The WealthAbility Show with Tom Wheelwright, CPA

Principles of Effective Communication

01 Feb 2024

Contributed by Lukas

"What if it's always your fault people aren't getting back to you?" Join Tom Wheelwright in this episode as he talks about how entrepreneurs and inves...

Communicate Successfully

18 Jan 2024

Contributed by Lukas

How do we communicate successfully when we don't get to prepare what we want to say? What skills do we need to respond powerfully in spur of the momen...

2024 Real Estate Predictions

11 Jan 2024

Contributed by Lukas

What's in store for real estate in 2024? What can we do now to set ourselves up for the future? In this episode, Keith Weinhold joins Tom in discoveri...

Coping with Turbulence

03 Jan 2024

Contributed by Lukas

The WealthAbility Show #158: Are you prepared for the uncertain future? How do we cope with the turbulence and overwhelm from the world that's compoun...

Be Well By Doing Good

07 Dec 2023

Contributed by Lukas

Is it possible to be well and do good in the world? How does Georgia's Small Businessman of the Year do just that by turning his family ranch into zer...

Common Sense Economics

24 Nov 2023

Contributed by Lukas

How much will ignorance in economics cost you? As taxpayers and entrepreneurs, are you prioritizing your knowledge of the economy? In this episode, H...

Wealth Tax: Moore vs United States

09 Nov 2023

Contributed by Lukas

How exactly is 'income' defined? The debate over this question is hotter than ever, as "Moore vs United States" seeks to find the answer. In this epis...

The Dream Team

26 Oct 2023

Contributed by Lukas

The WealthAbility Show #154: What is the importance of a team? How can we evolve the groups around us into successful and cohesive units? In this epis...

Positive Side of AI

13 Oct 2023

Contributed by Lukas

The WealthAbility Show #153: What does AI look like to the taxpayer now that it is here to stay? What does it mean for the entrepreneur? In this episo...

The Scarcity Mindset

28 Sep 2023

Contributed by Lukas

Balancing personal development and the growth of our business is key for successful entrepreneurship. Is it even possible to have it all, or is it pos...

Power of Group Identity

14 Sep 2023

Contributed by Lukas

In a time of severe polarization, how do we navigate the turbulent forces of group identity when it comes to our business? Can we turn the negative si...

Web 3.0: The Next Frontier

31 Aug 2023

Contributed by Lukas

Have you found yourself wondering what blockchain is exactly? Furthermore, what capabilities might impact the way you grow your wealth? The digital re...

A Bulletproof Business

18 Aug 2023

Contributed by Lukas

How do you maintain and innovate your business in today's modern world? Are you staying hyper-focused in your objectives to reach your goals? Learn mo...

Scam Alert!

07 Aug 2023

Contributed by Lukas

It may not be surprising news that the tax law is complicated. Within the nuance, there is a battle between regulators and scammers, and the scammers ...

The Cadence of Calamity

22 Jul 2023

Contributed by Lukas

Nature is a conglomerate of complex patterns. These patterns are understood to cause a cadence of turmoil on the macro scale. In this episode, Neil Ho...

Oil & Gas: The Dirty Details

10 Jul 2023

Contributed by Lukas

Love it or hate it, our government continues to encourage oil and gas investments. Have you wondered what types of benefits are available for these in...

Fed Up With the IRS

23 Jun 2023

Contributed by Lukas

Have you found yourself even just a little nervous about the economy? Are you prepared to pay the price for investors who can't? Biden has increased t...

Ferrari Formula [8/7 Series BONUS!]

02 Jun 2023

Contributed by Lukas

What if you could get the government to buy you a Ferrari? How do you build a plan that leverages incentives from the government? Learn more about you...

Retirement [7/7 Series Pt. 2]

26 May 2023

Contributed by Lukas

How do we make our retirement savings last throughout our lifetime and through inflation? What should women specifically plan for?  Learn more about ...

Retirement [7/7 Series Pt. 1]

18 May 2023

Contributed by Lukas

Are you thoroughly prepared for your retirement? Have you decided which plan is best for your dreams ahead?  Learn more about your ad choices. Visit ...

Insurance [6/7 Series]

12 May 2023

Contributed by Lukas

Have you considered the benefits of investing in life insurance? Or how the different functions can uniquely alleviate stress for our loved ones?  Le...

Ranching & Farming [5/7 Series]

27 Apr 2023

Contributed by Lukas

Have you considered the benefits of investing in agriculture? Could it be something you'd enjoy building for your family, small business, or during yo...

Renewable Energy Expert [4/7 Series]

20 Apr 2023

Contributed by Lukas

Why not make an impactful investment by transitioning to clean energy? How can our investments reshape our finances and the world for our children and...

Real Estate Expert [3/7 Series]

30 Mar 2023

Contributed by Lukas

Have you wanted to invest in Real Estate but are discouraged and don't know where to start? Or are you already well versed in the world of investing a...

Our Future with Technology [2/7 Series]

16 Mar 2023

Contributed by Lukas

Should we look at technology as a threat or an opportunity for ourselves and our business? Can we be proactive in staying on top of technology, remain...

The Business Expert [1/7 Series]

05 Mar 2023

Contributed by Lukas

Is the government with us or against us? Does the "American Dream" still exist? Are we empowered or limited as entrepreneurs and business owners by th...

Simply Communicate

24 Feb 2023

Contributed by Lukas

What makes a great entrepreneur so much more effective than their peers? Simplifying complex topics in business can be the difference between success ...

The Buy Back Time-Machine

17 Feb 2023

Contributed by Lukas

Is there a way to get more hours in a day? What if part of your ROI was more time? In this episode, Dan Martell joins Tom to discuss the power of leve...

The Inflation Equation

04 Feb 2023

Contributed by Lukas

How does inflation work? What causes it? How do we fix it? In this episode, David Stockman joins Tom to discuss the inner workings of the Feds, how th...

Trump's Tax Returns

20 Jan 2023

Contributed by Lukas

After 6 years it has finally happened. Now that we have access to Trump's tax returns, what do they really tell us? Did Trump gain from his 2017 tax c...

The Financial Crisis Loop

19 Jan 2023

Contributed by Lukas

It seems like financial crises operate on a loop. Is there a way we can anticipate this pattern and better prepare our financial resilience? In this e...

Short-Term Rentals, Long-Term Wealth

06 Jan 2023

Contributed by Lukas

Have you tossed around the idea of adding short-term rental properties to your investment portfolio? They might seem too risky. The idea of managing t...

AI & Economic Disruption

23 Dec 2022

Contributed by Lukas

What if you could predict your revenue, workflow, and an ideal customer base using AI? Can you apply these predictions to stay ahead of your competito...

Extinguishing Burnout

14 Dec 2022

Contributed by Lukas

Is burnout a problem in your workplace? Are your colleagues feeling the effects of a post-pandemic work environment? In this episode, Jennifer Moss jo...

Optimizing Your Online Presence

29 Nov 2022

Contributed by Lukas

How are we supposed to maintain an online presence in all these different places? Have you or your team been utilizing time creating content in the mo...

Elections & Taxes

11 Nov 2022

Contributed by Lukas

What brings you to the polls? This election cycle, one of the dominant topics of discussion has been taxes. Taxes can make or break our quality of lif...

Calculated Risks, Bold Moves

27 Oct 2022

Contributed by Lukas

The current business climate demands a radical evolution of traditional business practice. What bold moves can we make to help ourselves emerge succes...

The Value of Sleep

14 Oct 2022

Contributed by Lukas

Many successful people claim they sleep less to achieve more. Is this really something we should be striving for? Healthy amounts of sleep can be attr...

Midterms & Your Wallet

29 Sep 2022

Contributed by Lukas

Biden is giving the IRS an additional $80 billion in his budget. They claim that services will be improved, but how much weight does that really carry...

Effective Metrics

15 Sep 2022

Contributed by Lukas

"Do you know your numbers?" What numbers are people referring to when they ask you that question? Establishing meaningful metrics to measure the progr...

Opportunity at the Office

03 Sep 2022

Contributed by Lukas

Are you taking advantage of the opportunities laid in front of you? Are you keeping up with the people that will truly propel your future? In this epi...

What's Your Culture?

18 Aug 2022

Contributed by Lukas

If someone asked about the culture at your workplace, how would you describe it? Is it a result of intentional design or did it evolve from a void of ...

Inflation Reduction or Business Disruption?

08 Aug 2022

Contributed by Lukas

Learn more about your ad choices. Visit megaphone.fm/adchoices

Small Business Fights Back!

05 Aug 2022

Contributed by Lukas

The government's war on small businesses is relentless. With the odds stacked against us, what have you done to make your brand grow, customers loyal ...

Embraced Technology Yet?

21 Jul 2022

Contributed by Lukas

Have you embraced the powers of technology? If not, why? A massive increase to business performance is available, affordable, and right at your finger...

The Win-Win Wealth Strategy

13 Jul 2022

Contributed by Lukas

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...

Millennials n' Money

08 Jul 2022

Contributed by Lukas

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, Ry...

The Future of Real Estate Investing

24 Jun 2022

Contributed by Lukas

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...

Data Decisions

10 Jun 2022

Contributed by Lukas

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...

Our Woke Future

05 Jun 2022

Contributed by Lukas

We are an increasingly divided nation. In this episode, Mark Bauerlein joins Tom to help us discover how parents, bosses, teachers and mentors created...

The Secrets to Scaling

13 May 2022

Contributed by Lukas

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 e...

Aggressive Defense

27 Apr 2022

Contributed by Lukas

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 ...

Understanding Business Value

14 Apr 2022

Contributed by Lukas

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 ...

The War On Wealth

31 Mar 2022

Contributed by Lukas

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 A...

Safeguard Against Inflation

18 Mar 2022

Contributed by Lukas

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 ...

Woke Business

03 Mar 2022

Contributed by Lukas

Capitalism is about making a profit. Big businesses don't believe profit is enough and are embracing "woke capitalism." In this episode, Stephen Souku...

Financial Cold War

17 Feb 2022

Contributed by Lukas

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 th...

Omicron's Assault

20 Jan 2022

Contributed by Lukas

Omicron is causing massive disruption to the economy. New variants mean new rules in the workplace for owners, employees, and clients. In this episode...

The Value of Core Strength

06 Jan 2022

Contributed by Lukas

Discover the ingredients required to transform a good business into a great business. In this episode, Jay Steinfeld, founder of Blinds.com, joins Tom...

Inflation and the Feds

23 Dec 2021

Contributed by Lukas

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 discov...

Noise Cancellation

10 Dec 2021

Contributed by Lukas

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 decisi...

Robots in Business

25 Nov 2021

Contributed by Lukas

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 ...

The Morality of Wealth

11 Nov 2021

Contributed by Lukas

Taxes are the lever policymakers believe will create equality, but have instead become a heap of mismanagement. Discover how the American Dream has be...

Hollowed Out Youth

28 Oct 2021

Contributed by Lukas

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 Adam...

Red-Hot Real Estate

14 Oct 2021

Contributed by Lukas

Passive real estate investing is a popular way for high-income earners to gain financial freedom and multi-family real estate prices are skyrocketing....

The IRS Wants to Snoop on You

30 Sep 2021

Contributed by Lukas

In this episode, Patrick Hedger, VP of Taxpayers Protection Alliance, & Jim Amundson, CEO of The Independent Community Bankers of Minnesota, join Tom ...

Biden's Attack on Landlords

16 Sep 2021

Contributed by Lukas

The pandemic triggered governments to order rent relief for millions of Americans. In this episode, Ethan Blevins joins Tom to discuss how rent relief...

American Socialism

02 Sep 2021

Contributed by Lukas

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 som...

Part-Time Investing, Full-Time Employment

19 Aug 2021

Contributed by Lukas

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 inves...

The War on Small Business

06 Aug 2021

Contributed by Lukas

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...

Biden's Tax Plan Explained

22 Jul 2021

Contributed by Lukas

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 Bide...

The Nitty-Gritty of Biden's Tax Plan

08 Jul 2021

Contributed by Lukas

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, ...

Health & Wealth

24 Jun 2021

Contributed by Lukas

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 ...

The Attack on Small Business

10 Jun 2021

Contributed by Lukas

The U.S. government is proposing policies that threaten small businesses and investors. Karen Kerrigan joins Tom to discuss how business owners and in...

Protecting Yourself Against the New IRS

27 May 2021

Contributed by Lukas

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 bu...

How to Tame Volatility

17 May 2021

Contributed by Lukas

Turbulence surrounds our society, impacting behavior in all sectors of life. In this episode, Katy Milman helps us discover how to command your behavi...

Biden's Global Tax Proposal

29 Apr 2021

Contributed by Lukas

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 propo...

Is Bitcoin Replacing Gold?

19 Apr 2021

Contributed by Lukas

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...

Statistics Don't Lie

25 Mar 2021

Contributed by Lukas

Discover how to interpret and harness statistics in this era of misinformation. Economist and Author Tim Harford offers practical advice for anyone tr...

How Massive Government Debt is Changing America

22 Mar 2021

Contributed by Lukas

Another $1.9 trillion of government debt is in the pipeline. David Stockman, former White House Director of Management and Budget, joins Tom to discov...

Office Space After the Pandemic

11 Mar 2021

Contributed by Lukas

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...

A Formula for Survival

25 Feb 2021

Contributed by Lukas

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? ...

How Biden's Executive Orders Impact Your Wealth

11 Feb 2021

Contributed by Lukas

Discover how the fast-changing policies in Washington, D.C. will impact your business and wealth. Todd Buchholz, the former director of economic polic...

How to Vaccinate and Heal the Economy

04 Feb 2021

Contributed by Lukas

Discover what you can do today to ensure that you are safely and efficiently vaccinated. Elisabeth Rosenthal joins Tom to discuss the logistics necess...

GameStop, Robinhood, and Taxes

02 Feb 2021

Contributed by Lukas

Discover the long-term impact of the David vs. Goliath short squeeze that stunned Wall Street. Tom also offers valuable tax analysis for stock investo...

Tax Migration

28 Jan 2021

Contributed by Lukas

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...

Your Post-Pandemic Economy

14 Jan 2021

Contributed by Lukas

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 COV...

Solving Income Inequality

06 Jan 2021

Contributed by Lukas

Discover how financial education may solve income inequality. In this episode, Phil Schuman joins Tom Wheelwright to discuss his work bringing financi...

Health is Wealth

22 Dec 2020

Contributed by Lukas

Discover how good health is directly related to wealth. Radha Gopalan, M.D. joins Tom to discuss his work linking healthy behavior with wealthy behavi...

Tax Changes For 2021

10 Dec 2020

Contributed by Lukas

Discover how your taxes may change next year. Andy Puzder joins Tom to discuss how recent and upcoming political elections will greatly impact taxes o...

Year-End Tax Moves

26 Nov 2020

Contributed by Lukas

Year-end tax planning takes on added implications due to the elections and COVID. Discover what options are available to safeguard your wealth. Learn ...

Freedom From Needing A Paycheck

12 Nov 2020

Contributed by Lukas

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 s...

Safeguard Your Wealth

29 Oct 2020

Contributed by Lukas

Discover how Bitcoin may be an emerging safe haven for protecting your wealth. Pierre Rochard joins Tom to discuss Bitcoin's maturation and evolution ...

Investing For High-Income Earners

15 Oct 2020

Contributed by Lukas

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 weal...

Trump's Taxes

01 Oct 2020

Contributed by Lukas

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 signi...

How We'll Pay The COVID Debts

17 Sep 2020

Contributed by Lukas

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 li...

The Impact Of COVID Debt

03 Sep 2020

Contributed by Lukas

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. Dav...

How To Solve Income Inequality

20 Aug 2020

Contributed by Lukas

Discover why wealth inequality is a bigger problem than income inequality. Annamaria Lusardi joins Tom to discuss why income and wealth inequality is ...

Joe Biden's Tax Plan

06 Aug 2020

Contributed by Lukas

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 ...

Should The Wealthy Pay For COVID?

23 Jul 2020

Contributed by Lukas

The bill for the COVID crisis will eventually come due.  Many politicians believe the solution is to raise taxes on wealthy people. Morris Pearl join...