203: Healthy Relationship with Money ft. Bob Wheeler

Bob Wheeler helps listeners conquer their money shame and avoid making poor financial decisions by teaching how emotions can dictate our choices.

As a man of true integrity with infectious energy, Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.

While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store.

Bob's world travels have led him to high altitudes. He has climbed Mt. Kilimanjaro, ascended to the Mount Everest Base Camp, and hiked several smaller mountains in between. With charm and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a standup comic and financial motivator.

(00:00 - 3:00) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Bob Wheeler

- Bob shares something interesting about himself

(3:00 - 24:34) Appreciating the Value of Money

- What kind of assets does Bob like to invest in?

- What was Bob's first real estate investment?

- Bob's take on social media

- People's prejudice on your possessions

- Familiaring yourself with stocks

- First world problems

- About Bob's book

(24:34 - 28:58) Fire Round

- Will Bob change the business strategy after Coronavirus?

-Bob favorite real estate, finance, or other related books

- Tools or website Bob recommends

- Bob advice to beginner investors

- How does Bob give back?

- How can Wealth Matters Podcast listeners reach out to Bob?

(28:58 - 29:53) Closing Segment

- If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

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