Tag: Financial Advisor

From the Saddle to Success: Billy Peterson’s Journey with ‘From the Starting Gate’ (Ep. 36)

From the Saddle to Success: Billy Peterson’s Journey with ‘From the Starting Gate’ (Ep. 36)

“Life can be like riding a racehorse.”

This is the first line in Billy Peterson’s new book, “From the Starting Gate: The Winning Strategies for Wealth, Health, and Happiness.” 

Get an exclusive, behind-the-scenes look into Billy’s extraordinary journey as an author, former jockey, financial advisor, and business owner, with Shaun Peterson taking the reins as host. Together, they delve into the compelling reasons behind Billy’s decision to write his second book, the passion and perseverance it took to share his personal stories and inspirational history, and the profound gratitude he holds for the wisdom imparted by a cherished former client.

Highlights from this episode include:

  • The journey and challenges Billy faced while writing and publishing his second book
  • His three pillars for a successful life: wealth, health, and happiness 
  • The influence of a positive mindset has on your health and well-being
  • Advice for aspiring authors including the writing process and publishing 
  • And more!

Resources:

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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)

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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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.

The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)

The Mind-Body Connection with Heather Peterson of Pain Free For Good (Ep. 15)

Nowadays, we tend to prioritize our daily tasks over our own well-being, and we need to remember what kind of consequences this could have on our health.

How strong is the connection between our mental and physical health?

Let’s analyze the link between them.

In this episode, Billy, Shaun, and Cade Peterson sit down with Heather Peterson, founder of Pain Free For Good. Heather shares her personal journey and how her husband, Billy’s chronic back pain set her on the path of entrepreneurship and better health. 

Join the Petersons as they discuss: 

  • Heather’s background and why she launched Pain Free For Good
  • How Dr. John Sarno’s book, “Healing Back Pain,” was a turning point for her and Billy
  • The mind-body connection and why doctors often fail to recognize it
  • How emotional stressors can manifest physically
  • Real-life success stories focusing on abundance instead of lack
  • And more!

Resources:

Connect with Billy Peterson:

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Connect with Cade Peterson: 

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.

 

Investing 101: Real-Life Stories and Strategies for Beginners (Ep. 12)

Investing 101: Real-Life Stories and Strategies for Beginners (Ep. 12)

In today’s fast-paced and ever-changing economic landscape, it has become increasingly crucial for individuals of all ages to acquire financial literacy and understand the power of investing. 

Taking charge of our financial future can pave the way for long-term stability and growth.

Want to know some basic investing concepts that will help you get started?

In this episode, Billy Peterson is joined by his colleagues Cade and Shaun to talk about the importance of getting started with investing at an early age.

Listen in as they discuss:

  • How their annual Financial Boot Camp helps students learn about good money habits and how to avoid debt
  • Stories of how they got into investing, and their favorite tips from Warren Buffet
  • The importance of diversification and investing in income-producing assets, mutual funds, and securities
  • The power of compounding interest, particularly for the younger generation
  • And more!

Resources:

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Does Your Risk Match Your Profile? (Ep. 6)

Does Your Risk Match Your Profile? (Ep. 6)

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 explain why it’s necessary to be bold when building a successful portfolio.

Join the conversation to learn more about: 

  • The current market selloff and the risks associated with the Federal Reserve’s actions to combat inflation
  • The process of determining an investor’s risk score through a few simple questions, and the importance of regularly monitoring your tolerance
  • Why Tesla is an example of a high-risk company that has proven to be successful
  • The risks of complacency in investing and the history of speculative booms
  • And more!

Resources:

 

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Meet Shaun and Cade Peterson (Ep. 2)

Meet Shaun and Cade Peterson (Ep. 2)

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 they envision growing their business within the equine industry, and how Billy helped them launch their careers.

Shaun and Cade discuss: 

  • How their interest in investing and finances was apparent in childhood
  • The different types of meetings they use when onboarding a new client
  • What it’s like working with equine enthusiasts and why they enjoy it
  • And more!

Resources:

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Connect with Cade Peterson: 

Introducing Harnessing Your Wealth: Meet Host Billy Peterson (Ep. 1)

Introducing Harnessing Your Wealth: Meet Host Billy Peterson (Ep. 1)

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 Services conducts business.

Listen as Billy discusses: 

  • How at the age of fourteen, he was considered an investing expert
  • Why he became a jockey, and the sacrifices he made to succeed
  • An overview of Peterson Wealth Services, including how their process focuses on building trust and relationships
  • The importance of failure, and how learning from tough experiences helps you grow
  • And more!

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