Category: Charity

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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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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Bridle Up Hope
Bridle Up Hope: Changing Lives Through Horses and Habits (EP. 66)

Bridle Up Hope: Changing Lives Through Horses and Habits (EP. 66)

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In this heartfelt episode, Nicole Holgreen, Executive Director of Bridle Up Hope, shares the powerful story behind the foundation created in memory of Rachel Covey. Through equine-assisted learning, Bridle Up Hope empowers girls and women to build confidence, resilience, and hope—one ride at a time. Nicole opens up about her own path to leadership, the program’s life-changing curriculum, and its growing global reach. Listeners will be inspired by stories of transformation that showcase the healing connection between humans and horses, and the ripple effect of community, compassion, and courage that Bridle Up Hope continues to spread around the world.

About Bridle Up Hope:

Bridle Up Hope blends the healing power of horses with the proven principles of The 7 Habits® to create life-changing experiences for girls and women. At first, Bridle Up Hope was only intended to be a small neighborhood program, but after witnessing amazing transformations, they knew they had to think bigger. To date, 3,500+ girls and women have completed the program and the organization has expanded to 10+ global locations.

About Our Guest: 

Nicole Holgreen is the Executive Director of Bridle Up Hope, a nonprofit organization dedicated to inspiring hope, confidence, and resilience in women through equestrian training and life-skills development. With a strong background in leadership and a deep passion for empowering others, Nicole plays a pivotal role in expanding the organization’s mission and impact.

Nicole is married to Jared Holgreen, and together they have built a loving blended family of four children and two grandchildren. She finds strength and inspiration in her family and brings those same values of connection, perseverance, and hope into her work. Whether in the arena or at home, Nicole is committed to lifting others and helping them discover their inner strength.

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Resources & Previous Episodes of Interest:

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Harnessing Your Wealth with Billy Petrson
Honoring a Legacy: The Sam Thompson Memorial Foundation with Laura Joiner (Ep. 54)

Honoring a Legacy: The Sam Thompson Memorial Foundation with Laura Joiner (Ep. 54)

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In this episode, Laura Joiner discusses the Sam Thompson Memorial Foundation, which she leads in honor of her friend, the late Sam Thompson, a jockey who tragically passed away after a racing accident. The foundation initially aimed to cover Sam’s medical expenses but has since expanded to support injured riders and others in the horse racing community. Laura shares the foundation’s growth, scholarship initiatives, challenges in running a nonprofit, and the impact of their work on individuals and families in need. She emphasizes the importance of community involvement and helping others.

Takeaways

  • The foundation was founded to support Sam Thompson’s medical expenses.
  • Sam Thompson’s legacy continues to inspire and drive the foundation’s mission.
  • It has grown to support injured riders and others in the horse racing community.
  • Scholarship initiatives have become a significant part of the foundation’s work and the foundation has awarded over 275 scholarships to date.
  • Community involvement is crucial for the foundation’s success.
  • The foundation aims to create an endowment for sustainable support.

Previous Episodes of Interest:

Connect with The Sam Thompson Memorial Foundation

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 About our Guest: 

Laura has been involved in the race horse industry since the day she was born. Previously, she and her husband (Cody Joiner) operated Circle CJ Racing, LLC. Today they are involved in breeding and racing not only quarter horses but also thoroughbreds.

Sam was not only a rider in their stable, but a close friend as well. Laura wants to put smiles on the faces of those who are in need in our industry, just as Sam did to everyone he touched. Laura has been with the foundation since the very beginning and plans to continue helping it grow larger than they ever dreamed.

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