Tag: Financial Planning
Analyzing The Many Forms of Taxes in Our Country and Why Our Economy Has Faltered (Ep.42)

Analyzing The Many Forms of Taxes in Our Country and Why Our Economy Has Faltered (Ep.42)

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Billy, Shaun, and Cade dive deep into the US national debt crisis, spotlighting the staggering $12.5 trillion in projected net interest costs over the next decade and voicing serious concerns about the long-term consequences for American citizens.

Together, they unravel the complexities of taxes and fiscal policy, revealing how the mounting US debt directly impacts taxpayers. Gain practical, actionable advice on personal savings—from tax-efficient strategies for small business owners to the powerful benefits of Roth IRAs.

Though it may feel like we’re trapped in this economic spiral, this episode emphasizes your power to take control of your finances, health, and mindset by making informed, strategic decisions. Now more than ever, they stress the critical need to hold elected officials accountable for responsible fiscal leadership.

Join the guys of Peterson Wealth Services as they discuss:

  • The need for the government to be more fiscally responsible
  • How nearly half of the country’s debt repayment comes from individual income taxes
  • Strategies to minimize tax burdens on investment income
  • The importance of knowledge when it comes to your health and finances
  • And more

Resources & Previous Episodes of Interest:

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How Mike Leatham Created a Multi-Million Dollar Business (Ep. 40)

How Mike Leatham Created a Multi-Million Dollar Business (Ep. 40)

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Turning a hobby into a thriving business is a dream for many, but very few achieve it.

How did Mike Leatham transform his side gig into a multi-million dollar enterprise? What challenges did he face, and what lessons can aspiring entrepreneurs learn from his journey?

Join Billy and Shaun as they chat with Mike, founder of SymbolArts about the challenges and triumphs of building a business from scratch, the art of selling, and how even hobbies like riding motorcycles can open doors to new opportunities.

Be inspired as this episode highlights: 

  • Mike’s transformation from a hobbyist to a successful entrepreneur
  • The story behind SymbolArts and its iconic products like badges and challenge coins
  • Sales techniques and overcoming rejections in business
  • Insights on managing a company and the importance of having a dedicated team
  • And more!

Previous Episode of Interest:

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Connect with Mike Leatham: 

About Our Guest: 

Mike Leatham founded SymbolArts in 1986. Initially a hobby, SymbolArts has grown into a multi-million dollar business with 50-60 employees. Mike’s journey began with making class rings and evolved into producing a wide range of products, including police badges and challenge coins. 

His company now serves clients across all 50 states and includes major customers like Harley-Davidson. Mike is also an avid motorcyclist, having traveled extensively on his bike, and he emphasizes the importance of sales skills and staying out of debt in business.

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Celebrity Financial Disasters: Fame & Fumbling Fortunes (Ep. 25)

Celebrity Financial Disasters: Fame & Fumbling Fortunes (Ep. 25)

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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
  • And more

Resources:

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Connect with Cade Peterson:

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Does Your Risk Match Your Profile? (Ep. 6)

Does Your Risk Match Your Profile? (Ep. 6)

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Investing can be risky, but it’s also an essential part of growing your wealth. 

In this episode, Billy is joined by his son, Cade and together they dive into taking risks with your investments and emphasize the importance of knowing your risk tolerance. They also clarify that investing is not the same as gambling, and explain why it’s necessary to be bold when building a successful portfolio.

Join the conversation to learn more about: 

  • The current market selloff and the risks associated with the Federal Reserve’s actions to combat inflation
  • The process of determining an investor’s risk score through a few simple questions, and the importance of regularly monitoring your tolerance
  • Why Tesla is an example of a high-risk company that has proven to be successful
  • The risks of complacency in investing and the history of speculative booms
  • And more!

Resources:

 

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Connect with Cade Peterson:

 

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Meet Shaun and Cade Peterson (Ep. 2)

Meet Shaun and Cade Peterson (Ep. 2)

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In episode one, we learned about Billy Peterson, president of Peterson Wealth Services. And now, we meet Shaun and Cade, two financial advisors who not only share the same name as Billy, but also the same drive and passion.

Listen as Shaun and Cade explain the process they use to build relationships with clients, how they envision growing their business within the equine industry, and how Billy helped them launch their careers.

Shaun and Cade discuss: 

  • How their interest in investing and finances was apparent in childhood
  • The different types of meetings they use when onboarding a new client
  • What it’s like working with equine enthusiasts and why they enjoy it
  • And more!

Resources:

Connect with Shaun Peterson:

Connect with Cade Peterson: 

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