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Bob Wheeler – An Engaging Guest for Your Podcast

Not Your Typical CPA

 

Bob Wheeler’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 in Hollywood, California.

Bob Wheeler, Robert wheeler, the money nerve

Why Other Hosts Recommend Bob

{I'll be honest, I have a bad impression of accountants and money guys as guests on my podcast, Join Up Dots. Come on......I bet you think the same. Grey men, in grey suits, telling me about filling up your 401K and offshore accounts. Was I wrong with Mr. Bob Wheeler, who not only has the personality of your favourite radio host, but can bring his expertise to life with laughs, anecdotes and well....a bit of showbiz that makes the podcast recording come alive. He was great and I fully recommended as a guest, I'll be definitely having him on again.
David Ralph
Host of Join Up Dots Podcast
{Bob Wheeler's guest appearance on our podcast Big Girls Don't Cry was one of our most watched and shared episodes. Bob and I discussed the explosion of online and phone scams being perpetrated today. Bob offered examples of persons who had been swindled and concrete solutions to keep our information and money from being stolen. Bob has a miraculous way of keeping talk of finance fun, and that is essential to a comedy based show like mine where people primarily tune in to laugh. Thank you Bob for sharing your humor and wisdom with our listeners!
Vicki Barbolak
Co-Host of Big Girls Dont Cry
{Bob is a great guest with a big-time sense of humor. I enjoyed recording our podcast episode as he brings together financial information and its relationship to our money mindsets. He left my guests with great actionable insights to improve their profitability.
Rocky Lalvani
Host of Profit Answer Man
{Bob has been one of our favorite guests on our show. His psychological approach to money is fascinating. This is one of the podcasts that we record that I will listen to multiple times. We would love to have Bob back on the show again soon.
Paul Fagan & Paul Becker
Co-Hosts of Financial Dads Podcast
{Top quality guest! He shares in a way that people can understand and makes a topic that's not normally fun, interesting and easy to learn
Alex Sanfilippo
Host of PodPros Education Masterclass
{Bob was really a lot of fun to talk to and I appreciate how willing he was to both have a laugh but also get vulnerable. It allowed our conversation to flow naturally. My listeners like when it sounds like I'm talking to a friend and that's exactly the result of our chat!
Rabiah Coon
Host of More Than Work Podcast
{If you are looking to have an honest conversation you must talk to Bob!!! Bob came on my podcast "Road to Growth" and he was open to any question or insight I had about his life / business. Besides his honesty, the way he made the interview light and humorous allowed me as the host to breeze through the interview and before you knew it our interview was over. If you are looking for a dry and reserved CPA for your podcast please do yourself a favor and don't reach out to Bob.
Vinnie Enriquez
Host of the Road to Growth Podcast
{I'll be honest, I have a bad impression of accountants and money guys as guests on my podcast, Join Up Dots. Come on......I bet you think the same. Grey men, in grey suits, telling me about filling up your 401K and offshore accounts. Was I wrong with Mr. Bob Wheeler, who not only has the personality of your favourite radio host, but can bring his expertise to life with laughs, anecdotes and well....a bit of showbiz that makes the podcast recording come alive. He was great and I fully recommended as a guest, I'll be definitely having him on again.
David Ralph
Host of Join Up Dots Podcast
{Bob Wheeler's guest appearance on our podcast Big Girls Don't Cry was one of our most watched and shared episodes. Bob and I discussed the explosion of online and phone scams being perpetrated today. Bob offered examples of persons who had been swindled and concrete solutions to keep our information and money from being stolen. Bob has a miraculous way of keeping talk of finance fun, and that is essential to a comedy based show like mine where people primarily tune in to laugh. Thank you Bob for sharing your humor and wisdom with our listeners!
Vicki Barbolak
Co-Host of Big Girls Dont Cry
{Bob is a great guest with a big-time sense of humor. I enjoyed recording our podcast episode as he brings together financial information and its relationship to our money mindsets. He left my guests with great actionable insights to improve their profitability.
Rocky Lalvani
Host of Profit Answer Man
{Bob has been one of our favorite guests on our show. His psychological approach to money is fascinating. This is one of the podcasts that we record that I will listen to multiple times. We would love to have Bob back on the show again soon.
Paul Fagan & Paul Becker
Co-Hosts of Financial Dads Podcast
{Top quality guest! He shares in a way that people can understand and makes a topic that's not normally fun, interesting and easy to learn
Alex Sanfilippo
Host of PodPros Education Masterclass
{Bob was really a lot of fun to talk to and I appreciate how willing he was to both have a laugh but also get vulnerable. It allowed our conversation to flow naturally. My listeners like when it sounds like I'm talking to a friend and that's exactly the result of our chat!
Rabiah Coon
Host of More Than Work Podcast
{If you are looking to have an honest conversation you must talk to Bob!!! Bob came on my podcast "Road to Growth" and he was open to any question or insight I had about his life / business. Besides his honesty, the way he made the interview light and humorous allowed me as the host to breeze through the interview and before you knew it our interview was over. If you are looking for a dry and reserved CPA for your podcast please do yourself a favor and don't reach out to Bob.
Vinnie Enriquez
Host of the Road to Growth Podcast

Featured on 150+ Shows & Counting

Explore Bob’s Most Popular Speaking Topics

Topics include lively and humorous explorations of:

Empowering Kids at a Young Age to Learn About Money

It’s never too early to empower kids to learn about money

A Healthy Relationship with Money

What does a healthy relationship with money look and feel like?

Money Mindset

Becoming aware of your money blocks, beliefs & stories that keep us stuck

Avoiding the Heartache Caused by Financial Infidelity

Financial Infidelity is the Leading Cause of Separation in Relationships

Moving Through & Healing Financial Trauma.

Financial Trauma is the number one stressor for Americans

Honest Budgeting

Don’t Judge it! Put it in Your Budget!

What Does Success Look Like?

We all have our own idea of success. What does it look like for you?

Starting Converstions About Money

Conversations about money are very difficult to engage in. Why?

Daring to Dream

What do you want your life to look like?

Tax & Accounting Strategies

Tax & Accounting can be a topic filled with anxiety. It doesn’t have to be.

Suggested Interview Questions

Kids & Money

  • Why did you create the Financially Fit Kidz book series? Bob’s latest book: Darius Wants a Dog
  • How can listener’s empower young kids for financial success?
  • How do belief systems created in childhood affect us as adults?
  • How can parents or guardians initiate conversations about money with their children if they are uncomfortable talking about money?
  • What tips & tools do you suggest to incentivize children to save?
  • What is the ideal age for kids to learn about money.

Adults & Money

  • What are some ways people can overcome the financial stressors in our lives?
  • How do emotions impact financial decision making?
  • Why do we need financial therapy?
  • What is financial trauma and why is it so common?
  • What is financial infidelity and how can we prevent it?
  • Why is equality & inclusion in financial services so important?
  • What is honest budgeting?

Bob’s Personal Journey With Money

  • What happened in Africa that changed your beliefs around money?
  • You talk about baby steps a lot. What happened in Nepal when you were trekking to Base Camp Everest?
  • You’re a finance expert! How and why did you get involved in comedy and become CFO of The World Famous Comedy Store?
  • So as a CPA, I bet you had and have all your money management figured out. Right?

Bob is an open book when it comes to money and emotions. You are not limited to these questions. They are to serve as a guide.

Invite Bob Wheeler to Speak on Your Show or at Your Next Event.

Bob is a financial nerd with a sense of humor! He loves to educate people about various topics related to money. Whether it is teaching parents how to empower their children with money, motivating your audience around money mindset or helping business owners understand their tax liability, Bob will educate and entertain your audience at the same time.

Images and Assets for Bob Wheeler

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Book Cover

The Money Nerve Book

Book Cover

The Money Nerve Book

Financially Fit Kidz Book Series

Images of Bob

Podcast Images

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