Category: Business

Royal Vista Ranch
Building a Quarter Horse Powerhouse with Cole Morehead (Ep. 79)

Building a Quarter Horse Powerhouse with Cole Morehead (Ep. 79)

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From building a successful oil & gas inspection company to leading one of the premier quarter horse operations in the country, Cole Morehead’s story is all about hard work, sacrifice, and vision.

In this episode of Harnessing Your Wealth, Cole shares the entrepreneurial journey behind XCEL, the importance of family and teamwork, and how he and his wife, Marijo, purchased and expanded Royal Vista Ranch into a powerhouse in the racing and rodeo performance horse industry.

He also discusses industry challenges in horse racing and breeding, the role of technology and integrity in the sport, and the strategies behind building a successful ranching and breeding operation. Throughout it all, Cole emphasizes the importance of team, leadership, and family in sustaining long-term success.

Hear how relationships, elite stallions like Apollitical Jess and Flying Cowboy 123, and strong leadership helped fuel Royal Vista Ranch’s incredible momentum.

🎙️ Watch now and hear the lessons behind building success in business and life.

This presentation is for informational and educational purposes only and should not be construed as individualized investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Peterson Wealth. The guest speaker is not affiliated with Peterson Wealth,  and Peterson Wealth does not endorse or guarantee the accuracy of third-party information.  The guest is not paid compensation for their participation; however, he/she may receive a non-cash gift from the firm.  

Peterson Wealth is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.

Any examples or illustrations used in this presentation are hypothetical in nature and for demonstration purposes only. You should consult with your personal financial, tax, or legal advisor before making any investment decisions.

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Croix Sather Ultra Runner
Endurance, Grit, and the Science of Impossible Goals with Croix Sather (Ep. 78)

Endurance, Grit, and the Science of Impossible Goals with Croix Sather (Ep. 78)

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The reason most people don’t achieve their biggest goals isn’t a lack of ability, education, or experience— it’s a mindset problem. It shows up as doubt, resistance, procrastination, and staying busy on the wrong things.

In this episode of Harnessing Your Wealth, Croix Sather shares his incredible feats, including running across America and Death Valley solo, and explores the power of mindset, law of attraction, and perseverance. Discover how mental strength and belief can help overcome physical and emotional challenges to achieve extraordinary goals.

Croix Sather—author, TEDx speaker, and transformation performance coach—has pushed human limits:
• 2,621-mile run across America
• 146-mile non-stop run through Death Valley in 117-degree heat

This conversation will challenge how you think, push you to act, and inspire you to step into your next level.

Takeaways

  • Croix Sather’s journey from a non-runner to ultramarathoner
  • The mental and physical challenges of extreme endurance events
  • The role of mindset, belief, and law of attraction in achieving goals
  • Details of running across America and solo Death Valley run
  • Lessons on perseverance, resilience, and self-empowerment resources
  • And more…

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This presentation is for informational and educational purposes only and should not be construed as individualized investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Peterson Wealth. The guest speaker is not affiliated with Peterson Wealth,  and Peterson Wealth does not endorse or guarantee the accuracy of third-party information.  The guest is not paid compensation for their participation; however, he/she may receive a non-cash gift from the firm.  

Peterson Wealth is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.

Any examples or illustrations used in this presentation are hypothetical in nature and for demonstration purposes only. You should consult with your personal financial, tax, or legal advisor before making any investment decisions.

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Educating today's youth in finance.
Financial Wellness and Mind-Body Health for the Next Generation (Ep. 77)

Financial Wellness and Mind-Body Health for the Next Generation (Ep. 77)

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In this episode of Harnessing Your Wealth, we discuss the key financial skills young people need—saving, investing, avoiding debt, and setting goals. We highlight our Financial Health & Wellness Bootcamp at Weber State University, a free event where students gain hands-on lessons in financial literacy, wellness, and smart decision-making. Learn how to guide your children toward confidence, independence, and long-term financial awareness, while giving them tools that schools often don’t provide.

Professional advisors should be consulted before implementing any of the options presented. Peterson Weld Services. Peterson Wealth Services is a registered investment advisor. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.

The guest speaker for this broadcast may or may not be a client of Peterson Wealth. Please note

that non-cash compensation is provided to guests for “to thank them” for their time and sharing their opinions and experiences. References to investment returns are generic in nature and have not taken into account market downturns, advisory fees or other factors that could negatively impact the investment returns.

 

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Nicole Judd Healthcare Insurance Expert
What You’re Missing About Navigating Health Insurance and Medicare Coverage (Ep. 75)

What You’re Missing About Navigating Health Insurance and Medicare Coverage (Ep. 75)

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Many individuals and families find the world of health insurance confusing. Between coverage options, enrollment deadlines, and the differences between plans, it can feel overwhelming to know where to start.

In this episode, we sit down with Nicole Judd, owner of Judd Insurance Services and a licensed independent insurance agent with more than 16 years of experience helping Utah residents navigate healthcare coverage. Nicole specializes in Medicare, individual and family plans through the Affordable Care Act, and small employer group health insurance.

She shares practical insights to help you better understand your options, avoid common mistakes, and feel more confident when making decisions about your healthcare coverage.

Nicole shares insights on:

  • How Medicare works and when you should enroll
  • The different parts of Medicare and coverage options
  • Common mistakes people make when choosing a plan
  • Costs to consider when planning for healthcare
  • How to find the right coverage for your situation

Resources:

About our Guest: 

Nicole Judd is the owner of Judd Insurance Services and an independent licensed insurance agent with 16 years of experience helping Utah residents navigate the often-confusing world of health insurance. She specializes in Medicare, individual and family coverage under the ACA (Obamacare), and small employer group health plans. Being contracted with all major insurance carriers in Utah, she’s able to offer objective guidance tailored to each client’s unique situation. Her mission is simple: make insurance understandable and help people feel confident about their coverage decisions.

Connect with Judd Insurance Services:

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This presentation is for informational and educational purposes only and should not be construed as individualized investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Peterson Wealth. The guest speaker is not affiliated with Peterson Wealth,  and Peterson Wealth does not endorse or guarantee the accuracy of third-party information.  The guest is not paid compensation for their participation; however, he/she may receive a non-cash gift from the firm.

Peterson Wealth is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.

Any examples or illustrations used in this presentation are hypothetical in nature and for demonstration purposes only. You should consult with your personal financial, tax, or legal advisor before making any investment decisions.

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Revolutionizing Post-Acute Care: A Conversation with Jason Murray (Ep. 74)

Revolutionizing Post-Acute Care: A Conversation with Jason Murray (Ep. 74)

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In this episode of Harnessing Your Wealth, host Billy Peterson sits down with Jason Murray, CEO and co-founder of PACS Group, Inc., a leading operator in post-acute and skilled nursing care. The conversation dives into Jason’s entrepreneurial journey and the realities of scaling a company in one of the most highly regulated industries in healthcare. He shares how leadership, culture, and disciplined decision-making have guided PACS’ growth—from evaluating new opportunities to navigating complex regulatory environments. Billy and Jason also explore the strategic thinking behind taking the company public, the lessons learned through rapid expansion, and why maintaining balance between professional ambition and personal life is essential for long-term success.

They discuss:

  • Building a strong support structure is crucial for success.
  • Relationships become more meaningful as you grow in wealth.
  • Starting a business requires a deep understanding of the industry.
  • Culture is key to maintaining a successful business.
  • Growth should not compromise company values.
  • Navigating regulations is a significant challenge in healthcare.
  • Expanding services can create a comprehensive care ecosystem.
  • And more

Resources:

About Our Guest: 

Jason Murray has more than 20 years of experience working as an executive in acute and post-acute healthcare settings and is a licensed nursing home administrator. He is the chief executive officer and one of two founders/owners of PACS Group Inc., a rapidly growing national platform investing in the continuum of post-acute care, including post-acute care professionals, ancillary services, and over 300 post-acute facilities in 17 states across the country. Jason is a Fellow of the American College of Healthcare Executives (FACHE) and holds a master’s degree in healthcare administration. He was named 2023 Mountain West Entrepreneur of the Year by Ernst & Young and was a finalist for their national Entrepreneur of the Year competition that same year.

About PACS:

PACS was founded in 2013 with two skilled nursing facilities. Since the purchase of those initial facilities, the PACS family consists of 323 independent operating subsidiaries across 17 states, as well as ancillary and support services, and continues to bring our model of mission-driven care that balances access to a national network of support and resources with local decision making.

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BECCA GRABINSKI
Is Doing More Costing You? (Ep. 72)

Is Doing More Costing You? (Ep. 72)

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In this conversation, Becca Grabinski shares her powerful journey of self-discovery and explains why energy work is a missing link for many high achievers seeking personal and professional growth. She explores how childhood experiences shape adult patterns, the importance of aligning mind and body, and why intuition plays a critical role in decision-making. Becca also challenges common misconceptions about energy work, emphasizing the shift from external validation to internal acceptance. At the core of the conversation is a key truth: lasting success comes from embodying your future self—before the results arrive. This episode is a must-listen for anyone ready to move beyond hustle and step into alignment, clarity, and true wealth.

About Our Guest:

A mid-western gal moved to Florida on a mission to understand herself, why she is here, what is her purpose, and finding incredible alignment discovered a life changing gift. The gift of pain. She learned what could have been a lifelong lesson and instead seeing life with the light shining on it. She choose to walk through the darkness instead when she couldn’t see a thing and stepping when she couldn’t see the stairs. She has studied under some of the greatest teachers: Tony Robbins, Bob Proctor, Gabby Bernstein, and many more. Becca is the author of two books available on Amazon. Check out the links below for more information!

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Paul Jones
Keys to Success in Quarter Horse Racing with Paul Jones (Ep. 71)

Keys to Success in Quarter Horse Racing with Paul Jones (Ep. 71)

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Paul C. Jones is a renowned Quarter Horse trainer and a 2024 inductee into the American Quarter Horse Hall of Fame. Following in the footsteps of his father, legendary trainer Paul T. Jones, Paul worked his way through the ranks, building a career defined by excellence, consistency, and integrity. Over the years, he has dominated numerous racing categories while earning widespread respect for his horsemanship and leadership.

Known for his tireless work ethic and ability to build strong, loyal teams, Paul places the highest priority on doing what is best for his horses and owners. His deep understanding of each horse in his care is legendary. “He knows his horses intimately, without even looking at their name tags,” says his wife, Marin Jones.

Throughout his career, Paul has trained countless memorable horses and witnessed the evolution of the racing industry firsthand. He is a thoughtful voice on the importance of financial wisdom, communication, and fairness in racing, and he remains deeply invested in the future of the sport. Despite the challenges facing California racing today, Paul continues to express optimism and a steadfast commitment to the industry he loves.

About our Guest:

Paul C. Jones is a trainer who has joined the American Quarter Horse Hall of Fame as a member of the class of 2024. His career highlights include winning the All American Futurity three times (Teller Cartel, No Secrets Here and Runnning Brook Gal), the Champion of Champions six times (Whosleavingwho, The Down Side, Cash For Kas, Wave Carver, Good Reason SA and Rylees Boy) and the Los Al Two Million two times (A Reagal Choice and Good Reason SA).

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Race Horsing Trainer Jason Olmstead
From Jockey to Top Trainer: Jason Olmstead’s Winning Formula (Ep. 70)

From Jockey to Top Trainer: Jason Olmstead’s Winning Formula (Ep. 70)

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In this exciting 70th episode of Harnessing Your Wealth, host Billy Peterson interviews Jason Olmstead, a prominent horse trainer. Jason Olmstead grew up surrounded by horse racing, with his grandparents training racehorses. His family’s roots in the industry laid the foundation for his future career. “I fell in love with it from day one,” Jason recalls, reflecting on his childhood. Jason shares insights on training philosophies, the significance of soundness in horses, and the loyalty of quarter horse owners. Jason’s training career has been marked by impressive achievements. His ability to maintain long-term relationships with clients has been a key factor in his success. “What I’m most proud of is we still train for a lot of the same people that we originally trained for that gave us our first chances,” he shares. This loyalty and dedication to his clients and their horses have fostered a supportive community around his training stable.

Takeaways

  • Harnessing Your Wealth is about more than just money.
  • Jason Olmsted’s journey in horse racing began with his grandparents.
  • The importance of family support in a racing career.
  • Quarter horses often have more loyal owners than thoroughbreds.
  • Building relationships with riders is key to a successful stable.
  • Learning from mistakes is part of the training process.
  • Fear of failure can drive success in competitive environments.
  • The next generation of riders is essential for the future of racing.

About our Guest:

After a successful career as a jockey, Jason transitioned to training, a move that seemed almost inevitable. Jason Olmstead and his wife Amber own Circle JA Racing Ranch in Pryor, Okla. He had the most Quarter Horse wins of any trainer here in 2023. Jason grew up in horse racing. His grandfather was a trainer and all he ever wanted to do was be a jockey. He has the honor of winning the AQHA Racing’s 2021 Blane Schvaneveldt Champion Trainer award. Jason and Amber Olmstead are among the Class of 2022 inductees into the Canterbury Park Hall of Fame.

More about Jason Olmstead: 

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Money Moves For The End of The Year
The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (Ep. 69)

The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (Ep. 69)

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Billy and Shaun dive deep into the smartest financial moves to make before the year wraps up—because what you do in these final weeks can seriously impact your taxes, savings, and long-term financial trajectory. In this episode, they break down practical year-end strategies you can actually use: tax planning that keeps more money in your pocket, holiday spending frameworks that prevent budget blowouts, insurance and estate reviews that protect what you’ve built, and goal-setting tactics that set you up for a stronger, more focused year ahead. If you’re ready to take control of your money, avoid avoidable mistakes, and end the year with clarity and confidence, this is the ultimate financial checklist you don’t want to miss.

Key Takeaways:

  • Max out 401(k) contributions while there’s still time.
  • Use tax-loss harvesting to offset capital gains.
  • Leverage charitable giving strategies for extra tax benefits.
  • Protect your holiday budget—spend with intention, not emotion.
  • Audit your top 5 expenses to uncover easy savings.
  • Review and update insurance policies to ensure proper coverage.

Resources & Previous Episodes of Interest:

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Bill Brady of Troomi
Hidden Dangers in Youth Cell Phone Use with Billy Brady of Troomi (Ep. 68)

Hidden Dangers in Youth Cell Phone Use with Billy Brady of Troomi (Ep. 68)

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In this episode of Harnessing Your Wealth, Billy Peterson sits down with Bill Brady, CEO of Troomi, to tackle one of today’s biggest parenting challenges — keeping kids safe in the digital world. They explore how technology can empower and endanger, the innovative tools Troomi offers to protect children online, and how their new wellness chatbot, Troodi, is helping kids build emotional resilience. This powerful conversation is a must-watch for any parent looking to create healthier, safer tech habits at home.

 

About our Guest: 

Since 2018, Bill Brady has focused his career on providing children with healthier solutions for using technology. Once a marketing executive doing work for brands like Google and Netflix, today he is the co-founder and CEO of Troomi, the only kid-safe phone for digital wellness and positive mental health.
As a pioneer in kid-safe technology, Bill recognizes the tech industry’s necessary role in providing solutions that will help stem the youth mental health crisis. Through seven years as a pioneer of the kid-safe tech movement, he has become an expert in helping families navigate the myriad challenges associated with kids, tech, and mental health.
Resources:

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