Category: Financial Advisor

Bridle Up Hope
Bridle Up Hope: Changing Lives Through Horses and Habits (EP. 66)

Bridle Up Hope: Changing Lives Through Horses and Habits (EP. 66)

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In this heartfelt episode, Nicole Holgreen, Executive Director of Bridle Up Hope, shares the powerful story behind the foundation created in memory of Rachel Covey. Through equine-assisted learning, Bridle Up Hope empowers girls and women to build confidence, resilience, and hope—one ride at a time. Nicole opens up about her own path to leadership, the program’s life-changing curriculum, and its growing global reach. Listeners will be inspired by stories of transformation that showcase the healing connection between humans and horses, and the ripple effect of community, compassion, and courage that Bridle Up Hope continues to spread around the world.

About Bridle Up Hope:

Bridle Up Hope blends the healing power of horses with the proven principles of The 7 Habits® to create life-changing experiences for girls and women. At first, Bridle Up Hope was only intended to be a small neighborhood program, but after witnessing amazing transformations, they knew they had to think bigger. To date, 3,500+ girls and women have completed the program and the organization has expanded to 10+ global locations.

About Our Guest: 

Nicole Holgreen is the Executive Director of Bridle Up Hope, a nonprofit organization dedicated to inspiring hope, confidence, and resilience in women through equestrian training and life-skills development. With a strong background in leadership and a deep passion for empowering others, Nicole plays a pivotal role in expanding the organization’s mission and impact.

Nicole is married to Jared Holgreen, and together they have built a loving blended family of four children and two grandchildren. She finds strength and inspiration in her family and brings those same values of connection, perseverance, and hope into her work. Whether in the arena or at home, Nicole is committed to lifting others and helping them discover their inner strength.

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Integrated Tax Podcast
Don’t Miss These Money-Saving Tax Changes (EP 65)

Don’t Miss These Money-Saving Tax Changes (EP 65)

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In this conversation, tax expert Jake Johnstun discusses the latest tax legislation, focusing on new deductions available for businesses, the introduction of Trump accounts for children, and changes in clean energy incentives. The discussion also covers SALT deductions, standard and child tax credits, and the implications of officer compensation audits by the IRS. Additionally, Johnstun highlights estate tax exemptions and everyday tax strategies for individuals and businesses, while also addressing trends in client demographics and advanced tax strategies.

Takeaways

  • The new tax laws provide significant deductions for businesses, especially in depreciation.
  • Trump accounts allow for tax-advantaged savings for children under 18.
  • Clean energy incentives are changing, with some benefits expiring soon.
  • SALT deductions have increased, but many will still be affected by limitations.
  • Standard deductions have been adjusted for inflation, benefiting taxpayers.
  • Child tax credits have seen slight increases, aiding families.
  • Small businesses can benefit from the QBI deduction, which is 20% of net income.
  • IRS audits are increasingly focusing on officer compensation and 1099 compliance.
  • Estate tax exemptions have increased significantly, allowing more wealth to be passed on tax-free.
  • Investing in qualified accounts like Roth IRAs can provide long-term tax benefits.

About our Guest: 

Jake Johnstun, EA has been in the tax preparation industry since 1994. An Enrolled Agent is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of examination, collection, and appeals of the Internal Revenue Service. In addition to taxpayer representation, Enrolled Agents often provide tax consultation services and prepare a wide range of federal and state tax returns.

Jake is the president and founder of Integrated Tax, founded in 2002 located in Ogden, Utah. He is a Partner and owner of Elite 1031 Exchange, a Qualified Intermediary. He is an Alumnus of Weber State University with a Bachelor of Science degree in Accounting. He is an NTPI Fellow and a graduate of the SSLA Leadership Academy.

Jake was voted onto the National Association of Enrolled Agent’s Board of Directors in December 2017. He is the current Chair of the NAEA PAC representing tax professionals before the United States Congress. He is also the current Chair of the GOAL Foundation.

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The Evolution of SPEEDHORSE Magazine with John Bachelor (EP. 64)

The Evolution of SPEEDHORSE Magazine with John Bachelor (EP. 64)

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In this episode, Billy and Cade sit down with John Bachelor, Jr. and John Bachelor IV, discussing their experiences in the horse racing industry and the evolution of SPEEDHORSE magazine. They explore the challenges and ethical dilemmas faced in the industry, the transition from print to digital media, and the importance of maintaining family values and legacy in business. The conversation also touches on innovations in horse racing and the future of the magazine.

Takeaways

  • John Bachelor III transitioned from ranching to the horse racing magazine industry.
  • SPEEDHORSE Magazine was acquired during a downturn in the cattle market.
  • The decision to shift from a weekly to a monthly publication was pivotal for growth.
  • Memorable experiences at smaller racetracks highlight the community aspect of horse racing.
  • Integrity and safety in horse racing are increasingly prioritized.
  • Navigating conflicts of interest is crucial for maintaining credibility in the industry.
  • The importance of treating staff well contributes to a positive work environment.
  • Statistical data and AI can enhance the magazine’s offerings.
  • Succession planning is vital for the continuity of family businesses.

About Our Guests: 

John A. Bachelor, Jr. and John Allen Bachelor IV

Fifteen years ago, John A. Bachelor, Jr. became the owner and president of SPEEDHORSE magazine, a Quarter Horse racing news publication founded in 1969.The Bachelor Family has been in Quarter Horse racing for generations. John A. Bachelor, Sr. was the breeder and owner of stakes winners in the 1960’s, racing at tracks in Florida. John Bachelor, Jr. earned his Master of Business Administration and Range Animal Science degree from Sul Ross State University in Alpine, Texas. He returned to the Quarter Horse racing industry fifteen years ago after being in cattle ranching for many years. John Allen Bachelor IV grew up spending time at Quarter Horse races and horse sales. He followed the example of his father, John A. Bachelor III, by pursuing his undergraduate degree in Business Administration with a major in Accounting, and then graduated from the University of Oklahoma Law School and passed the Oklahoma Bar Exam. John Allen spent two summers working at SPEEDHORSE in the accounting office, in the editorial department and as a racetrack photographer. He has chosen to join the management team at SPEEDHORSE and work in promoting the Quarter Horse racing industry in print publication and online coverage of Quarter Racing news in real time.

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Bulletproof Wealth: How to Secure What You’ve Built
Bulletproof Wealth: How to Secure What You’ve Built (EP. 63)

Bulletproof Wealth: How to Secure What You’ve Built (EP. 63)

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In this episode of Harnessing Your Wealth, we discuss the importance of protecting wealth, especially in blended families, and the role of trusts in safeguarding assets for future generations. Billy, Shaun and Cade open conversations about inheritance and financial planning to prevent conflicts among family members. The discussion also highlights the significance of having a solid financial plan to ensure long-term success and stability.

Takeaways

  • Prenuptial agreements are essential for protecting assets in blended families.
  • QTIP trusts can help safeguard children’s inheritance in blended families.
  • Trustees should be chosen carefully to avoid family conflicts after death.
  • Estate planning is especially important for blended families to consider all parties involved.
  • Teaching children the value of money can prevent them from squandering their inheritance.
  • Having a financial plan helps individuals understand their goals and resources.
  • Open discussions about wealth can strengthen family relationships.

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Introduction to Chronic Pain and Healing
The Mind-Body Healing Journey with Dr. David Schechter (EP. 61)

The Mind-Body Healing Journey with Dr. David Schechter (EP. 61)

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In this conversation, Billy and Dr. Schechter delve into the complexities of chronic pain, emphasizing the mind-body connection and the emotional roots of pain. They discuss the limitations of traditional medicine in addressing chronic pain and highlight the importance of understanding the psychological aspects of pain. Dr. Schechter shares his journey into mind-body medicine, the significance of patient participation in recovery, and the power of belief in healing.  Tune in as David and Billy touch on the challenges within the healthcare system and the need for a shift towards a more holistic approach to treatment.

Key takeaways include:

  • Chronic pain often has emotional roots that are overlooked.
  • Traditional medicine may not address the underlying causes of pain.
  • Education about mind-body connections is crucial for healing.
  • Belief in the healing process can significantly impact outcomes.
  • Patients often feel like victims of their conditions; empowerment is key.
  • The healthcare system needs to adapt to include holistic approaches.
  • Chronic pain can manifest in various forms, not just physical injuries.
  • And more

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About Our Guest:

David Schechter, MD, Family/Sports Medicine Physician

Dr. David Schechter is a physician who practices in West Los Angeles, California. With over 35 years of experience as a family and sports medicine physician, Dr. Schechter specializes in mind-body medicine and chronic pain.

Dr. Schechter attended Princeton University, received his MD from New York University, residency through UCLA/Santa Monica, and is an attending physician at Cedars-Sinai Medical Center.

He has been named a Top Doctor by Los Angeles Magazine, Men’s Health Magazine, and by US News and World Report.  He has written several books, including Think Away Your Pain , The MindBody Workbook, The MindBody Workbook for Teens, and The Lessons Doctor Sarno Taught Me.  

He has co-created an online program called The MindBody Healing Journey and co-authored The MindBody Workbook, Volume Two and A Diagnostic Guide for Psychophysiologic Disorders.  Recently, he created an online course, Mastering the Mind-Body Connection for Teenagers.

 

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James Dexter Creator of Stable Pro
Harnessing Technology in the Horse Industry with James Dexter (EP. 59)

Harnessing Technology in the Horse Industry with James Dexter (EP. 59)

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In this episode, Billy and Shaun interview James Dexter, the founder and CEO of Stable Pro, a software solution designed to help horse trainers manage their businesses more efficiently. James shares his journey of identifying a problem in the horse industry related to invoicing and scheduling, leading to the creation of Stable Pro. The conversation covers marketing strategies, features of the software, client interaction, and future goals for expanding the platform to better serve the horse community.

Highlights Include: 

  • Stable Pro addresses the paperwork challenges faced by horse trainers.
  • James Dexter’s journey began with a passion for the horse industry.
  • The importance of getting started and learning through experience.
  • Stable Pro offers features for managing horses’ health and wellness.
  • Future goals include connecting with breeder registries and expanding services.
  • James emphasizes the passion and dedication behind building Stable Pro.

Previous Episodes of Interest:

About our Guest:

James Dexter, a lifelong Nevadan, has been immersed in the horse industry from an early age, continuing a family legacy of equine breeding and ranching that spans generations. As the owner of Fifty Horse Ranch and Chief Pharmacist at the Fallon Paiute & Shoshone Health Clinic, he balances his passion for horses with his expertise in healthcare. Through his close work with horse trainers, James recognized a critical need for modern business solutions tailored to the equine industry, leading him to create STABLE pro. Founded in 2023 and headquartered in Fallon, Nevada, STABLE pro is an all-in-one business management platform designed specifically for equine professionals. The platform streamlines operations by offering automated billing, horse care tracking, scheduling, team management, trip planning with expense tracking, insurance integration, and secure file storage. By prioritizing trainer-driven innovation, STABLE pro delivers tailored solutions designed for efficiency and success, enriching the equine community.

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Harnessing Your Wealth with Billy Petrson
Honoring a Legacy: The Sam Thompson Memorial Foundation with Laura Joiner (Ep. 54)

Honoring a Legacy: The Sam Thompson Memorial Foundation with Laura Joiner (Ep. 54)

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In this episode, Laura Joiner discusses the Sam Thompson Memorial Foundation, which she leads in honor of her friend, the late Sam Thompson, a jockey who tragically passed away after a racing accident. The foundation initially aimed to cover Sam’s medical expenses but has since expanded to support injured riders and others in the horse racing community. Laura shares the foundation’s growth, scholarship initiatives, challenges in running a nonprofit, and the impact of their work on individuals and families in need. She emphasizes the importance of community involvement and helping others.

Takeaways

  • The foundation was founded to support Sam Thompson’s medical expenses.
  • Sam Thompson’s legacy continues to inspire and drive the foundation’s mission.
  • It has grown to support injured riders and others in the horse racing community.
  • Scholarship initiatives have become a significant part of the foundation’s work and the foundation has awarded over 275 scholarships to date.
  • Community involvement is crucial for the foundation’s success.
  • The foundation aims to create an endowment for sustainable support.

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 About our Guest: 

Laura has been involved in the race horse industry since the day she was born. Previously, she and her husband (Cody Joiner) operated Circle CJ Racing, LLC. Today they are involved in breeding and racing not only quarter horses but also thoroughbreds.

Sam was not only a rider in their stable, but a close friend as well. Laura wants to put smiles on the faces of those who are in need in our industry, just as Sam did to everyone he touched. Laura has been with the foundation since the very beginning and plans to continue helping it grow larger than they ever dreamed.

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Billy Peterson Harnessing Your Wealth
Chapter 10: A Time to Sell – Is this one of those times? (EP 53)

Chapter 10: A Time to Sell – Is this one of those times? (EP 53)

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In this episode, Billy takes the hot seat as his son Cade interviews him about key concepts from his book, focusing on market volatility, goal funding in retirement, emotional investing, tax strategies, and performance-based selling. The conversation emphasizes the importance of understanding market dynamics and making informed decisions rather than reacting emotionally to market fluctuations. In this conversation, the speakers discuss the implications of wealth loss, government accountability, and the importance of long-term investing strategies. They emphasize the need for taxpayers to be aware of government actions and the impact of economic decisions on personal finances. The discussion also highlights Warren Buffett’s investment strategies and the significance of patience in investing, particularly during market downturns.

Takeaways

  • Market volatility can create both opportunities and challenges for investors.
  • Rebalancing is essential to maintain your original investment allocation.
  • Goal funding is crucial for retirement planning and should be approached strategically.
  • Capitulation often leads to poor investment decisions driven by fear and greed.

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Zoe Cadman Former Jockey and Current TV Analyst
From Jockey to Media Star: Zoe Cadman’s Journey (Ep. 52)

From Jockey to Media Star: Zoe Cadman’s Journey (Ep. 52)

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Billy Peterson, Cade Peterson and Zoe Cadman discuss Zoe’s Journey into broadcasting and the role of media in horse racing. Check out this episode as they discuss the art of selecting racehorses, the value of underdogs, and the emerging talent among jockeys. The discussion also touches on the challenges facing horse racing today and the journey of retired racehorses, highlighting personal connections and experiences in the equestrian world.

They discuss:

  • Zoe Cadman transition from a jockey to a media role.
  • Engaging events are crucial to attract younger fans to racing.
  • Safety measures in racing have improved with HISA.
  • And more

About Zoe Cadman

Zoe Cadman is host and analyst for XBTV, Santa Anita Park and 1/ST Racing. Born in South Africa and raised in England, Zoe came to America and worked for trainers Michael Dickinson, Christopher Speckert and Mike Stidham prior to taking out her jockey’s license in 2000. She became the first female rider in Chicago history to win a meet riding title when she won the spring 2001 Hawthorne title. In 2008, Zoe relocated to Santa Anita to work with HRTV until 2015, when she began her current broadcast role with XBTV, Santa Anita Park and 1/ST Racing.

Previous Episodes of Interest:

Resources & Previous Episodes of Interest:

Santa Anita Park 

Connect with Zoe Cadman
• Instagram: ZoeCadman_
• 1/ST Things 1/ST, Presented by Santa Anita

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Grit, Resilience and Unity that Define a Utah Mountain Town with Mayor Ben Nadolski (EP 51)

Grit, Resilience and Unity that Define a Utah Mountain Town with Mayor Ben Nadolski (EP 51)

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In this episode, Billy Petersen interviews Ben Nadolski, the Mayor of Ogden, Utah. They discuss Ben’s unique journey from a career in wildlife management to politics, the challenges of public scrutiny, and the importance of mental toughness and resilience in leadership. Ben shares insights on the human side of leadership, the significance of hard work, and the impact of surrounding oneself with the right people. The conversation also touches on Ben’s day-to-day responsibilities as mayor and the current projects he is focused on. In this conversation, they discusses the importance of collaboration in leadership, emphasizing the need for all departments to work together to achieve common goals. The mayor talks about the ‘Ogden Way,’ which focuses on community accountability and the role of government in supporting citizens without overstepping.

Billy, Shaun and Ben discuss

  • Ben Nadolski transitioned from wildlife management to becoming the Mayor of Ogden.
  • Ben emphasizes the value of critical thinking over party lines.
  • Surrounding yourself with supportive people is crucial for success.
  • Local politics focus on community impact rather than national issues.
  • Energy and mindset significantly affect leadership effectiveness.
  • And more

About Our Guest: 

Mayor Nadolski took office on January 2, 2024, bringing with him a breadth and depth of experience to the office, including two terms on the Ogden City Council, and a 23-year career with the Utah Division of Wildlife Resources (DWR). Nadolski was instrumental in the inception and implementation of the Ogden River Restoration Project; a $6-million project in Ogden, Utah, that transformed a blighted and polluted river into a Blue Ribbon Fishery that paved the way for a surge in recreational use and community and economic development for Ogden City.

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