Where You're Invested

In this episode of   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 b...

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. From the expanded standard and senior deductions...

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.   From budgeting and saving to understanding credit, taxes, and stude...

In this episode of  Financially Speaking , Haley and Cameron dive into two of the most popular education savings tools: Coverdell Education Savings Accounts (ESAs) and 529 Plans. They break down how each account works, the pros and cons of both, and what families should consider when deciding which one is the right fit. From contribution limits and tax benefits to investment flexibility and new ro...

In this episode of  Financially Speaking , Haley and Cameron dive into a topic that hits home for many: how (and when) to take a vacation while staying true to your financial goals. From weekend getaways to dream vacations, they walk through how travel fits into each of Dave Ramsey’s Baby Steps. Whether you're still paying off debt or investing toward your future, this episode offers practical...

In this very first episode of  Financially Speaking , meet your hosts Haley and Cameron - SmartVestor Pros and financial advisors at Petersen Hastings Wealth Advisors. Get a glimpse into what this podcast is all about: making personal finance approachable, understandable, and tailored to your life stage. Whether you're just starting your financial journey or refining your long-term strategy, Haley...