The WealthAbility Show with Tom Wheelwright, CPA

By The Rich Dad Media Network

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 an... more

4.7

507507 ratings

FAQs about The WealthAbility Show with Tom Wheelwright, CPA:

How many episodes does The WealthAbility Show with Tom Wheelwright, CPA have?

The podcast currently has 273 episodes available.

Best of The WealthAbility Show with Tom Wheelwright, CPA

The most played episodes among Podcast App listeners.

Number 1: Unlocking the Power of Data and AI
👉 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! Are small businesses using AI to actually optimize their services? Or are they falling into the trap of using it just to streamline old processes? Discover how to establish a purpose-first AI strategy by using data to challenge your assumptions and transform your business with guest Sebastian Wernicke. Sebastian Wernicke has worked in data for over two decades, helping companies extract real value from data to increase revenue, save money, and mitigate risk. He is the author of "Data Inspired," a guide on creating business cultures that leverage data not just for incremental optimization, but to discover new possibilities and drive transformational growth. In this episode, learn why simply adding AI isn't a strategy, how data can be used to prove your business assumptions wrong, and where the true human advantage lies in an automated world. 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. 02:40 - Using Data to Prove Your Business Assumptions Wrong. 08:05 - Practical Data Mining Strategies for Small Businesses. 10:41 - Identifying the True "Human Advantage" in Decision-Making. 13:59 - Prompting Tactics: Getting AI to Ask the Right Questions. 19:15 - Beyond Streamlining: AI and Complex Process Automation. 21:20 - Navigating the Risks of AI. 26:54 - Unlocking Your Next "Blue Ocean" Business Strategy. 33:15 - Closing Statements. Looking for more on Sebastian Wernicke? Books: "Data Inspired" Website: https://www.datainspired.org/ LinkedIn: https://www.linkedin.com/in/wernicke/ Substack: https://datainspired.substack.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.
August 20, 202637min
Number 2: The Unintended Consequences of Taxing the Rich
👉 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! The clarion call across the country right now is to "tax the rich." From California's proposed wealth tax to the millionaire taxes in Washington and Massachusetts, proponents argue it's about fairness. But what are the actual economic consequences when you punish productivity? Join Tom Wheelwright as he sits down with economic legend Dr. Art Laffer to dissect why progressive wealth taxes trigger catastrophic economic collapses, how history proves that lowering tax rates actually increases government revenue, and why redistribution always shrinks the total economic pie. Dr. Art Laffer is the father of supply-side economics and one of the most influential economists in modern history. He served as a member of President Reagan's Economic Policy Advisory Board for both terms, anchoring the historic tax cuts of the 1980s. He has also advised British Prime Minister Margaret Thatcher, U.S. Secretaries of the Treasury, and various state governors across the political spectrum. A brilliant academic and mathematician, Dr. Laffer holds a PhD from Stanford University and has taught at the University of Chicago. In this episode, discover why California's proposed wealth tax faces massive state constitutional hurdles, the stark data contrasting high-tax states with the nine states that have no income tax, and a breakdown of "The Transfer Theorem"—the mathematical proof of why redistribution reduces overall production. 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. 02:40 - Understanding The Current Wealth Tax Movement & Motivation. 06:05 - Dissecting How The California Wealth Tax is Unconstitutional and Its Consequences. 16:50 - The Millionaire Tax in Washington and Massachusetts. 20:40 - Who Truly Loses When Taxes Increase for the Wealthy. 29:11 - Proving The Limit Theorem. 33:17 - Redistribution from Trump's Bonus Depreciation Incentive. 39:41 - Closing Statements. Looking for More on Dr. Art Laffer? Website: https://laffercenter.org/about/ Books: "Taxes have Consequences" | "Private Short-Term Capital Flows" LinkedIn: linkedin.com/company/the-laffer-center Twitter/X: @LafferCenter ----- 👔 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.
June 25, 202644min
Number 3: The Future of Accounting and Client Service
👉 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! Is your CPA keeping up with AI? Are they adapting to private equity, talent shortages, and changing tax laws to truly serve your business? Join Tom Wheelwright as he explores how the CPA profession is changing and what business owners need from their advisors to stay ahead with his guest Gary Boomer. Gary Boomer is the Visionary and Strategist at Boomer Consulting, Inc., recognized as a leading authority on technology, firm management, and practice transformation in the accounting industry. Named one of the 100 Most Influential People in Accounting for over 20 years, Gary specializes in helping firms and business owners navigate AI, executive leadership, and future-ready organizational frameworks. In this episode, learn why large firm consolidation is changing client relationships, how AI is shifting compliance toward higher-value advisory services, the critical questions your CPA should be asking you, and why human relationship skills—not just technical knowledge—are the key to long-term business success. 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. 03:21 - Private Equity & Firm Consolidation. 08:28 - Elevating Leadership, Innovation and How to Navigate Talent Shortages. 12:16 - High-Value Accountant and Client Relations. 11:55 - Diversify Life Beyond Work and Your Business. 18:36 - Do You Have Their Trust? Find the Depth, Find the Trust Factor. 22:23 - Deal Maker vs. Deal Breaker. 21:31 - Practical Steps for Self-Assessment and Emotional Regulation. 27:18 - Is Your CPA Asking The Right Questions? 25:30 - Closing Statements. Looking for more on L. Gary Boomer? Website: https://www.boomer.com/garyboomer LinkedIn: https://www.linkedin.com/in/lgboomer/ Twitter/X: https://x.com/lgboomer ----- 👔 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.
September 10, 202638min
Number 4: The K-Shaped Economy Revolution
👉 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! How is the K-Shaped economy contributing to the growing disparity between the various classes impacting our homes, our businesses, politics, and economy. Understand exactly what is happening right now and where our economy is headed with his guest, Benjamin Keen. Benjamin Keen is an Associate Professor of Economics at the University of Oklahoma (OU). His research focuses on macroeconomics, monetary policy, and computational modeling. He builds dynamic stochastic general equilibrium (DSGE) models to study the theoretical effects of key macroeconomic issues, including price and wage setting, imperfect information in monetary policy, forward guidance, the zero lower bound on nominal interest rates, disaster shocks, and energy price shocks. In this episode, discover how the K-Shaped economy was created, why it's here to stay, and how you can position yourself to stay at the top of the K. 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. 01:30 - Where are You in the K-Shaped Economy? 06:00 - What's Driving Consumer Behavior Right Now? 08:00 - How Economy Affects Politics & Where It Is Going. 10:00 - Socialism. 16:00 - Trump Accounts & Wealth Tax. 25:22 - What Entrepreneurs Should Do Now. 29:00 - AI & The Difference Between Quality in K-Shaped Economy. 35:00 - Closing Statements. Looking for more on Benjamin Keen? Website: https://benjaminkeen.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.
July 16, 202639min
Number 5: Secrets of Raising Capital
👉 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! Having enough capital is essential for a business to grow rapidly and with longevity. Without it, you're looking at the fastest and easiest way for a business to fail. Join Tom Wheelwright as he discovers the secrets of raising capital with his guest, venture capitalist and author of Founder Unfriendly: What Investors Won't Tell You About Getting Funded, Charlie O'Donnel. Charlie O'Donnell is a highly sought-after coach to top venture capitalists and a faculty member teaching entrepreneurship at NYU's Courant Institute. He is the founder of nextNYC, the most active tech community and events platform in New York City. Charlie has been named to Business Insider's 100 Most Influential People in NY Tech five times and featured on City & State's Tech Power 50. In this episode, explore the power of the pitch, where entrepreneurs should start, and the disadvantages of not knowing the players in the game. 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. 03:56 - Demystifying Feedback. 10:00 - The Pitch & The People. 15:50 - Ending Equity Value: Debt vs. Equity for Funding. 21:36 - Team. 25:45 - Market. 29:13 - Traction. 30:29 - Connections & Capital. 36:40 - Three Steps to Do Now. 43:33 - Closing Statements. Looking for More on Charlie O'Donnell? Book: "Founder Unfriendly: What Investors Won't Tell You About Getting Funded" Website: www.thisisgoingtobebig.com/ LinkedIn: www.linkedin.com/in/ceonyc Instagram: www.instagram.com/founderunfriendly/ ----- 👔 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.
April 30, 202646min