The WealthAbility Show with Tom Wheelwright, CPA

By: The Rich Dad Media Network
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  • Summary

  • Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
    Copyright The Rich Dad Media Network
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Episodes
  • Historic National Debt: Protect Your Assets Now

    Historic National Debt: Protect Your Assets Now
    Sep 26 2024
    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.
    Show more Show less
    28 mins
  • Career Switching

    Career Switching
    Sep 20 2024
    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: greg@jandhlivestock.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.
    Show more Show less
    41 mins
  • State of Multi-Family Real Estate

    State of Multi-Family Real Estate
    Sep 18 2024
    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.
    Show more Show less
    49 mins
Leadership Economics Personal Finance
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Any one can become Weathy!

The Tax Wealth Book, has Greatly lnspired and educated me. The share button was a tremendous tool. I sent my adult grandsons both the audio book. Thank you million times Tom Wheelwright !

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