The WealthAbility Show with Tom Wheelwright, CPA
Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
Episodes
May 2, 2024 • 36 mins
Join Tom Wheelwright as he discovers a tool to pre-determine success for every idea, project or business goal with guest, strategic coach, and author - Dan Sullivan.
Dan Sullivan is founder and president of The Strategic Coach Inc. Through Strategic Coach ® and its successful coaching program, Dan works to help entrepreneurs reach their full potential in both their business and personal lives. Dan has over 40 years’ experience as ...
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April 25, 2024 • 35 mins
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 ...
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April 18, 2024 • 27 mins
Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa.
Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesbu...
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April 12, 2024 • 55 mins
Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies.
The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative an...
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April 5, 2024 • 37 mins
Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok.
Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training.
In this episode...
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March 28, 2024 • 33 mins
Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra.
Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valued by hundreds of businesses across the UK. His financial acumen and know-how, along...
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March 22, 2024 • 36 mins
Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo.
Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor in the school of business and accounting at Monroe College. He raised billions of dol...
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March 15, 2024 • 32 mins
Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton.
Sharon is Founder & CEO of sbLiftOff and one of the country’s leading small business advocates. Appointed to the Small Business Administration’s Investment Capital Advisory Committee, she is working nationally to increase small business access to inves...
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March 7, 2024 • 29 mins
Join Tom Wheelwright as he explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg.
Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Chancellor's Professor at UNC Charlotte for distinguished national, international and i...
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February 29, 2024 • 36 mins
Join Tom Wheelwright as he explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing.
Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments since 2010. His companies are dedicated to transforming and improving the lives of atto...
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February 15, 2024 • 31 mins
Join Tom Wheelwright and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay.
Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersection of economics, finance, and housing with a perspective informed by his work in econ...
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February 1, 2024 • 35 mins
"What if it's always your fault people aren't getting back to you?"
Join Tom Wheelwright in this episode as he talks about how entrepreneurs and investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers.
Todd is a Professor of Public Policy at the Harvard Kennedy School of Government, Psychologist / Behavioral Economist, and author of "Writing for Busy Readers".
...
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January 18, 2024 • 28 mins
How do we communicate successfully when we don't get to prepare what we want to say? What skills do we need to respond powerfully in spur of the moment questions? In this episode, Matt Abrahams joins Tom in discovering the tools to think fast, talk smart, and how we should strive for connection, not perfection.
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January 11, 2024 • 34 mins
What's in store for real estate in 2024? What can we do now to set ourselves up for the future? In this episode, Keith Weinhold joins Tom in discovering how real estate will perform in the year head, how investors can strategize cashflow amidst high interest rates, and how you can prepare to find the best opportunities.
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January 3, 2024 • 31 mins
The WealthAbility Show #158: Are you prepared for the uncertain future? How do we cope with the turbulence and overwhelm from the world that’s compounding out of control? In this episode, Dan Moore joins Tom Wheelwright in discovering how to build a personal plan of resilience and fortitude, and how to strengthen the only asset you can control in these turbulent times: You.
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December 7, 2023 • 35 mins
Is it possible to be well and do good in the world?
How does Georgia’s Small Businessman of the Year do just that by turning his family
ranch into zero-waste? In this episode, Will Harris joins Tom Wheelwright in
discovering why doing good and being well does not have to be mutually
exclusive, how it takes a relentless amount of focus, grit, community, passion,
and “Giving a Damn” to do it, and the wisdom of what success and wealth...
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November 24, 2023 • 42 mins
How much will ignorance in economics cost you? As taxpayers and entrepreneurs, are you prioritizing your knowledge of the economy? In this episode, Howard Yaruss joins Tom Wheelwright in exploring how economics is the biggest impact on business, how financial common sense was lost, and how we can reclaim it to safeguard us from bad economic policies to ultimately create a better economy for everyone.
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November 9, 2023 • 32 mins
How exactly is ‘income’ defined? The debate over this question is hotter than ever, as “Moore vs United States” seeks to find the answer. In this episode, Joe Bishop-Henchman joins Tom to discuss how the Supreme Court’s decision on this tax case could have sweeping changes for investors and business owners like you.
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October 26, 2023 • 35 mins
The WealthAbility Show #154: What is the importance of a team? How can we evolve the groups around us into successful and cohesive units? In this episode, Charlie Gilkey joins Tom to explore the power of dependability, experience, and the true impact a good team can have in your business.
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October 13, 2023 • 31 mins
The WealthAbility Show #153: What does AI look like to the taxpayer now that it is here to stay? What does it mean for the entrepreneur? In this episode, W. Russell Neuman joins Tom in exploring the positive side of AI, how AI can co-exist with humans, and the many ways it can propel us forward just as technology was always intended.
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