The WealthAbility Show with Tom Wheelwright, CPA

By Tom Wheelwright, CPA

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store.


Category: Business

Open in iTunes


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 63
Reviews: 0

Description

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.

Episode Date
How The Government Will Pay To Lower The Risk In Your Business
27:47

Captive insurance is one of the best tax incentives. In this episode Tom speaks with Chuck Spitzer about how business owners and investors receive significant advantages from captive insurance.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast29 

Learn more about Chuck & captive insurance:

 http://www.captiveinsuranceusa.com

May 09, 2019
The #1 Mistake Entrepreneurs & Investors Make
22:11

Accurate data is your roadmap to success. And accurate data begins with good record keeping. Tom shares 5 tips you can use today to gain and maintain accurate data.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast28 

Apr 25, 2019
How To Upgrade To First Class
25:50

The rich invest differently than the middle class and poor. In this episode, Tom speaks with Patrick Donohoe about advanced techniques of investing in life insurance that offer opportunities to expand wealth and reduce taxes.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast27 

Learn more about Patrick Donohoe at

https://paradigmlife.net/about/patrick-donohoe/

Apr 11, 2019
The Single Investment That Makes You Money 5 Different Ways
23:30

Real estate can offer an investor five avenues to make money. Tom speaks with Keith Weinhold about maximizing the return on your real estate investments

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast26

Learn more about Keith Weinhold by visiting: 

https://www.getricheducation.com/

Mar 27, 2019
How To Reduce Your Taxes Everyday
19:08

Successful tax planning doesn’t happen once a year. There are actions you can take every day to help reduce your taxes. In this episode, Tom offers strategies that can be used daily to plan, execute and reduce your taxes.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast25

 

Mar 14, 2019
Ask Your CPA These Questions About The New Tax Law
22:33

The new tax law presents challenges and opportunities for you and your CPA. In this episode, Tom reveals how CPAs are adjusting to the new tax law, and how it can benefit you to meet with your CPA before you file your tax return. This is am important episode for anyone trying to navigate the new tax law in the U.S.

 

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast24

Mar 06, 2019
Never Fear A Government Audit
25:09

Nothing strikes more fear in people than a government audit. In this episode Tom explains what triggers government audits, and what steps you can take to ensure that an audit is nothing to fear. Tom dissects how government CPAs approach audits, and how you can effectively deal with them.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast23

Feb 21, 2019
Avoiding Lawsuits in Business & Investing
25:06

Asset protection is a vital & basic part of any investment strategy. Tom speaks with Garrett Sutton about how to form your business or setup your investments in a way that avoids potential lawsuits.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast22

Learn more about Garrett Sutton by visiting 

https://www.corporatedirect.com/ 

Jan 30, 2019
If You Want To Change Your Tax, You Have To Change Your Facts
24:24

Your CPA can’t save you a dime. You have to take action in order to make way more money & pay way less taxes. In this episode, Tom discusses how investors and business owners should best position themselves to utilize the skills of a CPA and other team members to build success.

EPISODE BONUS: For the transcript, show notes and more visit:

https://wealthability.com/podcast21

Jan 16, 2019
Find Out The #1 Key To Building Wealth!
25:48

Record keeping is the most important skill required to build wealth. In this episode Tom discusses how to keep records, and more importantly, how to use records to make good financial decisions.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast20

Jan 02, 2019
Double The Return On Your Investments & Increase Your Tax Benefits
25:35

Professional investors enjoy higher returns and better tax benefits than amateur investors. In this episode, Tom discusses how certain investors make more money and qualify for better tax benefits based on how they invest.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast19

Dec 19, 2018
Tax Advantages of Owning Gold
25:38

Gold is often seen as a hedge against inflation. In this episode, Tom also explains the tax opportunities gold investing may offer. Tom speaks with a precious metals broker who offers the risks and rewards of buying gold.

 

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast18  

Learn more about Dana Samuelson and The American Gold Exchange by visiting https://www.amergold.com/

Dec 05, 2018
Building Your Brand – Define & Establish Your Brand
26:14

Tom discusses the three important questions you must ask yourself to create the life and business you want. This episode includes details on an upcoming special CPA Event on building your brand and finding your strengths.

Sign Up For The Event:

https://wealthability.com/event/

 

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast17

Nov 28, 2018
Take Control Of Your Wealth & Stop Working For A Paycheck
32:38

This episode is for any employee who dreams of leaving the rat race. Clayton Morris, former-Fox News anchor, joins Tom to discuss his transformation from TV star to successful real estate investor. Choosing to leave a lucrative, high-profile career was an easy decision, because Morris took control of his wealth by creating passive income that allowed him to ditch his paycheck.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast16 

Learn more about Clayton Morris by visiting http://www.claytonmorris.com/

Nov 07, 2018
The Secret Tool of The Professional Investor
31:44

All investors are not created equally. Why do some people excel at real-estate investing while others gravitate to stocks? In this episode, David Kolbe joins Tom to discuss how savvy investors pre-determine their strengths and apply this knowledge to creating wealth.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast15  

Learn more about David Kolbe by visiting: http://www.kolbe.com/

Oct 31, 2018
Shave 20% Off Your Income Tax
28:12

The new tax code offers many people the opportunity to cut income tax by 20%. In this episode, Tom offers a glimpse of how he works with clients to help them reduce taxes. Hear from a small-business owner about how tax planning helps him effectively run his business and reduce taxes. This is a must-listen show for anyone interested in reducing taxes.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast14

Learn more about Cliff Holt by visiting https://www.utahfamilypharmacy.com/

Oct 10, 2018
The Tax-Free Investment Available To Everyone
32:30

Life insurance offers tax and investment benefits to all investors. Kim Butler joins Tom to discuss the different types of life insurance available and what opportunities each presents to investors.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast13

Learn more about Kim Butler by visiting www.partners4prosperity.com

Sep 26, 2018
Make More Money With The Tax Law
24:39

Understanding the new tax code not only allows you to pay less taxes, it may also encourage you to make more money. In this episode, hear a real-life case study of how a real estate investor educated himself, paid less taxes and used the tax code to increase his income.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast12

Learn more about JP Newman by visiting http://www.thrivefp.com/

Sep 12, 2018
How To Select The Right Tax Advisor
22:22

The most important person in your financial life, other than a spouse, is your tax advisor. Robert Kiyosaki, author of “Rich Dad Poor Dad,” joins Tom to discuss his hard-earned wisdom from working with bad and good tax advisors. Find out what questions to ask a tax professional so you can legally pay less taxes.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast11

Learn more about Robert Kiyosaki and The Rich Dad Company by visiting https://richdad.com or his Facebook 

Aug 29, 2018
Buy, Borrow & Die
29:03

Hear the strategy anyone can use to begin successfully investing while paying less taxes. Ed McCaffery, a tax law professor at USC, joins Tom and together they discuss the strategy of “Buy, Borrow & Die.” Find out how you can apply this basic formula to build wealth and eliminate taxes.

 

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast10

Learn more about Ed McCaffery and The Peoples Tax Page by visiting http://peoplestaxpage.org/

Aug 15, 2018
Get a Tax Break for Family Activities
34:05

The new tax code offers new incentives. In this episode, Tom speaks with fellow Rich Dad Advisor Andy Tanner about how spending more time with his two boys is allowing him to pay less taxes.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast9

Learn more about Andy Tanner and investing, visit: http://andytanner.com/  or follow him on Facebook https://www.facebook.com/andytannerrichdadadvisor/ 

Aug 01, 2018
5 New Deductions From The New Tax Law
23:22

The new tax law offers opportunities to reduce taxes, but you must get educated. In this episode, Tom speaks with a real-estate investor who is currently implementing the new tax law and creating big tax savings.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast8

For more about Brad Sumrok and multifamily investing visit: https://bradsumrok.com/

Jul 18, 2018
Overcome The Fear of Investing & Enjoy Building Wealth
22:47

Nobody knows more about your money than you. So why do so many people turn over their hard-earned money to strangers? In this episode Tom explains how you can become a successful investor, eliminate the Wall Street-myth of diversification, and pay less taxes.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast7

Jul 02, 2018
How To Achieve Your Financial Goals In 7-10 Years
19:29

You don’t need to wait until you’re 65 to retire and live your dream life. In this episode Tom discusses the financial education he uses to help people achieve their financial dreams in as little as 7 years.  Find out if your plan for retirement is really what you want, and if it will allow you to live the life you want.

Visit the wealth evaluator here: https://wealthability.com/wealth-evaluator/

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast6

Jun 26, 2018
CPA Edition: How To Improve Your Business
25:36

Tom has prepared a special show for CPAs (that really applies to anyone who owns a business). Find out how to better serve your clients and grow your business. Tom shares hard-earned wisdom from over 35-years running his own firms, working for corporate firms & teaching at the university level. Tom also invites CPAs to join him at the WealthAbility™ training center for a free educational seminar.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast5

Jun 06, 2018
Live The Life You Want Today
19:18

Find out how to live your dream life today, not 30 years down the road. In this episode, Tom explains that making one change to your wealth strategy can set you on the path to living your dream life today.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast4

May 30, 2018
How To Stop Worrying About Money
19:16

Money is the #1 cause of divorce, and a great source of anxiety for people of all ages. In this episode Tom explains how you can overcome the fear of money and take control of your life.

 

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast3

May 16, 2018
5 Ways You Can Save On Taxes
25:48

The fastest way to put money in your pocket is to reduce taxes. In this episode, Tom offers five ways to legally reduce your  taxes. Learn about the best ways to take tax deductions, the best available tax credits and why your 401(k) may be costing you money.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast2  

May 01, 2018
Find Out How Taxes Can Make You Wealthy
22:34

Taxes can deplete wealth or help build wealth. In his debut podcast, WealthAbility founder Tom Wheelwright dispels many common myths of the tax code, and explains how anybody can start building wealth with a strategic tax plan.

EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast1

 

Apr 13, 2018