Harnessing Your Wealth with Billy Peterson

Partners, Not Funders: Rethinking How Charitable Dollars Should Work - JeuneElle Jeffries

In this episode of Harnessing Your Wealth, Billy sits down with JeuneElle Jeffries, CEO of the Boys & Girls Clubs of Northern Utah, for a candid look at what actually makes a nonprofit effective — and what doesn't.

JeuneElle has run youth-serving organizations since 1993 and was recently named one of Utah's most influential women. She shares why she stopped chasing large one-time donations and instead built partnerships with local employers, why she believes nonprofits should be evaluated the same way you'd evaluate a business, and why being honest with funders about a program that failed actually strengthened trust rather than losing it.

You'll hear real talk on:

• Why partnerships beat one-time fundraising for long-term stability
• What to ask before donating to a charity or nonprofit
• Why some major university endowments give away only a small fraction of their holdings each year
• How the Boys & Girls Clubs of Northern Utah built a new community campus
• The programs teaching kids workforce skills, tech skills, and basic life skills after 2020

Whether you're weighing a one-time donation or building charitable giving into a broader financial or estate plan, this conversation offers a rare, honest look from the nonprofit side of the table.

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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 is not a client of Peterson Wealth and will receive a "thank you" gift for sharing her opinions and experiences.  Discussions and answers to questions do not involve the rendering of a personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Peterson Wealth Services.

Behind the Curtain: Our Advisors Get Real About Money

In this episode of Harnessing Your Wealth, we're flipping the format. Billy's daughter Kaiya takes over hosting duties to grill Billy, Sean, and Cade — the advisors behind Peterson Wealth Services — on their own money mistakes, best purchases, and hard-earned lessons from years in the financial advisory business.

From a maxed-out credit card for an engagement ring, to a DIY fence disaster, to a stock market crash story that changed how one advisor thinks about risk — this episode goes beyond the usual financial advice to show the human side of the people managing your money.

You'll hear real talk on:

-The dumbest purchases and most expensive mistakes they've ever made

-Lessons learned the hard way about investment risk

-Why "trust is hard to earn but easy to lose" is the philosophy behind everything they do

-How to stop comparing your finances to what you see on social media

-The best financial and career advice they've ever received

Subscribe to Harnessing Your Wealth for more conversations on building wealth, avoiding costly mistakes, and making smart financial decisions.

This week on Harnessing Your Wealth, Billy sits down with Rich and Shellie, who turned a shoestring motorsports opportunity into Renegade Sports and Rentals, a business they built and ran together for 25 years. But the conversation goes far beyond business — it's also the story of their daughter Raysha, a champion snowmobile racer who turned her platform into Raysha's Race for the Cure, helping cancer patients and families in need. It's a story about risk, resilience, and building a legacy.

In this episode, FBI agent Bret Curtis discusses the latest scams, including crypto fraud, romance scams, and business email compromises. Learn how to recognize, prevent, and respond to these sophisticated schemes to protect yourself and your loved ones.

Key Topics

Guest: Bret Curtis

Special Agent Bret Curtis has been with the FBI for 20 years. He has been assigned to offices in Memphis, Chicago, and Phoenix, working various violent crime and terrorism matters. SA Curtis has also held supervisory roles and worked as the assistant legal attaché in San Salvador, where he was responsible for FBI initiatives in El Salvador, Guatemala, Honduras, and Belize. SA Curtis has primarily worked elder fraud cases for the past five years and continues to work financial crime matters in the Salt Lake City office. Prior to his employment with the FBI, he worked as a police officer and detective.

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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, Billy and Cade Peterson sit down with Wyatt Didericksen, General Manager of Wyoming Downs Racetrack, to discuss the resurgence of horse racing in Wyoming and the future of the industry. Wyatt shares how growing up in a legendary racing family—alongside his grandfather Dwayne Didericksen and Hall of Fame jockey father Kip Didericksen—inspired his passion for the sport and shaped his leadership approach.

The conversation explores how historical horse racing (HHR) machines have revitalized Wyoming racing, nearly doubling purse money and fueling one of the most lucrative breeder incentive programs in the country. Wyatt explains how Wyoming Downs is attracting horsemen from across the nation, expanding facilities, improving the fan experience, and creating new opportunities for owners, breeders, and racing enthusiasts.

Billy, Cade, and Wyatt also discuss the importance of integrity in racing, challenges facing the industry, ways to attract new fans, and the unique bond between horses and the people who care for them. From behind-the-scenes stories and hunting adventures to bold visions for the future of Wyoming Downs, this episode highlights why horse racing remains a cherished part of Western culture and why Wyoming is becoming one of the sport’s most exciting destinations.

Whether you’re a lifelong horse racing fan or curious about the sport, this episode offers an inside look at the people, passion, and perseverance driving Wyoming racing forward.

Key Takeaways

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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.

What does it take to introduce an entirely new sport to a community? In this episode of Harnessing Your Wealth, Billy and Shaun Peterson sit down with Pedro Bautista, founder of SLC Padel Club, to discuss the rise of padel and his journey bringing Utah’s first dedicated padel club to life.

Pedro shares how he identified an opportunity in Utah, the key differences between padel and pickleball, and why the sport is exploding in popularity around the world. He also explains how grassroots community-building—from school demonstrations to local partnerships—has helped grow awareness of the sport and create a thriving player community.

Whether you’re interested in entrepreneurship, emerging sports, or building something from the ground up, this conversation offers valuable insights into spotting opportunities, taking calculated risks, and turning a vision into reality.

Topics Covered:

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About our Guest: 

Pedro Bautista is the founder of SLC Padel Club, Utah’s first dedicated indoor padel facility. Originally from Venezuela, Pedro moved to the United States to attend college in Florida before making Utah his home more than five years ago. A trained biomedical engineer, he built his professional career in medical manufacturing while maintaining a passion for fitness and athletics. Although his athletic background includes jiu-jitsu, boxing, CrossFit, running, and swimming, Pedro was introduced to padel through family and frequent visits to Miami and Europe, where the sport has experienced tremendous growth. Recognizing padel’s global popularity and the lack of dedicated facilities in Utah, he saw an opportunity to bring the sport to a new audience. Driven by a vision to create more than just a sports venue, Pedro founded SLC Padel Club as a community hub where people can connect, compete, and build lasting relationships through one of the world’s fastest-growing racket sports.

About Padel: 

Often described as a mix of tennis and squash. It is played in an enclosed box made of glass and wire mesh, allowing you to bounce balls off the walls. It uses a solid, stringless paddle with holes and a low-pressure tennis ball, and follows traditional tennis scoring.

Resources & Previous Episodes of Interest:

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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 Episode 80 of Harnessing Your Wealth, Billy and Shaun Peterson sit down with John Diehl, Senior Vice President of Applied Insights at Hartford Funds, to discuss one of the most emotional and important conversations families will face—caring for aging parents.

Drawing from his work with the MIT AgeLab, John shares practical insight into recognizing early warning signs of aging, navigating difficult family conversations, and planning for future care before a crisis occurs. The discussion explores the emotional and financial realities of caregiving, the importance of preserving dignity and independence, and why avoiding these conversations can create lasting stress and conflict for families.

The episode also dives into topics such as long-term care costs, fraud targeting seniors, powers of attorney, family wealth transfer, and the importance of passing down not only assets—but values, wisdom, and legacy. Through personal stories and real-life client experiences, Billy, Shaun, and John highlight how financial planning has evolved far beyond investments into helping families prepare for life’s most difficult transitions.

Takeaways

About our Guest: 

John Diehl has been with The Hartford and Hartford Funds for more than 30 years. He’s a Certified Financial Planner (CFP®) and also holds Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. As Senior Vice President of Applied Insights, John leads Hartford Funds’ research efforts with the MIT AgeLab as well as other thought leaders. He oversees a team of industry experts who translate this research into actionable ideas for financial professionals and their clients across the U.S. John’s views on the future of retirement planning have been published in the Wall Street Journal, Financial Planning magazine, and other publications, and he’s been a featured guest on CNBC and Bloomberg Television. John also hosts the Hartford Funds’ newly reimagined Human-centric Investing Podcast.

Connect with John Diehl: 

Resources & Previous Episodes of Interest:

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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.