About the Author ##### Tom Challis Associate Advisor Tom is one of our Associate Advisors at Peterson Wealth Advisors. Tom graduated from Utah Valley...

## Behind the Book: The New Edition of Plan on Living, a Conversation with Scott Peterson – (0:00) Alex Call: Scott, I am looking forward to talking...

## The Rules Change at Retirement — Here’s What Nobody Told You – (0:00) Alek Johnson: Good afternoon, and welcome everybody. I am excited to be here...

### Executive Summary Retiree health insurance explained: Medicare, Advantage vs supplement plans, enrollment tips, and open enrollment guidance. ##...

### Executive Summary Protect your accounts, spot scams, and stay safe online with practical cybersecurity tips for passwords, phishing, public...

### Executive Summary Learn retiree health insurance options for open enrollment, including Marketplace subsidies, Medicare, and Advantage vs Medigap...

### Executive Summary Smart year-end tax moves for retirees, including Roth conversions, QCDs, tax-loss harvesting, and charitable giving strategies....

## Give While You Live: The Meaningful Impact of Gifting Today – (0:00) Alek Johnson: Well, welcome everyone. I’m excited to be here with you today....

### Executive Summary Scott is the founder and principal investment advisor of Peterson Wealth Advisors. He graduated from Brigham Young University...

## Seeing Is Believing: Charts That Show Why Long-Term Investing Wins – (0:00) Alex Call: Hello everybody, welcome to the webinar today. I’m going to...

## The One Big Beautiful Bill: What Retirees Need To Know – (0:00) Daniel Ruske: My name is Daniel Ruske. I’m a Lead Advisor here at Peterson. I’ve...

## Creating a Perpetual Stream of Income to Last through Retirement – (0:00) Scott Peterson: Welcome, everybody! It’s good to have you with us again...

## The Social Security Fairness Act: A Peterson Wealth Perspective – (0:00) Carson Johnson: Welcome, everyone! Thank you all for joining. We’ll give...

## Why Every Retiree Needs a Balance Sheet – (0:00) Alek Johnson: Welcome, everyone. We’re just going to give everyone a minute or two to jump in...

### Executive Summary Do you give, or plan to give to charity? Mark Whitaker and Daniel Ruske cover three tax-saving strategies through charitable...

### Executive Summary Join Carson as he presents on how estate planning considerations may impact you when you retire. He shares ideas on what you...

## Financial Considerations after the Death of a Spouse: Welcome to the Webinar (0:00) Carson Johnson: Hello everyone, welcome to today’s webinar....

## Financial Safety In Retirement – A Cybersecurity Webinar For Seniors: Welcome to the Webinar (0:00) Alex Call: My name’s Alex. I am a financial...

### Executive Summary Alek Johnson and Chris Cutler, a licensed health/life insurance agent at Cutler Insurance Agency, dive into Marketplace...

### Executive Summary Mark Whitaker and Carson Johnson kick off this webinar by answering the question, ‘How does inflation impact my pension?’ They...

### Executive Summary Carson Johnson and Alek Johnson focus ‘How Does Retirement Impact Your Taxes?’ on the taxation of different account types, Roth...

### Executive Summary With The SECURE Act 2.0 being passed, Alex Call and Carson Johnson provide updates on what changes will impact you for...

### Executive Summary Alex Call goes over how to go about creating a retirement budget. He specifically covers budgets regarding for Healthcare,...

## Psychology of Money for the Retiree – Welcome to the Webinar (0:00) Alex Call: Hello, everybody. Welcome to the webinar today. It looks like a few...

## Risk Management for Retirees (0:00) Scott Peterson: Welcome, everybody. It’s good to have you with us today. For those who don’t know me, my name...

## Taxes In Retirement – Welcome to the Webinar (0:00) Carson Johnson: Good afternoon. Welcome, everyone. Thank you all for joining me. I’m so...

## Unlock the Benefits of Roth Conversions – Welcome to the Webinar (0:00) Scott Peterson: Welcome, everybody. Let’s get this thing started. My name...

### Executive Summary Scott M. Peterson and his team of Certified Financial Advisors cover important aspects of retirement including what is an...

### Executive Summary Scott M. Peterson leads this webinar and is joined by his team of Certified Financial Planners™. They will each discuss...

### Executive Summary Don’t let investment tax traps derail your retirement plans! Carson Johnson covers six tax traps that you should avoid in...

### Executive Summary Scott M. Peterson, Founder and CEO of Peterson Wealth Advisors, leads ‘How Does the Perennial Income Model™ Offer you...

## Market Lessons Learned in 2023 – Welcome to the Webinar (0:00) Scott Peterson: Hello, everybody. I’ll give it just a minute to have the rest of...

## Marketplace and Medicare: What to know for open enrollment – Welcome to the Webinar (0:00) Alek Johnson: Welcome everyone, we’re going to just go...

## Mastering Your Cash Flow Strategy in Retirement – (0:00) Alek Johnson: Good afternoon, everyone. Welcome, and thank you for joining me during this...

## Medicare Made Simple: Understanding the Basics and Upcoming Changes in 2025 – (0:00) Carson Johnson: Welcome, everyone. Thank you all for joining...

## Navigating Retirement Planning: Why Your Retirement Portfolio Needs Stocks – Welcome to the Webinar (0:00) Alek Johnson: Welcome, everyone. We’re...

## The 5 Most Important Decisions You Will Make In Retirement (0:00) Alex Call: My name is Alex Call. I’m a Certified Financial Planner™ here at...

## Unlock the Benefits of Roth Conversions – Welcome to the Webinar (0:00) Alek Johnson: Welcome, welcome everyone. We’re just going to give it a...