Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2021/07/Jonathan-Peters-Retirement-Referrals-and-Educating-LQ.mp4 I help clients
Reviewing 401k Plan
Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2021/07/Jonathan-Peters-Review-Your-401k-with-Titles-1.mp4 I help clients
Risk On, Risk Off
Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2021/06/Jonathan-Peters-Risk-On-Risk-Off-1.mp4 I help clients through life
Importance of Taking Time to Recharge
Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2021/05/Jonathan-Peters-Time-To-Recharge-1.mp4 (This video is from a trip
Building Your Portfolio
Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2021/05/Jonathan-Peters-Infrastructure-1.mp4 Schedule
Life Insurance and Loved Ones
Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2020/10/Jonathan-Peters-Financial-Fitness-2e-1.mp4 Schedule
Too Much of a Good Thing
Financial Fitness https://jpeters.wpengine.com/wp-content/uploads/2020/10/Jonathan-Peters-Too-Much-Of-Good-Thing-1.mp4 Schedule
Planning for Your Kids Education
My older sister was fifteen the year my dad died. As a self-employed man, he didn’t have a 401k, life insurance, or a long-term financial plan. He
Finding a Financial Therapist
When I first began working in the financial field I was a trader. In fact, my career was built around making money. I was good at it. So good at it,