OFFRE D'UNE DURÉE LIMITÉE. Obtenez 3 mois à 0,99 $/mois. Profiter de l'offre.
Page de couverture de Harnessing Your Wealth with Billy Peterson

Harnessing Your Wealth with Billy Peterson

Harnessing Your Wealth with Billy Peterson

Auteur(s): Billy Peterson
Écouter gratuitement

À propos de cet audio

 Welcome to Harnessing Your Wealth with Billy Peterson. In this podcast, Billy helps equine enthusiasts, business owners, and retirees identify their goals to inspire them to improve their finances with a variety of strategies to achieve the future they desire. Join us for this journey where we explore strategies on how to preserve your assets, mitigate taxes, and manage your investments in the long-term pursuit of sustainable prosperity.Copyright © 2023 Harnessing Your Wealth Finances personnelles Économie
Épisodes
  • Bridle Up Hope: Changing Lives Through Horses and Habits (EP. 66)

    Bridle Up Hope: Changing Lives Through Horses and Habits (EP. 66)
    Oct 21 2025
    In this heartfelt episode, Nicole Holgreen, Executive Director of Bridle Up Hope, shares the powerful story behind the foundation created in memory of Rachel Covey. Through equine-assisted learning, Bridle Up Hope empowers girls and women to build confidence, resilience, and hope—one ride at a time. Nicole opens up about her own path to leadership, the program’s life-changing curriculum, and its growing global reach. Listeners will be inspired by stories of transformation that showcase the healing connection between humans and horses, and the ripple effect of community, compassion, and courage that Bridle Up Hope continues to spread around the world. About Bridle Up Hope: Bridle Up Hope blends the healing power of horses with the proven principles of The 7 Habits® to create life-changing experiences for girls and women. At first, Bridle Up Hope was only intended to be a small neighborhood program, but after witnessing amazing transformations, they knew they had to think bigger. To date, 3,500+ girls and women have completed the program and the organization has expanded to 10+ global locations. About Our Guest: Nicole Holgreen is the Executive Director of Bridle Up Hope, a nonprofit organization dedicated to inspiring hope, confidence, and resilience in women through equestrian training and life-skills development. With a strong background in leadership and a deep passion for empowering others, Nicole plays a pivotal role in expanding the organization’s mission and impact. Nicole is married to Jared Holgreen, and together they have built a loving blended family of four children and two grandchildren. She finds strength and inspiration in her family and brings those same values of connection, perseverance, and hope into her work. Whether in the arena or at home, Nicole is committed to lifting others and helping them discover their inner strength. Connect with Bridle Up Hope: https://www.bridleuphope.org/ LinkedIn: linkedin.com/company/bridle-up-hope Instagram: bridleuphope Utah Business: Utah's Most Influential Women of 2025 Resources & Previous Episodes of Interest: Behind the Dismount: GR Carter’s Legacy (EP. 60) The Thrill of the Race: Insights from Andrew Offerman (Ep. 56) From Jockey to Media Star: Zoe Cadman's Journey (EP. 52) Cody Jensen’s Winning Formula n Horse Racing (Ep. 39) Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson billy@petersonws.com 801-475-4002
    Voir plus Voir moins
    1 h et 2 min
  • Don’t Miss These Money-Saving Tax Changes (EP 65)

    Don’t Miss These Money-Saving Tax Changes (EP 65)
    Oct 7 2025
    In this conversation, tax expert Jake Johnstun discusses the latest tax legislation, focusing on new deductions available for businesses, the introduction of Trump accounts for children, and changes in clean energy incentives. The discussion also covers SALT deductions, standard and child tax credits, and the implications of officer compensation audits by the IRS. Additionally, Johnstun highlights estate tax exemptions and everyday tax strategies for individuals and businesses, while also addressing trends in client demographics and advanced tax strategies. Takeaways The new tax laws provide significant deductions for businesses, especially in depreciation. Trump accounts allow for tax-advantaged savings for children under 18. Clean energy incentives are changing, with some benefits expiring soon. SALT deductions have increased, but many will still be affected by limitations. Standard deductions have been adjusted for inflation, benefiting taxpayers. Child tax credits have seen slight increases, aiding families. Small businesses can benefit from the QBI deduction, which is 20% of net income. IRS audits are increasingly focusing on officer compensation and 1099 compliance. Estate tax exemptions have increased significantly, allowing more wealth to be passed on tax-free. Investing in qualified accounts like Roth IRAs can provide long-term tax benefits. About our Guest: Jake Johnstun, EA has been in the tax preparation industry since 1994. An Enrolled Agent is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of examination, collection, and appeals of the Internal Revenue Service. In addition to taxpayer representation, Enrolled Agents often provide tax consultation services and prepare a wide range of federal and state tax returns. Jake is the president and founder of Integrated Tax, founded in 2002 located in Ogden, Utah. He is a Partner and owner of Elite 1031 Exchange, a Qualified Intermediary. He is an Alumnus of Weber State University with a Bachelor of Science degree in Accounting. He is an NTPI Fellow and a graduate of the SSLA Leadership Academy. Jake was voted onto the National Association of Enrolled Agent’s Board of Directors in December 2017. He is the current Chair of the NAEA PAC representing tax professionals before the United States Congress. He is also the current Chair of the GOAL Foundation. Resources & Previous Episodes of Interest: 10 Essential Steps to Guide Your Children Toward Financial Fulfillment (Ep. 38) Navigating the Economic Landscape of 2025 (EP 47) Connect with Jake Johnstun, EA, NTPI© Fellow: Integrated Tax Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson billy@petersonws.com 801-475-4002 Connect with Shaun Peterson: Peterson Wealth Services: Shaun Peterson LinkedIn: Shaun Peterson shaun@petersonws.com 801-475-4002 Connect with Cade Peterson: Peterson Wealth Services: Cade Peterson LinkedIn: Cade Peterson cade@petersonws.com 801-475-4002
    Voir plus Voir moins
    47 min
  • The Evolution of SPEEDHORSE Magazine with John Bachelor (EP. 64)

    The Evolution of SPEEDHORSE Magazine with John Bachelor (EP. 64)
    Sep 23 2025
    In this episode, Billy and Cade sit down with John Bachelor, Jr. and John Bachelor IV, discussing their experiences in the horse racing industry and the evolution of SPEEDHORSE magazine. They explore the challenges and ethical dilemmas faced in the industry, the transition from print to digital media, and the importance of maintaining family values and legacy in business. The conversation also touches on innovations in horse racing and the future of the magazine. Takeaways John Bachelor III transitioned from ranching to the horse racing magazine industry. SPEEDHORSE Magazine was acquired during a downturn in the cattle market. The decision to shift from a weekly to a monthly publication was pivotal for growth. Memorable experiences at smaller racetracks highlight the community aspect of horse racing. Integrity and safety in horse racing are increasingly prioritized. Navigating conflicts of interest is crucial for maintaining credibility in the industry. The importance of treating staff well contributes to a positive work environment. Statistical data and AI can enhance the magazine's offerings. Succession planning is vital for the continuity of family businesses. About Our Guests: John A. Bachelor, Jr. and John Allen Bachelor IV Fifteen years ago, John A. Bachelor, Jr. became the owner and president of SPEEDHORSE magazine, a Quarter Horse racing news publication founded in 1969.The Bachelor Family has been in Quarter Horse racing for generations. John A. Bachelor, Sr. was the breeder and owner of stakes winners in the 1960’s, racing at tracks in Florida. John Bachelor, Jr. earned his Master of Business Administration and Range Animal Science degree from Sul Ross State University in Alpine, Texas. He returned to the Quarter Horse racing industry fifteen years ago after being in cattle ranching for many years. John Allen Bachelor IV grew up spending time at Quarter Horse races and horse sales. He followed the example of his father, John A. Bachelor III, by pursuing his undergraduate degree in Business Administration with a major in Accounting, and then graduated from the University of Oklahoma Law School and passed the Oklahoma Bar Exam. John Allen spent two summers working at SPEEDHORSE in the accounting office, in the editorial department and as a racetrack photographer. He has chosen to join the management team at SPEEDHORSE and work in promoting the Quarter Horse racing industry in print publication and online coverage of Quarter Racing news in real time. Connect with SPEEDHORSE Magazine: Website: SPEEDHORSE Magazine Instagram: SPEEDHORSE Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson billy@petersonws.com 801-475-4002 Connect with Cade Peterson: Peterson Wealth Services: Cade Peterson LinkedIn: Cade Peterson cade@petersonws.com 801-475-4002 Resources & Previous Episodes of Interest: Steering MJ Farms to Victory with Mac Murray (EP 37) Chasing Glory: Inside the Gates of the Saudi Cup – Racing for $20 Million (Ep. 33) Cody Jensen’s Winning Formula n Horse Racing (Ep. 39)
    Voir plus Voir moins
    54 min
Pas encore de commentaire