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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...
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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.
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The WealthAbility Show with Tom Wheelwright, CPA
The WealthAbility Show with Tom Wheelwright, CPA
The Rich Dad Media Network
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14 NOV 2024 · Join Tom Wheelwright as he discusses how Trump’s tax plan will impact you and your small business with his guest and author of Taxocracy, Scott Hodge.
Scott is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades between 2000 and 2022. He is recognized as one of Washington’s leading experts on tax policy, the federal budget, and government spending.
In this episode, discover how you and your tax professional can plan for and benefit from the upcoming Trump tax policies, which areas your small business may be vulnerable, and gain insight into what steps you can take in the next year.
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 - Trump's Promises: Which will be kept?
10:00 - Economic Growth Analysis: How Do We Move Forward?
16:14 - The Deficit: What or who will pay for tax reduction?
23:03 - Big Business vs. Small Business: Is the 20% deduction vulnerable?
26:21 - Addressing the spending side of the budget.
32:00 - Changes in the IRS Budget.
37:44 - What to do in the next year.
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 Scott Hodge?
Website: https://taxfoundation.org/about-us/staff/scott-hodge/
Books: “Taxocracy: What You Don’t Know About Taxes and How They Rule Your Daily Life”
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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8 NOV 2024 · Join Tom Wheelwright as he discusses how business owners can survive the rapid changes in technology by creating powerful branding that will perpetually evolve with, empower, and serve Generation AI with author, strategy accelorator, and consultant - Lior Arussy.
Lior is a seven-time author and one of the world’s leading authorities on customer experience, transformation, and change, and the founder of the transformation firm Strativity Group. He is an investor, strategy accelerator, speaker, and award-winning consultant. He has helped some of the world’s leading brands such as Mercedes Benz, Delta Airlines, Walmart, FedEx, Johnson & Johnsons, and MasterCard to author the next chapter in their success. His seven previous books include Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable.
In this episode, discover the tools you need to thrive amidst change, and how to adapt your business from being a destination to becoming a co-creator with your clients and make their dreams happen.
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. 03:55 - Change is the new normal.
08:03 - Conversion: Old Experiences to New Resilience
13:13 - Focus on what matters to the client.
15:47 - Look at the threat, emotional state, value & convictions, risk.
17:00 - Where is the new value for the client in an AI world?
23:00 - The Authority Collapse & Empowerment Breakdown: Knowledge, Service, Collaboration, Entrepreneur, Communication, and Creative Empowerment.
28:00 - Treat clients as co-creators. Not as customers.
33:55 - The Real Truth: Connect with humanity.
38:40 - Advice #1: Stop ignoring gratitude of your superpower.
40:28 - Advice #2: Stop trying to fix the past, start finding the opportunity.
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 Lior Arussy?
Website: liorarussy.com
Books: Dare to Author!, Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable.
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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1 NOV 2024 · Join Tom Wheelwright as he discusses how our brains are mismatched with technology, and how we can improve our higher brain function amidst digital distractions and sensory overload with his guest, neurologist and neuropsycholigist - Dr. Richard Cytowic.
Richard E. Cytowic is an award-winning neurologist, Professor of Neurology at George Washington University of Medicine, and author of Your Stone Age Brain in the Screen Age. In his new book, he traces the roots of our screen addictions, explains why we’re so susceptible to digital devices; how Big Tech takes advantage of our Stone Age brains to hook us on these devices and whatever products they are pushing, and discusses how we can possibly break their spell.
In this episode, discover how the overstimulated brain impacts productivity, business relationships, and overall energy, and how you can successfuly use technology, resist its addictive power, and take back the control we have lost.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
03:39 - Power of Writing vs. Typing
07:20 - Brain has a fixed limit of energy available to it.
11:11 - Zoom Fatigue: Reduce Visual Clutter.
13:10 - Restore in Nature.
15:36 - Comparison: Take inventory of what's going right.
19:55 - Channel of Imagination: Why phone calls beat zoom.
24:25 - AI is an exceptional tool.
29:30 - How do we manage our energy?
33:45 - "I am most productive when I am____."
39:35 - Tips for avoiding digital distractions and sensory overload.
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 Dr. Richard Cytowic?
Website: https://cytowic.net/
Books: “YOUR STONE AGE BRAIN IN THE SCREEN AGE: Coping with Digital Distraction and Sensory Overload”
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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24 OTT 2024 · Join Tom Wheelwright as he discusses how to ensure your business is always performing at its peak with his guest, writer, and co-author of “Who Does What by How Much?” - Josh Seiden.
Josh has worked with hundreds of organizations as an individual contributor, leader, founder, and consultant. As a software designer–turned–coach, consultant, and speaker, he has helped organizations fuse strategy, become customer-centric, and utilize evidence-based decision-making to become more agile, make better products, and achieve greater success.
In this episode, discover OKRs (Objectives and Key Results) critical value to your business, how to recognize if and when you’re working on the wrong things for your business, and how to build an optimal system that promotes peak performance and productivity.
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.
02:36 - What are OKRs (Objectives and Key Results)?
06:15 - Set OKRs at Every Level 10:06 - Goal Setting: Who Does What By How Much?
14:49 - Create Your OKR System
17:33 - Prioritize Your Client’s Needs
22:10 - Determine the Right Work 27:30 - Balancing Problems & Methods.
30:55 - Steps to Building Your OKR System
35:18 - Why Customer Centricity: Finding Your Intersection
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 Josh Seiden?
Books: “Who Does What by How Much? A Practical Guide to Customer-Centric OKRs”
Website: okr-book.com, https://www.joshuaseiden.com/, https://www.senseandrespond.co/
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.
Trascritto
17 OTT 2024 · Your finances could be at stake—learn the truth about the Republican and Democrat tax proposals at Tom Wheelwright’s Town Hall October 16th.
The next election could impact your wealth?👉 https://bit.ly/TomsTownHallYT👈 Get all the details at Tom Wheelwright’s live town hall—sign up now : https://bit.ly/TomsTownHallYT
Join Tom Wheelwright as he discusses how entitlement programs affect your taxes with his guest, writer and scholar - Chris Pope.
Chris Pope is a Senior fellow at the Manhattan Institute. Previously, he was director of policy research at West Health, a nonprofit medical research organization; health-policy fellow at the U.S. House Committee on Energy and Commerce; and research manager at the American Enterprise Institute. Chris’s research focuses on healthcare payment policy, and he has recently published reports on hospital-market regulation, entitlement design, and insurance-market reform.
In this episode, discover how the Democrats are campaigning on a ticket that raises taxes and how America’s entitlement programs have created a working middle class that lives below the standards of non-working elderly.
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. 02:07 - The Big Picture: Entitlements Lower Standard of Living for Working Class.
07:51 - Are We Running Out of Money?
13:35 - Medicare
17:30 - National Healthcare: Good or Bad?
22:02 - Lack of Healthcare Efficiency
26:04 - Solution: Reign in the Growth Path
32:37 - An Expert's Take On "Tax the Rich!"
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 Chris Pope? Website: Manhattan.institute
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.
Trascritto
10 OTT 2024 · Join Tom Wheelwright as he discusses the power of entrepreneurial collaboration and how it can be the catalyst to growing your small business beyond measure with his guest, CEO and author, Chad Jenkins.
Chad Jenkins is the CEO and President of Seed Spark. SeedSpark employs innovative and unconventional methods to uncover unique avenues for growth within businesses. Their commitment lies in actively supporting and growing alongside like-minded entrepreneurs who aspire to make a positive impact locally, nationally, and globally; and they strive to contribute to meaningful growth in the business landscape.
In this episode, discover the four types of collaboration and what steps you can begin to take now to grow your business.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
04:23 - Clients Become Partner Collaborations
08:23 - Referral Collaborations
14:28 - Joint Venture Collaboration
23:10 - Growth Collaboration
32:36 - Actionable Steps
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 Chad Jenkins?
Website: https://seedspark.com/
Books: “Just Add a Zero: Remove the Film, Outperform Your Competition, and Grow Exponentially through Collaboration”
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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3 OTT 2024 · Join Tom Wheelwright as he discusses how small businesses can better decifer the real from the fake by improving their due diligence in the cyber age with author and CEO, Cynthia Hetherington.
Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm that leads in due diligence, corporate intelligence, and cyber investigations. Throughout her career, she has assisted clients on thousands of cases using online open sources and databases, as well as executing boots-on-the-ground operations. She provides specialized training for investigative professionals through the OSINT Academy, and has authored many industry-leading books on conducting cyber investigations, including her latest, OSINT: The Authoritative Guide to Due Diligence: Essential Resources for Critical Business Intelligence, 3 rd Edition.
In this episode, discover how to build a system that helps you and your business to determine what’s real in our ever-increasing make-believe world.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
05:00 – Open source resources for hiring.
15:00 – Check their reputation.
18:00 – Bring in a specialist.
24:45 – Quickest results.
26:05 – Dealing with fraudsters in your industry.
29:34 – How is AI impacting due diligence.
32:28 – Reputation firm companies.
34:00 – Should I hire a private investigator?
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 Cynthia Hetherington?
Website: https://hetheringtongroup.com/
Books: “OSINT: The Authoritative Guide to Due Diligence" 3rd Edition
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.
Trascritto
26 SET 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.
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20 SET 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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18 SET 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/
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PODCAST: WealthAbility®
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Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
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Resources
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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
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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
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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.
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...
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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.
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