Tag: Charitable Giving

Educating today's youth in finance.
Financial Wellness and Mind-Body Health for the Next Generation (Ep. 77)

Financial Wellness and Mind-Body Health for the Next Generation (Ep. 77)

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In this episode of Harnessing Your Wealth, we discuss the key financial skills young people need—saving, investing, avoiding debt, and setting goals. We highlight our Financial Health & Wellness Bootcamp at Weber State University, a free event where students gain hands-on lessons in financial literacy, wellness, and smart decision-making. Learn how to guide your children toward confidence, independence, and long-term financial awareness, while giving them tools that schools often don’t provide.

Professional advisors should be consulted before implementing any of the options presented. Peterson Weld Services. Peterson Wealth Services is a registered investment advisor. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.

The guest speaker for this broadcast may or may not be a client of Peterson Wealth. Please note

that non-cash compensation is provided to guests for “to thank them” for their time and sharing their opinions and experiences. References to investment returns are generic in nature and have not taken into account market downturns, advisory fees or other factors that could negatively impact the investment returns.

 

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Money Moves For The End of The Year
The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (Ep. 69)

The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (Ep. 69)

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Billy and Shaun dive deep into the smartest financial moves to make before the year wraps up—because what you do in these final weeks can seriously impact your taxes, savings, and long-term financial trajectory. In this episode, they break down practical year-end strategies you can actually use: tax planning that keeps more money in your pocket, holiday spending frameworks that prevent budget blowouts, insurance and estate reviews that protect what you’ve built, and goal-setting tactics that set you up for a stronger, more focused year ahead. If you’re ready to take control of your money, avoid avoidable mistakes, and end the year with clarity and confidence, this is the ultimate financial checklist you don’t want to miss.

Key Takeaways:

  • Max out 401(k) contributions while there’s still time.
  • Use tax-loss harvesting to offset capital gains.
  • Leverage charitable giving strategies for extra tax benefits.
  • Protect your holiday budget—spend with intention, not emotion.
  • Audit your top 5 expenses to uncover easy savings.
  • Review and update insurance policies to ensure proper coverage.

Resources & Previous Episodes of Interest:

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Strategies for Divestiture, Divorce, and Death (Ep. 31)

Strategies for Divestiture, Divorce, and Death (Ep. 31)

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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
  • And more!

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Connect with Shaun Peterson:

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