Category: Financial Advisor
Economic Highs and Lows: Navigating the Current Conditions (Ep. 35)

Economic Highs and Lows: Navigating the Current Conditions (Ep. 35)

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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!

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The Mind-Body Connection: Healing From Within with Heather Peterson (Ep. 34)

The Mind-Body Connection: Healing From Within with Heather Peterson (Ep. 34)

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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:

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Connect with Heather Peterson: 

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.

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Chasing Glory: Inside the Gates of the Saudi Cup – Racing for $20 Million (Ep. 33)

Chasing Glory: Inside the Gates of the Saudi Cup – Racing for $20 Million (Ep. 33)

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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!

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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.

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Balancing Fame and Business with Angie Katsanevas and Shawn Trujillo (Ep. 32)

Balancing Fame and Business with Angie Katsanevas and Shawn Trujillo (Ep. 32)

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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:

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Connect with Shaun Peterson: 

Connect with Angie Katsanevas: 

Connect with 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.

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Strategies for Divestiture, Divorce, and Death (Ep. 31)

Strategies for Divestiture, Divorce, and Death (Ep. 31)

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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!

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Investor Insights: The Current Market Mania (Ep. 30)

Investor Insights: The Current Market Mania (Ep. 30)

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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!

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Financial Health & Wellness Boot Camp 2024 (Ep. 29)

Financial Health & Wellness Boot Camp 2024 (Ep. 29)

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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:

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Conspiracy Theories with Isaac Weishaupt Part 2 (Ep. 28)

Conspiracy Theories with Isaac Weishaupt Part 2 (Ep. 28)

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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:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect 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.

UPDATE! Want to hear more of Billy and Isaac together? Check out Billy’s guest appearance on Occult Symbolism and Pop Culture with Isaac Weishaupt.

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Conspiracy Theories with Isaac Weishaupt Part 1 (Ep. 27)

Conspiracy Theories with Isaac Weishaupt Part 1 (Ep. 27)

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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:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect 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.

UPDATE! Want to hear more of Billy and Isaac together? Check out Billy’s guest appearance on Occult Symbolism and Pop Culture with Isaac Weishaupt.

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FEATURE
Secrets to Creating and Maintaining Relationships with Emil Harker, MS LMFT (Ep. 26)

Secrets to Creating and Maintaining Relationships with Emil Harker, MS LMFT (Ep. 26)

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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:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect with Emil Harker: 

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.

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