Peterson Wealth Advisors

07/25/2025

Join us for our webinar, 'The One Big Beautiful Bill: What Retirees Need To Know.' This webinar will be presented by Daniel Ruske, CFP®, on Wednesday, July 30, at 12 PM MT. Earlier this month, Congress passed the One Big Beautiful Bill Act. This act includes permanent changes that could affect your retirement plan, taxes, estate, and healthcare strategy.

To help you understand the One Big Beautiful Bill Act better, Daniel will go over topics such as:
- The permanent extension of lower tax brackets and the standard deduction
- The new charitable donation changes
- The new senior bonus deduction
- The latest health insurance updates for retirees
- And other key updates that could impact your retirement

Register here: https://petersonwealth89351.ac-page.com/the-one-big-beautiful-bill

06/23/2025

Join us for our upcoming webinar on Wednesday, June 25, at 12 PM MT, where Alek Johnson, CFP®, will present 'Give While You Live: The Meaningful Impact of Gifting Today.' You’ve spent a lifetime building wealth—now it’s time to make it count.

Register here: https://petersonwealth89351.ac-page.com/give-while-you-live

Alek will explore how intentional giving during your lifetime can bring lasting joy, strengthen family bonds, and make a real difference when your loved ones need it most. You’ll learn smart, tax-efficient gifting strategies and how to give in ways that align with your values, without jeopardizing your own financial security. If you’ve ever wondered when and how to start making an impact, this is a webinar you won’t want to miss.

02/20/2025

Join us for our upcoming webinar, 'The Secret to Sustainable Retirement Income: The Perennial Income Model™', presented by Scott Peterson, ChFC®.

There are a lot of questions that need to be answered as you retire and start distributing your life savings, questions that you never had to even think about while in the accumulation phase. But the overarching question that every retiree needs to figure out is: How am I going to create an inflation-adjusted stream of income from my investments that will last for the rest of my life?

The Perennial Income Model is our unique and proprietary process for retirees that provides an inflation-adjusted stream of income throughout retirement with the least amount of risk.

Register here: https://petersonwealth89351.ac-page.com/secret-to-sustainable-retirement-income-pim

12/09/2024

Join us for our upcoming webinar on Wednesday, December 11 at 12 PM MT, where Alek Johnson, CFP®, will present 'Mastering Your Cash Flow Strategy in Retirement.' This webinar will focus on current trends in retiree debt while sharing actionable strategies for managing your cash flow, and offering effective budgeting tips to help you stay financially secure and confident throughout your retirement.

Register here: https://petersonwealth89351.ac-page.com/mastering-debt-management-in-retirement

09/24/2024

Join us for tomorrow's webinar, on Wednesday, September 25 at 12 PM MT, where Josh Glenn, CFP®, will present 'Principled Investing: Peterson Wealth's Investment Strategy.' The webinar will focus on the fundamentals of Peterson Wealth Advisor's investment philosophy and take a deep dive into active vs. passive investing, diversification, and asset allocation.

Register here: https://petersonwealth89351.ac-page.com/josh-pwa-investing-webinar

Whether you’re looking to enhance your current investment strategy or want to start with a fresh perspective, this webinar will provide valuable insights into how we manage wealth for our clients.

06/24/2024

Join us for our upcoming webinar, on Wednesday, June 26 at 12 PM MT, where Alek Johnson, CFP®, will present 'Unlock the Benefits of Roth Conversions.' Alek will explain what a Roth conversion is, highlight its key benefits, and provide a detailed analysis of when this strategy is advantageous and when it may not be.

Register here: https://petersonwealth89351.ac-page.com/unlock-the-benefits-of-roth-conversions

Alek will specifically cover the following topics:

Maximize Your Retirement Savings: Understand the tax benefits of Roth IRAs and how converting can lead to significant long-term savings.
Strategic Conversion Techniques: Discover the best strategies to perform Roth conversions to optimize your financial outcomes.
Real-Life Case Studies: See practical examples and expert analysis on how Roth conversions have successfully benefited others in retirement.

04/19/2024

Join us for our upcoming webinar on Wednesday, April 24 at 12:00 PM MDT, where Josh Glenn, CFP®, will present 'Investing During An Election Year.' With the 2024 elections around the corner, it is important to gain insights into navigating financial markets amidst political transitions.

Josh will cover the following topics:
- Historical Performance During Election Years
- Investing Under a Democrat vs. Republican President
- What Effects Financial Markets?
- What Should You Do?

Register here: https://petersonwealth89351.ac-page.com/investing-during-an-election-year

03/22/2024

Many people have a fear of investing in the stock market. Volatility, uncertainty, and a variety of misconceptions all contribute to investors staying out of the stock market. However, the risks that retirees face, such as inflation and longevity, demand the growth that the stock market can offer.

Join us for our upcoming webinar, 'Navigating Retirement Planning: Why Your Retirement Portfolio Needs Stocks,' presented by Alek Johnson, CFP®.

Register here: petersonwealth89351.ac-page.com/why-your-retirement-portfolio-needs-stocks

01/03/2024

The Perennial Income Model™ is an investment plan that was designed in 2007 with the purpose of helping retirees weather the “ups and downs” of the financial markets. It recognizes the retiree’s long-term need to keep their income up with inflation, and the short-term need of protecting their current income from market volatility. Simply stated, the Perennial Income Model matches our client’s current investment program with their future income needs.

Join Scott Peterson, ChFC®, Tuesday, January 9th at 12:00 PM MDT as he reviews the “ups and downs” of the past several years and how the Perennial Income Model once again has protected our clients' money as they have followed the plan the Perennial Income Model provides.

Register here: https://petersonwealth89351.ac-page.com/lessons-learned-2023

11/28/2023

After the passing of a loved one, many questions may arise related to if you have to pay taxes on an inheritance. There are many ways that inheritances are treated when being taxed.

'Do I Have to Pay Taxes on an Inheritance' was written by Daniel Ruske, MS, CFP®. Read the blog below to learn how various types of inheritance are taxed.

Blog: https://petersonwealth.com/do-i-have-to-pay-taxes-on-an-inheritance/

After the passing of a loved one, many questions may arise related to if you have to pay taxes on an inheritance. There are many ways that inheritances are treated when being taxed. It is important that the beneficiaries understand all the tax liabilities associated with their inheritances and then....

11/16/2023

Navigating the complex landscape of healthcare options during open enrollment can be a daunting task. Whether you are a retiree looking for Medicare guidance or a soon-to-be retiree seeking coverage through the Marketplace, we want to provide you with insights on the best coverage for you.

Join us for our upcoming webinar by registering here: https://petersonwealth89351.ac-page.com/marketplace-and-medicare-what-to-know-for-open-enrollment

10/09/2023

The passing of a loved one is one of the most difficult things we have to experience in our lives. Join Carson Johnson, CFP®, as he presents, 'Financial Considerations after the Death of a Spouse.' This live webinar will help you avoid costly mistakes and move forward with confidence after the death of a spouse.

Register here: https://petersonwealth89351.ac-page.com/next-financial-steps-for-surviving-spouses