The Peak Wealth Podcast

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 decis...

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,...

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...

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 t...

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 conversat...

The Peak Wealth podcast discusses total return investing, which combines dividend income with stock appreciation. Dividends are seen as a metric of a company's health, and investing in dividend-paying stocks can provide stable returns. Reinvesting dividends can lead to increased shares and larger dividends over time. The strategy aims for a total return in the 8% to 10% range by holding onto d...

The Peak Wealth Podcast discusses the concept of stock splits using NVIDIA as an example. The host explains how a stock split works, its impact on stock prices, and the psychological effects on investors. He advises caution when buying stocks based solely on a split and recommends focusing on the fundamentals. The discussion highlights the volatility and price fluctuations post-split, emphasizing...

The Peak Wealth Podcast discusses the concept of stock splits using NVIDIA as an example. The episode highlights how stock splits impact stock prices and investor behavior, emphasizing the importance of focusing on a company's fundamentals rather than solely on stock splits. The host, John Perry, advises caution and strategic buying, suggesting gradual investment to navigate stock volatility e...

The Peak Wealth Podcast features John Perry from Steel Peak Wealth Management interviewing Tammy Leone from Crown Mortgage Services. Tammy shares insights about mortgages, interest rates, and the real estate market. She discusses the impact of market conditions on mortgage rates, the importance of credit scores in financial health, and the need for monitoring credit utilization. Tammy emphasizes t...

John Perry discusses the performance of the markets year to date, highlighting the significant impact of the 'Mag7' tech stocks on the S&P index. He compares the market-weighted S&P index with the equal-weighted index, emphasizing the dominance of tech stocks in driving market performance. Perry anticipates a need for other sectors like healthcare and energy to catch up to tech in...

John Perry discusses the topic of artificial intelligence (AI) and its importance in investment. He explains that AI is used in various industries such as healthcare, retail, customer service, manufacturing, finance, and marketing. Perry suggests that investors can take advantage of AI by investing in individual companies involved in AI, such as NVIDIA, AMD, Microsoft, Google, Amazon, and Apple. H...

John Perry interviews Mark Gotlieb, a Trust and Estate Attorney, about the importance of estate planning, specifically focusing on wills. They discuss the common misconceptions surrounding wills and the need for regular updates. They also highlight the importance of having a will to provide guidance to the court and ensure that assets are distributed according to the individual's wishes. The c...

In this episode of the Peak Wealth Podcast, John Perry compares Exchange-Traded Funds (ETFs) and mutual funds in wealth management, emphasizing the growing preference for ETFs due to advantages like transparency and tax efficiency. Perry discusses differences in pricing, management fees, trading flexibility, and minimum investment requirements between the two investment options. Alongside advocati...

The Peak Wealth Podcast, hosted by John Perry, a Senior Wealth Advisor at Steel Peak Wealth, focuses on educating listeners about wealth management and investing. In the first episode, John delves into the differences between Exchange-Traded Funds (ETFs) and mutual funds, shedding light on their unique characteristics, advantages, and strategies for incorporating them into investment portfolios. T...