Tom to discuss what drives business wealth, and how entrepreneurs, investors, and business owners can tap into this wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 14, 202232 min

S3 Ep 108The War On Wealth

Wealth and its creators are under attack in the U.S. In this episode, Derek Bullen joins Tom to discuss why a pejorative social hunt against wealthy Americans helps no one. Instead of penalizing the rich, America needs more wealth creators. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 31, 202235 min

S3 Ep 107Safeguard Against Inflation

Inflation can take a serious toll on any portfolio, no matter how much risk management you accounted for. In this episode, Kevin Simpson joins Tom to help you discover how to prepare your stock portfolio for higher taxes, higher inflation, and higher interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 18, 202223 min

S3 Ep 106Woke Business

Capitalism is about making a profit. Big businesses don't believe profit is enough and are embracing "woke capitalism." In this episode, Stephen Soukup joins Tom to help us discover how big business became openly political and how this politicization impacts capitalism. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 3, 202223 min

S3 Ep 105Financial Cold War

China and The U.S. are battling for global supremacy. In this episode, James Fok joins Tom to discuss how this battle is a financial cold war, with the U.S. dollar, taxes, and technology on its front lines. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 17, 202241 min

S3 Ep 103Omicron's Assault

Omicron is causing massive disruption to the economy. New variants mean new rules in the workplace for owners, employees, and clients. In this episode a top labor lawyer, Bob Robenalt, joins Tom to discuss how the new variant has shifted federal guidance away from science and onto the economy, and what businesses can do to keep the doors open. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 20, 202228 min

S3 Ep 102The Value of Core Strength

Discover the ingredients required to transform a good business into a great business. In this episode, Jay Steinfeld, founder of Blinds.com, joins Tom to discuss how he applied new technology and core values to build the world's leading online blinds business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 6, 202240 min

S3 Ep 101Inflation and the Feds

Inflation is at a 40-year high. Something is causing it and something should be done about it. In this episode, Dr. Sabrin joins Tom to help us discover how to navigate an inflated economy that appears to be surging well into 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 23, 202129 min

S3 Ep 100Noise Cancellation

As a leader, it's important to understand how "noise" leads to poor business decisions because leaders are judged on their ability to make hard decisions. In this episode, Olivier Sibony joins Tom to discuss his research into decreasing noise and bias, and how they can impact your ability to make good or bad decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 10, 202126 min

S3 Ep 99Robots in Business

You better hold on, because Artificial Intelligence is about to take off, and social disruption is sure to follow. In this episode, Martin Ford joins Tom to help us discover how AI will impact you, your business, and how you can position yourself to benefit from its increasingly large role in day-to-day life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 25, 202128 min

S3 Ep 98The Morality of Wealth

Taxes are the lever policymakers believe will create equality, but have instead become a heap of mismanagement. Discover how the American Dream has been distorted by a lack of education and manipulation. In this episode, Dr. James Otteson joins Tom to discuss the morality of business and wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 11, 202132 min

S3 Ep 97Hollowed Out Youth

A large majority of Americans believe their country is in decline. What happens to a country if its young people reject it? Joining Tom is Jeremy Adams, someone on the front lines of education, to discuss how this decline may deepen as an entire generation has exchanged tradition for a digital existence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28, 202133 min

S3 Ep 96Red-Hot Real Estate

Passive real estate investing is a popular way for high-income earners to gain financial freedom and multi-family real estate prices are skyrocketing. In this episode, David Steele joins Tom to help us discover how the pandemic is impacting real-estate investing, and if the market is over-heated or just beginning to rise. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14, 202128 min

S3 Ep 95The IRS Wants to Snoop on You

In this episode, Patrick Hedger, VP of Taxpayers Protection Alliance, & Jim Amundson, CEO of The Independent Community Bankers of Minnesota, join Tom to discuss how the IRS seeks access to American's bank accounts. Discover how this proposal is another attack on small business and may violate the constitution. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 202132 min

S3 Ep 94Biden's Attack on Landlords

The pandemic triggered governments to order rent relief for millions of Americans. In this episode, Ethan Blevins joins Tom to discuss how rent relief impacts landlords, and what landlords can do to protect themselves. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16, 202128 min

S3 Ep 93American Socialism

Socialism is gaining in popularity in the U.S. In this episode, Dr. Yuri Felshtinsky joins Tom to help us discover the realities of socialism from someone who has lived both in the Soviet Union and the U.S. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 2, 202137 min

S3 Ep 92Part-Time Investing, Full-Time Employment

Most of you are busy professionals, working long hours to create wealth. Joining Tom today is Steve Rozenberg, to help us discover how part-time investing can reap massive benefits for you: it can generate income, provide freedom, and reduce taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19, 202130 min

S3 Ep 91The War on Small Business

Tom continues his series on the war on small businesses. Carol Roth joins Tom to discuss her research into government policies that date back 40 years and consistently undermine small business. Tom & Carol also offer strategies that small business owners can use to fight back against these punitive policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 202132 min

S3 Ep 90Biden's Tax Plan Explained

Biden's tax plans are unsustainable, bad for small business and will raise taxes on the middle class. Today, Brian Riedl joins Tom to discuss how Biden's tax burden will fall primarily on the middle class, and what we can do about it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22, 202128 min

S3 Ep 89The Nitty-Gritty of Biden's Tax Plan

Joe Biden says his tax proposal to support a $6 trillion budget is aimed at corporations and high earners. In this episode of the WealthAbility Show, Tom Wheelwright and Kyle Pomerleau discuss what is really in Biden's plan, and here's a hint: the corporations and high earners aren't the only ones getting hit by the tax man. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8, 202134 min

S3 Ep 88Health & Wealth

Health care is one of the leading causes of financial stress. In this week's WealthAbility Show, Marshall Allen helps Tom discover how to proactively form a plan to successfully navigate the health care system. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24, 202131 min

S3 Ep 87The Attack on Small Business

The U.S. government is proposing policies that threaten small businesses and investors. Karen Kerrigan joins Tom to discuss how business owners and investors can protect themselves from punitive economic policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10, 202131 min

S3 Ep 86Protecting Yourself Against the New IRS

President Biden wants to double the IRS's workforce in an attempt to crack down on tax cheats. Tax attorney, Scott Michel, joins Tom to discuss how business owners and investors can prepare for a new – and more aggressive – IRS. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 27, 202133 min

S3 Ep 85How to Tame Volatility

Turbulence surrounds our society, impacting behavior in all sectors of life. In this episode, Katy Milman helps us discover how to command your behavior to meet your goals despite market volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 17, 202125 min

S3 Ep 84Biden's Global Tax Proposal

Joe Biden promises to raise taxes. Today, with the Vice President of Global Projects at the Tax Foundation, Daniel Bunn, you will discover how a proposed global tax on corporations would impact economic growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29, 202127 min

S3 Ep 83Is Bitcoin Replacing Gold?

Will the value of bitcoin continue to rise or will it come crashing down? Nik Bhatia joins Tom to discuss why many investors are attracted to the idea that crypto currency is "The People's Money." Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 19, 202128 min

S3 Ep 82Statistics Don't Lie

Discover how to interpret and harness statistics in this era of misinformation. Economist and Author Tim Harford offers practical advice for anyone trying to determine good information from bad. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 202128 min

S3 Ep 81How Massive Government Debt is Changing America

Another $1.9 trillion of government debt is in the pipeline. David Stockman, former White House Director of Management and Budget, joins Tom to discover how The American Rescue Plan impacts you, your business and your wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 22, 202124 min

S2 Ep 80Office Space After the Pandemic

Find out how offices will be forever changed post pandemic. Chris Kane, author of 'Where is My Office?', joins Tom to discuss the future of the office space. From business owners, employees to landlords, how will this pivot affect your operations? Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 11, 202128 min

S2 Ep 79A Formula for Survival

Franchise owners have been hit especially hard during the pandemic. What is the difference between the ones that went under and the ones that remain? World renowned franchise expert and author, Scott Greenberg, lends his insight on what exactly is going on here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 25, 202133 min

S2 Ep 78How Biden's Executive Orders Impact Your Wealth

Discover how the fast-changing policies in Washington, D.C. will impact your business and wealth. Todd Buchholz, the former director of economic policy under George H.W. Bush, joins Tom Wheelwright to discuss what you can do to navigate the new economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 11, 202126 min

S2 Ep 77How to Vaccinate and Heal the Economy

Discover what you can do today to ensure that you are safely and efficiently vaccinated. Elisabeth Rosenthal joins Tom to discuss the logistics necessary for the differing COVID vaccines, and why the economy will remain stunted until herd immunity is achieved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 4, 202134 min

S2 Ep 76GameStop, Robinhood, and Taxes

Discover the long-term impact of the David vs. Goliath short squeeze that stunned Wall Street. Tom also offers valuable tax analysis for stock investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 2, 202146 min

S2 Ep 75Tax Migration

Taxes are spurring business owners and individuals to move at unprecedented rates. Joining us is Author and CEO, Ed Curtis, to help discover how local taxes are driving an American tax migration, and if it's financially prudent for you to move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 28, 202128 min

S2 Ep 74Your Post-Pandemic Economy

Vaccines offer an end to the pandemic. Join Tom Wheelwright and our special guest, Jim Rickards, to discover what the economy will look like after COVID, and how you and your business can thrive post pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 14, 202131 min

S2 Ep 73Solving Income Inequality

Discover how financial education may solve income inequality. In this episode, Phil Schuman joins Tom Wheelwright to discuss his work bringing financial education to teenagers and young adults in college. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 6, 202139 min

S2 Ep 72Health is Wealth

Discover how good health is directly related to wealth. Radha Gopalan, M.D. joins Tom to discuss his work linking healthy behavior with wealthy behavior. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 22, 202041 min

S2 Ep 71Tax Changes For 2021

Discover how your taxes may change next year. Andy Puzder joins Tom to discuss how recent and upcoming political elections will greatly impact taxes on your business, investments and personal wealth. For transcript show notes and more visit https://wealthability.com/podcast71 Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 10, 202032 min

S2 Ep 70Year-End Tax Moves

Year-end tax planning takes on added implications due to the elections and COVID. Discover what options are available to safeguard your wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 26, 202019 min

S2 Ep 69Freedom From Needing A Paycheck

Discover how high-income earners can gain freedom through passive income. Tom Burns, M.D. joins Tom to discuss his transformation from a high-income surgeon to an investor who practices medicine. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 12, 202024 min

S2 Ep 68Safeguard Your Wealth

Discover how Bitcoin may be an emerging safe haven for protecting your wealth. Pierre Rochard joins Tom to discuss Bitcoin's maturation and evolution as a protector of money. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 202030 min

S2 Ep 67Investing For High-Income Earners

Busy professionals work for their money. But what happens when you stop working or are unable to work? Discover how high-income earners can build wealth away from their day jobs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15, 202034 min