The WealthAbility Show with Tom Wheelwright, CPA A Baby Boomers Advantage with AI
May 22, 2025
29:31
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!
Join Tom Wheelwright as he explores the skills Baby Boomers need to not only be successful with AI, but also transform their small businesses with his guest and AI specialist, Tal Galon.
As the founder of AI Outfitters, Tal Galon is on a mission to help small business owners experience transformation through AI. He focuses on the value AI can bring to improve revenue, the quality of output, and reclaiming entrepreneurs’ time to help them focus on strategy. With his 20 years of consulting, strategy, and business intelligence experience, he specializes in:
🔹 Identifying key areas for AI integration and improvement
🔹 Facilitating workshops on AI-driven efficiency
🔹 Developing tailored strategies for 50-70% productivity boosts
🔹 Cross-cultural collaboration and C-suite level problem-solving.
In this episode, discover the ways AI can be immensely helpful for Baby Boomers and their small businesses, and how this differs from previous technological advances that has often left Baby Boomers behind.
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.
03:14 - Advantage #1: Questioning - Intelligence & Experience with Asking the Right Question
09:28 - The One Tech Baby Boomers are Not Left Behind On
10:47 - Tal’s Steps of AI Implementation in Small Business
16:37 - Advantage #2: Training AI - Boomers Knowledge & Ability to Train People
20:30 - AI Agents can build your workflow.
24:20 - AI Integration Focus #1: Goal Setting Leads to Customization and Automation
26:45 - AI Integration Focus #2: Mapping what you are doing currently.
27:08 - AI Integration Focus #3: Alignment & Optimization
27:40 - AI Integration Focus #4: Strategizing based on what is most important to you.
33:56 - Closing Statements
Looking for more on Tal Galon?
LinkedIn: www.linkedin.com/in/ai4u/
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👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA
FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright
ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.
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.
Join Tom Wheelwright as he explores the skills Baby Boomers need to not only be successful with AI, but also transform their small businesses with his guest and AI specialist, Tal Galon.
As the founder of AI Outfitters, Tal Galon is on a mission to help small business owners experience transformation through AI. He focuses on the value AI can bring to improve revenue, the quality of output, and reclaiming entrepreneurs’ time to help them focus on strategy. With his 20 years of consulting, strategy, and business intelligence experience, he specializes in:
🔹 Identifying key areas for AI integration and improvement
🔹 Facilitating workshops on AI-driven efficiency
🔹 Developing tailored strategies for 50-70% productivity boosts
🔹 Cross-cultural collaboration and C-suite level problem-solving.
In this episode, discover the ways AI can be immensely helpful for Baby Boomers and their small businesses, and how this differs from previous technological advances that has often left Baby Boomers behind.
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.
03:14 - Advantage #1: Questioning - Intelligence & Experience with Asking the Right Question
09:28 - The One Tech Baby Boomers are Not Left Behind On
10:47 - Tal’s Steps of AI Implementation in Small Business
16:37 - Advantage #2: Training AI - Boomers Knowledge & Ability to Train People
20:30 - AI Agents can build your workflow.
24:20 - AI Integration Focus #1: Goal Setting Leads to Customization and Automation
26:45 - AI Integration Focus #2: Mapping what you are doing currently.
27:08 - AI Integration Focus #3: Alignment & Optimization
27:40 - AI Integration Focus #4: Strategizing based on what is most important to you.
33:56 - Closing Statements
Looking for more on Tal Galon?
LinkedIn: www.linkedin.com/in/ai4u/
-----
👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com
📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA
FOLLOW US ON INSTAGRAM💜
@Tom_Wheelwright
ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.
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.