Tag: Taxes
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

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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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