The WealthAbility Show with Tom Wheelwright, CPA

The Rich Dad Media Network
undefined
May 9, 2019 • 28min

How The Government Will Pay To Lower The Risk In Your Business

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Apr 25, 2019 • 22min

The #1 Mistake Entrepreneurs & Investors Make

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  Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Apr 11, 2019 • 26min

How To Upgrade To First Class

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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Mar 27, 2019 • 24min

The Single Investment That Makes You Money 5 Different Ways

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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Mar 14, 2019 • 19min

How To Reduce Your Taxes Everyday

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Mar 6, 2019 • 24min

Ask Your CPA These Questions About The New Tax Law

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Feb 21, 2019 • 25min

Never Fear A Government Audit

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Jan 30, 2019 • 25min

Avoiding Lawsuits in Business & Investing

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/  Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Jan 16, 2019 • 25min

If You Want To Change Your Tax, You Have To Change Your Facts

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Jan 2, 2019 • 26min

Find Out The #1 Key To Building Wealth!

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app