Life’s major milestones greatly affect your finances. Whether you’re starting a family, buying a home, getting married, or going through a divorce, it’s crucial to handle these financial transitions with the right tools and know-how.
Welcome to the conversation of the 3Ds – divestiture, divorce, and death.
Today, Cade Peterson takes on the role of host and interviews Billy and Shaun, both of whom hold Certified Divorce Financial Analyst designations. While this episode delves into their expertise in guiding clients through the complexities of divorce, they also discuss how to manage financial transitions like divestiture (selling a business) and death.
Uncover strategies for the 3D’s as the guys uncover:
Understanding the complexities of selling a business including tax implications, deal structuring, and emotional considerations
The emotional and financial implications of divorce
Personal and client scenarios regarding selling off assets and dividing pensions
End-of-life planning including estate considerations, charitable giving, and the importance of organized documentation
In a time where technology and artificial intelligence are rapidly transforming various sectors, the financial market is witnessing a significant influx of tech and AI investments.
For investors and those in the financial sector, understanding how tech advancements affect the market and their impacts is key.
This week on Harnessing Your Wealth, Shaun and Cade Peterson ask Billy Peterson about the current tech and AI market frenzy, discussing whether it’s a bubble or a sustainable trend. They explore the strategy of inaction and the power of patience in investment. The conversation also covers the impact of AI, Bitcoin, the effects of election-year politics on investments, and the evolution of the financial services industry.
Together, they discuss:
Experiences during the tech bubble, the frenzy around IPOs, and the subsequent market collapse
Parallels between the tech bubble era and the current AI and tech boom
The contradictions in perceiving crypto and Bitcoin as both a currency and an investment
The impact of the “magnificent seven” companies on the S&P 500 returns
Market performance during election years and the factors that influence market returns
The impact of media on public perception
A comparison of past manual trade operations with current technology-driven market operations and the value of long-term planning
Unlocking the potential of our youth through financial empowerment doesn’t just shape individual destinies; it fortifies the very bedrock of our communities, paving the way for a brighter, more resilient future for all.
Together with The Livastride Foundation, Peterson Wealth Services will host its 14th Annual Financial Health & Wellness Boot Camp on March 19, 2024 at Weber State University.
With a panel of industry leaders, a keynote speaker, and an audience of hundreds of students and educators, this event is dedicated to fostering practical financial education for the real world.
Join Billy, Cade, and Shaun in this installment of Harnessing Your Wealth to hear how a family tradegy formed a foundation that grew into a multitude of events that helped youth and families in need. And now, for the past fourteen years, the Petersons have streamlined their mission to focus on an event that empowers youth to learn the value of both money, and life.
Notable topics from this episode include:
The Livastride Foundation, created in memory of Billy’s brother, Brody
Stories of past events including baseball tournaments and a home-run derby
Why it’s important to Peterson Wealth Services to support financial education initiatives
How Billy became interested in finances and investing
Physical and emotional ties between financial well-being and mental health
Information regarding the Financial Health & Wellness Boot Camp including guest speakers and topics of discussion
Prepare to delve deeper into the shadowy realms of conspiracy theories with Billy and Shaun as they rendezvous once again with Isaac Weishaupt.
Together they navigate social media’s role in dismantling traditional narratives, hidden symbolism in films, and the eerie underbelly of fame and fortune. Plus, they touch on the skepticism surrounding the stability and legitimacy of digital currencies including Bitcoin.
From hidden messages to secret societies, prepare to question everything you thought you knew.
This week’s episode features:
Hidden meanings and rituals depicted in the Disney movie “Hocus Pocus”
Celebrities: Are they modern-day deities in pursuit of forbidden desires?
Extraterrestrial theories and their unsettling connections to pop culture
Speculation about the origins of Bitcoin and risks associated with crypto investments
Cryptocurrency theories and the role of the Illuminati
Host of Occult Symbolism and Pop Culture & Breaking Social Norms podcasts, Author of THE DARK PATH + 8 more on aliens, Illuminati & more. Truthing since ’11. My name is Isaac Weishaupt (*a pseudonym) and I’m the founder of IlluminatiWatcher.com. I’ve been researching my entire life as an ongoing mission to determine if this reality is the truth or a cunning holographic deception. I don’t fully subscribe to any conspiracy theories, but I do find some intriguing if they resonate with any logic (also if they don’t, who am I kidding, some of them are just clever). I live in America and feel that a lot of people are more concerned with being entertained than being informed or educated. Our media reflects that.
Conspiracy theories; could they be more than a distortion of your perception of reality?
The more Billy and Shaun open their minds to plausible truths, the more they question what is real, and what is ‘fake news.’ To shed light on the twists and turns of conspiracies, they enlist help from Isaac Weishaupt, a well-known online figure who strives to uncover hidden truths.
He believes that “the truth is out there” and has made his living as a self-proclaimed ‘freak’ who explores obscure ideas like secret societies, concealed information, and extraterrestrial and interdimensional phenomenons.
Jump aboard the ‘Truth-Seeking Train’ and embark on this wild ride as the guys discuss topics like symbolism within pop culture, shapeshifting lizard people, freemasons, the Illuminati, Greek and Egyptian philosophies, and television shows like Ancient Aliens and Beyond Skinwalker Ranch.
Highlights from Part 1 include:
Isaac’s path into the realm of conspiracies and obstacles he has faced for his beliefs
His extensive research spanning over nine books, a podcast, and a blog
The impact 2020 had on people’s trust in the government and mainstream media
How conspiracy theories play a role in shaping perceptions of the world around us
Controversies surrounding celebrities, including allegations of pedophilia
Online censorship and its potential impact on the erosion of freedom of speech
Host of Occult Symbolism and Pop Culture & Breaking Social Norms podcasts, Author of THE DARK PATH + 8 more on aliens, Illuminati & more. Truthing since ’11. My name is Isaac Weishaupt (*a pseudonym) and I’m the founder of IlluminatiWatcher.com. I’ve been researching my entire life as an ongoing mission to determine if this reality is the truth or a cunning holographic deception. I don’t fully subscribe to any conspiracy theories, but I do find some intriguing if they resonate with any logic (also if they don’t, who am I kidding, some of them are just clever). I live in America and feel that a lot of people are more concerned with being entertained than being informed or educated. Our media reflects that.
Human connections are an essential part of life, but they are not always easy to navigate.
Relationships can face many challenges, such as the influence of social media, the diversity of expectations, and the complexity of divorce.
How can we understand and improve our relationships today?
In this episode, Billy and Shaun Peterson welcome Emil Harker, MS LMFT, Author, Speaker, Trainer, Facilitator, and Emcee. Together, they explore the complexities of modern relationships, including the impact of social media and infidelity, and discuss the emotional effects of divorce, particularly on children. Emil also offers practical advice for couples to align their financial goals and expectations, highlighting the significance of open communication and shared decision-making in achieving a harmonious partnership.
Emil discusses:
Conflict resolution and helping individuals/couples improve their relationships
The impact of social media on relationships with ourselves and with others
Biological and psychological mechanisms that influence defensive reactions
The cost of anger, emotional trauma, and the importance of therapy in managing financial and emotional stress
Advantages of a collaborative approach in divorce
The role of money in relationships, self-worth, and differing expectations leading to conflicts
The power of the mind in overcoming anxiety and depression
Emil Harker graduated in 1999 with a Masters of Science degree from USU. He is a passionate speaker, getting through the fluffy stuff to the real nuts and bolts of dealing with conflict with confidence and composure. Emil’s training and speaking engagements include EO groups, YPO groups, corporations, conventions, and conferences. Emil’s groundbreaking communication book “You Can Turn Conflict Into Closeness” has earned him the reputation of being a thought leader in communication and conflict resolution. Emil’s expertise has made him a frequent guest over the past 5 years on KUTV Channel 2 Fresh Living program and KSL Channel 5 in SLC Utah. He’s been on the Ricki Lake Show with pro basketball player Antoine Walker as well as many call-in radio shows. Emil’s innovative down to earth and fresh approach to dealing with the biggest issues that affect the quality of life and productivity of people has made him a highly sought-after presenter, trainer, and facilitator.
When it comes to the green stuff, even the A-listers fumble – a raw reality check that echoes beyond the red carpet. Let’s take cues from the candid missteps, and navigate the rugged terrain of money management.
Billy, Shaun, and Cade talk about celebrity money mistakes and share consequences faced by a few prominent athletes, stemming from ill-fated financial choices, questionable investment schemes, and the failure to diversify their assets. Through the lens of these high-profile financial missteps, the trio emphasizes six steps to securing prosperity, offering insights that you can integrate into your financial strategy.
This riveting discussion unveils the pitfalls of fame and fortune, plus:
Examples of celebrities facing financial challenges
Lessons learned from celebrity financial mistakes
The importance of estate planning
Risks of “too good to be true” opportunities
Importance of proactive financial and estate planning, and keeping estate documents updated
Alarming statistics are indicating that a significant number of Americans are not investing enough which leads to not having enough money to last throughout their retirement.
Before you panic, listen to this episode as Billy and Shaun cut to the chase about the importance of investing, and how easily you can get started. They explore investing basics like 401k’s, the benefits of a Roth IRA for tax-free withdrawals, and the pros and cons of buying individual stocks versus mutual funds.
With a focus on long-term investing, Billy and Shaun discuss:
The shockingly high percentage of those nearing retirement with insufficient savings
Alternative investment options for individuals without access to a retirement plan
The difference between mutual funds and individual stocks
The risks of investing in speculative assets and cryptocurrencies
How an advisor can remove emotional decision-making and provide guidance in building a long-term financial plan
The current state of the economy is causing uncertainty for many people around the world.
With stock market corrections, volatility, high interest rates, and discussions of a recession, it’s no wonder there is a resounding feeling of doom and gloom surrounding current affairs.
Join Billy and Shaun as they share their thoughts and perspectives on today’s economic landscape including the multitude of fear-mongering and its influence on your financial portfolio and state of mind.
Get up-to-date as Billy and Shaun touch on:
Factors impacting spending; inflation, a possible recession, and high interest rates
The attractiveness of money market funds and the stocks that have driven returns
Real estate woes due to expensive borrowing and the rise of rentals
Which sectors you should watch in a slowing economy
People in the horse racing, farming, and ranching industries have two things in common; a passion and love for animals.
Today’s guest is a renowned equine orthopedic surgeon, a University Distinguished Professor in the Department of Clinical Sciences, and the founder of the Orthopaedic Research Center at CSU. It is clear when you hear him speak that he too has a passion and love for animals.
Join Dr. Wayne McIlwraith as he recounts his humble beginnings on a sheep station in New Zealand to becoming a trailblazer in the field of equine orthopedic surgery. He shares his innovative approach to arthroscopic surgery, shedding light on the advancements he has made, including many discoveries that have helped progress orthopedic procedures for humans.
Throughout the podcast, Billy Peterson and Dr. Wayne McIlwraith explore:
Dr. Wayne’s extensive experience and contributions to the field of equine medicine
The multifaceted challenges that face the equine industry including the need for uniformity in safety and testing standards
Why you should seize opportunities and pursue your passions
Techniques used to help horses recover from injuries and improve their performance
Professor McIlwraith obtained his veterinary degree from Massey University, New Zealand, and was in practice in New Zealand and the UK followed by an internship at the University of Guelph, Canada, and a surgical residency at Purdue University. He also obtained MS and PhD degrees from Purdue University. He is a Diplomate of the American College of Veterinary Surgeons, the European College of Veterinary Surgeons, the American College of Veterinary Sports Medicine and Rehabilitation, and a Fellow of the Royal College of Veterinary Surgeons.
Since 1979, he has been a faculty member at Colorado State University. Currently, he is a University Distinguished Professor, holds the Barbara Cox Anthony University Endowed Chair in Orthopaedics, and is the Founding Director of the Orthopaedic Research Center. He also has a referral equine orthopedic surgical practice based in Southern California and is a consultant and surgeon for clients elsewhere in the US and Ireland, England, France, and New Zealand. His research interests focus on equine orthopedic surgery and translational joint disease research, including novel treatments for osteoarthritis and articular cartilage repair, mesenchymal stem cell therapies, and early diagnosis of osteoarthritis and pre-fracture disease using imaging and fluid biomarkers.
He has received multiple awards, including the Founders Award and Legends Award from ACVS, induction into the International Equine Research Hall of Fame, the John Hickman Award from the British Equine Veterinary Association, the AAEP Research Award, the AVMA Lifetime Excellence in Research Award, the Markowitz Award from the Academy of Surgical Research, the Marshall R. Urist MD Award from ORS and is an Honorary Fellow of ICRS.
