Ep 10: Trust 101

Ep 14: Stay invested Rather than Timing it

In the latest Peak Wealth podcast, John Perry discusses the importance of staying invested in the market rather than trying to time it, especially in light of current economic uncertainties like interest rate changes and upcoming elections. He emphasizes that historical data shows that missing key market days can significantly reduce returns. Perry advises against making emotional investment decisions based on short-term market fluctuations and highlights the long-term benefits of consistent investing, regardless of market volatility or political events.

Ep 13: Steel Peak Wealth!

In this episode of the Peak Wealth Podcast, John Perry discusses his transition to Steel Peak Wealth Management, a registered investment advisor (RIA) firm he joined in March 2024. He highlights the firm's dynamic strategies, fiduciary responsibility, and growth from $200 million to $3.1 billion in assets under management. Steel Peak offers a range of services, including investment management, insurance planning, accounting, and estate solutions, focusing on high net worth clients. Perry emphasizes the importance of a team approach and client education in navigating the investment landscape, inviting listeners to engage with their questions.

Ep 12: Riding the Waves: How to Handle Market Drops and Investor Overreactions

In the latest Peak Wealth podcast, John Perry discusses recent market fluctuations, emphasizing the importance of staying the course during volatility. He highlights the recent drop in major stocks like NVIDIA and Apple, attributing it to investor overreactions and mixed economic signals. John advocates for a long-term investment strategy, cautioning against trying to time the market. He suggests that working with a financial advisor can help navigate market uncertainties and stresses the significance of having a solid investment plan tailored to individual goals and risk tolerance. He concludes by encouraging listeners to reach out for assistance and stay informed about market trends.

Ep 11: Election Investment Teams

In this episode of The peak wealth podcast, John discusses potential investment opportunities under a Trump administration, highlighting industries like defense, energy, and cryptocurrency as beneficiaries. It also mentions potential challenges for electric vehicles under Trump, while pointing out opportunities in biotechnology and banks due to less regulatory scrutiny. The discussion extends to the impact of the Fed chief's term and the potential influence on interest rates and market sectors.

Ep 10: Trust 101

John Perry from Steel Peak Wealth Management and Mark Gottlieb, an estate planning attorney, discussing trusts and estate planning. Mark shares insights on the basics of trusts, differences between revocable and irrevocable trusts, and the creative aspects of trust planning. They highlight the importance of knowledge and consultation with an attorney for personalized estate planning. The conversation covers various scenarios and strategies for asset protection and distribution through trusts.