Bob Wheeler
A compassionate advocate for financial health
Bob Wheeler’s personal crusade to empower others to achieve financial freedom stems from his 30 years as a CPA. By combining financial expertise with emotional insights, he created a groundbreaking approach to personal finance in his book The Money Nerve.
Bob is passionate about using humor and heart to help people gain awareness of how emotions influence financial decisions. His own quest to build a healthy relationship with money has led him to the world of standup comedy and satire where Bob is the CFO of The World Famous Comedy Store
As a CPA, Bob has harnessed decades of assisting clients to distill his signature mix of warmth, wit, motivation and money mastery. His message of financial wellbeing inspires audiences to reduce stress and gain confidence in their financial future no matter the amount funds in someones bank account.
Invite Bob for your next podcast or event if you seek an uplifting, enriching speaker who delivers financial advice with a funny bone. Audiences are sure to leave feeling empowered and enlightened.
Why Other Hosts Recommend Bob
Featured on 160+ Shows & Counting
Relatable with Stephanie Michele
The Dr. Phil Show – S21-E36
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
Every Story has a Cost
Explore the true cost of an unconscious money story
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.
Honest Budgeting
Don’t Judge it! Put it in Your Budget!
Separating Self Worth and Net Worth
Linking the two invites unnecessary suffering when finances fluctuate.
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?
- Discovering your unconscious money story
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.
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