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! Nothing compares to the power of social media and how it can grow your audience, business, and revenue exponentially. But what are the steps to creating successful social media content that is unique and engaging? Join Tom Wheelwright as he discusses how you can build your own social media content strategy with his guest, Joshua Lessard. Joshua helps successful businesses transform their YouTube and social medias into engines that attract clients, talent, and new opportunities. In this episode, explore how to build trust with your audience, authentically spark their interests, and how to use social media to amplify your message. 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. 01:23 - Social Media Defined. 06:00 - Know Your Metrics of Engagement. 10:30 - How to Make Them Like You. 16:45 - Factual vs. Reaction Based Content. 20:30 - Tips to Build Your Content Strategy. 21:00 - What Needs to Be In a Thumbnail. 26:00 - What Makes a Good Hook? 30:00 - Closing Statements. Looking for More on Joshua Lessard? Website: https://www.joshualessard.com/ LinkedIn: https://www.linkedin.com/in/joshua-lessard YouTube: @joshualessard02 ----- 👔 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! What's the most effective way to get your message out from a cost, time, and reach standpoint? Join Tom Wheelwright as he explores the precise strategies entrepreneurs use to successfully grow their business through youtube with his guest, Evan Carmichael. At 19, Evan Carmichael built then sold a biotech software company. At 22, he was a venture capitalist raising $500k to $15M. He now runs a YouTube channel for entrepreneurs with over 3 million subscribers and 500 million views, wrote 4 books, and speaks globally. He wants to solve the world's biggest problem, people don't #Believe in themselves enough. Forbes named him one of the world's top 40 social marketing talents and Inc. named him one of the 100 great leadership speakers and 25 social media keynote speakers you need to know. In this episode, discover the steps to strategically grow your business, boost your viewership, and how to make your own breakthrough masterclass on youtube. 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. 04:43 - Make Your Own Masterclass & Breakthrough Video. 10:45 - How to Create Your Hook. 14:49 - Your Story Needs Emotional Connection. 22:10 - Is Paid Advertising Worth It? 29:25 - Recommendations for Beginners. 36:45 - Production & Posting: How Often to Post. 40:10 - Closing Statements. Looking for More on Evan Carmichael? Website: https://believe.evancarmichael.com/ Books: "Built To Serve" LinkedIn: https://ca.linkedin.com/in/evancarmichael Instagram: https://www.instagram.com/evancarmichael/ X/Twitter: https://x.com/EvanCarmichael ---- 👔 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! Sales and negotiation go hand in hand, but there is more to negotiation than simply persuading someone to buy our services. What if we can learn the mastered skills from high-stakes negotiators and apply that knowledge to catapult our sales? Join Tom Wheelwright as he discusses these very skills entrepreneurs can take to master the art of negotiation with his guest, Jonathan B. Smith, author of the book, Fight Less Win More. Jonathan B. Smith is an author, business strategist, and a Black Swan Negotiation Instructor and Coach. With ample experience as a current Expert EOS Implementer®, Jonathan brings a wealth of business and entrepreneurial knowledge, having successfully coached over 125 high-growth companies in business development in a cumulation of over 1,000 sessions. Jonathan began his career on Wall Street before launching into the business world as an entrepreneur. He founded multiple companies over the years, including Peak Placement, an internet marketing and search engine optimization firm, and ChiefOptimizer, a consulting firm for high-ranking companies. His work has continually helped companies achieve millions of dollars in revenue and fortify their teams. In this episode, explore the high-stakes negotiation skills that can help accelerate your sales and make you a stronger negotiator. 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 - Tactical Empathy & Emotional IQ: Successful Negotiations Are About Them. Not You. 03:43 - The Simple Truth: Listening for Logic & Acknowledge Their Point of View. 06:59 - 5 Levels of Listening: For The Jist, Hijack, Logic, Logic & Emotion, Their POV. 09:30 - Negotiation Is Learning (and Practicing) Another Language. 11:37 - Dynamic Silence. 18:24 - D.O.S. Conversation: Dangers, Opportunities, and Strength. 26:10 - How AI Impacts Negotiations. 29:04 - First Steps to Make You a Better Negotiator. 32:49 - Closing Statements. Looking for More on Jonathan B. Smith? Book: "Fight Less Win More: How Master Negotiators Influence, Hearts, Minds, And Deals" Website: staycuriousjbs.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! Navigating the tension between steady and rapid growth is an ongoing challenge for any entrepreneur. What happens when the momentum stops and the business hits its inevitable ceiling? Join Tom Wheelwright as he discusses the practical steps entrepreneurs can take to overcome this obstacle with his guest, Chris Clearfield, author of the book, The High-Altitude Entrepreneur. Chris Clearfield is a leadership strategist, author, and Harvard-trained scientist who works with high-performing entrepreneurs to help them scale without becoming the bottleneck in their own business. He has coached founders and executives at SMEs and large companies, including Netflix, Microsoft, Etsy, and ExxonMobil, helping leaders navigate complexity, redesign how decisions get made, and build teams that operate with clarity, ease and ownership. He is the co-author of Meltdown: Why Our Systems Fail and What We Can Do About It, winner of the National Business Book Award and the Thinkers50 Strategy Award. In this episode, explore how entrepreneurs can best balance their vision, capital, revenue, nervous systems, and expectations so they not only meet their goals, but also design solutions to scale with unstoppable momentum. 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 - Emotional IQ, Control, and Delegation. 08:08 - Raising Capital, Results, Annual Recurring Revenue. 12:35 - What Keeps Entrepreneurs Small. 16:32 - The Flipflopping Entrepreneur. 22:33 - The Perfect Delegation is Empowering Your Team. 25:46 - Look at Accountability Differently. 30:50 - Prioritize Your Energy in a Different Way. 34:57 - Steps to Discover Your Business Tensions. 38:50 - Closing Statements. Looking for More on Chris Clearfield? Book: "The High-Altitude Entrepreneur" Website: https://www.clearfieldleadership.com LinkedIn: https://www.linkedin.com/in/chrisclearfield ----- 👔 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! Are conventional decisions holding your business back from massive growth? How can approaching your business differently lead you to success greater than your competition? Join Tom Wheelwright as he discusses how entrepreneurs can make massive changes in an incremental way with his guest, Paul Gottsegen, author of the book, Do the Opposite. Paul is President and Chief Marketing Officer of ISG, managing the firm's marketing activity, including demand generation, branding and communications. From 2019 to 2023, Paul led the ISG Research business to great heights and continues as Chair, ISG Research. The first 20 years of his career, Paul was a classic product marketing leader for PC hardware, including launching the industry's first network servers. He has since applied that product marketing experience to CMO roles in large services firms. While marketing is his "center of gravity," he has led large sales organizations and has been a general manager with full P&L responsibility. In this episode, explore how to combine positioning, AI optimization (for efficiency!), and the power of humanity to generate superior results. 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. 05:50 - DECODE: Steps for Rejecting Best Practices. 09:56 - What Makes a Distinguished Marketing Message. 14:17 - Modern Marketing with AI. 17:34 - Humanity: Thought Leadership is Human. AI is Average. 22:31 - Resonating with Your Team and Market. 26:06 - Authenticity: "Let It Stand On Its Own." 28:29 - Closing Statements. Looking for More on Paul Gottsegen? LinkedIn: https://www.linkedin.com/in/gottsegen Twitter/X: https://x.com/pgottsegen ----- 👔 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! The wealth tax has been in the works predominantly in California, but are we to believe that this "one-time tax" will stop at billionaires? How will it impact entrepreneurs across the country? Join Tom Wheelwright as he discusses the wealth tax and its foreseeable consequences with his guest, Jon Coupal from the Howard Jarvis Taxpayers Association. Jon Coupal is the President of the Howard Jarvis Taxpayers Association (HJTA). HJTA, with offices in both Los Angeles and Sacramento, is the largest taxpayers association in California with a membership of over 200,000. Founded by the late Howard Jarvis, the author of Proposition 13, HJTA's name is synonymous with tax relief and the uncompromising defense of the California homeowner. In this episode, explore the legal and economic implications of California's proposed "billionaire wealth tax," and understand why it is an issue that not only belongs to California, but to all tax payers throughout the country. 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. 06:00 - Billionaire's Tax: What Is It? 10:55 - What is Wrong with the Wealth Tax? 15:50 - Will It Stop in California? Will It Only Be a One-Time Tax? 18:52 - Concerns of Privacy. 22:02 - Consequences of California Migration for the Golden State and Beyond. 25:41 - The Bleed from State to Federal. 29:29 - Closing Statements. Looking for More on Jon Coupal? Website: www.hjta.org/ LinkedIn: www.linkedin.com/in/jon-coupal-68772ba Twitter/X: @joncoupal ----- 👔 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.

Andrew Lautz, director of tax policy at the Bipartisan Policy Center, breaks down the 2025–2026 tax law shakeup. He highlights the $40,000 SALT cap and its hidden marriage penalty. He explains restored R&D expensing, 100% bonus depreciation, shifts in charitable and gambling rules, and why IRS staffing and processing delays matter for filers.

👉 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! Ethereum is one of today's leading cryptocurrencies which more and more corporations are adopting for their enterprises. But what exactly sets it apart from bitcoin and is it worth investing in? Join Tom Wheelwright as he explores the history, value, and the future of ethereum with his guest, author of "Out of the Ether," Matthew Leising. Matthew Leising was one of the first mainstream journalists to understand the implications of blockchain technology for finance, culture and industry in general when he began covering it for Bloomberg News in 2015. He co-founded Decential Media in 2021 to focus exclusively on telling the stories of the founders, builders and visionaries who are creating a new decentralized economy and Internet experience. His expertise lies in Ethereum, where his sources include the people who invented and then built the world's most-used blockchain. His 2020 book Out of the Ether is the definitive history of how the Ethereum blockchain was created. In this episode, discover the difference between ethereum and other cryptocurrencies, the history of blockchain, and how it is reshaping corporate America. 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. 06:28 - Ethereum vs. Bitcoin. 10:10 - The Breakthrough: Smart Contract & The Ethereum Blockchain. 14:55 - Ethereum Has No Limits. 19:40 - Accelerated Potential of Ethereum. 24:28 - The Future of Ethereum & Corporate America. 30:00 - Closing Statements. Looking for More on Matthew Leising? Book: "Out of the Ether" Website: www.decential.io Bloomberg: @matthew-leising LinkedIn: https://www.linkedin.com/in/matthew-leising ----- 👔 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! What are the best ways entrepreneurs can use AI for their businesses? How do we use AI to identify opportunities for improvement? Join Tom Wheelwright as he explores when and when NOT to use AI in finance with his guest, author of "Lean for Finance in the Age of AI," Marcio Barreto. Marcio is a multi-faceted finance and business professional with progressive Business, Project, and Financial Management, SEC Reporting, Controlling, and Cost Accounting. Highly skilled at collaborating with all levels of the organization to achieve business and financial objectives, while driving operational efficiency and strategic growth. Currently responsible for leading the finance organizations across two major divisions, partnering closely with cross-functional teams to drive clarity, speed, and sustainable value creation. In this episode, discover how AI can be applied with the lean principles to add compounding value to 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. 03:25 - How Businesses Should Use AI: Repetitive Tasks, Pattern Recognition, Variance Analysis, Trends. 07:54 - AI Tools & Companies for Finance. 11:38 - AI Agents. 12:50 - Simplified AI Programming for Businesses. 14:25 - AI & Finance in the 21st Century. 17:22 - AI for Projections and Forecasting. 19:10 - Lean: Cutting Waste (Don't Do What Doesn't Add Value, Focus on Value Added Activities). 23:30 - Top 3 AI Tips for Businesses. 25:16 - Is AI Going to Make Us Stupid? 28:35 - Closing Statements. Looking for More on Marcio Barreto? Books: "Lean for Finance in the Age of AI" LinkedIn: https://www.linkedin.com/in/marciobarreto/ ----- 👔 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! What are chat bots and how can you use them to grow your business? Join Tom Wheelwright as he explores the power of automated chat bots with his guest and founder of BotBuilders, Matt Leitz. BotBuilders was born in 2018 from the ashes of the failed board game company. Dedicated to bringing chatbots and automation to businesses of all sizes and industries, BotBuilders has become a trusted source for thousands of clients around the world. BotBuilders was chosen as one of five companies featured as a success story and flown to Facebook headquarters. The other companies were all multi-billion dollar corporations. In this episode, discover AI prompting, what separates good bots from the bad, and how these tools can be used to increase productivity and opportunities. 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. 04:30 - What is a Chat Bot? 11:26 - Unlock AI Prompting. 17:48 - Bots for Marketing. 29:00 - Outbound (Autodialing) vs. Inbound Voice Bots. 33:33 - AI Cloning. 36:40 - Increase Productivity vs. Firing Your Employees. 41:14 - Closing Statements. Looking for More on Matt Leitz? Website: https://www.botbuilders.com/ Facebook: https://www.facebook.com/BotBuilders/ LinkedIn: https://www.linkedin.com/in/mattleitz/ Instagram: https://www.instagram.com/botbuilders/ Youtube: https://www.youtube.com/mattleitz ----- 👔 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.