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, 2021•29 min•Season 2Ep. 75
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, 2021•31 min•Season 2Ep. 74
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 06, 2021•40 min•Season 2Ep. 73
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, 2020•41 min•Season 2Ep. 72
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, 2020•32 min•Season 2Ep. 71
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, 2020•19 min•Season 2Ep. 70
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, 2020•25 min•Season 2Ep. 69
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, 2020•31 min•Season 2Ep. 68
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, 2020•35 min•Season 2Ep. 67
The N.Y. Times reports that Donald Trump recently paid $750 in federal taxes. Discover how it’s possible for anyone to follow the tax code, make significant income and legally pay little or no taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 01, 2020•30 min•Season 2Ep. 66
Discover how cities plan to pay for the COVID crisis. Tom speaks with a city councilman from Phoenix who shares how local governments have been and likely will continue to tap public funds to pay for COVID. Small businesses and investors will be particularly burdened by government actions. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast65 Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 17, 2020•32 min•Season 2Ep. 65
Governments around the world have printed massive amounts of money in response to the COVID crisis and the effects will be felt for years to come. David Stockman joins Tom to discuss the impact of these policies on small business and personal wealth. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast64 Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 03, 2020•23 min•Season 2Ep. 64
Discover why wealth inequality is a bigger problem than income inequality. Annamaria Lusardi joins Tom to discuss why income and wealth inequality is growing and why it’s a problem for the poor, middle class and wealthy. Lusardi offers solutions to address the issue. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast63 Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 20, 2020•36 min•Season 2Ep. 63
Joe Biden plans to substantially change the tax code if elected. Garrett Watson from the Tax Foundation joins Tom with analysis of Biden’s plan. This is a must-listen show for all business owners, estate planners and investors. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast62 Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 06, 2020•35 min•Season 2Ep. 62
The bill for the COVID crisis will eventually come due. Many politicians believe the solution is to raise taxes on wealthy people. Morris Pearl joins Tom to discuss the risks and possible benefits of raising taxes on the rich. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast61 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 23, 2020•29 min•Season 2Ep. 61
The extended tax deadline is fast approaching. Discover how the COVID crisis has changed tax planning, and what you can do today to improve your economy. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast60 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 09, 2020•22 min•Season 2Ep. 60
Discover how China impacts your personal economy. Whether it’s the supply chain or trade wars, your business and wealth is likely affected by China. Brian Miller, a China-based entrepreneur, joins Tom. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast59 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 26, 2020•29 min•Season 2Ep. 59
Opening your business during the COVID crisis presents new liability risks. John Balitis joins Tom to discuss how you can protect your business against liability claims. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast58 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 16, 2020•29 min•Season 2Ep. 58
Landlords are caught between tenants struggling to pay rent and lenders seeking debt payments. Ken McElroy joins Tom do discuss how landlords can successfully navigate this economic crisis. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast57 Learn more about your ad choices. Visit megaphone.fm/adchoices
May 21, 2020•33 min•Season 2Ep. 57
Businesses are reopening after the COVID-19 lockdown. Discover how to reopen your business while protecting your employees, clients and vendors. Employment lawyer Bob Robenalt joins Tom. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast56 Learn more about your ad choices. Visit megaphone.fm/adchoices
May 14, 2020•28 min•Season 2Ep. 56
COVID is creating new rules for negotiations. Discover how to negotiate with tenants, banks, landlords, the government & employees. Negotiating expert Peter Stark joins Tom. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast55 Learn more about your ad choices. Visit megaphone.fm/adchoices
May 07, 2020•31 min•Season 2Ep. 55
Government aid must be spent properly to avoid penalties. Discover the right way to allocate government money that will keep your business running today and for many months to come. This is part 2 of Tom’s PPP series. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast54 Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 30, 2020•26 min•Season 2Ep. 54
The U.S. is grappling with the right way to reopen its economy. Economist Richard Duncan joins Tom to discuss short-term and long-term strategies to navigate the unprecedented shutdown of the world’s largest economy. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast53 Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 23, 2020•43 min•Season 2Ep. 53
You have control over many parts of your personal & business finances even in these uncertain times. Discover how you can take action today to make sure you’re financially sound during the coronavirus crisis. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast52 Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 16, 2020•33 min•Season 2Ep. 52
Tax filings and payments have been extended due to the coronavirus crisis. Discover what this means for your business and investments, and what conversations you should have with your CPA. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast51 Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 10, 2020•28 min•Season 2Ep. 51
The CARES Act is the largest relief bill in U.S. history. Discover what opportunities are available to you and the action you can take today to access the $2.2 trillion. Tom also explains the tax changes and opportunities in the bill. EPISODE BONUS: For the show notes and more visit: https://wealthability.com/podcast50 Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 03, 2020•32 min•Season 1Ep. 50
The coronavirus crisis has gripped the world in fear. Tom believes the real crisis is one of education and leadership. In this episode, Tom shares how he is navigating these unprecedented times and offers solutions for business owners and investors. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast49 Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 19, 2020•20 min•Season 1Ep. 49
An increase in audits is coming. Tom explains how recent changes at the IRS are raising concerns in the middle of tax filing season. Discover what’s changed and the steps you can take today to protect yourself. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast48 Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 13, 2020•31 min•Season 1Ep. 48
Blockchain is revolutionizing the way business is conducted. Discover what blockchain is and how it can be applied to investing, accounting and more. Stephen Williams joins Tom to explain this new technology in an approachable and practical way. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast47 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 31, 2020•31 min•Season 1Ep. 47
Money is the biggest source of conflict within a family. Discover how estate planning can eliminate conflict and ensure your legacy. Bill Clarke joins Tom to discuss living trusts. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast46 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 17, 2020•31 min•Season 1Ep. 46