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Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies. The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Inter…
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Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok. Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment compl…
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Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra. Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valu…
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Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo. Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor i…
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Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton. Sharon is Founder & CEO of sbLiftOff and one of the country’s leading small business advocates. Appointed to the Small Business Administration’s Investment Capital Advi…
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Join Tom Wheelwright as he explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg. Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Cha…
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Join Tom Wheelwright as he explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing. Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments sin…
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Join Tom Wheelwright and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay. Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersectio…
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"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 investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers. Todd is a Professor of Public Policy at the Harvard Kennedy School of Governme…
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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 moment questions? In this episode, Matt Abrahams joins Tom in discovering the tools to think fast, talk smart, and how we should strive for connection, not perfection. Learn more about your ad choices. Vis…
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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 discovering how real estate will perform in the year head, how investors can strategize cashflow amidst high interest rates, and how you can prepare to find the best opportunities. Learn more about your ad cho…
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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 compounding out of control? In this episode, Dan Moore joins Tom Wheelwright in discovering how to build a personal plan of resilience and fortitude, and how to strengthen the only asset you can control in t…
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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 zero-waste? In this episode, Will Harris joins Tom Wheelwright in discovering why doing good and being well does not have to be mutually exclusive, how it takes a relentless amount of focus, grit, commun…
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How much will ignorance in economics cost you? As taxpayers and entrepreneurs, are you prioritizing your knowledge of the economy? In this episode, Howard Yaruss joins Tom Wheelwright in exploring how economics is the biggest impact on business, how financial common sense was lost, and how we can reclaim it to safeguard us from bad economic policie…
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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 episode, Joe Bishop-Henchman joins Tom to discuss how the Supreme Court’s decision on this tax case could have sweeping changes for investors and business owners like you. Learn more about your ad choices…
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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 episode, Charlie Gilkey joins Tom to explore the power of dependability, experience, and the true impact a good team can have in your business. Learn more about your ad choices. Visit megaphone.fm/adchoic…
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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 episode, W. Russell Neuman joins Tom in exploring the positive side of AI, how AI can co-exist with humans, and the many ways it can propel us forward just as technology was always intended. Learn more abo…
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Have you found yourself wondering what blockchain is exactly? Furthermore, what capabilities might impact the way you grow your wealth? The digital revolution has provided us with the baseline for expected modern comfort, while the technology of tomorrow looks like magic by comparison. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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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 are evolving fast. Are you doing what it takes to stay ahead of them? In this episode, Dr. Kelly Richmond Pope joins Tom to discuss how small business owners and investors can protect themselves again…
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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 Howe joins Tom to discuss how our current global upheaval is a natural cycle of history, and who will emerge to lead us out of this crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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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 investments? Why does our government continue to incentivize this sector? Learn more about your ad choices. Visit megaphone.fm/adchoicesKirjoittanut Tom Wheelwright, CPA
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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 ahead of our competitors, and not get left behind? And is it possible to bring everyone with us as we embrace change? Learn more about your ad choices. Visit megaphone.fm/adchoices…
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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 the current world we live in? Despite our limitations and circumstances, there is hope for entrepreneurs whether it’s your first business or twentieth. Learn more about your ad choices. Visit megaphone.…
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What makes a great entrepreneur so much more effective than their peers? Simplifying complex topics in business can be the difference between success and failure. In this episode, Carmine Gallo joins Tom to discuss how to master communication skills that drive your business to new heights. Learn more about your ad choices. Visit megaphone.fm/adchoi…
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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 leverage and breaks down the different formulas to “Get Unstuck, Reclaim Your Freedom, and Build Your Empire”. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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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 changes as much as people expected? In this episode, Tom breaks down Donald Trump’s recently released tax returns to help us discover what Trump’s tax returns actually tell us about his financial pract…
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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 episode, Alex J. Pollock and Howard B. Adler join Tom to discuss how Americans have created a pattern of financial downfall, and the realistic expectations we can harbor for the next one. Learn more ab…
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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 them can see like more trouble than it’s worth. However, in just the last few years, many tools and systems have become available to help homeowners manage these aspects of short-term management. In th…
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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 competitors and lead to better economic outcomes? In this episode, Avi Goldfarb joins Tom to discuss how AI offers value to any economic venture by decoupling prediction from decision-making, allowing business…
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Is burnout a problem in your workplace? Are your colleagues feeling the effects of a post-pandemic work environment? In this episode, Jennifer Moss joins Tom to discuss how the pandemic accelerated burnout in the workplace, and how the burnout epidemic is not an individual issue but an organizational issue. Learn more about your ad choices. Visit m…
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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 most efficient way possible? In this extended episode, Evan Carmichael joins Tom to discuss the differences between platforms, and what we can do to maximize our bandwidth when it comes to marketing and…
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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 life at every level of government. In this episode, Grover Norquist joins Tom to help us discover how taxes are the most important issue in our elections, and how financial education is vital in determin…
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The current business climate demands a radical evolution of traditional business practice. What bold moves can we make to help ourselves emerge successful? In this episode, Frank O’Connell joins Tom to discuss what steps we can take to begin looking at our place in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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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 attributed to success in almost every area of your life, especially your wealth. In this episode, Dr. Michael Breus joins Tom to discuss how we can build sleep habits that maximize productivity without sa…
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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? Are you more likely to get audited now? In this episode, Brian Riedl joins Tom to discuss how the midterm elections will secure or scuttle Joe Biden’s fiscal agenda, and what it means for your taxes…
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“Do you know your numbers?” What numbers are people referring to when they ask you that question? Establishing meaningful metrics to measure the progress of your business can add significant value to your business, and even encourage employees to strive for success. In this episode, Lee Benson joins Tom to discuss how we can find our metrics and cr…
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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 episode, Eric Barker joins Tom to discuss which relationships are worth keeping, and what opportunities they may hold. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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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 direction? In this episode, Melissa Daimler joins Tom to discuss what you can do to promote a positive culture in your business that transcends to all employees, even remote workers. Learn more about …
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