The WealthAbility Show with Tom Wheelwright, CPA

Tom Wheelwright, CPA

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.

All Episodes

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 Tom to help us discover how AI will impact you, your business, and how you can position yourself to benefit from its increasingly large role in day-to-day life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 25

28 min 44 sec

Taxes are the lever policymakers believe will create equality, but have instead become a heap of mismanagement. Discover how the American Dream has been distorted by a lack of education and manipulation. In this episode, Dr. James Otteson joins Tom to discuss the morality of business and wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 11

32 min 43 sec

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 Adams, someone on the front lines of education, to discuss how this decline may deepen as an entire generation has exchanged tradition for a digital existence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28

33 min 28 sec

Passive real estate investing is a popular way for high-income earners to gain financial freedom and multi-family real estate prices are skyrocketing. In this episode, David Steele joins Tom to help us discover how the pandemic is impacting real-estate investing, and if the market is over-heated or just beginning to rise. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14

29 min 51 sec

In this episode, Patrick Hedger, VP of Taxpayers Protection Alliance, & Jim Amundson, CEO of The Independent Community Bankers of Minnesota, join Tom to discuss how the IRS seeks access to American’s bank accounts. Discover how this proposal is another attack on small business and may violate the constitution.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30

32 min 32 sec

The pandemic triggered governments to order rent relief for millions of Americans. In this episode, Ethan Blevins joins Tom to discuss how rent relief impacts landlords, and what landlords can do to protect themselves. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16

28 min 4 sec

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 someone who has lived both in the Soviet Union and the U.S.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 2

37 min 38 sec

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 investing can reap massive benefits for you: it can generate income, provide freedom, and reduce taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19

30 min 33 sec

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 and consistently undermine small business. Tom & Carol also offer strategies that small business owners can use to fight back against these punitive policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6

32 min 32 sec

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 Biden's tax burden will fall primarily on the middle class, and what we can do about it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22

28 min 10 sec

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, Tom Wheelwright and Kyle Pomerleau discuss what is really in Biden’s plan, and here’s a hint: the corporations and high earners aren’t the only ones getting hit by the tax man. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8

34 min 24 sec

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 form a plan to successfully navigate the health care system. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24

31 min 58 sec

The U.S. government is proposing policies that threaten small businesses and investors. Karen Kerrigan joins Tom to discuss how business owners and investors can protect themselves from punitive economic policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10

31 min 48 sec

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 business owners and investors can prepare for a new – and more aggressive – IRS. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 27

33 min 52 sec

Turbulence surrounds our society, impacting behavior in all sectors of life. In this episode, Katy Milman helps us discover how to command your behavior to meet your goals despite market volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 17

25 min 26 sec

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 proposed global tax on corporations would impact economic growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29

27 min 41 sec

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 that crypto currency is “The People’s Money.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 19

28 min 15 sec

Discover how to interpret and harness statistics in this era of misinformation. Economist and Author Tim Harford offers practical advice for anyone trying to determine good information from bad. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25

27 min 59 sec

Another $1.9 trillion of government debt is in the pipeline. David Stockman, former White House Director of Management and Budget, joins Tom to discover how The American Rescue Plan impacts you, your business and your wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 22

24 min 36 sec

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 space. From business owners, employees to landlords, how will this pivot affect your operations?  Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 11

28 min 14 sec

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? World renowned franchise expert and author, Scott Greenberg, lends his insight on what exactly is going on here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 25

33 min 15 sec

Discover how the fast-changing policies in Washington, D.C. will impact your business and wealth. Todd Buchholz, the former director of economic policy under George H.W. Bush, joins Tom Wheelwright to discuss what you can do to navigate the new economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 11

26 min 26 sec

Discover what you can do today to ensure that you are safely and efficiently vaccinated. Elisabeth Rosenthal joins Tom to discuss the logistics necessary for the differing COVID vaccines, and why the economy will remain stunted until herd immunity is achieved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 4

34 min 36 sec

Discover the long-term impact of the David vs. Goliath short squeeze that stunned Wall Street. Tom also offers valuable tax analysis for stock investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 2

46 min 28 sec

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

28 min 39 sec

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

31 min 5 sec

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 6

39 min 42 sec

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 2020

41 min 25 sec

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 2020

32 min 7 sec

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 2020

19 min 8 sec

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 2020

24 min 56 sec

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 2020

30 min 51 sec

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 2020

34 min 47 sec

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 2020

30 min 11 sec

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 2020

32 min 11 sec

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 2020

22 min 44 sec

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 2020

35 min 35 sec

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 2020

35 min 10 sec

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 2020

29 min 13 sec

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 2020

21 min 56 sec

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 2020

29 min 2 sec

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 2020

29 min 16 sec

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 2020

33 min 27 sec

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 2020

28 min 21 sec

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 2020

31 min 25 sec

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 2020

26 min 17 sec

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 2020

43 min 11 sec

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 2020

33 min 14 sec

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 2020

27 min 42 sec

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 2020

31 min 45 sec