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
Unlocking the potential of our youth through financial empowerment doesn’t just shape individual destinies; it fortifies the very bedrock of our communities, paving the way for a brighter, more resilient future for all.
Together with The Livastride Foundation, Peterson Wealth Services will host its 14th Annual Financial Health & Wellness Boot Camp on March 19, 2024 at Weber State University.
With a panel of industry leaders, a keynote speaker, and an audience of hundreds of students and educators, this event is dedicated to fostering practical financial education for the real world.
Join Billy, Cade, and Shaun in this installment of Harnessing Your Wealth to hear how a family tradegy formed a foundation that grew into a multitude of events that helped youth and families in need. And now, for the past fourteen years, the Petersons have streamlined their mission to focus on an event that empowers youth to learn the value of both money, and life.
Notable topics from this episode include:
The Livastride Foundation, created in memory of Billy’s brother, Brody
Stories of past events including baseball tournaments and a home-run derby
Why it’s important to Peterson Wealth Services to support financial education initiatives
How Billy became interested in finances and investing
Physical and emotional ties between financial well-being and mental health
Information regarding the Financial Health & Wellness Boot Camp including guest speakers and topics of discussion
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
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.
