Tag: Financial Planning

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

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

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

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

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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Meet Shaun and Cade Peterson (Ep. 2)

Meet Shaun and Cade Peterson (Ep. 2)

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:

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