The WealthAbility Show with Tom Wheelwright, CPA cover image

The WealthAbility Show with Tom Wheelwright, CPA

Latest episodes

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10 snips
Feb 20, 2025 • 37min

Mindfulness Tools for Executives

Margo Boster, an executive and leadership coach and author of 'Mindfully Successful,' shares her expertise on integrating mindfulness into leadership. She discusses the profound impact of breaking limiting beliefs on personal and professional growth. Listeners learn about the power of meditation in regulating emotions and enhancing decision-making. Margo emphasizes practical tools like box breathing and self-assessments to elevate leadership effectiveness. Her insights provide actionable strategies for fostering mindfulness in high-stress environments.
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27 snips
Feb 13, 2025 • 1h 2min

Unpacking 2025 Tax Law Changes

Garrett Watson, Director of Policy Analysis at the Tax Foundation, shares insights on the impending 2025 tax law changes and their potential impact on individuals and businesses. He discusses the efficacy of tax reductions in stimulating growth and evaluates the legacy of the 2017 tax reforms. The conversation also delves into the tension between investment and consumption, and how crucial deductions, like SALT and child tax credits, will shape financial strategies moving forward. Staying informed is essential as these legislative shifts approach.
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Feb 7, 2025 • 35min

Real Estate in 2025

Join Tom Wheelwright as he explores what we can expect in real estate in 2025 with multi-family real estate expert, Bronson Hill.Bronson Hill is the founder and CEO of Bronson Equity and has raised over $20M for real estate investment. He is a general partner in over $150M worth of real estate around the US. Bronson is an authority on apartment investing and is continually putting out new content to help educate investors and help them achieve financial freedom. He spent his earlier years as a sales consultant for several large and startup medical device companies. He has been a guest on many podcasts and has written this report about the best investment strategy during (and after) a pandemic.In this episode, learn what to anticipate in the real estate market in the coming year and how the experts are navigating the current market.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. 02:02 - Cash Flow in Multi-Family Units03:04 - Interest & Mortgage Rates in 202507:03 - Cash Flow = Cap Rates = Your Returns in 202513:25 - Interest Rates on Multi-Family17:12 - Improving Properties: What is your risk?23:39 - Where will we be in a year? 27:49 - Margin of SafetyTom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Bronson Hill?Website: https://bronsonequity.com/Books: "Rich Brain" "Fire Yourself"Instagram: https://bronsonequity.com/contact-us/Facebook: https://www.facebook.com/bronson.hill.37/TikTok: https://www.tiktok.com/@bronsonequityYouTube: https://www.youtube.com/@bronsonequityLinkedIn: https://www.linkedin.com/in/bronsonhill/Podcast: Mailbox Money ShowDISCLAIMER: 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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Jan 30, 2025 • 28min

Massive Changes in the Tax Law & How to Prepare Now

Join Tom Wheelwright as he discovers how entrepreneurs can prepare for the massive changes in the tax law with Trump's second term.Tom Wheelwright is a CPA, CEO of WealthAbility and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes.In this episode, learn what you need to do with your tax advisor between now and April, and gain insight on the benefits we will continue to receive - or lose.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/SHOW NOTES:00:00 - Intro. 02:29 - Inflation: Massive Increases to Deficit or Pay for What We Get 03:23 - Corporate Taxes07:23 - State Local Tax Deduction Increase08:34 - Taxing Tips, Social Security, Overtime, etc.10:15 - Will we continue to get Bonus Depreciation? 13:33 - Research and Development Deduction14:56 - Clean Energy Incentives15:44 - Step 1: Write to your member of Congress.17:54 - Step 2: Set up your business correctly.18:49 - Step 3: Plan of action.Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Tom Wheelwright?Website: https://tomwheelwright.com/tom-wheelwright/Books: "Tax-Free Wealth" "Win-Win Wealth Strategy"Instagram: @tom_wheelwrightFacebook: https://www.facebook.com/Tom.Wheelwright.CPA/YouTube: The WealthAbility ShowLinkedIn: https://www.linkedin.com/in/tomwheelwright/Podcast: The WealthAbility ShowDISCLAIMER: 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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Jan 23, 2025 • 40min

Understanding Blockchain & DAO (Decentralized Autonomous Organizations)

Join Tom Wheelwright as he explores the new frontier of blockchain and how DAO (Decentralized Autonomous Organizations) can reshape your entire business with his guest, Kevin Owocki.Kevin Owocki is a blockchain expert and computer scientist. He cofounded Gitcoin and hosts the GreenPill podcast. Since founding Gitcoin in 2017, his vision of a positive-sum ecosystem has facilitated the distribution of over $64 million to projects, solidifying Gitcoin as an essential component of the Ethereum ecosystem. In 2021, the Gitcoin DAO launched, and Gitcoin Grants evolved into a suite of modular and decentralized protocols. As of 2023, Web3 projects integrate Gitcoin Grants through Grants Stack or Allo Protocol, alongside Gitcoin Passport or PublicGoods.Network, further reinforcing its pivotal role in supporting and marketing countless innovative projects.In this episode, learn how you and your business can be at the frontier of innovation, the exact steps to create a DAO, and everything you need to be cautious of.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. 01:55 - What is DAO?04:30 - What is Blockchain?07:14 - Business owners can create tokens.10:25 - What are "Smart Contracts"?15:50 - How to Create a DAO.24:13 - Delegation & Liquid Democracy27:00 - Why DAO? Do I even need to incorporate it?34:54 - Few Things to Consider and Not to ConsiderTom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Kevin Owocki?Website: https://owocki.com/Books: "How to DAO" "Greenpilled" "The Future History of the Open Internet"Instagram: http://instagram.com/owockiGithub: http://github.com/owocki X / Twitter: @owockiDISCLAIMER: 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.Tags: wealth, taxes, tax, reduction, save, money, RichDad, accountant, Tom Wheelwright, Accounting, CPA, Robert Kiyosaki, Advisor, coaching, mentoring, Tax Plan, Legacy, Cryptocurrency, Bitcoin, Franchise, Author, millennial, boomer, investor,
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Jan 16, 2025 • 36min

Workforce Revival: Rebuilding Company Culture in a Remote & AI World

Join Tom Wheelwright as he discovers how entrepreneurs can build a successful work culture in today's scattered and chaotic world with author, Jennifer Moss.Jennifer Moss is an award-winning journalist, author, and international public speaker. She is a nationally syndicated radio columnist, reporting on topics related to happiness and workplace well-being. She is also a freelance writer whose articles have appeared in HuffPost, Forbes, the Society of Human Resource Management (SHRM), Fortune, and Harvard Business Review. Her book, Unlocking Happiness at Work, received the distinguished UK Business Book of the Year Award. Moss also sits on the Global Happiness Council. To acknowledge her contributions to business and public service, Moss was named a Canadian Innovator of the Year, an International Female Entrepreneur of the Year, and recipient of the Public Service Award from the Office of President Obama.In this episode, learn how you can prevent your employees from losing their jobs to AI as well as grow along with it, find solutions to improving your company culture, and understand what actions you must take as a leader to not get left behind.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/SHOW NOTES:00:00 - Intro. 03:31 - Culture Requires Psychological Fitness06:07 - Stanford Research: Work Force Rebellion or Revival?09:35 - Struggles for the Business Owner12:30 - Solutions for the Business Owner15:44 - 7-1 vs. 9-5 Workday vs. Goal Setting17:42 - Time of AI: Fluidity is Key20:11 - Fear of Becoming Obsolete: AI Anxiety to AI Action26:16 - "More fun. More productive. More profitable."28:25 - Self-Audit: What do I want to change?Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Jennifer Moss?Website: jennifer-moss.comBooks: "Why Are We Here?" " The Burnout Epidemic"Instagram: https://www.instagram.com/betterworkinstitute/X / Twitter: https://twitter.com/jennifermossincYouTube: LinkedIn: https://www.linkedin.com/in/jenleighmossDISCLAIMER: 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.Tags: wealth, taxes, tax, reduction, save, money, RichDad, accountant, Tom Wheelwright, Accounting, CPA, Robert Kiyosaki, Advisor, coaching, mentoring, Tax Plan, Legacy, Cryptocurrency, Bitcoin, Franchise, Author, millennial, boomer, investor,
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Dec 26, 2024 • 41min

Triple Play: How to Get the Bigger Picture & Transform Your Business

Join Tom Wheelwright as he discovers how you can transform your business by using the "Triple Play" with author and business coach, Dan Sullivan.Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives.He is author of over 40 publications, including The Wall Street Journal Bestseller: Who Not How, The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.In this episode, learn how to apply the "Triple Play" to your business, become aware of the unseen components you need to pay attention to, and gain clarity by acquiring the big picture.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/SHOW NOTES:00:00 - Intro. 06:18 - 3x3 Triple Play: Your "Future" is Being a Better Guesser and Bettor.19:28 - Create Integrated Unity20:59 - What are your connectors? Can you create community?27:17 - Capture the Big Picture30:29 - How else to utilize 3x3 in business.33:05 - Everything Created BackwardsYoutube Description End:Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/********************************** PODCAST: WealthAbility®********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/showYouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f**********************************Resources********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ ***********************************Social Media***********************************Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/ Twitter (WealthAbility®) https://twitter.com/WealthAbility Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA Looking for more on Dan Sullivan?Website: strategiccoach.comBooks: "Everything Created Backwards" "Who Not How" "The Gap and the Gain" "The Self-Managing Company"Facebook: facebook.com/DanSullivanSC/X / Twitter: twitter.com/DanSullivanSC?lang=enLinkedIn: https://www.linkedin.com/in/dansullivansc/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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7 snips
Dec 12, 2024 • 37min

Get Paid What You Deserve: Fearlessly Pricing for Your Expertise

Casey Brown, an author and keynote speaker with extensive experience in pricing strategy for Fortune 500 companies, dives into the art of fearless pricing. She reveals how entrepreneurs can confidently communicate their value and avoid underpricing their services. Casey shares practical strategies for building trust with clients through insightful questioning and emphasizes the importance of innovative pricing models. Learn how to overcome the fear of pricing and ensure you're paid what you truly deserve!
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5 snips
Dec 5, 2024 • 33min

Wealth Transfer & Capitalism Post Election

In this engaging discussion, Ken Costa, a prominent investment banker, author, and philanthropist, shares insights on the monumental generational wealth transfer in the wake of recent elections. He highlights the differences in perspectives between millennials, Gen Z, and baby boomers regarding economic policies. Ken also explores how figures like Elon Musk could reshape capitalism and the importance of fostering collaboration through 'co-destiny' among generations. Their conversation delves into the evolving financial landscape and the exciting opportunities it presents.
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7 snips
Nov 28, 2024 • 48min

Superpower Up: Finding a Stellar Assistant

Ryan Cassin and Steven Neuner, co-founders of Superpowers, delve into the transformative power of executive assistants for entrepreneurs. They discuss the differences between personal and executive assistants and share insights from their book, highlighting how effective assistants can enhance productivity and balance work-life demands. The duo emphasizes strategies for building strong relationships, setting boundaries, and finding the right assistants to create a thriving entrepreneurial environment. Their engaging anecdotes bring the benefits of strategic assistance to life.

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