The WealthAbility Show with Tom Wheelwright, CPA

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/

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

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

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

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.

Join Tom Wheelwright on a deep dive into the retirement crisis with economist Teresa Ghilarducci. They discuss rethinking retirement norms, the importance of job control and financial education, entrepreneurship as an alternative to traditional retirement, and the need for improved savings solutions. The conversation emphasizes financial education for young individuals and the significance of personal responsibility in achieving financial security.

Join Tom Wheelwright as he discovers how to master the art of influencing others and never lose at the negotiation table with guests and authors of "Convince Me: High-Takes Negotiation Tactics to Get Results in Any Business Situation" - Chip Massey and Adele Gambardella. Former FBI Special Agent Chip Massey has led high-profile criminal cases, investigated the September 11th terrorist attacks, tracked down spies with the CIA, and spearheaded the New York FBI Office’s Crisis Negotiations Teams–in all five boroughs. Today, Chip Massey applies the high-stakes negotiation skills he refined during his 20 + years in federal law enforcement to the business world. As co-founder of The Convincing Company, Chip teaches executives and their teams how to use the bureau’s sophisticated communication and negotiation techniques in professional situations of all kinds. Honored by the Washington Business Journal as “a woman who means business,” Adele Gambardella owned and managed a Top 20 PR firm in Washington DC for 15 years. In that role, she served as spokesperson for a variety of Fortune 100 companies, ranging from DuPont to Lockheed Martin, to Verizon. As a publicist, Adele landed her clients interviews on Good Morning America, The Today Show and The New York Times. She has served as a PR strategist, corporate counsel, and crisis management consultant for such clients as Facebook, Johnson & Johnson, Samsung, Verizon, and President Joe Biden. Today, as co-founder of The Convincing Company, Adele speaks, consults, and advises companies and associations. Her presentations to the United Nations have been broadcast worldwide. In this episode, learn how to analyze conversation, how to neurologically sync with others, and how to convince in the long-term. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

Join Tom Wheelwright as he explores the Impact Filter Strategy with guest Dan Sullivan, founder of The Strategic Coach Inc. They discuss how to determine the success of big ideas, set criteria for success, and the simplicity of getting started. Learn how to align your team, the power of naming, practical insights for meetings, decision-making, team motivation, and improving business through strategic coaching.

Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis. Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disruption– explores why so many transformations fail and what leaders must do to get their organizations back on the road to relevance. In this episode, learn how to shift your mindset to stay ahead of the times, what it means to be a leader in this new era, and critical steps for your company to succeed amidst competing against the universe. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Tom Wheelwright as he discusses the impending $100 trillion wealth transfer with Ken Costa, exploring the impact on capitalism and society. They touch on the shifting priorities of younger generations towards justice and social issues, challenges in the housing market, collaboration between Millennials and Gen Xers in entrepreneurship, and the importance of financial education for intergenerational wealth transfer.