When planning to transfer your possessions to your loved ones, it can be daunting, both due to the burden of paperwork and familial pressure. This is precisely why developing and arranging a will and trust with a trusted professional is critical. Today’s guest, Wayne Bennett, Director & Shareholder at Clyde Snow & Sessions, helps his …
To achieve success, you need to put in the effort and demonstrate your abilities. In this episode, Billy and Cade interview Jeff Tebow about his career and experiences in the horse industry starting from being a farm hand on the ranch to becoming the CEO of an Insurance company. Learn valuable life lessons as Jeff …
When there’s great uncertainty in the markets, gaining insight from experts like today’s guest, Jon MacKay, Head of Platform Distributions at Schroders is beneficial. Listen in as he joins Billy and Shaun to provide insight and clarity about what is happening, and what’s to come within the economic field. Join the discussion as Jon highlights: …
Your alarm goes off at 3:45 am, you get up, get dressed, and make yourself a cup of coffee. You gather the equipment you will need for the day, put on your rubber boots and head out the door. You arrive to begin your workday – it’s just 4:30 am This is just a glimpse …
Investing can be risky, but it’s also an essential part of growing your wealth. In this episode, Billy is joined by his son, Cade and together they dive into taking risks with your investments and emphasize the importance of knowing your risk tolerance. They also clarify that investing is not the same as gambling, and …
At Peterson Wealth Services, we understand that business owners face unique challenges, which is why we are constantly striving to stay informed so we can help our clients make educated decisions. Join Billy and Shaun as they sit down with Clint Carpenter, Co-Founder of South Texas Oil Field Solutions to chat about the oil industry, …
After dedicating time and effort to run your business for years or even decades, it may be time to sell, and move on to new ventures. However, the process of selling a business can be overwhelming and filled with uncertainty. To ensure a successful sale, it is important to manage your expectations, and have a …
Financial success is not only about making good money, it is also about managing it. Oftentimes you will find yourself in situations where you will need to make decisions that could either positively or negatively affect your wealth. Join Billy and Shaun for an all-new episode of Harnessing Your Wealth where they talk about the …
In episode one, we learned about Billy Peterson, president of Peterson Wealth Services. And now, we meet Shaun and Cade, two financial advisors who not only share the same name as Billy, but also the same drive and passion. Listen as Shaun and Cade explain the process they use to build relationships with clients, how …
Welcome to the first episode of Harnessing Your Wealth with Billy Peterson! In this inaugural episode, you’ll get to know Billy as he unveils his history as one of the best horse riders in the country, how he was introduced to the financial industry, and how his experiences have helped shape the way Peterson Wealth …