The WealthAbility Show with Tom Wheelwright, CPA cover image

The WealthAbility Show with Tom Wheelwright, CPA

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Jun 5, 2025 • 31min

The Dollar's Future Under Trump & Predictions for 2026

👉 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 future of the U.S. dollar amidst Trump, the deficit, tariffs and inflation - and what investors can do about it with his guest, R. Christopher Whalen, author of “Inflated: Money, Debt, and the American Dream.”Richard Christopher Whalen is an investment banker and author who lives in New York. He is Chairman of Whalen Global Advisors LLC and focuses on the banking, mortgage finance and fintech sectors. Christopher is a contributing editor at National Mortgage News. He’s a general securities principal and member of FINRA. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the Financial Institutions and Corporate Ratings Groups. He was a principal of Institutional Risk Analytics from 2003 through 2013. Over the past three decades, Chris worked as an author, financial professional and journalist in Washington, New York and London. Chris worked at the Federal Reserve Bank of New York, Bear, Stearns & Co., Prudential Securities, Tangent Capital, and Carrington Mortgage Holdings. In this episode, discover how the lowering value of the U.S. dollar will affect inflation, what to expect in our markets for 2026, and tips that investors can utilize even amidst the current economic climate.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.02:23 - What does it mean that the US Dollar is the world reserve currency? The world is de facto on a U.S. dollar monopoly basis since the Great Depression.03:58 - What caused this low? Is it Trump? Is it Covid? 08:05 - Predictions that the future will be a more multilateral system.12:00 - An investment opportunity amidst the deficit.15:26 - Cryptocurrency - will it replace the U.S. dollar? And can we go back to the free banking period?18:00 - The inevitable. The deficit. The U.S. dollar. How will it all affect inflation?22:00 - Everything to Expect in 2026: Residential Real Estate, Interest Rates, Consumer Recession.25:59 - Tips for Investors & What They Can Do Now (Defensive Positions, Energy Stocks, Volatility, Cash Flow).36:57 - Closing Statements.Looking for more on R. Christopher Whalen?Books: “Inflated, Money, Debt, and the American Dream” Website: rcwhalen.com, theinstitutionalriskanalyst.com/LinkedIn: linkedin.com/in/rcwhalen/Twitter/X: @rcwhalen-----👔 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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May 29, 2025 • 38min

Trump’s Tariffs… or Bluffs?

👉 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 if Trump’s tariffs are actually going to do what he says they are going to do, and if so - how will they affect small business owners with his guest and economist, Dr. Adam Ozimek.Dr. Adam Ozimek is Chief Economist at EIG, where he serves on the executive team and spearheads a growing body of research initiatives for the organization. Previously, he was the Chief Economist at Upwork, the world’s largest online freelancing platform, and senior economist at Moody’s Analytics, where he managed U.S. demographics forecasts and research. Ozimek’s research includes a broad array of economics fields including labor markets, demographics, and remote work. His research has been cited in publications including the New York Times, Washington Post and the Wall Street Journal. Ozimek holds a PhD in Economics from Temple University.In this episode, discover the tariff’s short and long term effects on small business owners, how they may heavily impact the supply chain, and the forecast of where our country is headed as a whole.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.01:18 - Are tariffs inflation or a tax? 05:28 - Is the push toward manufacturing in the U.S. a positive or negative?10:31 - Lowering tax rates for manufacturers.15:56 - Can we make more advanced manufacturing for a more stable country?17:34 - Where are we truly with China?20:55 - Will higher tariffs cause industrialization?27:55 - Bilateral Trade Deficits: Good, Bad, or Situation Dependent?33:37 - 6 Month Forecast36:57 - Closing StatementsLooking for more on Dr. Adam Ozimek?Website: eig.orgLinkedIn: www.linkedin.com/company/economic-innovation-group/Facebook: www.facebook.com/EconomicInnovationGroupTwitter: twitter.com/InnovateEconomyInstagram: www.instagram.com/innovate_economy/Youtube: www.youtube.com/channel/UCQ5D-zz5PetC4TFDOQtlArQ -----👔 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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May 22, 2025 • 30min

A Baby Boomers Advantage with AI

👉 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 On10:47 - Tal’s Steps of AI Implementation in Small Business16:37 - 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 Automation26:45 - AI Integration Focus #2: Mapping what you are doing currently.27:08 - AI Integration Focus #3: Alignment & Optimization27:40 - AI Integration Focus #4: Strategizing based on what is most important to you.33:56 - Closing StatementsLooking 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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May 15, 2025 • 35min

Will I Get Audited?

👉 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 how the disruption in the IRS will affect you, your tax compliance, and your risk of getting audited with guest and Senior Analyst, Garrett Watson.Garrett Watson is Director of Policy Analysis at the Tax Foundation, where he conductsresearch on federal and state tax policy. His work has been featured in the Washington Post,The Atlantic, Politico, the Associated Press and other major outlets.In this episode, discover how the new wave of technology will significantly streamline and improve the IRS and data collection, what this means for you and your business, and how you can be prepared.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.01:00 - Short & Long Term Disruptions05:12 - Does this mean more audits?09:14 - What AI Means for Your Taxes17:30 - Tech’s Superpowers & Your Taxes - Are You Prepared?28:45 - Leadership: Who Will Be in the Driver's Seat? 33:56 - Closing StatementsLooking for more on Garrett Watson?Website: taxfoundation.org-----👔 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.
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May 8, 2025 • 31min

The Calamitous Global Battle: Is Cash Obsolete?

👉 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 dangers of digital currency and why cash is not only still relevant but critical for you, the economy, and your business with his guest and author of “The Power of Cash,” - Professor Jay L. Zagorsky.Jay L. Zagorsky is an economist and research scientist at The Ohio State University. He has expertise in personal finance, macroeconomics and health economics. His textbook “Business Macroeconomics” covers all aspects of global and national economies. His work and research has explored recessions, depressions, other business cycle topics, changes in the labor market, inflation, and GDP.In this episode, discover the importance of physical cash in a vulnerable society, why you want separation between your money and the government, and steps you can take now for the longevity of your wealth and business.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.02:00 - The Calamitous Global Battle: Digital vs. Physical Currency06:00 - Hoarding Cash is NOT the SOLUTION; Do This Instead! 08:52 - De-Banking: Can the Money Disappear?13:25 - What you should do.16:58 - The Pros & Cons19:40 - Why Businesses & Governments Make Cash Challenging26:10 - Problems of a Frictionless SocietyLooking for more on Jay L. Zagorsky?Book: “The Power of Cash”Website: https://www.thepowerofcash.com/Twitter/X: @Prof_Jay_ZLinkedIn: https://www.linkedin.com/in/jay-zagorsky-58a90825a-----👔 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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May 1, 2025 • 31min

How High-Performing Leaders & Teams THRIVE in Today’s Digital World

👉 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 what leadership skills thrive in the current business world environment - regardless of age and knowledge in tech - with his guest and author of “Leading in the Age of Digital Disruption,” - Mike Peterson.Mike Peterson is a seasoned business leader, consultant, and author with a passion for helping others succeed in the modern business landscape. As the founder of Apex Consulting Partners, Mike specializes in guiding companies through the challenges of building high-performing teams, focusing on both HR and IT solutions. His book “Leading in the Age of Digital Disruption” has become a trusted resource for leaders looking to build stronger teams, foster innovation, and lead with integrity in today’s fast-changing world.In this episode, discover how Baby Boomers can lead in a Gen Z environment, how to customize AI to better suit your team’s needs, and what shifts need to take place to deal with the rapid change of technology.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.04:00 - Bridging the Disconnect of Generations & Tech06:50 - Skills to Keep and Let Go 09:00 - Accountability12:30 - Transparent Communication Cycle14:14 - How leaders can use AI19:30 - Customize AI to work for you23:40 - Culture: Be a Learning Organization25:20 - “Without failure, you can’t innovate.”26:25 - Steps you can take NOW!Looking for more on Mike Peterson?Book: “Leading in the Age of Digital Disruption”Website: apexconsulting.partnersLinkedIn: www.linkedin.com/company/apex-consulting-partners-----👔 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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Apr 24, 2025 • 34min

Death of a Salesman: Why Your Customers Aren’t Buying

👉 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 why customers aren’t purchasing your products and services, and how to bring your business back to life with his guest and author of “Soul Venture: A True Life and Death Journey into the Startup Culture,” - Ashwin Gulati.Ashwin has launched international ventures, helped start-ups take off or land, and co-piloted complex transitions for over 100 companies in various industries in the UK, US, Spain, and France. With 30 years in the start-up trenches, he has identified the hidden pitfalls, unspoken truths, and personal twists that ultimately determine a venture’s success or failure. He holds a BA in Economics and Mathematics from Claremont McKenna College and studied at King’s College and the London School of Economics.In this episode, discover how to make it easier for customers to buy and use your products and services, why the sales process has significantly slowed down, and action items you can take now to begin innovating - and reigniting life into - your business.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.05:04 - Customers want an “Old Experience with New Innovation”14:48 - Innovation means CHANGING YOUR PRODUCT, NOT Your Customer18:59 - “Nail It Before You Scale It.”22:07 - Too Much Friction: Bring Down the Number of Decisions 27:37 - 2 to 3 Steps You Can Take Now33:43 - Closing StatementsLooking for more on Ashwin Gulati?Book: “Soul Venture: A True Life and Death Journey into the Startup Culture”Website: soulventurebook.com, www.matchpointventuresllc.comLinkedIn: www.linkedin.com/in/ashwingulatiInstagram: www.instagram.com/ashwin.gulatiFacebook: www.facebook.com/ashwin.gulati.1-----👔 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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Apr 17, 2025 • 35min

Psychological Targeting for Small Business

👉 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 how entrepreneurs can use data collection and the algorithm to psychologically target for their own small businesses with his guest, author of Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior - Sandra Matz.Sandra Matz is the David W. Zalaznick Associate Professor of Business at Columbia Business School in New York. As a computational social scientist, she studies human behavior and preferences using a combination of Big Data analytics and traditional experimental methods.In this episode, discover how you can use tools from computer science as a window into your customer’s psychology to better solve their problems with your product; while also recognizing that just because you can influence human behavior - doesn’t always mean you should.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.02:55 - What is Psychological Targeting?06:54 - How to find the best audience and expand.12:20 - Identify the consumer's problems.15:40 - Just because you can do it, doesn’t always mean you should.20:50 - Questions to narrow your focus.24:15 - Company Data vs. Individual Consumer Data29:45 - 2-3 Steps You Can Take Now33:43 - Closing StatementsLooking for more on Sandra Matz?Book: “Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior”Website: human-performance.ai, sandramatz.com, www.mindmasters.aiLinkedIn: https://uk.linkedin.com/in/sandra-matz-6824742b-----👔 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/@TomWheelwrightCPAFOLLOW US ON INSTAGRAM💜@Tom_WheelwrightABOUT 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.
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Apr 11, 2025 • 26min

Data That Will Actually Help Your Business

👉 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 how to best analyze data from your business to better grow your company and better serve your customers with his guest, analytics expert and best-selling author, Joe Sutherland. Joe Sutherland, a noted technology executive, public service leader, and educator, has been named the first Director of the Emory Center for AI Learning. Dr. Sutherland's professional background includes executive roles at Amazon and academic appointments at Columbia University, Johns Hopkins University, and Emory. He currently serves as Visiting Assistant Professor for QTM, and a fellow of the Weidenbaum Center on the Economy, Government and Public Policy at Washington University in St. Louis. Prior to that role, he was the director of CX Cloud Data, Insights and Growth at Cisco, where he led applications of artificial intelligence for their CX Cloud product portfolio. In this episode, discover the various methodologies you must apply to your data so you can generate growth the right way. 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. 02:55 - Determining the RIGHT data means asking the RIGHT questions. 06:17 - Data that will actually help your business. 10:35 - Counter-factual Outcomes: Don’t Make the Wrong Comparisons 14:37 - The Holy Grail to Marketing 19:47 - Steps for Entrepreneurs NOW! 24:40 - Closing Statements Looking for more on Dr. Joe Sutherland? Book: “Analytics The Right Way” Website: www.jlsutherland.com/ Facebook: https://facebook.com/joesutherlandfb Instagram: https://instagram.com/joesutherlandinsta LinkedIn: https://linkedin.com/in/jlsutherland Twitter: https://x.com/drjoesutherland Email: hello@jlsutherland.com ----- 👔 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.
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Apr 3, 2025 • 35min

Your Work Systems are Broken! Here's How to Fix It NOW

Doug Hall, an acclaimed inventor and founder of Eureka! Ranch, dives into the crucial need for innovative work systems. He reveals that most organizational issues stem from systemic flaws instead of employee performance. Hall emphasizes the power of empowering employees to proactively solve problems and enhance workplace satisfaction. He tackles the shift to hybrid work environments post-COVID and stresses the accountability of management in fostering a culture of collaboration and creativity. His insights promise to revolutionize how businesses approach their challenges.

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