Where You're Invested

Petersen Hastings Wealth Advisors
  • 5.0 (1)
  • Investing

Welcome to Where You’re Invested, a podcast by Petersen Hastings Wealth Advisors. With over 60 years of fiduciary experience, we believe real wealth is about aligning your finances with what matters most. Our team of advisors, including Dave Ramsey SmartVestor Pros, break down key financial topics and share practical strategies to help you invest with confidence. Whether you're planning for retirement or just getting started, this podcast offers insights to help you stay informed, empowered, and focused on your future.

Episodes

  1. 12/18/2025

    Financially Speaking: New Year, New Limits

    In this episode of Financially Speaking, Haley and Cameron break down the new contribution limits for 2026 and what these updates could mean for your financial strategy. They walk through which accounts are impacted, why these annual adjustments matter, and how small changes in limits can add up over time. From retirement plans to savings and healthcare accounts, you’ll gain clarity on how to be more intentional with your contributions in the year ahead. 🎙️ Tune in to understand what’s changing and how to make the most of your saving opportunities in 2026.

    Financially Speaking: New Year, New Limits

  2. 11/17/2025

    Financially Speaking: The One Big Beautiful Bill - What it Means for You (and Your Taxes)

    In this episode of Financially Speaking, Haley and Cameron break down one of the biggest financial laws of 2025, the One Big Beautiful Bill. They unpack what the bill does, why it was created, and how its new deductions, credits, and rate changes could impact everyday Americans, especially families, retirees, hourly workers, and charitable givers. From the expanded standard and senior deductions to new benefits for tips, overtime, charitable donations, and childcare, they explain how these updates are designed to simplify filing and provide more breathing room for the average household. You will also hear which deductions are being phased out, how these changes affect long-term planning, and why now is the perfect time to revisit your financial strategy to make sure your tax withholdings, savings habits, and goals are still aligned. 🎧 Tune in to learn how the One Big Beautiful Bill could shape your financial picture in the coming years and what steps you can take today to stay informed and prepared. https://www.ramseysolutions.com/saving/one-big-beautiful-bill https://www.ramseysolutions.com/taxes/how-will-one-big-beautiful-bill-affect-your-taxes The contents of this episode are provided by Ramsey Solutions and feature general guidelines about investing topics.

    Financially Speaking: The One Big Beautiful Bill - What it Means for You (and Your Taxes)

  3. 10/09/2025

    Financially Speaking: Why Students Need Financial Literacy

    In this episode of Financially Speaking, Haley and Cameron explore why financial literacy should be a cornerstone of every student’s education. They unpack what financial literacy really means, why early money habits matter, and how learning these skills in school can break the cycle of financial stress many adults face today.   From budgeting and saving to understanding credit, taxes, and student loans, they highlight how education impacts lifelong money confidence. You’ll also hear insights on the growing number of states now requiring personal finance courses and how parents can reinforce these lessons at home through real-world conversations and simple money challenges.   🎙️ Tune in to learn how financial literacy empowers students to make smarter choices, avoid debt, and build a confident financial future.   https://www.ramseysolutions.com/education/financial-literacy-crisis-in-america-2025 https://www.ramseysolutions.com/financial-literacy/students-and-money-research?srsltid=AfmBOor8qr5afI73ie9G0PC-RRlFhPF5Jo5sEdvr4wJgZI38MVsmGa99 The contents of this episode are provided by Ramsey Solutions and features general guidelines about investing topics.

    Financially Speaking: Why Students Need Financial Literacy

  4. 08/22/2025

    Financially Speaking: ESAs vs 529 Plans - Which One's Right for Your Family?

    In this episode of Financially Speaking, Haley and Cameron dive into two of the most popular education savings tools: Coverdell Education Savings Accounts (ESAs) and 529 Plans. They break down how each account works, the pros and cons of both, and what families should consider when deciding which one is the right fit. From contribution limits and tax benefits to investment flexibility and new rollover options, you’ll learn how to choose a strategy that aligns with your goals and your child’s future education. 🎙️ Tune in and get clarity on saving smarter for education.

    Financially Speaking: ESAs vs 529 Plans - Which One's Right for Your Family?

  5. 07/23/2025

    Financially Speaking: Can You Afford a Vacation? Let’s Talk About It.

    In this episode of Financially Speaking, Haley and Cameron dive into a topic that hits home for many: how (and when) to take a vacation while staying true to your financial goals. From weekend getaways to dream vacations, they walk through how travel fits into each of Dave Ramsey’s Baby Steps. Whether you're still paying off debt or investing toward your future, this episode offers practical strategies for making travel possible, without sacrificing your progress. Discover smart ways to plan, budget, and enjoy well-earned breaks without the guilt or financial strain. With the right planning and intentionality, vacation can be a rewarding part of your financial journey, not a detour from it. 🎙️ Ready to take a break the smart way? Tune in and learn how to vacation with confidence at every step of the way.

    Financially Speaking: Can You Afford a Vacation? Let’s Talk About It.

  6. 07/15/2025

    Financially Speaking: Meet Your Local SmartVestor Pros!

    In this very first episode of Financially Speaking, meet your hosts Haley and Cameron - SmartVestor Pros and financial advisors at Petersen Hastings Wealth Advisors. Get a glimpse into what this podcast is all about: making personal finance approachable, understandable, and tailored to your life stage. Whether you're just starting your financial journey or refining your long-term strategy, Haley and Cameron are here to break down big financial topics into real, relatable conversations. Learn what you can expect in upcoming episodes, how this show connects to Dave Ramsey’s Baby Steps, and why financial clarity starts with where you’re invested. 🎙️ Tune in, subscribe, and get ready to grow with us.

    Financially Speaking: Meet Your Local SmartVestor Pros!
  • 6 Episodes

About

Welcome to Where You’re Invested, a podcast by Petersen Hastings Wealth Advisors. With over 60 years of fiduciary experience, we believe real wealth is about aligning your finances with what matters most. Our team of advisors, including Dave Ramsey SmartVestor Pros, break down key financial topics and share practical strategies to help you invest with confidence. Whether you're planning for retirement or just getting started, this podcast offers insights to help you stay informed, empowered, and focused on your future.

Information

  • Creator
    Petersen Hastings Wealth Advisors
  • Years Active
    2025
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Petersen Hastings Wealth Advisors
  • Show Website
    Where You're Invested