Tag: Business
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:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect with Cade Peterson:

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Transform Your Life with Applied Improvisation with Ryan Sullivan, CFP®, CRPC®, RCC™ (Ep. 21)

Transform Your Life with Applied Improvisation with Ryan Sullivan, CFP®, CRPC®, RCC™ (Ep. 21)

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One of the most valuable skills in today’s world is the ability to improvise. 

Improvisation is not just about making things up on the spot but also about adapting to changing situations, finding creative solutions, and collaborating with others.

In this episode, Billy and Shaun Peterson sit down with Ryan Sullivan, CFP®, CRPC®, RCC™, Vice President and Managing Director, Applied Insights for Hartford Funds.

They explore the power of applied improvisation in finance, health, and mindset. They highlight the concept of “Yes, And” and its impact on problem-solving and creativity. Additionally, Ryan explains how improvisation can be applied in everyday life, shares brain-boosting exercises, and explores the art of explanation and active listening.

Together, they discuss: 

  • The origins and uses of applied improvisation in various fields such as business, leadership, and caregiving
  • How the “Yes, And” mindset can be applied to business and communication
  • An improvisation exercise and how it can be used in various scenarios
  • The importance of challenging the brain in new ways to create new connections and reduce the risk of cognitive decline
  • How to use a simple exercise to improve communication skills at work and in personal relationships
  • Studies showing the positive effects of applied improvisation on brain health, communication, and overall well-being
  • And more!

Resources:

Connect with Billy Peterson:

Connect with Shaun Peterson: 

Connect with Ryan Sullivan:

About Our Guest: 

Ryan Sullivan is a vice president and managing director of applied insights for Hartford Funds.  He leads communication workshops around the country and speaks on a variety of financial and practice management topics, with a focus on retirement research from the MIT AgeLab. To date, Ryan has provided insights to audiences in 46 states and Puerto Rico, as well as led over a  thousand webinars. 

Ryan originally joined Hartford Funds in 1996, holding various roles of increasing responsibility.  He left the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford  Funds, Ryan founded a business to coach professionals on public speaking and impactful communication. He was later hired by his largest client, financial-planning software company  Envestnet MoneyGuide, where he was vice president and head of investor education. 

In addition to his role at Hartford Funds, Ryan volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for  Leadership and Community Engagement. He also volunteers to help empower athletes with disabilities, people experiencing homelessness, and those living with Alzheimer’s and dementia.  Ryan serves on Hartford Funds’ Diversity, Equity, and Inclusion Advisory Council. 

Ryan is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series  7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial  Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual  Fund Counselor (CMFC®) designations. He’s a Fellow of LOMA’s® Life Management Institute and is also a Registered Corporate Coach (RCC™).  

Originally from Hartford, Connecticut, Ryan attended Bucknell University, where he earned a  bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina,  with his wife, Katie.  

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From the Racetrack to Business Owner with Kip Didericksen (Ep. 19)

From the Racetrack to Business Owner with Kip Didericksen (Ep. 19)

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Few journeys are as exhilarating and transformative as those of a jockey.

The rush of adrenaline during races and the intricate partnership between humans and horses all come together to tell a story of talent, perseverance, and passion.

In this episode, Kip Didericksen, a renowned former jockey shares his journey from the race tracks to being a business owner, highlighting how the value of hard work and strategy contributed to his success. He also talks about memorable horses and people, and the races that taught him valuable lessons. 

Kip discusses: 

  • His childhood as a member of a racehorse family and how he idolized jockeys
  • The talent level and competition among jockeys at Los Alamitos
  • His standout horses and the trainers who supported him
  • A look back at his most successful season when he was the leading rider and won multiple races
  • His experience of being treated poorly by a fellow jockey and how it motivated him to always help others
  • And more!

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State of the Oil Industry with Clint Carpenter (Ep. 5)

State of the Oil Industry with Clint Carpenter (Ep. 5)

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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, and how the last few years have affected him as a business owner. Together they delve into issues concerning the rise of green energy, how the pandemic changed the workforce in America, and the reasons why Clint has shifted his focus to ministry work.

Listen as Clint discusses: 

  • How he got into the oil and gas industry, and it’s current state within the economy
  • Challenges he endured during and now, post-pandemic
  • Why he no longer pays attention to mainstream media 
  • What he does to make a positive impact on people’s lives
  • And more!

Connect with Billy Peterson:

Connect with Shaun Peterson:

Connect with Clint Carpenter: 

About Our Guest:

Clint Carpenter is a native of Freer, TX and was raised in the heart of the oil patch. He began his career as a roustabout for Hellums Services in 1997 and quickly rose up through the ranks with Key Energy. He was instrumental in the growth of a major service company, which IPO’d in 2008. He has held numerous management positions throughout his career until founding STOS in 2010. Clint has developed relationships with many of the major operators in the Eagle Ford which has led to the success of the company. Mr. Carpenter believes that a focus on service is crucial to the success of STOS.

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5 Most Common Money Mistakes (Ep. 3)

5 Most Common Money Mistakes (Ep. 3)

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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 5 common mistakes people make when it comes to managing their money. 

Listen and take note as Billy and Shaun discuss: 

  • Tips on how to not let your emotions guide your investment decisions
  • Why bear markets are an opportunity for investors
  • The importance of participating in company-sponsored retirement plans 
  • Why diversification is key to building a strong portfolio
  • And more

Connect with Billy Peterson:

Connect with Shaun Peterson:

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