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.
Where You're Invested
Claim This Podcastby Petersen Hastings Wealth Advisors
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6 episodes
Updated Daily
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
7/15/2025
8 verified contact emails on file for Where You're Invested
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Recent Episodes
December 18, 2025
Financially Speaking: New Year, New Limits
<p>In this episode of<strong> </strong>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.</p><p>🎙️ Tune in to understand what’s changing and how to make the most of your saving opportunities in 2026.</p>
November 17, 2025
Financially Speaking: The One Big Beautiful Bill - What it Means for You (and Your Taxes)
<p>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.</p><p>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.</p><p>🎧 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.</p><p><a href="https://www.ramseysolutions.com/saving/one-big-beautiful-bill" target="_blank" rel="ugc noopener noreferrer">https://www.ramseysolutions.com/saving/one-big-beautiful-bill</a><br /><a href="https://www.ramseysolutions.com/taxes/how-will-one-big-beautiful-bill-affect-your-taxes" target="_blank" rel="ugc noopener noreferrer">https://www.ramseysolutions.com/taxes/how-will-one-big-beautiful-bill-affect-your-taxes</a></p><p>The contents of this episode are provided by Ramsey Solutions and feature general guidelines about investing topics.</p>
October 9, 2025
Financially Speaking: Why Students Need Financial Literacy
<p>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.</p><p> </p><p>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.</p><p> </p><p>🎙️ Tune in to learn how financial literacy empowers students to make smarter choices, avoid debt, and build a confident financial future.</p><p> </p><p><a href="https://www.ramseysolutions.com/education/financial-literacy-crisis-in-america-2025" rel="ugc noopener noreferrer" target="_blank">https://www.ramseysolutions.com/education/financial-literacy-crisis-in-america-2025</a></p><p><a href="https://www.ramseysolutions.com/financial-literacy/students-and-money-research?srsltid=AfmBOor8qr5afI73ie9G0PC-RRlFhPF5Jo5sEdvr4wJgZI38MVsmGa99" rel="ugc noopener noreferrer" target="_blank">https://www.ramseysolutions.com/financial-literacy/students-and-money-research?srsltid=AfmBOor8qr5afI73ie9G0PC-RRlFhPF5Jo5sEdvr4wJgZI38MVsmGa99</a></p><p>The contents of this episode are provided by Ramsey Solutions and features general guidelines about investing topics. </p>
6 total episodes available
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Frequently asked questions
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- What is Where You're Invested?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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