WE Alliance Wealth Advisors, Inc.

As professionals, knowing how to comfort grieving individuals goes beyond personal relations. It’s often part of the job. This week on the podcast, Terry Wheeler is sharing impactful narratives and exploring effective compassion-driven approaches to support those navigating loss, especially when it’s sudden. Tune in on YouTube and take part in a conversation that could change someone’s life. It could change yours. https://bit.ly/4csBNwk #WEMoneyTalk #GriefManagement #HumanConnections

Grief is a journey, and knowing the right words to say can make all the difference. What are some helpful and effective ways to reach out to friends and family during their hardest times? This episode guides you in offering thoughtful support and being there for loved ones in ways that truly matter. Find the episode wherever you listen to podcasts today! https://bit.ly/4i0kPWU #WEMoneyTalk #LossAndGrief #LosingALovedOne

In this clip, Terry shares how an innocent question could be one of the stupidest things to ask someone experiencing loss. ❌“How are you doing?” Thanks to Darren Sugiyama's powerful presentation about grief management, he learned how to better offer support. ✅“How are you holding up?” This week’s episode highlights what to say and not say to someone grieving. Find it now on our website or your favorite podcast platform. #WEMoneyTalk #Mourning #ExperiencingLoss #Sympathy #Support

Men cry, and that’s okay. Today’s episode is raw and real. We invite you to join Terry as he shares his grief of losing one of his best friends, Bruce Bone, and how he wishes he knew then what he knows now about supporting others through loss. Find this episode on our website, wherever you listen to podcasts, or on our YouTube channel. Have you lost a loved one recently? What is something someone said or did that made you feel seen/heard/loved? #WEMoneyTalk #NavigatingGrief #SupportingOthers #Sorrow #Sympathy

Darren Sugiyama stood on stage in front of 200 people, trying to tell his story of immense grief through his tears. He looks like he has it all together—successful, composed. But inside? He’s shattered. He lost his son a year ago, and yet the pain is still fresh. Grief doesn’t have a timeline. It lingers, shifts, and sneaks up when you least expect it. Tune in to this week’s episode to hear what Terry learned from Darren and how his powerful presentation inspired him to rethink how he supports those who are grieving: https://spoti.fi/4lkriPn

How do you determine if refinancing your annuity is the right option? Terry Wheeler is providing clear guidelines and considerations about this exact topic. Whether it's about penalties, bonuses, or long-term growth, understanding your financial stance has never been easier! Listen in, and equip yourself with information that can elevate your retirement plan. Watch the latest episode on YouTube NOW! https://lnkd.in/gvDg5CEK #WEMoneyTalk #FinancialDecisions #AnnuityRefinance

For Terry, losing one of his best friends was devastating, but it doesn’t compare to what his parents, Pat and Walt, went through. And when he thinks back to that time, 15 years ago, Terry wonders if perhaps he didn’t say the right things to them. Recently, he attended a presentation by a grieving father and learned what to say and not say to someone experiencing devastation. No one teaches us this stuff. No one prepares us for these moments. But we can learn. And we can do better. May today’s episode offer guidance on how to support someone through their grief: https://bit.ly/4ia9bsS #WEMoneyTalk #NavigatingLoss #LosingALovedOne #Grief #Sympathy

A key aspect of financial planning that often gets overlooked: truly understanding what makes our clients tick. Are you planning to travel the world in retirement? ✈️ Do you want to make sure you’ve spent your last dollar before you pass? 💰 It's not just about looking at a statement and making a quick decision. As financial advisors, we need to take the time to understand each client’s unique goals and challenges. Tune in to the latest episode for more insight! https://bit.ly/4j9XMu1 #FinancialPlanning #ClientRelationships #RetirementGoals #WEMoneyTalk

When someone is struggling, we often ask, “What do you need?” But the truth is, they might not even know. The weight of grief, stress, or exhaustion can make even the simplest decisions feel impossible. So don’t wait for an answer—just show up. Bring a meal. Something already made, something easy. During loss, that simple act can mean everything. Today’s episode is a tribute to Terry’s dear friend Bruce. Fifteen years later, and he still misses him. Grief changes, but it never truly fades. ❤️ https://bit.ly/4csBNwk #WEMoneyTalk #GriefSupport #HeartfeltConversations

The current interest rate environment presents unique opportunities for annuity contract optimization. The WE Money Talk podcast aims to guide you through the landscape of enhanced annuities, helping to better safeguard your financial future. What do you know about refinancing annuities? Could you use a refresher on this concept? Watch this all-new episode now: https://lnkd.in/gvDg5CEK 🔔 Don’t forget to subscribe! #WEMoneyTalk #InterestRates #FinancialStrategies