The WealthAbility Show with Tom Wheelwright, CPA

Is the economy is headed towards a repeat of the 2008 crash? In this episode, David Greene joins Tom to discuss how an "aggressive defense" financial strategy is the best option during these uncertain times. Learn more about your ad choices. Visit megaphone.fm/adchoices

Business drives innovation, but what is driving that force within the business? All things being equal, a business with culture will prevail. In this episode, Traci Fenton joins tome to discuss how to create a freedom-centered tax business that serves your clients and drives profit. Learn more about your ad choices. Visit megaphone.fm/adchoices

A proper business model is essential to the success of the business and the growth of your wealth. It's often the main factor when valuing a business for investors, operators, and buyers. In this episode, Chris Volk joins Tom to discuss what drives business wealth, and how entrepreneurs, investors, and business owners can tap into this wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feeling “stuck” happens to every CPA who owns or works in a tax business. Now is a good time to take ownership of that feeling and find a solution. In this episode, Britt Frank joins Tom to help us discover how to “un-stick” your career and create opportunities that provide growth and freedom. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealth and its creators are under attack in the U.S. In this episode, Derek Bullen joins Tom to discuss why a pejorative social hunt against wealthy Americans helps no one. Instead of penalizing the rich, America needs more wealth creators. Learn more about your ad choices. Visit megaphone.fm/adchoices

The hardest part of entrepreneurship is dealing with people. Bridging the gap between the ‘logical’ and the ‘sensitive’ is imperative in the current climate. Today, Devora Zack joins Tom to help us discover how to identify the personality types of employees and clients, and build productive relationships.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation can take a serious toll on any portfolio, no matter how much risk management you accounted for. In this episode, Kevin Simpson joins Tom to help you discover how to prepare your stock portfolio for higher taxes, higher inflation, and higher interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices

The most successful CPAs are aligned with their clients. They understand that successful sales are about helping the client, not themselves. In this episode, David Hoffeld joins Tom to discuss what your clients – and the clients who passed over you – really think about you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Capitalism is about making a profit. Big businesses don't believe profit is enough and are embracing "woke capitalism." In this episode, Stephen Soukup joins Tom to help us discover how big business became openly political and how this politicization impacts capitalism. Learn more about your ad choices. Visit megaphone.fm/adchoices

CPAs are great at thinking about numbers, but as a business owner you need to think about more than numbers: Serving clients you love to work with and building a business with a purpose. In this episode, Geraldine Carter joins Tom to discuss how to achieve all this, from a business coach who specializes in working with solo CPAs and small CPA firms. Learn more about your ad choices. Visit megaphone.fm/adchoices