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/


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    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.
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    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.
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    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.
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    49 mins
  • A Discussion with Tax Experts on Loper Bright Enterprises v Raimondo

    A Discussion with Tax Experts on Loper Bright Enterprises v Raimondo
    Sep 5 2024
    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
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    35 mins
  • Power Pricing Your Services

    Power Pricing Your Services
    Sep 5 2024
    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.
    Show more Show less
    44 mins
  • Differentiation vs. Commodity

    Differentiation vs. Commodity
    Aug 22 2024
    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/
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    40 mins
  • Build Your Supply Chain Strategy

    Build Your Supply Chain Strategy
    Aug 8 2024
    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/
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    39 mins
  • A Positive Spin on AI

    A Positive Spin on AI
    Aug 1 2024
    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/
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    36 mins