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Вміст надано Tom Wheelwright and The Rich Dad Media Network. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tom Wheelwright and The Rich Dad Media Network або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Due Diligence in the AI Era
Manage episode 443365825 series 2596740
Вміст надано Tom Wheelwright and The Rich Dad Media Network. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tom Wheelwright and The Rich Dad Media Network або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Join Tom Wheelwright as he discusses how small businesses can better decifer the real from the fake by improving their due diligence in the cyber age with author and CEO, Cynthia Hetherington.
Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm that leads in due diligence, corporate intelligence, and cyber investigations. Throughout her career, she has assisted clients on thousands of cases using online open sources and databases, as well as executing boots-on-the-ground operations. She provides specialized training for investigative professionals through the OSINT Academy, and has authored many industry-leading books on conducting cyber investigations, including her latest, OSINT: The Authoritative Guide to Due Diligence: Essential Resources for Critical Business Intelligence, 3 rd Edition.
In this episode, discover how to build a system that helps you and your business to determine what’s real in our ever-increasing make-believe world.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
05:00 – Open source resources for hiring.
15:00 – Check their reputation.
18:00 – Bring in a specialist.
24:45 – Quickest results.
26:05 – Dealing with fraudsters in your industry.
29:34 – How is AI impacting due diligence.
32:28 – Reputation firm companies.
34:00 – Should I hire a private investigator?
Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/
**********************************
PODCAST: WealthAbility®
**********************************
Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
**********************************
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 Cynthia Hetherington?
Website: https://hetheringtongroup.com/
Books: “OSINT: The Authoritative Guide to Due Diligence" 3rd Edition
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.
…
continue reading
Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm that leads in due diligence, corporate intelligence, and cyber investigations. Throughout her career, she has assisted clients on thousands of cases using online open sources and databases, as well as executing boots-on-the-ground operations. She provides specialized training for investigative professionals through the OSINT Academy, and has authored many industry-leading books on conducting cyber investigations, including her latest, OSINT: The Authoritative Guide to Due Diligence: Essential Resources for Critical Business Intelligence, 3 rd Edition.
In this episode, discover how to build a system that helps you and your business to determine what’s real in our ever-increasing make-believe world.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
05:00 – Open source resources for hiring.
15:00 – Check their reputation.
18:00 – Bring in a specialist.
24:45 – Quickest results.
26:05 – Dealing with fraudsters in your industry.
29:34 – How is AI impacting due diligence.
32:28 – Reputation firm companies.
34:00 – Should I hire a private investigator?
Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/
**********************************
PODCAST: WealthAbility®
**********************************
Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
**********************************
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 Cynthia Hetherington?
Website: https://hetheringtongroup.com/
Books: “OSINT: The Authoritative Guide to Due Diligence" 3rd Edition
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.
222 епізодів
Manage episode 443365825 series 2596740
Вміст надано Tom Wheelwright and The Rich Dad Media Network. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tom Wheelwright and The Rich Dad Media Network або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Join Tom Wheelwright as he discusses how small businesses can better decifer the real from the fake by improving their due diligence in the cyber age with author and CEO, Cynthia Hetherington.
Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm that leads in due diligence, corporate intelligence, and cyber investigations. Throughout her career, she has assisted clients on thousands of cases using online open sources and databases, as well as executing boots-on-the-ground operations. She provides specialized training for investigative professionals through the OSINT Academy, and has authored many industry-leading books on conducting cyber investigations, including her latest, OSINT: The Authoritative Guide to Due Diligence: Essential Resources for Critical Business Intelligence, 3 rd Edition.
In this episode, discover how to build a system that helps you and your business to determine what’s real in our ever-increasing make-believe world.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
05:00 – Open source resources for hiring.
15:00 – Check their reputation.
18:00 – Bring in a specialist.
24:45 – Quickest results.
26:05 – Dealing with fraudsters in your industry.
29:34 – How is AI impacting due diligence.
32:28 – Reputation firm companies.
34:00 – Should I hire a private investigator?
Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/
**********************************
PODCAST: WealthAbility®
**********************************
Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
**********************************
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 Cynthia Hetherington?
Website: https://hetheringtongroup.com/
Books: “OSINT: The Authoritative Guide to Due Diligence" 3rd Edition
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.
…
continue reading
Cynthia Hetherington, MLS, MSM, CFE, CII, OSC is the Founder and CEO of Hetherington Group, a consulting, publishing, managed services, and training firm that leads in due diligence, corporate intelligence, and cyber investigations. Throughout her career, she has assisted clients on thousands of cases using online open sources and databases, as well as executing boots-on-the-ground operations. She provides specialized training for investigative professionals through the OSINT Academy, and has authored many industry-leading books on conducting cyber investigations, including her latest, OSINT: The Authoritative Guide to Due Diligence: Essential Resources for Critical Business Intelligence, 3 rd Edition.
In this episode, discover how to build a system that helps you and your business to determine what’s real in our ever-increasing make-believe world.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
SHOW NOTES:
00:00 – Intro.
05:00 – Open source resources for hiring.
15:00 – Check their reputation.
18:00 – Bring in a specialist.
24:45 – Quickest results.
26:05 – Dealing with fraudsters in your industry.
29:34 – How is AI impacting due diligence.
32:28 – Reputation firm companies.
34:00 – Should I hire a private investigator?
Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/
**********************************
PODCAST: WealthAbility®
**********************************
Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
**********************************
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 Cynthia Hetherington?
Website: https://hetheringtongroup.com/
Books: “OSINT: The Authoritative Guide to Due Diligence" 3rd Edition
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.
222 епізодів
All episodes
×👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores how the disruption in the IRS will affect you, your tax compliance, and your risk of getting audited with guest and Senior Analyst, Garrett Watson. Garrett Watson is Director of Policy Analysis at the Tax Foundation, where he conducts research on federal and state tax policy. His work has been featured in the Washington Post, The Atlantic, Politico, the Associated Press and other major outlets. In this episode, discover how the new wave of technology will significantly streamline and improve the IRS and data collection, what this means for you and your business, and how you can be prepared. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 01:00 - Short & Long Term Disruptions 05:12 - Does this mean more audits? 09:14 - What AI Means for Your Taxes 17:30 - Tech’s Superpowers & Your Taxes - Are You Prepared? 28:45 - Leadership: Who Will Be in the Driver's Seat? 33:56 - Closing Statements Looking for more on Garrett Watson? Website: taxfoundation.org ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
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The WealthAbility Show with Tom Wheelwright, CPA

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores the dangers of digital currency and why cash is not only still relevant but critical for you, the economy, and your business with his guest and author of “The Power of Cash,” - Professor Jay L. Zagorsky. Jay L. Zagorsky is an economist and research scientist at The Ohio State University. He has expertise in personal finance, macroeconomics and health economics. His textbook “Business Macroeconomics” covers all aspects of global and national economies. His work and research has explored recessions, depressions, other business cycle topics, changes in the labor market, inflation, and GDP. In this episode, discover the importance of physical cash in a vulnerable society, why you want separation between your money and the government, and steps you can take now for the longevity of your wealth and business. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:00 - The Calamitous Global Battle: Digital vs. Physical Currency 06:00 - Hoarding Cash is NOT the SOLUTION; Do This Instead! 08:52 - De-Banking: Can the Money Disappear? 13:25 - What you should do. 16:58 - The Pros & Cons 19:40 - Why Businesses & Governments Make Cash Challenging 26:10 - Problems of a Frictionless Society Looking for more on Jay L. Zagorsky? Book: “The Power of Cash” Website: https://www.thepowerofcash.com/ Twitter/X: @Prof_Jay_Z LinkedIn: https://www.linkedin.com/in/jay-zagorsky-58a90825a ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
T
The WealthAbility Show with Tom Wheelwright, CPA

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores what leadership skills thrive in the current business world environment - regardless of age and knowledge in tech - with his guest and author of “Leading in the Age of Digital Disruption,” - Mike Peterson. Mike Peterson is a seasoned business leader, consultant, and author with a passion for helping others succeed in the modern business landscape. As the founder of Apex Consulting Partners, Mike specializes in guiding companies through the challenges of building high-performing teams, focusing on both HR and IT solutions. His book “Leading in the Age of Digital Disruption” has become a trusted resource for leaders looking to build stronger teams, foster innovation, and lead with integrity in today’s fast-changing world. In this episode, discover how Baby Boomers can lead in a Gen Z environment, how to customize AI to better suit your team’s needs, and what shifts need to take place to deal with the rapid change of technology. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 04:00 - Bridging the Disconnect of Generations & Tech 06:50 - Skills to Keep and Let Go 09:00 - Accountability 12:30 - Transparent Communication Cycle 14:14 - How leaders can use AI 19:30 - Customize AI to work for you 23:40 - Culture: Be a Learning Organization 25:20 - “Without failure, you can’t innovate.” 26:25 - Steps you can take NOW! Looking for more on Mike Peterson? Book: “Leading in the Age of Digital Disruption” Website: apexconsulting.partners LinkedIn: www.linkedin.com/company/apex-consulting-partners ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
T
The WealthAbility Show with Tom Wheelwright, CPA

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores why customers aren’t purchasing your products and services, and how to bring your business back to life with his guest and author of “Soul Venture: A True Life and Death Journey into the Startup Culture,” - Ashwin Gulati. Ashwin has launched international ventures, helped start-ups take off or land, and co-piloted complex transitions for over 100 companies in various industries in the UK, US, Spain, and France. With 30 years in the start-up trenches, he has identified the hidden pitfalls, unspoken truths, and personal twists that ultimately determine a venture’s success or failure. He holds a BA in Economics and Mathematics from Claremont McKenna College and studied at King’s College and the London School of Economics. In this episode, discover how to make it easier for customers to buy and use your products and services, why the sales process has significantly slowed down, and action items you can take now to begin innovating - and reigniting life into - your business. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 05:04 - Customers want an “Old Experience with New Innovation” 14:48 - Innovation means CHANGING YOUR PRODUCT, NOT Your Customer 18:59 - “Nail It Before You Scale It.” 22:07 - Too Much Friction: Bring Down the Number of Decisions 27:37 - 2 to 3 Steps You Can Take Now 33:43 - Closing Statements Looking for more on Ashwin Gulati? Book: “Soul Venture: A True Life and Death Journey into the Startup Culture” Website: soulventurebook.com, www.matchpointventuresllc.com LinkedIn: www.linkedin.com/in/ashwingulati Instagram: www.instagram.com/ashwin.gulati Facebook: www.facebook.com/ashwin.gulati.1 ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores how entrepreneurs can use data collection and the algorithm to psychologically target for their own small businesses with his guest, author of Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior - Sandra Matz. Sandra Matz is the David W. Zalaznick Associate Professor of Business at Columbia Business School in New York. As a computational social scientist, she studies human behavior and preferences using a combination of Big Data analytics and traditional experimental methods. In this episode, discover how you can use tools from computer science as a window into your customer’s psychology to better solve their problems with your product; while also recognizing that just because you can influence human behavior - doesn’t always mean you should. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:55 - What is Psychological Targeting? 06:54 - How to find the best audience and expand. 12:20 - Identify the consumer's problems. 15:40 - Just because you can do it, doesn’t always mean you should. 20:50 - Questions to narrow your focus. 24:15 - Company Data vs. Individual Consumer Data 29:45 - 2-3 Steps You Can Take Now 33:43 - Closing Statements Looking for more on Sandra Matz? Book: “Mindmasters: The Data-Driven Science of Predicting and Changing Human Behavior” Website: human-performance.ai, sandramatz.com, www.mindmasters.ai LinkedIn: https://uk.linkedin.com/in/sandra-matz-6824742b ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores how to best analyze data from your business to better grow your company and better serve your customers with his guest, analytics expert and best-selling author, Joe Sutherland. Joe Sutherland, a noted technology executive, public service leader, and educator, has been named the first Director of the Emory Center for AI Learning. Dr. Sutherland's professional background includes executive roles at Amazon and academic appointments at Columbia University, Johns Hopkins University, and Emory. He currently serves as Visiting Assistant Professor for QTM, and a fellow of the Weidenbaum Center on the Economy, Government and Public Policy at Washington University in St. Louis. Prior to that role, he was the director of CX Cloud Data, Insights and Growth at Cisco, where he led applications of artificial intelligence for their CX Cloud product portfolio. In this episode, discover the various methodologies you must apply to your data so you can generate growth the right way. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:55 - Determining the RIGHT data means asking the RIGHT questions. 06:17 - Data that will actually help your business. 10:35 - Counter-factual Outcomes: Don’t Make the Wrong Comparisons 14:37 - The Holy Grail to Marketing 19:47 - Steps for Entrepreneurs NOW! 24:40 - Closing Statements Looking for more on Dr. Joe Sutherland? Book: “Analytics The Right Way” Website: www.jlsutherland.com/ Facebook: https://facebook.com/joesutherlandfb Instagram: https://instagram.com/joesutherlandinsta LinkedIn: https://linkedin.com/in/jlsutherland Twitter: https://x.com/drjoesutherland Email: hello@jlsutherland.com ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
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The WealthAbility Show with Tom Wheelwright, CPA

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores powerful innovative systems that can provide solutions to problems in your business before it’s too late with his guest, inventor, researcher, and best-selling author, Doug Hall. Doug has been named one of America’s top innovation experts by A&E Top 10, Inc. Magazine, The Wall Street Journal, DATELINE NBC, CNBC, CIO and the CBC. In 1986, he founded Eureka! Ranch where the mission is “to change the world through systems that enable everyone to think and act smarter, faster, and more innovatively.” Research indicates that the average US home uses 18 products or services that the Ranch team helped invent or reinvent for companies such as Walt Disney, Diagio, Nike, AT&T, Procter & Gamble, Unilever, American Express and hundreds of others. In this episode, discover why the real problem is actually your work systems and not your team, how to innovate proactively before problems unfold, and how to accelerate your business by igniting your employees. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 03:26 - Ignite your employees. Without them, you’re dead. 07:39 - How to Identify the Problem Proactively 11:40 - Do You Want to Change an Organization or Not!? 14:42 - Steps for Proactive Problem Solving 19:23 - Balancing the Change of Systems 21:31 - Never-ending Continuous Improvement of SOP’s 24:06 - Systems in the Hybrid Work Environment 28:25 - The Stages & Principles You Can Implement NOW! Looking for more on Doug Hall? Book: “Proactive Problem Solving” Website: eurekaranch.com, doughall.com LinkedIn: http://www.linkedin.com/company/eureka-ranch Email: info@eurekaranch.com ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores what is holding you back from successfully scaling and exiting your business with his guest, author and serial entrepreneur, Colin Campbell. Colin C. Campbell is the author of Start. Scale. Exit. Repeat.: Serial Entrepreneurs’ Secrets Revealed! He has co-founded and scaled various internet companies that collectively have reached a valuation of almost $1 billion. A sought-after speaker in the world of entrepreneurship, Campbell has spoken at several high-profile universities and events. He also leads Startup Club, with almost one million members continuing to share his experiences as he interviews experts, authors, and serial entrepreneurs. In this episode, discover the #1 thing that is stopping YOU from scaling your business in becoming everything you’d hoped it would be. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 01:15 - 99% FAIL TO SCALE! 05:50 - #1 Thing That’s Stopping You 09:45 - Lose Your Ego & Build Your Team! 16:36 - Scaling Culture & AI 21:21 - Reality: Don’t Fail Because of Money 25:52 - What and Why Reg CF (Regulation Crowdfunding)? 29:00 - Your Story & X-Factor Looking for more on Colin Campbell? Book: “Start, Scale, Exit, Repeat” Website: https://startup.club/, colinccampbell.com X/Twitter: twitter.com/ColinDotClub Instagram: instagram.com/startupclub_hq/ YouTube: youtube.com/@startup_club LinkedIn: linkedin.com/in/colinccampbell/ Email: hello@startup.club ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he discovers how tariffs are going to affect your business, investments, and taxes with finance and economics expert, Josh Phair. Josh Phair, owner and CEO of Scottsdale Mint, leads the charge in the fabrication, manufacturing, distribution, and retail sales of precious metals across 40+ countries on five continents. In 2011, Mr. Phair orchestrated Scottsdale Mint’s acquisition of the precious metals investment bar manufacturing division from Materion Corporation. This move transformed Scottsdale Mint from a growing retailer to a U.S.-based precious metals manufacturer. In this episode, learn how the finance industry is broken, exactly what tariffs are and are not, and key takeaways on preparing for the crisis that lies ahead. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 04:00 - What is a free port? 10:18 - Tariffs: What is the End Game? 14:48 - Cause & Effect: Supply & Demand or Price Issue 19:12 - Possible Inflation Reduction 23:09 - Anticipate a Stimulus or Crisis? 27:44 - Wake Up Call: BRICS & How Globalization is Over 33:00 - CRITICAL Tips on How to Prepare!!! Looking for more on Josh Phair? Website: https://www.scottsdalemint.com/ Facebook: https://www.facebook.com/scottsdalesilver/ Instagram: https://www.instagram.com/scottsdalemint/ Twitter: https://twitter.com/scottsdalemint TikTok: https://www.scottsdalemint.com/# ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he discovers how we can better manage the stress, risk, and pressures that come from success with global CEO coach and advisor, author, and keynote speaker, Sabina Nawaz. Sabina has worked with best-in-class organizations and C-suite executives and written for leading publications worldwide for over 25 years. She has helped CEOs worldwide harness pressure to deliver extraordinary results for themselves, their employees, their bottom line, and organization. In this episode, learn powerful tools and practices that have incredible results with incremental effort, how pressure corrupts our actions, and how to begin growing valuable skills that will catapult you to the next level of entrepreneurship and leadership. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 27:45 02:37 - Our Inner Monsters Unleashed 06:09 - Time Portfolio, Micro-Habits, Delegation 16:16 - You NEED a "Yes List" 18:38 - Power Gaps & Power Volume Control 27:45 - 2Things You Can Do NOW! Looking for more on Sabina Nawaz? Book: "You're The Boss" Website: https://sabinanawaz.com/ LinkedIn: https://www.linkedin.com/in/sabinanawaz Instagram: https://www.instagram.com/sabinacoaching/ ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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.…
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores why the Federal Reserve does not want to be audited by DOGE with his guest, precious metals and monetary fiscal policy expert, Bob Coleman. Bob Coleman has been in the Investment management industry since 1992. He founded Profits Plus Capital Management (Registered Investment Advisor) in 2001 to provide intelligent research, consulting, and portfolio management services to high-net-worth investors and institutions. In this episode, discover exactly what the Federal Reserve is and the role they play as the Federal Government’s bank, who owns the Feds, and what future we can expect for our economy and the US Dollar. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:50 - Basics: The Federal Reserve’s Role, Monetary & Fiscal Policy 06:36 - Is the Federal Reserve “independent” from the government? 10:15 - Why are the Feds resisting audits? 15:10 - Who owns the Federal Reserve? 18:00 - USD & Gold Post-Trump & Geopolitical Influences 25:20 - Future of the US Dollar & Tariffs 30:10 - “Inflation or Die” Looking for more on Bob Coleman? Website: https://www.goldsilvervault.com/ X/Twitter: https://x.com/profitsplusid Instagram: @idahoarmoredvaults Email: info@goldsilvervault.com ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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 explores the pros, the cons, and the changes that need to happen within the IRS so they can better serve the taxpayers of America with tax professional, Louanne Gagnon. Louanne is the owner of LT Gagnon, PLC. Her experience in the tax industry spans over 25 years. She has worked extensively with clients in various service industries, from real estate development and investment to retail business, estates, and trusts. She specializes in working with clients and their closely held businesses whether operating as sole proprietorships, partnerships or corporations. She believes her clients are best served when their tax planning is consistent with their long-term financial goals. Her staff and clients appreciate her diverse experience, responsiveness, organizational skills and her practical approach to solving problems. In this episode, learn what you are at risk of with the drastic changes in the IRS and how you can protect yourself through ongoing education with your tax professional. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 01:40 - What is the job of the IRS? 04:40 - What the IRS does well. 06:14 - What the IRS is doing poorly. 14:40 - Evaluation & Advocate: Tax professionals are advocates for the taxpayer. 19:33 - Audits & Non-compliance 24:08 - Where the funds should go. 29:22 - IRS Culture & Morale 32:11 - The Need for Technology & Customer Service 38:00 - Final Thoughts Looking for more on Louanne Gagnon? Website: www.ltgagnoncpa.com/ ----- 👔 ABOUT TOM: https://www.wealthability.com/tom/ 💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/ 🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/ 📕 TOMS BOOK "TAX FREE WEALTH": https://taxfreewealthbook.com 📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/ 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl 💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/ 🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/ 📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright ABOUT US: Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona. 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 explores mindfulness tools used by executives to break through their limiting beliefs and continually progress as business owners with guest and “Mindfully Successful” author, Margo Boster. Margo Boster, an executive and leadership coach and yogi, integrates the science of the brain, body, and breath to help leaders positively impact their lives and the organizations they lead by being Mindfully Successful. In this episode, discover how breaking through your own ceilings and limiting beliefs is the catalyst to unmatched personal development; and how life-changing it can be in your personal life and as a leader. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:44 - Understanding the Mind: Unconscious vs. Conscious Learning 06:51 - The Vinyl Record Analogy 09:38 - Love Languages 13:50 - Power of Meditation (Thinking Brain vs. Emotional Brain) 16:54 - Reacting on Old Data vs. Responding to Now 20:30 - Daily Repetition Exercise for Executives 24:35 - Impact of Meditation 28:00 - Monthly Self-Assessment: Do a Personal Review 31:15 - In crisis moments, breathe. Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist? list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** 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 Margo Boster? Website: margoboster.com Books: “Mindfully Successful” LinkedIn: www.linkedin.com/in/margoboster/ Facebook: www.facebook.com/AuthorMargoBoster/ Instagram: www.instagram.com/margoboster/ 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.…
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The WealthAbility Show with Tom Wheelwright, CPA

1 Unpacking 2025 Tax Law Changes 1:02:03
1:02:03
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Join Tom Wheelwright as he discusses how the massive tax law changes will impact you and your business in 2025 with guest and Senior Analyst, Garrett Watson. Garrett Watson is Director of Policy Analysis at the Tax Foundation, where he conducts research on federal and state tax policy. His work has been featured in the Washington Post, The Atlantic, Politico, the Associated Press and other major outlets. In this episode, discover how the process works so you can plan accordingly, how we may navigate the deficit, and what policymakers in Congress are considering for their legislative package in 2025. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:20 - Will tax reductions actually generate growth? 06:11 - 2017 vs. 2025: Tax Growth & Tax Reduction Projections 14:04 - Investment or consumption? 20:25 - Extending the 2017 Law 24:51 - Investment Provisions 28:45 - Corporate Tax Rate Deduction 32:41 - State Local Tax Deduction 39:19 - Taxing Tips 44:44 - Other Taxes 51:36 - ERTC Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist? list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** 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 Garrett Watson? Website: taxfoundation.org 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 explores what we can expect in real estate in 2025 with multi-family real estate expert, Bronson Hill. Bronson Hill is the founder and CEO of Bronson Equity and has raised over $20M for real estate investment. He is a general partner in over $150M worth of real estate around the US. Bronson is an authority on apartment investing and is continually putting out new content to help educate investors and help them achieve financial freedom. He spent his earlier years as a sales consultant for several large and startup medical device companies. He has been a guest on many podcasts and has written this report about the best investment strategy during (and after) a pandemic. In this episode, learn what to anticipate in the real estate market in the coming year and how the experts are navigating the current market. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 - Intro. 02:02 - Cash Flow in Multi-Family Units 03:04 - Interest & Mortgage Rates in 2025 07:03 - Cash Flow = Cap Rates = Your Returns in 2025 13:25 - Interest Rates on Multi-Family 17:12 - Improving Properties: What is your risk? 23:39 - Where will we be in a year? 27:49 - Margin of Safety Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ ********************************** PODCAST: WealthAbility® ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f ********************************** 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 Bronson Hill? Website: https://bronsonequity.com/ Books: "Rich Brain" "Fire Yourself" Instagram: https://bronsonequity.com/contact-us/ Facebook: https://www.facebook.com/bronson.hill.37/ TikTok: https://www.tiktok.com/@bronsonequity YouTube: https://www.youtube.com/@bronsonequity LinkedIn: https://www.linkedin.com/in/bronsonhill/ Podcast: Mailbox Money Show 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.…
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