Category: Entrepreneur

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.

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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.
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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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