The WealthAbility Show with Tom Wheelwright, CPA

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 discovers how business owners can acquire the best clients, be the best for their clients, and keep them for life with researcher, consultant, serial entrepreneur, and author, Richard Weylman. For nearly three decades he has shown business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client’s or customer’s perspective and interpret their needs to then create the prescriptive strategies and tactics needed to elevate business performance in today’s marketplace. As a researcher, author, consultant, and serial entrepreneur, he helps to deliver personalized and dynamic presentations that achieve real outcomes and measurable results. In this episode, learn the path to permanent success and how to build an authentic, caring, and strong relationship with your clients. 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 the current state of our retirement crisis with economist expert and author, Teresa Ghilarducci.  As a labor economist, Teresa Ghilarducci has spent her career working to ensure retirement security for all American workers. At The New School for Social Research, she directs the Schwartz Center for Economic Policy Analysis (SCEPA), which focuses on economic policy research and outreach. Ghilarducci frequently testifies before the U.S. Congress and serves as a media source to popular and online news outlets about pensions, labor economics, and older workers. Ghilarducci frequently publishes in economics journals and edited volumes and has authored several books. In this episode, learn about Teresa's Gray New Deal, how to prepare for our retirement, and what entreprenuers can do to improve the lives of their employees. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com ********************************** 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 Teresa Ghilarducci? Website: https://teresaghilarducci.org/ Books: "Work, Retire, Repeat" ; "Rescuing Retirement" ; "How to Retire With Enough Money and How to Know What Enough Is" Facebook: https://www.facebook.com/SCEPA X / Twitter: https://x.com/tghilarducci Blog: https://teresaghilarducci.org/blog Email: ghilardt@newschool.edu 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.

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/