Episodes: 37
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
YouTube: 106 subscribers
Instagram: 6.3k followers
Publicly listed emails
podcasts@proudmouth.com
terry@weriaadvisors.com
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Terry Wheeler - Founder and CEO of WE Alliance Wealth Advisors, Terry Wheeler is a J.D. and CFP who focuses on integrated wealth management, retirement planning, tax strategy, estate planning, and portfolio protec...
Mike Saunders - Proactive Tax Planning, Roth Conversions, Inherited Iras, Required Minimum Distributions, Retirement Portfolios, And Defined-outcome Investing.
Mike Saunders - Retirement Portfolio Protection, Market Volatility, Defined-outcome Investing, Asset Location, And Investment Strategy During Retirement Withdrawals.
Olivia Barrett - Short-term Rental Investing, Cost Segregation, Real-estate Tax Deductions, Roth Conversions, And 1031 Exchanges.
Estate Planning Blind Spots (Ep. 38)
October 01, 2026
Estate Planning Blind Spots: Why Most Living Trusts Fail (And How to Protect Your Family) Think having a revocable living trust means your estate plan is complete? For most families, standard "fill-in-the-blank" legal documents leave massive blind spots that can accidentally disinherit children, trigger unnecessary taxes, or leave wealth exposed to lawsuits and divorce. In this episode of Laugh When the Market Crashes, Terry Wheeler breaks down family-centered estate planning and why true leg...
Taxes & Tax Blind Spots (Ep. 37)
September 16, 2026
Laugh When the Market Crashes | The Retirement Tax Blind Spot with Terry Wheeler & Mike Saunders It’s not just about what you make it’s about what you keep. In this episode of Laugh When the Market Crashes, host Terry Wheeler joins Mike Saunders to break down the massive tax blind spots that catch high-earning professionals and retirees off guard. Discover why traditional tax preparation (reactively filling in forms during tax season) fails retirees, why a basic Roth conversion is only sc...
Investment & Retirement Blind Spots (Ep. 36)
September 02, 2026
Laugh When the Market Crashes | Uncovering Hidden Retirement Blind Spots with Terry Wheeler & Mike Saunders Is your retirement portfolio truly prepared for a major market crash? In this episode of Laugh When the Market Crashes, Terry Wheeler sits down with Mike Saunders to unpack the critical difference between getting to retirement and getting through retirement. Discover why traditional strategies like the standard 60/40 portfolio and relying solely on diversification might leave your s...
Laugh When The Market Crashes is hosted by Terry Wheeler. Its publicly listed emails are podcasts@proudmouth.com and terry@weriaadvisors.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Laugh When The Market Crashes: podcasts@proudmouth.com and terry@weriaadvisors.com.
Podseeker estimates Laugh When The Market Crashes reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Laugh When The Market Crashes typically books working professionals with real expertise. Typical guest background: Practical expertise in tax planning, retirement income, wealth management, real-estate investing, or related financial-planning disciplines. Recent guests include Mike Saunders, Mike Saunders, and Olivia Barrett.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Finance, Wealth Management, Retirement Planning, Tax Planning, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
podcasts@proudmouth.com
terry@weriaadvisors.com
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