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.
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
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.
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.
The conversation features special guests:
Jodi Stonehocker – a wife and mom passionate about helping others achieve a sustainable, healthy lifestyle through 1:1 coaching and practical guidance.
Heather Peterson – owner and founder of Pain Free For Good, Heather began her journey in 2010 while helping her husband recover from chronic pain. Along the way, she healed herself and has guided countless others. She teaches the Millionaire Mind Body class, helping women overcome physical and emotional challenges.
Aspen Ostrowski and Ashley Van Leeuwen – representing America First Credit Union, they highlight the FUNDamentals program, designed to equip members with practical financial education through animated videos, infographics, handouts, and engaging lessons on topics like spending, saving, and borrowing.
Details:
Financial Health and Wellness Bootcamp on 4/21/2206
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.
Discover the history, culture, and excitement of Ogden Pioneer Days, one of Utah’s most iconic rodeos, in this episode of Harnessing Your Wealth. Hosts Billy and Cade sit down with Shannon Noble and Brett Gee to explore how this annual July celebration grew from a 1934 Great Depression initiative into a nationally recognized rodeo that attracts over 30,000 fans each year.
Learn how events like barrel racing, steer wrestling, and team roping preserve the real skills and traditions that shaped the American West. From its pioneer roots to modern rodeo excellence, this episode highlights the dedication of the Ogden Pioneer Days Foundation in honoring Western heritage and keeping the community connected.
Whether you’re a rodeo fan, history enthusiast, or curious about Utah’s Western culture, this episode offers an inside look at one of the top outdoor rodeos in the Professional Rodeo Cowboys Association.
About Ogden Pioneer Days Foundation:
The Ogden Pioneer Days Foundation was founded in 2003 with the goal of honoring, preserving and promoting our community’s pioneer and western heritage. Click here to learn more.
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.
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
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.
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.
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.
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.
Allison Lambert shares her journey from a lifelong equestrian to the owner of National Horseman Magazine and founder of Stylish Equestrian. She talks about taking over a family business, innovating within the traditional horse industry, and blending fashion with equestrian life. Allison also reflects on leadership, community, and the lessons learned from her mother while building a successful equestrian brand.
Key moments:
Allison’s entrepreneurial journey is marked by self-education and risk-taking.
Allison launched Stylish Equestrian to fill a gap in the equestrian fashion market.
The equestrian industry is deeply rooted in tradition but requires innovation.
Allison values treating her employees well to foster a positive work environment.
About Our Guest:
After growing up competing in the show horse world, Allison Lambert spent nearly two decades working for National Horseman Magazine before purchasing the historic 160-year-old publication in 2014. As the fifth publisher in National Horseman’s longstanding history, she has since led its evolution into the premier luxury media brand of the show horse world. Under her leadership, National Horseman expanded and launched its second title, National Horseman Arabian, further solidifying its influence and reach.
As the founder of Stylish Equestrian, Allison identified a gap in the market for elevated, affordable, thoughtfully curated equestrian retail and created a brand that blends timeless equestrian tradition with modern style. Through strategic growth, creative risk-taking, and deep industry knowledge, she continues to push the equestrian world forward— blending heritage with innovation in ways that resonate with a new generation.
About National Horseman Magazine:
Producing 17 stunning, informative and entertaining issues of the Saddlebred industry’s leading publication is no easy task. From writers and sales representatives to editors and designers, National Horseman’s staff is dedicated to producing an informative and entertaining experience for their readers.
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.
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.
What if the key to healing chronic pain isn’t found in a pill, but in the power of the mind itself? In this thought-provoking conversation, psychotherapist and pain coach, Alyssa Heskin challenges the traditional view of pain and explores the science behind the mind-body connection. She reveals how emotional experiences shape our physical symptoms—and how awareness, self-exploration, and evidence-based psychotherapy can unlock the body’s natural capacity to heal. This episode invites you to question everything you thought you knew about pain and discover a new path toward true well-being.
About Our Guest:
Alyssa believes that every client deserves a space in which they feel safe, empowered, and in control of their healing. She takes a psychodynamic, strength-focused, and mindfulness-based approach and utilizes evidence-based practices from Pain Reprocessing Therapy. Alyssa works collaboratively with clients to identify their maladaptive thinking patterns and behaviors and replace them with effective strategies to alleviate emotional and physical pain. Alyssa was first introduced to concepts of neuroplasticity and somatic healing while supporting a family member through their chronic pain recovery. This personal experience sparked an awe for the healing capacity of our brains and bodies, leading Alyssa to develop her professional niche in chronic pain recovery. Alyssa also specializes in working with survivors of trauma and people experiencing severe mental illness.
Trained in: Pain Reprocessing Therapy (PRT), Emotional Awareness and Expression Therapy (EAET), Cognitive Behavioral Therapy (CBT), Trauma-Focused CBT (TF-CBT), Exposure and Response Prevention (ERP), and Motivational Interviewing (MI).