How to Approach Aging and Retirement with John Diehl (Ep. 14)

How to Approach Aging and Retirement with John Diehl (Ep. 14)

Today’s guest, John Diehl, Senior Vice President of Applied Insights at Hartford Funds believes that most people have an improper view of retirement. They think their retirement (typically 7-10 years) will be stacked with golf games, lavish trips, and all things that they consider as ‘living the good life.’ But, the reality is that people …

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Investing 101: Real-Life Stories and Strategies for Beginners (Ep. 12)

Investing 101: Real-Life Stories and Strategies for Beginners (Ep. 12)

In today’s fast-paced and ever-changing economic landscape, it has become increasingly crucial for individuals of all ages to acquire financial literacy and understand the power of investing.  Taking charge of our financial future can pave the way for long-term stability and growth. Want to know some basic investing concepts that will help you get started? …

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Opportunities and Challenges within the Horse Racing Industry with Janet VanBebber (Ep. 11)

Opportunities and Challenges within the Horse Racing Industry with Janet VanBebber (Ep. 11)

There are many challenges facing the horse racing industry, both from an economic and social perspective. Despite this, it continues to strive for growth and attract new generations. And what better way to shed light on these topics than by speaking with someone who possesses a profound understanding of the industry? Join Billy and Cade …

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Wills, Trusts, and Probates: Estate Planning with Wayne Bennett (Ep. 10)

Wills, Trusts, and Probates: Estate Planning with Wayne Bennett (Ep. 10)

When planning to transfer your possessions to your loved ones, it can be daunting, both due to the burden of paperwork and familial pressure. This is precisely why developing and arranging a will and trust with a trusted professional is critical. Today’s guest, Wayne Bennett, Director & Shareholder at Clyde Snow & Sessions, helps his …

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Lessons on Success with Jeff Tebow, Deputy Chairman at Andreini & Company (Ep. 9)

Lessons on Success with Jeff Tebow, Deputy Chairman at Andreini & Company (Ep. 9)

To achieve success, you need to put in the effort and demonstrate your abilities.  In this episode, Billy and Cade interview Jeff Tebow about his career and experiences in the horse industry starting from being a farm hand on the ranch to becoming the CEO of an Insurance company.  Learn valuable life lessons as Jeff …

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The Current Economic Regime Shift with Jon MacKay (Ep. 8)

The Current Economic Regime Shift with Jon MacKay (Ep. 8)

When there’s great uncertainty in the markets, gaining insight from experts like today’s guest, Jon MacKay, Head of Platform Distributions at Schroders is beneficial.  Listen in as he joins Billy and Shaun to provide insight and clarity about what is happening, and what’s to come within the economic field. Join the discussion as Jon highlights:  …

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State of the Oil Industry with Clint Carpenter (Ep. 5)

State of the Oil Industry with Clint Carpenter (Ep. 5)

At Peterson Wealth Services, we understand that business owners face unique challenges, which is why we are constantly striving to stay informed so we can help our clients make educated decisions. Join Billy and Shaun as they sit down with Clint Carpenter, Co-Founder of South Texas Oil Field Solutions to chat about the oil industry, …

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