PODCAST · business
Radio Pete's Wealth Talk
by PeteWilliamsFiduciary.com
This podcast is about everything wealth: Building it, saving it, protecting it, retiring on it and, ultimately, passing it on through a well drafted estate plan.
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4
2025 Market Mania and the Power of the Magnificent Seven
Pete dives into the spectacular returns and volatility of major indexes in 2025, highlighting the dominance of the Magnificent Seven tech giants in shaping the S&P 500. Explore the challenges investors faced with diversification amid rapid market shifts and hear a family debate that puts strategy to the test.
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3
Introduction to Modern Estate Planning Essentials
This episode dives into the fundamental elements of estate planning today—how to structure your plan to safeguard wealth, maximize tax efficiency, and navigate inheritance for modern families of all shapes. Michael Thompson brings clarity and real-world perspective to what every listener needs to know to secure their legacy.
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2
The S&P500 and the Power of the Magnificent 7
Julie and Michael dig into the surprising 2025 S&P500 performance and discuss how a handful of tech companies are propelling the index. They analyze what this means for the broader market and whether investors should be concerned or see opportunity in the so-called S&P493. Insights on what could be ahead for 2026 round out this timely episode.
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1
Stocks, Bonds, and Crypto This Week Ending December 5 2025
Michael and Pete break down this week's movements in stocks, bonds, and crypto, offering insights into how the markets are shaping up both week-to-date and year-to-date. Tune in for clear, data-driven updates and perspectives from two seasoned financial experts.
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