The WealthAbility Show with Tom Wheelwright, CPA cover image

The WealthAbility Show with Tom Wheelwright, CPA

Latest episodes

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Aug 1, 2024 • 36min

A Positive Spin on AI

Join Tom Wheelwright as he discovers a deeper understanding of AI in business with his guest, software expert, and author - David Moschella.David Moschella is a nonresident senior fellow at ITIF. Previously, he was a research fellow at Leading Edge Forum (LEF), where he explored the global business impact of digital technologies, with a particular focus on disruptive business models, industry restructuring and machine intelligence. For more than a decade before LEF, David was in charge of worldwide research for IDC, the largest market analysis firm in the information technology industry, responsible for the company’s global technology industry forecasts and insights.A well-known international speaker, writer, and thought leader, David’s books include Technology Fears and Scapegoats: 40 Myths about Privacy, Jobs, AI, and Today’s Innovation Economy (Palgrave Macmillan, 2024), Seeing Digital—A Visual Guide to the Industries, Organizations, and Careers of the 2020s (DXC Technology, 2018), Customer-Driven IT (Harvard Business School Press, 2003), and Waves of Power (Amacom, 1997). He has lectured and consulted on digital trends and strategies in more than 30 countries, working with leading customers and suppliers alike.In this episode, gain a positive outlook on AI and understand how the right mindset can help you and your business adapt in the evolving world of technology. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Jul 25, 2024 • 40min

The Most Insidious Tax

Join Tom Wheelwright as he discovers the momentum behind inflation with guest, economist, and author of "Shock Values: Prices and Inflation in American Democracy" - Carola Binder.Carola Binder is a nonresident fellow at the Hutchins Center on Fiscal and Monetary Policy and an associate professor of economics at Haverford College, where she teaches courses in macroeconomics and monetary policy. She holds a Ph.D. from the University of California, Berkeley. Her work focuses on inflation, expectations, monetary policy, and economic history. She is a research associate of the National Bureau of Economics Research in the Monetary Economics group. She has published research in journals including the Journal of Monetary Economics, American Economic Journal: Macroeconomics, Journal of Money, Credit, and Banking, and Review of Economics and Statistics. Binder is an associate editor at two journals, the Review of Economics and Statistics and the Journal of Money, Credit, and Banking. She is also on the Advisory Panel of the Catholic Research Economists Discussion Organization.In this episode, learn the root causes of inflation in the recent years, who is responsible for this economic paradox, and if your business is inflation-proof. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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12 snips
Jul 18, 2024 • 35min

Better Clients

Join Tom Wheelwright as he chats with Mark Hunter, sales expert and author of 'A Mind for Sales,' about attracting dream clients. Learn how to identify ideal clients, set up systems to attract them, and receive dynamite referrals. Explore the importance of client relationships and a client-centric approach for business success.
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Jul 11, 2024 • 32min

Inflation Deception

Join Tom Wheelwright as he discovers whether business or the government is the root cause of inflation with guest and author of "The War on Prices" - Ryan Bourne.Ryan A. Bourne occupies the R. Evan Scharf Chair for the Public Understanding of Economics at the Cato Institute and is a columnist for The Times (UK). He has written on a variety of economic issues, including fiscal policy, inequality, price and wage controls, and infrastructure spending, and is the author of Economics in One Virus: An Introduction to Economic Reasoning through COVID-19. He has extensive broadcast and print media experience and has appeared on CNN, CNBC, BBC News, Sky News, and Fox Business Network.In this episode, learn more about our macroeconomic policies and how they affect our microeconomic situations for ourselves and our business; and get a deeper look at the complexities of inflation so you can midigate its impact in the election and years to come.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com
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4 snips
Jul 4, 2024 • 42min

Wealthability Mandelberg 180

Entrepreneur and author Larry Mandelberg discusses the life cycles of organizations, the reasons why businesses fail due to leaders not solving problems arising from success, and the powerful tools to overcome challenges in business sustainability.
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Jun 27, 2024 • 34min

2024 Real Estate Market

Join Tom Wheelwright as he discovers what is happening in the real estate market with his guest and residential real estate expert, Jason Hartman.Jason Hartman has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His companies help people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide. Jason’s Complete Solution for Real Estate Investors™ is a comprehensive system providing real estate investors with education, research, resources and technology to deal with all areas of their income property investment needs.In this episode, learn how stubbornly high interest rates are impacting real estate investors, and what opportunities are emerging in this election year.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
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Jun 20, 2024 • 38min

Innovation via Spinout Culture

Join Tom Wheelwright as he discovers how we can create a culture that invites and encourages innovation within our small business with his guest, André Laplume.Dr. André Laplume, co-author of SPINOUT VENTURES, is a full professor of entrepreneurship and strategy at the Ted Rogers School of Management, part of Toronto Metropolitan University. Laplume researches the intersections where new entrants and incumbent firms meet to break down the barriers facing entrepreneurs while helping managers deal with entrepreneurial ambitions in their organizations. His research has appeared in top journals like Human Relations, Journal of International Business Studies, and Journal of Business Research, among others. He received his PhD in Management from the University of Manitoba in Winnipeg and spent seven years at Michigan Tech, teaching in its MBA program. Earlier, Laplume was a business and information technology consultant, helping clients integrate businesses and automate units. He is a frequent judge at entrepreneurship pitch competitions and an experienced entrepreneur, having launched a startup while in Michigan.In this episode, learn how to manage spinout from the employer's side, how you can best bring out innovation within your team, and how to make appropriate decisions amidst spinout culture.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com
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Jun 14, 2024 • 39min

Tax Changes & The 2024 Election

Join Tom Wheelwright as he discovers how tax policy influences your life, how it harms – and sometimes helps – the economy, and what changes are in store in this year’s election with his guest, Scott Hodge.Scott Hodge is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades, between 2000 and 2022. Scott Hodge is recognized as one of Washington’s leading experts on tax policy, the federal budget, and government spending.In this episode, learn how class warfare has a huge impact of the future of the tax code, predictions for 2025 / 2026, and the advice Scott has for the small business community.Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com
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Jun 6, 2024 • 35min

An Entreprenuer's Guide to AI

Join Tom Wheelwright as he discovers how entrepreneurs can incorporate and leverage human skills in the age of AI with his guest, Matt Beane.Matt is an assistant professor in the Technology Management department at the University of California, Santa Barbara, and a Digital Fellow with Stanford’s Digital Economy Lab and MIT’s Initiative on the Digital Economy. He does field research on work involving robots and AI to uncover systematic positive exceptions that we can use across the broader world of work. His award-winning research has been published in top management journals such as Administrative Science Quarterly and Harvard Business Review, and he has spoken on the TED stage.In this episode, learn how to relook at your business model, retrain or repurpose your employees, and "How to Save Human Ability in an Age of Intelligent Machines."Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com
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May 30, 2024 • 34min

Client Attraction & Ambassador Retention

Join Tom Wheelwright as he discusses with Richard Weylman how to acquire, be the best for, and retain clients for life. They explore the power of personal connections, emotional ties, exceptional service, and employee training in business growth. Learn strategies for client acquisition and retention to achieve long-term success.

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