Tag: Politicians
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:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect with Cade Peterson:

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FEATURE
Transform Your Life with Applied Improvisation with Ryan Sullivan, CFP®, CRPC®, RCC™ (Ep. 21)

Transform Your Life with Applied Improvisation with Ryan Sullivan, CFP®, CRPC®, RCC™ (Ep. 21)

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One of the most valuable skills in today’s world is the ability to improvise. 

Improvisation is not just about making things up on the spot but also about adapting to changing situations, finding creative solutions, and collaborating with others.

In this episode, Billy and Shaun Peterson sit down with Ryan Sullivan, CFP®, CRPC®, RCC™, Vice President and Managing Director, Applied Insights for Hartford Funds.

They explore the power of applied improvisation in finance, health, and mindset. They highlight the concept of “Yes, And” and its impact on problem-solving and creativity. Additionally, Ryan explains how improvisation can be applied in everyday life, shares brain-boosting exercises, and explores the art of explanation and active listening.

Together, they discuss: 

  • The origins and uses of applied improvisation in various fields such as business, leadership, and caregiving
  • How the “Yes, And” mindset can be applied to business and communication
  • An improvisation exercise and how it can be used in various scenarios
  • The importance of challenging the brain in new ways to create new connections and reduce the risk of cognitive decline
  • How to use a simple exercise to improve communication skills at work and in personal relationships
  • Studies showing the positive effects of applied improvisation on brain health, communication, and overall well-being
  • And more!

Resources:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect with Ryan Sullivan:

About Our Guest: 

Ryan Sullivan is a vice president and managing director of applied insights for Hartford Funds.  He leads communication workshops around the country and speaks on a variety of financial and practice management topics, with a focus on retirement research from the MIT AgeLab. To date, Ryan has provided insights to audiences in 46 states and Puerto Rico, as well as led over a  thousand webinars. 

Ryan originally joined Hartford Funds in 1996, holding various roles of increasing responsibility.  He left the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford  Funds, Ryan founded a business to coach professionals on public speaking and impactful communication. He was later hired by his largest client, financial-planning software company  Envestnet MoneyGuide, where he was vice president and head of investor education. 

In addition to his role at Hartford Funds, Ryan volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for  Leadership and Community Engagement. He also volunteers to help empower athletes with disabilities, people experiencing homelessness, and those living with Alzheimer’s and dementia.  Ryan serves on Hartford Funds’ Diversity, Equity, and Inclusion Advisory Council. 

Ryan is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series  7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial  Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual  Fund Counselor (CMFC®) designations. He’s a Fellow of LOMA’s® Life Management Institute and is also a Registered Corporate Coach (RCC™).  

Originally from Hartford, Connecticut, Ryan attended Bucknell University, where he earned a  bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina,  with his wife, Katie.  

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