Harnessing Your Wealth with Billy Peterson: Recent Episodes
Billy Peterson
Welcome to Harnessing Your Wealth with Billy Peterson. In this podcast, Billy helps equine enthusiasts, business owners, and retirees identify their goals to inspire them to improve their finances with a variety of strategies to achieve the future they desire. Join us for this journey where we explore strategies on how to preserve your assets, mitigate taxes, and manage your investments in the long-term pursuit of sustainable prosperity.
In this episode, Billy and Cade are joined by Travis Lyman, a seasoned law enforcement professional with 28 years of experience. Throughout their conversation, Travis reflects on his long and accomplished career, offering invaluable insights into the evolution of policing and the challenges officers face today.
Listen as he explains how his experiences—ranging from everyday encounters to high-stakes situations—have influenced his approach to guiding and mentoring others in the profession.
Delve into the world of law enforcement as this episode highlights:
- The qualities that make an effective leader in such a demanding field
- The importance of strong and positive relationships between law enforcement and the people they serve
- Insights into the evolution of policing including the influence of social media
- Preparedness for the physical, emotional, and psychological demands of the job
- Why many officers struggle with work-life balance
- And more
Resources:
- Crisis Intervention Team Utah
- How Mike Leatham Created A Multi-Million Dollar Business (Ep. 40)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
About Travis Lyman:
Travis Lyman is a Lieutenant with the Layton Police Department and has 25 years of law enforcement experience. Lt. Lyman has worked in Patrol, Investigations, and Administration. He is a graduate of the FBI National Academy Session #277.
In 2009 Lt. Lyman took on the role as the first CIT Law Enforcement Regional Coordinator for the Davis County area and helped implement the CIT Program within the region. He and his counterpart from Davis Behavioral Health host two CIT Academies annually at the Layton Police Department, and serve as a resource for the law enforcement and mental health communities in Davis County.
Turning a hobby into a thriving business is a dream for many, but very few achieve it.
How did Mike Leatham transform his side gig into a multi-million dollar enterprise? What challenges did he face, and what lessons can aspiring entrepreneurs learn from his journey?
Join Billy and Shaun as they chat with Mike, founder of SymbolArts about the challenges and triumphs of building a business from scratch, the art of selling, and how even hobbies like riding motorcycles can open doors to new opportunities.
Be inspired as this episode highlights:
- Mike’s transformation from a hobbyist to a successful entrepreneur
- The story behind SymbolArts and its iconic products like badges and challenge coins
- Sales techniques and overcoming rejections in business
- Insights on managing a company and the importance of having a dedicated team
- And more!
Previous Episode of Interest:
- Financial Health & Wellness Boot Camp 2024 (Ep. 29)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Mike Leatham:
- SymbolArts
- Linkedin: Mike Leatham
- LinkedIn: Symbol Arts
- Facebook: SymbolArts
- Instagram: SymbolArts
About Our Guest:
Mike Leatham founded SymbolArts in 1986. Initially a hobby, SymbolArts has grown into a multi-million dollar business with 50-60 employees. Mike’s journey began with making class rings and evolved into producing a wide range of products, including police badges and challenge coins.
His company now serves clients across all 50 states and includes major customers like Harley-Davidson. Mike is also an avid motorcyclist, having traveled extensively on his bike, and he emphasizes the importance of sales skills and staying out of debt in business.
Horse racing is a thrilling sport with stories of triumph and perseverance.
How does a jockey rise to the top and maintain success in such a competitive field? What sacrifices and decisions shape their journey?
In this episode of Harnessing Your Wealth, join Billy, Shaun, and Cade Peterson as they dive into the career of the legendary jockey Cody Jensen, who not only won the All-American Futurity twice but also amassed close to $42 million in total purses, showcasing incredible perseverance and talent.
You’ll gain insights into Cody’s journey from starting in Utah to racing at the top tracks such as Los Alamitos, Ruidoso Downs, and Remington Park, the emotional rollercoaster of being a jockey, and the sheer determination it takes to succeed in the world of horse racing.
They discuss:
- Cody’s impressive stats and career milestones
- The emotional and physical toll of being a jockey
- The importance of mentorship and personal relationships in racing
- Anecdotes of travel, competition, and the camaraderie among jockeys
- And more!
Previous Episodes of Interest:
- Chasing Glory: Inside the Gates of the Saudi Cup – Racing for $20 Million (Ep. 33)
- From the Racetrack to Business Owner with Kip Didericksen (Ep. 19)
- From Drywall to Derby: Pierre Amestoy’s Journey into Horse Racing (Ep. 17)
- Opportunities and Challenges within the Horse Racing Industry with Janet VanBebber (Ep. 11)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Connect with Cody Jensen:
- X: QHPilot
About Our Guest:
Cody Jensen is a highly accomplished jockey in the American Quarter Horse Association (AQHA) racing scene. He has had a stellar career, winning numerous prestigious races and titles: Three-time AQHA Champion Jockey, 1,662 Quarter Horse race wins, 101 graded stakes wins, 50 Grade 1 stakes wins, and career earnings of $41,867,476. He has ridden many notable horses, including All-American Futurity winners No Secrets Here and Teller Cartel, and world champion Bodacious Eagle.
Financial growth for children starts with the right guidance from parents.
How can parents instill financial wisdom in their children from a young age? What steps can they take to ensure their kids grow up financially savvy and independent?
This week on Harnessing Your Wealth, Billy Peterson and Shaun Peterson discuss ten essential steps every parent should follow to teach their children about finances.
You’ll learn practical advice, real-life examples, and some humorous anecdotes that highlight the importance of financial education for the next generation.
Billy and Shaun touch on:
- The importance of teaching financial concepts like budgeting and investing from a young age
- Avoiding habits like impulse purchases and unnecessary debt
- Allowing children to make their own financial decisions and learn from mistakes
- Encouraging long-term investing and the power of compound interest
- And more!
Resources:
- Get a copy of Billy Peterson’s books here!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Join Billy and Cade Peterson as they welcome Mac Murray of MJ Farms, a notable name in the equine industry. Mac shares his extraordinary journey from the automobile industry to becoming a prominent figure in horse racing. He discusses how he and his wife, Janis, transitioned from starting their farm in Utah to expanding into New Mexico, seizing the opportunities presented by the state’s horse racing and casino gambling industry.
Gain insights into the challenges Mac and Janis faced and how they transformed MJ Farms from a small broodmare operation into one of the most respected horse farms in the country.
Mac discusses:
- His transition from the automobile industry to horse racing
- The importance of making strategic business decisions
- How inflation has had an impact on the horse breeding industry
- Valuable business insights, and challenges of running a horse farm
- The importance of good financial backing and support staff in business
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Connect with Mac Murray:
- Facebook: MJ Farms
About Our Guest:
Mac Murray is a partner at MJ Farms, which is located in New Mexico. He owns the farm along with his wife, Dr. Janis Murray. MJ Farms is home to prominent New Mexico-bred sires. The farm has also owned or managed several other major sires, including Dash Ta Fame.
“Life can be like riding a racehorse.”
This is the first line in Billy Peterson’s new book, “From the Starting Gate: The Winning Strategies for Wealth, Health, and Happiness.”
Get an exclusive, behind-the-scenes look into Billy’s extraordinary journey as an author, former jockey, financial advisor, and business owner, with Shaun Peterson taking the reins as host. Together, they delve into the compelling reasons behind Billy’s decision to write his second book, the passion and perseverance it took to share his personal stories and inspirational history, and the profound gratitude he holds for the wisdom imparted by a cherished former client.
Highlights from this episode include:
- The journey and challenges Billy faced while writing and publishing his second book
- His three pillars for a successful life: wealth, health, and happiness
- The influence of a positive mindset has on your health and well-being
- Advice for aspiring authors including the writing process and publishing
- And more!
Resources:
- “Harnessing Your Wealth: The Pursuit of Millionaire Status” by Billy Peterson
- The Mind-Body Connection: Healing From Within with Heather Peterson (Ep. 34)
- The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)
- Balboa Press
- Register for our 2025 Financial Boot Camp
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
In a world of fluctuating markets and economic uncertainty, staying informed and prepared is key.
How do we understand the current economic trends and their potential impacts? How can we make informed decisions to safeguard our wealth?
In this episode, Billy Peterson dives into the economic indicators and market trends that signal progress and caution. He provides insights into the Dow’s historic rise, sector performances, and the looming challenges in real estate and inflation. Furthermore, Billy touches on the political influences on the economy and the importance of personal financial responsibility.
Billy discusses:
- The surprising performance of the market, with the Dow reaching new heights
- Negative trends in the bond market and its implications for investors
- The potential danger zones in the real estate market, particularly in commercial real estate due to changing work habits and loan maturities
- Strategies to harness your wealth despite market fluctuations
- How government spending and the election will affect the economy and inflation
- Consumer spending shifts due to the perceived wealth effect and its consequences
- The significance of personal responsibility in managing finances and investments
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Today’s episode features our first return guest, Heather Peterson, who first appeared in August 2023 to discuss the mind-body connection. Due to the overwhelming popularity of that episode, we’ve invited Heather back to delve deeper into the crucial topic of mental health, which is especially pertinent as we observe Mental Health Awareness Month.
We open the discussion by addressing the stigma surrounding mental health, emphasizing the need to view mental health concerns as common and manageable issues rather than signs of instability. Billy proposes a shift in terminology from “mental health” to “emotional health” to foster a more positive and approachable perspective.
Join Billy, Shaun, and Heather for this enlightening conversation as they unpack the complex relationship between our emotional well-being and how we live our lives today, offering practical insights and strategies to improve our mental health through deeper connections and understanding.
Important highlights include:
- The importance of connection and the detrimental effects of loneliness on mental health
- How technology and social media impact our self-worth and perception of ourselves
- The transformative power of acknowledging deep-seated emotions to overcome physical and mental health conditions
- Heather’s holistic approach to pain management and its benefits
- Success stories of individuals who have benefited from Pain Free For Good
- And more!
Resources:
- The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)
- Thank You, Dr. Sarno
- Dr. Joe Dispenza
- YouTube: Steve Ozanich
- You Can Heal Your Life by Louise Hay
- Feelings Buried Alive Never Die by Karol K. Truman
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Heather Peterson:
- Pain Free For Good
- PainFreeForGood7@gmail.com
- Instagram: Pain Free For Good
About Our Guest:
Heather Peterson, owner and founder of Pain Free For Good, began her search for the truth in 2010 while desperately trying to find the answers to help her husband recover from chronic pain. While on her search for answers, she also healed herself and has continued to help countless others trying to cross the river of pain. As a Mindbody Healer and Coach, she is passionate about helping women discover the truth in order to overcome physical and emotional pain.
The thrill of horse racing is not just found on the track, but also in the stories of those who dedicate their lives to the sport.
In this episode, Billy and Cade Peterson invite Todd Fincher, a former jockey turned world-renowned trainer, to share his remarkable journey from the stables to the winner’s circle. They dive into the challenges of maintaining weight as a jockey, the transition to training, the success of their horses, participating in the biggest races, and more!
Todd discusses:
- Growing up in the horse racing industry and the dream of becoming a jockey
- The extreme measures jockeys take to meet weight requirements
- Moving from jockey to trainer and the differences between the two roles
- How to be a successful trainer and the never-ending task of communicating with owners
- The benefits of a positive barn atmosphere on the horses’ performance
- The achievements of his horses, particularly Senor Buscador
- The strategies of preparing horses for Grade 1 races, even amidst unexpected challenges, and the excitement of nurturing potential superstars
- The business aspects of horse racing, including the financial implications of winning the world’s richest race and managing the recent surge in industry costs due to excessive inflation.
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Connect with Todd Fincher:
- X: Todd Fincher
About Our Guest:
Todd Fincher is a well-known figure in the horse racing industry. He has made significant contributions as both a jockey and a trainer. Fincher grew up in the racing business, with his father being a jockey for 25-to-30 years and his mother a trainer. He himself was a jockey for 10 years, winning over 900 races on Quarter Horses and Thoroughbreds. As a trainer, he has achieved notable success, including saddling Runaway Ghost to victory in the Sunland Derby (G3) in 2018, the Ruidoso Futurity (G1) with Saint Shackleton, and the Saudi Cup (G1) with Senor Buscador in 2024. He has won numerous training titles in New Mexico. His approach to training is grounded in his experience as a jockey, and he continues to expand his operations, bringing better quality Kentucky-breds to races in Texas and Oklahoma.
Are you ready to thrive in the world of wealth and personal growth, while also diving into the glittering yet gritty world of reality TV?
In this powerhouse episode of Harnessing Your Wealth, Billy and Shaun Peterson take an extraordinary journey with “Real Housewives of Salt Lake City” star Angie Katsanevas and her husband Shawn Trujillo. Listen as they share the diverse realms of entrepreneurship, personal success, and the pressures of reality TV fame. Shawn and Angie share their story, from the roots of their robust business empire, Lunatic Fringe Salons, to Angie’s dynamic role on a show that has captivated millions.
Together they cover:
- How Angie found herself as a star of the Real Housewives of Salt Lake City
- The balance between personal values and business growth
- Behind-the-scenes insights into the beauty industry and reality TV
- How they overcame the challenges faced during the COVID-19 pandemic
- The importance of team culture and retaining genuine connections
- Strategies for navigating the unforeseen challenges in the high-stakes world of entrepreneurship and entertainment
- And more!
Resources:
- Lunatic Fringe Salons
- The Real Housewives of Salt Lake City
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Angie Katsanevas:
- Instagram: Angie Katsanevas
- X: Angie Katsanevas
Connect with Shawn Trujillo:
- Instagram: Shawn Trujillo
- LinkedIn: Shawn Trujillo
About Angie Katsanevas:
Angie Katsanevas is a business owner and reality TV star, recognized for her role in “The Real Housewives of Salt Lake City” (RHOSLC). She co-founded Lunatic Fringe Salons with her husband, Shawn Trujillo. Angie is known for her firm personality, being described as a business owner, wife, and mother who always has her friends’ backs.
About Shawn Trujillo:
Shawn Trujillo is a hairstylist and fitness enthusiast, known for his appearance on the reality TV show “The Real Housewives of Salt Lake City.” He co-founded Lunatic Fringe Salons with his wife, Angie Katsanevas, a chain of salons located in Utah, Idaho, and Ohio. Shawn also owns a cosmetology school, Paul Mitchell The School, in Salt Lake City.
Life’s major milestones greatly affect your finances. Whether you’re starting a family, buying a home, getting married, or going through a divorce, it’s crucial to handle these financial transitions with the right tools and know-how.
Welcome to the conversation of the 3Ds – divestiture, divorce, and death.
Today, Cade Peterson takes on the role of host and interviews Billy and Shaun, both of whom hold Certified Divorce Financial Analyst designations. While this episode delves into their expertise in guiding clients through the complexities of divorce, they also discuss how to manage financial transitions like divestiture (selling a business) and death.
Uncover strategies for the 3D’s as the guys uncover:
- Understanding the complexities of selling a business including tax implications, deal structuring, and emotional considerations
- The emotional and financial implications of divorce
- Personal and client scenarios regarding selling off assets and dividing pensions
- End-of-life planning including estate considerations, charitable giving, and the importance of organized documentation
- And more!
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
In a time where technology and artificial intelligence are rapidly transforming various sectors, the financial market is witnessing a significant influx of tech and AI investments.
For investors and those in the financial sector, understanding how tech advancements affect the market and their impacts is key.
This week on Harnessing Your Wealth, Shaun and Cade Peterson ask Billy Peterson about the current tech and AI market frenzy, discussing whether it’s a bubble or a sustainable trend. They explore the strategy of inaction and the power of patience in investment. The conversation also covers the impact of AI, Bitcoin, the effects of election-year politics on investments, and the evolution of the financial services industry.
Together, they discuss:
- Experiences during the tech bubble, the frenzy around IPOs, and the subsequent market collapse
- Parallels between the tech bubble era and the current AI and tech boom
- The contradictions in perceiving crypto and Bitcoin as both a currency and an investment
- The impact of the “magnificent seven” companies on the S&P 500 returns
- Market performance during election years and the factors that influence market returns
- The impact of media on public perception
- A comparison of past manual trade operations with current technology-driven market operations and the value of long-term planning
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Unlocking the potential of our youth through financial empowerment doesn’t just shape individual destinies; it fortifies the very bedrock of our communities, paving the way for a brighter, more resilient future for all.
Together with The Livastride Foundation, Peterson Wealth Services will host its 14th Annual Financial Health & Wellness Boot Camp on March 19, 2024 at Weber State University.
With a panel of industry leaders, a keynote speaker, and an audience of hundreds of students and educators, this event is dedicated to fostering practical financial education for the real world.
Join Billy, Cade, and Shaun in this installment of Harnessing Your Wealth to hear how a family tradegy formed a foundation that grew into a multitude of events that helped youth and families in need. And now, for the past fourteen years, the Petersons have streamlined their mission to focus on an event that empowers youth to learn the value of both money, and life.
Notable topics from this episode include:
- The Livastride Foundation, created in memory of Billy’s brother, Brody
- Stories of past events including baseball tournaments and a home-run derby
- Why it’s important to Peterson Wealth Services to support financial education initiatives
- How Billy became interested in finances and investing
- Physical and emotional ties between financial well-being and mental health
- Information regarding the Financial Health & Wellness Boot Camp including guest speakers and topics of discussion
- And more!
Resources:
- SIGN UP for the Financial Health & Wellness Boot Camp 2024
- The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)
- How Small Things Can Lead To Big Results (Ep. 18)
- Harnessing Your Wealth: The Pursuit of Millionaire Status by Billy Peterson
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Prepare to delve deeper into the shadowy realms of conspiracy theories with Billy and Shaun as they rendezvous once again with Isaac Weishaupt.
Together they navigate social media’s role in dismantling traditional narratives, hidden symbolism in films, and the eerie underbelly of fame and fortune. Plus, they touch on the skepticism surrounding the stability and legitimacy of digital currencies including Bitcoin.
From hidden messages to secret societies, prepare to question everything you thought you knew.
This week’s episode features:
- Hidden meanings and rituals depicted in the Disney movie “Hocus Pocus”
- Celebrities: Are they modern-day deities in pursuit of forbidden desires?
- Extraterrestrial theories and their unsettling connections to pop culture
- Speculation about the origins of Bitcoin and risks associated with crypto investments
- Cryptocurrency theories and the role of the Illuminati
- And more!
Resources:
- “Kubrick’s Code” by Isaac Weishaupt
- “Dream Story” by Arthur Schnitzler
- Conspiracy Theories and Unpopular Culture podcast: Hocus Pocus Film Analysis
- Conspiracy Theories and Unpopular Culture podcast: Hocus Pocus Spell Book Revealed
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Isaac Weishaupt:
- Instagram: Isaac Weishaupt
- Illuminati Watcher
- Podcast: Occult Symbolism and Pop Culture with Isaac Weishaupt
About Isaac Weishaupt:
Host of Occult Symbolism and Pop Culture & Breaking Social Norms podcasts, Author of THE DARK PATH + 8 more on aliens, Illuminati & more. Truthing since ’11. My name is Isaac Weishaupt (*a pseudonym) and I’m the founder of IlluminatiWatcher.com. I’ve been researching my entire life as an ongoing mission to determine if this reality is the truth or a cunning holographic deception. I don’t fully subscribe to any conspiracy theories, but I do find some intriguing if they resonate with any logic (also if they don’t, who am I kidding, some of them are just clever). I live in America and feel that a lot of people are more concerned with being entertained than being informed or educated. Our media reflects that.
Conspiracy theories; could they be more than a distortion of your perception of reality?
The more Billy and Shaun open their minds to plausible truths, the more they question what is real, and what is ‘fake news.’ To shed light on the twists and turns of conspiracies, they enlist help from Isaac Weishaupt, a well-known online figure who strives to uncover hidden truths.
He believes that “the truth is out there” and has made his living as a self-proclaimed ‘freak’ who explores obscure ideas like secret societies, concealed information, and extraterrestrial and interdimensional phenomenons.
Jump aboard the ‘Truth-Seeking Train’ and embark on this wild ride as the guys discuss topics like symbolism within pop culture, shapeshifting lizard people, freemasons, the Illuminati, Greek and Egyptian philosophies, and television shows like Ancient Aliens and Beyond Skinwalker Ranch.
Highlights from Part 1 include:
- Isaac’s path into the realm of conspiracies and obstacles he has faced for his beliefs
- His extensive research spanning over nine books, a podcast, and a blog
- The impact 2020 had on people’s trust in the government and mainstream media
- How conspiracy theories play a role in shaping perceptions of the world around us
- Controversies surrounding celebrities, including allegations of pedophilia
- Online censorship and its potential impact on the erosion of freedom of speech
- And more!
Resources:
- Harnessing Your Wealth Ep. 25: Celebrity Financial Disasters: Fame & Fumbling Fortunes (Ep. 25)
- “Behold a Pale Horse” by Milton William Cooper
- “The Dark Path” by Isaac Weishaupt
- “Ancient Aliens Debunked” – A film by Chris White
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Isaac Weishaupt:
- Illuminati Watcher
- Instagram: Isaac Weishaupt
- Podcast: Occult Symbolism and Pop Culture with Isaac Weishaupt
- YouTube: Isaac Weishaupt
- YouTube: Occult Symbolism
About Isaac Weishaupt:
Host of Occult Symbolism and Pop Culture & Breaking Social Norms podcasts, Author of THE DARK PATH + 8 more on aliens, Illuminati & more. Truthing since ’11. My name is Isaac Weishaupt (*a pseudonym) and I’m the founder of IlluminatiWatcher.com. I’ve been researching my entire life as an ongoing mission to determine if this reality is the truth or a cunning holographic deception. I don’t fully subscribe to any conspiracy theories, but I do find some intriguing if they resonate with any logic (also if they don’t, who am I kidding, some of them are just clever). I live in America and feel that a lot of people are more concerned with being entertained than being informed or educated. Our media reflects that.
Human connections are an essential part of life, but they are not always easy to navigate.
Relationships can face many challenges, such as the influence of social media, the diversity of expectations, and the complexity of divorce.
How can we understand and improve our relationships today?
In this episode, Billy and Shaun Peterson welcome Emil Harker, MS LMFT, Author, Speaker, Trainer, Facilitator, and Emcee. Together, they explore the complexities of modern relationships, including the impact of social media and infidelity, and discuss the emotional effects of divorce, particularly on children. Emil also offers practical advice for couples to align their financial goals and expectations, highlighting the significance of open communication and shared decision-making in achieving a harmonious partnership.
Emil discusses:
- Conflict resolution and helping individuals/couples improve their relationships
- The impact of social media on relationships with ourselves and with others
- Biological and psychological mechanisms that influence defensive reactions
- The cost of anger, emotional trauma, and the importance of therapy in managing financial and emotional stress
- Advantages of a collaborative approach in divorce
- The role of money in relationships, self-worth, and differing expectations leading to conflicts
- The power of the mind in overcoming anxiety and depression
- And more!
Resources:
- “You Can Turn Conflict Into Closeness” by Emil Harker
- John Gottman: The Gottman Institute
- The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Emil Harker:
- Emil Harker
- Facebook: Emil Harker
- Instagram: Emil Harker
- emilharker@gmail.com
About Our Guest:
Emil Harker graduated in 1999 with a Masters of Science degree from USU. He is a passionate speaker, getting through the fluffy stuff to the real nuts and bolts of dealing with conflict with confidence and composure. Emil’s training and speaking engagements include EO groups, YPO groups, corporations, conventions, and conferences. Emil’s groundbreaking communication book “You Can Turn Conflict Into Closeness” has earned him the reputation of being a thought leader in communication and conflict resolution. Emil’s expertise has made him a frequent guest over the past 5 years on KUTV Channel 2 Fresh Living program and KSL Channel 5 in SLC Utah. He’s been on the Ricki Lake Show with pro basketball player Antoine Walker as well as many call-in radio shows. Emil’s innovative down to earth and fresh approach to dealing with the biggest issues that affect the quality of life and productivity of people has made him a highly sought-after presenter, trainer, and facilitator.
When it comes to the green stuff, even the A-listers fumble – a raw reality check that echoes beyond the red carpet. Let’s take cues from the candid missteps, and navigate the rugged terrain of money management.
Billy, Shaun, and Cade talk about celebrity money mistakes and share consequences faced by a few prominent athletes, stemming from ill-fated financial choices, questionable investment schemes, and the failure to diversify their assets. Through the lens of these high-profile financial missteps, the trio emphasizes six steps to securing prosperity, offering insights that you can integrate into your financial strategy.
This riveting discussion unveils the pitfalls of fame and fortune, plus:
- Examples of celebrities facing financial challenges
- Lessons learned from celebrity financial mistakes
- The importance of estate planning
- Risks of “too good to be true” opportunities
- Importance of proactive financial and estate planning, and keeping estate documents updated
- And more
Resources:
- Harnessing Your Wealth: The Pursuit of Millionaire Status
- EncorEstate Plans
- MADOFF: The Monster of Wall Street
- FTX
- Financial Boot Camp 2024
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Alarming statistics are indicating that a significant number of Americans are not investing enough which leads to not having enough money to last throughout their retirement.
Before you panic, listen to this episode as Billy and Shaun cut to the chase about the importance of investing, and how easily you can get started. They explore investing basics like 401k’s, the benefits of a Roth IRA for tax-free withdrawals, and the pros and cons of buying individual stocks versus mutual funds.
With a focus on long-term investing, Billy and Shaun discuss:
- The shockingly high percentage of those nearing retirement with insufficient savings
- Alternative investment options for individuals without access to a retirement plan
- The difference between mutual funds and individual stocks
- The risks of investing in speculative assets and cryptocurrencies
- How an advisor can remove emotional decision-making and provide guidance in building a long-term financial plan
- And more
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
The current state of the economy is causing uncertainty for many people around the world.
With stock market corrections, volatility, high interest rates, and discussions of a recession, it’s no wonder there is a resounding feeling of doom and gloom surrounding current affairs.
Join Billy and Shaun as they share their thoughts and perspectives on today’s economic landscape including the multitude of fear-mongering and its influence on your financial portfolio and state of mind.
Get up-to-date as Billy and Shaun touch on:
- Factors impacting spending; inflation, a possible recession, and high interest rates
- The attractiveness of money market funds and the stocks that have driven returns
- Real estate woes due to expensive borrowing and the rise of rentals
- Which sectors you should watch in a slowing economy
- And more!
Resource:
- Is a Recession Looming on the Horizon? (Ep. 13)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
People in the horse racing, farming, and ranching industries have two things in common; a passion and love for animals. Today’s guest is a renowned equine orthopedic surgeon, a University Distinguished Professor in the Department of Clinical Sciences, and the founder of the Orthopaedic Research Center at CSU. It is clear when you hear him …
One of the most valuable skills in today’s world is the ability to improvise. Improvisation is not just about making things up on the spot but also about adapting to changing situations, finding creative solutions, and collaborating with others. In this episode, Billy and Shaun Peterson sit down with Ryan Sullivan, CFP®, CRPC®, RCC™, Vice …
Staying informed about the economy, market trends, and emerging technologies is crucial for investors and professionals. Will artificial intelligence guide a new era of job creation? In this episode, Billy and Shaun are joined by Bob Kaynor, Portfolio Manager at Hartford Schroders to hear his insights on the current market, the impact of higher interest …
Few journeys are as exhilarating and transformative as those of a jockey. The rush of adrenaline during races and the intricate partnership between humans and horses all come together to tell a story of talent, perseverance, and passion. In this episode, Kip Didericksen, a renowned former jockey shares his journey from the race tracks to …
Most people want immediate results and instant gratification, but, the best results are often generated when you practice the basics of persistence and consistency.
In today’s episode, Billy, Shaun, and Cade share some of the tried and true actions and mottos that they use in their personal and professional lives. From being a little “old-fashioned”, to believing in the power of quieting your mind in order to calm your nerves, the men at Peterson Wealth Services understand how seemingly minor actions can produce significant results.
With this episode, you will learn:
- The importance of starting early in building wealth and investing
- Why investors should not solely rely on safe investments
- How inflation affects the purchasing power of CD rates over time
- The benefits of setting up automatic investments and focusing on long-term trends
- Why being calm greatly outweighs rash decisions
- And more!
Resources:
- The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
For centuries, horse racing has captivated enthusiasts worldwide. However, beyond the flashy and glamorous racetrack, the industry intersects heavily with the business world. In this episode, Billy and Cade Peterson chat with Pierre Amestoy, a prominent figure in the horse racing industry. Pierre shares his story, from working in the family drywall business to having … Continue reading From Drywall to Derby: Pierre Amestoy’s Journey into Horse Racing (Ep. 17) →
Managing a business has its share of trials and tribulations, from economic uncertainty and market fluctuations to finding a healthy balance between work and life. In this episode, Billy and Shaun Peterson chat with third-generation business owner Nate Reeve of Reeve & Associates, Inc, about why he chose to buy out his father to become … Continue reading Navigating Economic Ups and Downs: Insights from a Third-Generation Business Owner with Nate Reeve (Ep. 16) →
Nowadays, we tend to prioritize our daily tasks over our own well-being, and we need to remember what kind of consequences this could have on our health. How strong is the connection between our mental and physical health? Let’s analyze the link between them. In this episode, Billy, Shaun, and Cade Peterson sit down with … Continue reading The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15) →
Today’s guest, John Diehl, Senior Vice President of Applied Insights at Hartford Funds believes that most people have an improper view of retirement. They think their retirement (typically 7-10 years) will be stacked with golf games, lavish trips, and all things that they consider as ‘living the good life.’ But, the reality is that people … Continue reading How to Approach Aging and Retirement with John Diehl (Ep. 14) →
During these uncertain times, we are faced with the worry of a recession. Is there one looming on the horizon? Find out as Billy and Shaun welcome Strider Elass, Senior Economist at First Trust, as he shares his thoughts and predictions about whether a recession is on its way, and what we can do to … Continue reading Is a Recession Looming on the Horizon? (Ep. 13) →
In today’s fast-paced and ever-changing economic landscape, it has become increasingly crucial for individuals of all ages to acquire financial literacy and understand the power of investing. Taking charge of our financial future can pave the way for long-term stability and growth. Want to know some basic investing concepts that will help you get started? … Continue reading Investing 101: Real-Life Stories and Strategies for Beginners (Ep. 12) →
There are many challenges facing the horse racing industry, both from an economic and social perspective.
Despite this, it continues to strive for growth and attract new generations.
And what better way to shed light on these topics than by speaking with someone who possesses a profound understanding of the industry?
Join Billy and Cade as they sit down with Janet VanBebber, Chief Racing Officer, at the American Quarter Horse Association (AQHA) to hear her insights and perspective on the horse racing industry. She candidly shares her optimism for the future of horse racing, as well as its challenges. Additionally, she talks about the opportunities for young people and professionals to get involved in racing.
Listen in as Janet shares:
- Some of her most memorable moments as a trainer, and equine enthusiast
- How inflation has impacted the horse industry and AQHA
- The need to engage the next generation
- Her mission to monitor emergent threats and keep integrity within the sport
- And more!
Resources:
- Harnessing Your Wealth Ep. 7 with Dr. Vince Baker
- Harnessing Your Wealth Ep. 9 with Jeff Tebow
- AQHA: Youth Racing Experience
- Racing Medication& Testing Consortium
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Connect with Janet VanBebber:
- LinkedIn: Janet VanBebber
- Facebook: Janet Van Bebber
- American Quarter Horse Association (AQHA)
- JVanBebber@aqha.org
About Our Guest:
Janet VanBebber is the Chief Racing Officer for the American Quarter Horse Association (AQHA). VanBebber is responsible for planning, directing, and coordinating the racing department, Racing Challenge, and related programs. Janet plays a key role in developing and implementing programs and objectives to promote the advancement of Quarter Horse racing across the globe.
VanBebber’s resume boasts a long and successful career training and racing American Quarter Horses. The former owner of VanBebber Racing Stables of Ledbetter, Texas, she has a long history of involvement with American Quarter Horses and Quarter Horse racing and is well known for being one of the industry’s most accomplished trainers.
In 2011, she became the first female trainer to eclipse the 1,000th career win mark. Her resume also included being the recipient of the 2002 AQHA Mildred n. Vessels Special Achievement Award. Her career includes training world champion TAILOR FIT, who remains ranked as one of the breed’s top money earners-15 years after his final race.
In addition to owning VanBebber Racing Stables of Ledbetter, Texas, Janet has been on the board of directors for both the Texas Quarter Horse Association and the Texas HBPA, while also owning and managing other horse-related enterprises.
When planning to transfer your possessions to your loved ones, it can be daunting, both due to the burden of paperwork and familial pressure.
This is precisely why developing and arranging a will and trust with a trusted professional is critical.
Today’s guest, Wayne Bennett, Director & Shareholder at Clyde Snow & Sessions, helps his clients sort through the plethora of decisions when making, or updating a will, to assist in resolving family conflict from decisions made by the deceased.
Join Wayne as he chats with Billy and Shaun about:
- The difference between a will and a trust, and the role of beneficiaries
- Why it is important to choose the right person as your representative or trustee
- How to protect younger beneficiaries from mismanaging their inheritance
- The probate process and how having a trust can simplify the payout process
- Key documents that should be included in a good estate plan
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Wayne Bennett:
- LinkedIn: Wayne Bennet
- Clyde Snow Attorneys at Law
About Our Guest:
Wayne Bennett focuses his practice on representing individuals and solving problems in both the commercial and personal arenas. With respect to commercial clients, he is experienced in all aspects of tax, business, and estate planning. Specifically, Mr. Bennett works with people and local businesses in need of structuring assistance, business and personal planning, business formation issues, contracts, long- and short-term development plans, tax-related issues and planning, and business exit strategies. He is also proficient in handling commercial leases and commercial finance issues, for both the lender and borrower. Mr. Bennett is very experienced in handling asset purchase and stock purchase acquisitions and sales, as well as real estate transactions. Mr. Bennett has been involved in various merger transactions involving businesses of all types, and in working with banking customers to develop new relationships and to move business accounts to new banking relationships. Mr. Bennett assists a number of local community banks and other lenders with lending-related needs including loan documentation, maintenance, and collection. This work regularly includes reviewing and, when necessary, documenting new loans and advising lenders on how to work through troubled debt with struggling borrowers. With respect to planning for individuals, Mr. Bennett assists clients with their estate planning, estate taxation, wills and trusts, probate, and family disputes involving inheritance issues. With almost two decades of experience, Mr. Bennett has worked with clients on a multitude of estate types and has resolved numerous disputes involving estates and the heirs.
To achieve success, you need to put in the effort and demonstrate your abilities.
In this episode, Billy and Cade interview Jeff Tebow about his career and experiences in the horse industry starting from being a farm hand on the ranch to becoming the CEO of an Insurance company.
Learn valuable life lessons as Jeff shares:
- How he got into the equine industry, and the significance it had on his life at a young age
- His opinion on how reading is becoming a lost art and the value of educating yourself
- The regulations pertaining to the safety and well-being of the horses and their riders
- The importance of financial discipline so you can invest consistently for the long term
- And more!
Resources:
- American Quarter Horse Association
- Oklahoma Quarter Horse Racing Association
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Connect with Jeff Tebow:
- Andreini & Company
- LinkedIn: Jeff Tebow
When there’s great uncertainty in the markets, gaining insight from experts like today’s guest, Jon MacKay, Head of Platform Distributions at Schroders is beneficial.
Listen in as he joins Billy and Shaun to provide insight and clarity about what is happening, and what’s to come within the economic field.
Join the discussion as Jon highlights:
- The current regime shift in the economy and the potential impact of inflation on bond yields, growth cycles, and credit availability
- How inflation will be a tougher issue to reign in than it has been in the past
- His thoughts and predictions concerning the Fed policy
- Reasons why he sees a massive demand for commodities, especially industrial metals, and energy
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Jon MacKay:
- LinkedIn: Jon MacKay
- Jonathan.Mackay@Schroders.com
- 212-641-3920
About Our Guest:
Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent their strategies to financial advisors and intermediaries in the Northeast region. He joined Schroders in 2016 and is based in New York. Jonathan was a Senior Market Strategist at Morgan Stanley from 2009 to 2016, which involved providing advice to the firm’s sales force and clients on a variety of investing topics, authoring in-depth reports, and traveling frequently throughout the Americas meeting with high-net-worth individuals and middle market institutions. He was a Credit Strategist at Citigroup Smith Barney from 2000 to 2009, which involved providing commentary on the credit markets and coming up with trade ideas for the High Yield, Emerging Markets and Investment Grade corporate bond desks. He was an analyst at Emerging Markets Securities LLC from 1997 to 1999, which involved creating structured trade credit transactions.
Your alarm goes off at 3:45 am, you get up, get dressed, and make yourself a cup of coffee.
You gather the equipment you will need for the day, put on your rubber boots and head out the door. You arrive to begin your workday – it’s just 4:30 am
This is just a glimpse into the day in the life of an equine veterinarian.
Join Billy and Shaun as they chat with Vince Baker, Doctor of Veterinary Medicine (DVM) about his experiences as a world-renowned equine veterinarian, challenges facing the veterinary profession, his successes throughout the years and, the importance of recognizing your strengths.
Listen as Dr. Vince shares:
- How he carried on his father’s legacy of being a veterinarian
- His daily routine at the racetrack and how he makes sure horses are healthy
- Some of the notable horses he has tended to and cared for throughout his career
- His opinion concerning the challenges that face the veterinary profession, including corporate buyouts of small animal clinics and legal regulations
- Stories surrounding his friendship with Billy
- And more!
Resources:
- REGISTER TODAY FOR THE FINANCIAL HEALTH AND WELLNESS BOOT CAMP!
- California Horse Racing Board
- American Veterinary Medical Association
- American Association of Equine Practitioners
- University of California Davis
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Vincent A. Baker, DVM:
- (714) 952-1134
- drvab@hotmail.com
Investing can be risky, but it’s also an essential part of growing your wealth.
In this episode, Billy is joined by his son, Cade and together they dive into taking risks with your investments and emphasize the importance of knowing your risk tolerance. They also clarify that investing is not the same as gambling, and explain why it’s necessary to be bold when building a successful portfolio.
Join the conversation to learn more about:
- The current market selloff and the risks associated with the Federal Reserve’s actions to combat inflation
- The process of determining an investor’s risk score through a few simple questions, and the importance of regularly monitoring your tolerance
- Why Tesla is an example of a high-risk company that has proven to be successful
- The risks of complacency in investing and the history of speculative booms
- And more!
Resources:
- REGISTER TODAY FOR FINANCIAL THE HEALTH AND WELLNESS BOOT CAMP!
- Harnessing Your Wealth by Billy Peterson – Chapter 3, pages 64-66
- YouTube: Crypto, Inflation, and Market Euphoria
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
At Peterson Wealth Services, we understand that business owners face unique challenges, which is why we are constantly striving to stay informed so we can help our clients make educated decisions.
Join Billy and Shaun as they sit down with Clint Carpenter, Co-Founder of South Texas Oil Field Solutions to chat about the oil industry, and how the last few years have affected him as a business owner. Together they delve into issues concerning the rise of green energy, how the pandemic changed the workforce in America, and the reasons why Clint has shifted his focus to ministry work.
Listen as Clint discusses:
- How he got into the oil and gas industry, and it’s current state within the economy
- Challenges he endured during and now, post-pandemic
- Why he no longer pays attention to mainstream media
- What he does to make a positive impact on people’s lives
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Clint Carpenter:
- South Texas Oilfield Solutions
- Muy Grande Ministries
About Our Guest:
Clint Carpenter is a native of Freer, TX and was raised in the heart of the oil patch. He began his career as a roustabout for Hellums Services in 1997 and quickly rose up through the ranks with Key Energy. He was instrumental in the growth of a major service company, which IPO’d in 2008. He has held numerous management positions throughout his career until founding STOS in 2010. Clint has developed relationships with many of the major operators in the Eagle Ford which has led to the success of the company. Mr. Carpenter believes that a focus on service is crucial to the success of STOS.
After dedicating time and effort to run your business for years or even decades, it may be time to sell, and move on to new ventures.
However, the process of selling a business can be overwhelming and filled with uncertainty. To ensure a successful sale, it is important to manage your expectations, and have a trusted group of advisors to help guide you through the process.
In this episode, Billy sits down with Brian Van Camp, Managing Partner of Linked Accounting, to talk about business ownership and his advice for those that are looking to buy, or sell.
Listen as Brian discusses:
- What Linked Accounting does to support business owners
- The types of formation entities when starting a business and the taxation side of it
- What to consider when it comes to thinking about transitioning or selling your business
- The ways of selling your business and the pros and cons of each
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Brian Van Camp:
- Linked Accounting
- Linked Accounting: Planning Center
About Our Guest:
Brian Van Camp is the Managing Partner Director of Linked Accounting. Brian’s passion for developing and implementing business and tax strategies has been instrumental to many businesses and individuals during his tenure at Linked Accounting. Business owners regularly seek out his advice on tax planning and audit matters, commercial lending, and business acquisition and sale transactions. When new tax laws are passed, you can be certain Brian will have read the law and developed tax strategies to help our clients make good use of new provisions of the Tax Code.
Financial success is not only about making good money, it is also about managing it.
Oftentimes you will find yourself in situations where you will need to make decisions that could either positively or negatively affect your wealth.
Join Billy and Shaun for an all-new episode of Harnessing Your Wealth where they talk about the 5 common mistakes people make when it comes to managing their money.
Listen and take note as Billy and Shaun discuss:
- Tips on how to not let your emotions guide your investment decisions
- Why bear markets are an opportunity for investors
- The importance of participating in company-sponsored retirement plans
- Why diversification is key to building a strong portfolio
- And more
Connect with Billy Peterson:
- Peterson Wealth Services
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
In episode one, we learned about Billy Peterson, president of Peterson Wealth Services. And now, we meet Shaun and Cade, two financial advisors who not only share the same name as Billy, but also the same drive and passion.
Listen as Shaun and Cade explain the process they use to build relationships with clients, how they envision growing their business within the equine industry, and how Billy helped them launch their careers.
Shaun and Cade discuss:
- How their interest in investing and finances was apparent in childhood
- The different types of meetings they use when onboarding a new client
- What it’s like working with equine enthusiasts and why they enjoy it
- And more!
Resources:
- Introducing Harnessing Your Wealth: Meet Host Billy Peterson (Ep. 1)
- The All American Futurity
- Speedhorse Magazine
Connect with Shaun Peterson:
- Peterson Wealth Services: Shaun Peterson
- LinkedIn: Shaun Peterson
- shaun@petersonws.com
- 801-475-4002
Connect with Cade Peterson:
- Peterson Wealth Services: Cade Peterson
- LinkedIn: Cade Peterson
- cade@petersonws.com
- 801-475-4002
Welcome to the first episode of Harnessing Your Wealth with Billy Peterson!
In this inaugural episode, you’ll get to know Billy as he unveils his history as one of the best horse riders in the country, how he was introduced to the financial industry, and how his experiences have helped shape the way Peterson Wealth Services conducts business.
Listen as Billy discusses:
- How at the age of fourteen, he was considered an investing expert
- Why he became a jockey, and the sacrifices he made to succeed
- An overview of Peterson Wealth Services, including how their process focuses on building trust and relationships
- The importance of failure, and how learning from tough experiences helps you grow
- And more!
Connect with Billy Peterson:
- Peterson Wealth Services
- LinkedIn: Billy Peterson
- billy@petersonws.com
- 801-475-4002