Tom's Resources

Financial freedom is closer than you think. Use these resources to get you on track and to stay on track. To your wealth!

Wealth Evaluator

The Wealth Evaluator helps define your wealth goals by identifying the amount, return or number of years required to reach your financial freedom.

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Tom's Blog

Lake Powell Triathlon Results – The Good and the Not So Good

by Tom Wheelwright | Oct 18, 2009 | Wealth Strategy

I did it! Another triathlon completed. It was a beautiful fall day in the most beautiful place on earth, Lake Powell. There were about 300 athletes with lots of families there to cheer us on.

What's more Important – The Goal or The Process?

by Tom Wheelwright | Oct 15, 2009 | Wealth Strategy

Today I am off to Lake Powell where I will compete in the triathlon I have been training for on Saturday. A couple of comments about this.

Why It's Time to Retire the 401(k) – REALLY!!!

by Tom Wheelwright | Oct 13, 2009 | Wealth Strategy

The cover story on this week's TIME magazine covers a topic that I covered with Robert Kiyosaki two years ago in his Yahoo! Finance column. In that column, I wrote a "Why the Lottery is a Better Investment than a 401(k)."

Self Discipline – The Path to True Freedom

by Tom Wheelwright | Oct 8, 2009 | Wealth Strategy

Over the past couple of days, I have explained the downside of self discipline and my wife's argument for not depriving yourself of life's little luxuries. Now, I would like to present the other side of self discipline.

More on Self Discipline – Good or Bad?

by Tom Wheelwright | Oct 7, 2009 | Wealth Strategy

The argument my wife would use against self discipline is that it is essentially denial. Why give up what you enjoy today for the prospect of something tomorrow? Should I deny myself that donut so that I can have a thinner waist?

Self Discipline – The Key to Happiness or a 4-Letter Word?

by Tom Wheelwright | Oct 6, 2009 | Wealth Strategy

My wife, Rosie, grew up as the youngest child of a family of eight children. Her father was a shift worker at Standard Oil. Her mother stayed home to raise the kids. They never had much money.

Life May be Shorter Than We Think

by Tom Wheelwright | Oct 2, 2009 | Wealth Strategy

Late last night I learned that a friend of mine passed away. Apparently, he had a heart attack. In his late 40's, he left a wonderful wife and six amazing children. He was a fine, fine man and a terrific father, husband and friend to everyone he met. Everyone liked him.

How Do I Select my Wealth Team Members?

by Tom Wheelwright | Aug 17, 2009 | Wealth Strategy

One of the most common questions I am asked is how to find the various advisors and other team members for your Wealth Team. The next question I get is, once you have been referred to a potential team member, what questions do you ask?