Harnessing Your Wealth with Billy Peterson

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

Resources:

• SIGN UP for the Financial Health & Wellness Boot Camp 2024

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson: 

• Peterson Wealth Services: Shaun Peterson

Connect with Cade Peterson:

• Peterson Wealth Services: Cade Peterson 

Prepare to delve deeper into the shadowy realms of conspiracy theories with Billy and Shaun as they rendezvous once again with Isaac Weishaupt. 

Together they navigate social media’s role in dismantling traditional narratives, hidden symbolism in films, and the eerie underbelly of fame and fortune. Plus, they touch on the skepticism surrounding the stability and legitimacy of digital currencies including Bitcoin.

From hidden messages to secret societies, prepare to question everything you thought you knew. 

This week’s episode features:

• Hidden meanings and rituals depicted in the Disney movie “Hocus Pocus” 

Resources:

• “Kubrick’s Code” by Isaac Weishaupt

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson: 

• Peterson Wealth Services: Shaun Peterson

Connect with Isaac Weishaupt:

• Instagram: Isaac Weishaupt 

About Isaac Weishaupt:

Host of Occult Symbolism and Pop Culture & Breaking Social Norms podcasts, Author of THE DARK PATH + 8 more on aliens, Illuminati & more. Truthing since ’11. My name is Isaac Weishaupt (*a pseudonym) and I’m the founder of IlluminatiWatcher.com. I’ve been researching my entire life as an ongoing mission to determine if this reality is the truth or a cunning holographic deception. I don’t fully subscribe to any conspiracy theories, but I do find some intriguing if they resonate with any logic (also if they don’t, who am I kidding, some of them are just clever). I live in America and feel that a lot of people are more concerned with being entertained than being informed or educated. Our media reflects that.

Conspiracy theories; could they be more than a distortion of your perception of reality?

The more Billy and Shaun open their minds to plausible truths, the more they question what is real, and what is ‘fake news.’ To shed light on the twists and turns of conspiracies, they enlist help from Isaac Weishaupt, a well-known online figure who strives to uncover hidden truths.

He believes that “the truth is out there” and has made his living as a self-proclaimed ‘freak’ who explores obscure ideas like secret societies, concealed information, and extraterrestrial and interdimensional phenomenons.

Jump aboard the ‘Truth-Seeking Train’ and embark on this wild ride as the guys discuss topics like symbolism within pop culture, shapeshifting lizard people, freemasons, the Illuminati, Greek and Egyptian philosophies, and television shows like Ancient Aliens and Beyond Skinwalker Ranch.

Highlights from Part 1 include:

• Isaac’s path into the realm of conspiracies and obstacles he has faced for his beliefs 

Resources:

• Harnessing Your Wealth Ep. 25: Celebrity Financial Disasters: Fame & Fumbling Fortunes (Ep. 25)

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson: 

• Peterson Wealth Services: Shaun Peterson

Connect with Isaac Weishaupt:

• Illuminati Watcher

About Isaac Weishaupt:

Host of Occult Symbolism and Pop Culture & Breaking Social Norms podcasts, Author of THE DARK PATH + 8 more on aliens, Illuminati & more. Truthing since ’11. My name is Isaac Weishaupt (*a pseudonym) and I’m the founder of IlluminatiWatcher.com. I’ve been researching my entire life as an ongoing mission to determine if this reality is the truth or a cunning holographic deception. I don’t fully subscribe to any conspiracy theories, but I do find some intriguing if they resonate with any logic (also if they don’t, who am I kidding, some of them are just clever). I live in America and feel that a lot of people are more concerned with being entertained than being informed or educated. Our media reflects that.

Human connections are an essential part of life, but they are not always easy to navigate.

Relationships can face many challenges, such as the influence of social media, the diversity of expectations, and the complexity of divorce. 

How can we understand and improve our relationships today?

In this episode, Billy and Shaun Peterson welcome Emil Harker, MS LMFT, Author, Speaker, Trainer, Facilitator, and Emcee. Together, they explore the complexities of modern relationships, including the impact of social media and infidelity, and discuss the emotional effects of divorce, particularly on children. Emil also offers practical advice for couples to align their financial goals and expectations, highlighting the significance of open communication and shared decision-making in achieving a harmonious partnership.

Emil discusses: 

• Conflict resolution and helping individuals/couples improve their relationships

Resources:

• “You Can Turn Conflict Into Closeness” by Emil Harker

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson: 

• Peterson Wealth Services: Shaun Peterson

Connect with Emil Harker: 

• Emil Harker

About Our Guest: 

Emil Harker graduated in 1999 with a Masters of Science degree from USU. He is a passionate speaker, getting through the fluffy stuff to the real nuts and bolts of dealing with conflict with confidence and composure. Emil’s training and speaking engagements include EO groups, YPO groups, corporations, conventions, and conferences. Emil’s groundbreaking communication book “You Can Turn Conflict Into Closeness” has earned him the reputation of being a thought leader in communication and conflict resolution. Emil’s expertise has made him a frequent guest over the past 5 years on KUTV Channel 2 Fresh Living program and KSL Channel 5 in SLC Utah. He’s been on the Ricki Lake Show with pro basketball player Antoine Walker as well as many call-in radio shows. Emil’s innovative down to earth and fresh approach to dealing with the biggest issues that affect the quality of life and productivity of people has made him a highly sought-after presenter, trainer, and facilitator.

When it comes to the green stuff, even the A-listers fumble – a raw reality check that echoes beyond the red carpet. Let’s take cues from the candid missteps, and navigate the rugged terrain of money management.

Billy, Shaun, and Cade talk about celebrity money mistakes and share consequences faced by a few prominent athletes, stemming from ill-fated financial choices, questionable investment schemes, and the failure to diversify their assets. Through the lens of these high-profile financial missteps, the trio emphasizes six steps to securing prosperity, offering insights that you can integrate into your financial strategy.

This riveting discussion unveils the pitfalls of fame and fortune, plus:

• Examples of celebrities facing financial challenges

Resources:

• Harnessing Your Wealth: The Pursuit of Millionaire Status

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

Connect with Cade Peterson:

• Peterson Wealth Services: Cade Peterson 

Alarming statistics are indicating that a significant number of Americans are not investing enough which leads to not having enough money to last throughout their retirement. 

Before you panic, listen to this episode as Billy and Shaun cut to the chase about the importance of investing, and how easily you can get started. They explore investing basics like 401k’s, the benefits of a Roth IRA for tax-free withdrawals, and the pros and cons of buying individual stocks versus mutual funds.

With a focus on long-term investing, Billy and Shaun discuss:

• The shockingly high percentage of those nearing retirement with insufficient savings

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

The current state of the economy is causing uncertainty for many people around the world.

With stock market corrections, volatility, high interest rates, and discussions of a recession, it’s no wonder there is a resounding feeling of doom and gloom surrounding current affairs.

Join Billy and Shaun as they share their thoughts and perspectives on today’s economic landscape including the multitude of fear-mongering and its influence on your financial portfolio and state of mind.

Get up-to-date as Billy and Shaun touch on:

• Factors impacting spending; inflation, a possible recession, and high interest rates

Resource:

• Is a Recession Looming on the Horizon? (Ep. 13)

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

People in the horse racing, farming, and ranching industries have two things in common; a passion and love for animals. 

Today’s guest is a renowned equine orthopedic surgeon, a University Distinguished Professor in the Department of Clinical Sciences, and the founder of the Orthopaedic Research Center at CSU. It is clear when you hear him speak that he too has a passion and love for animals.

Join Dr. Wayne McIlwraith as he recounts his humble beginnings on a sheep station in New Zealand to becoming a trailblazer in the field of equine orthopedic surgery. He shares his innovative approach to arthroscopic surgery, shedding light on the advancements he has made, including many discoveries that have helped progress orthopedic procedures for humans.

Throughout the podcast, Billy Peterson and Dr. Wayne McIlwraith explore:

• Dr. Wayne’s extensive experience and contributions to the field of equine medicine

Connect with Billy Peterson:

• Peterson Wealth Services

Connect with Dr. Wayne McIlwraith: 

• LinkedIn: Wayne McIlwraith

About Our Guest: 

Professor McIlwraith obtained his veterinary degree from Massey University, New Zealand, and was in practice in New Zealand and the UK followed by an internship at the University of Guelph, Canada, and a surgical residency at Purdue University. He also obtained MS and PhD degrees from Purdue University. He is a Diplomate of the American College of Veterinary Surgeons, the European College of Veterinary Surgeons, the American College of Veterinary Sports Medicine and Rehabilitation, and a Fellow of the Royal College of Veterinary Surgeons.

Since 1979, he has been a faculty member at Colorado State University. Currently, he is a University Distinguished Professor, holds the Barbara Cox Anthony University Endowed Chair in Orthopaedics, and is the Founding Director of the Orthopaedic Research Center. He also has a referral equine orthopedic surgical practice based in Southern California and is a consultant and surgeon for clients elsewhere in the US and Ireland, England, France, and New Zealand. His research interests focus on equine orthopedic surgery and translational joint disease research, including novel treatments for osteoarthritis and articular cartilage repair, mesenchymal stem cell therapies, and early diagnosis of osteoarthritis and pre-fracture disease using imaging and fluid biomarkers.

He has received multiple awards, including the Founders Award and Legends Award from ACVS, induction into the International Equine Research Hall of Fame, the John Hickman Award from the British Equine Veterinary Association, the AAEP Research Award, the AVMA Lifetime Excellence in Research Award, the Markowitz Award from the Academy of Surgical Research, the Marshall R. Urist MD Award from ORS and is an Honorary Fellow of ICRS.

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

Resources:

• Mindset: The New Psychology of Success Paperback – by Carol S. S. Dweck

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson: 

• Peterson Wealth Services: Shaun Peterson

Connect with Ryan Sullivan:

• LinkedIn: Ryan Sulllivan 

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.  

Staying informed about the economy, market trends, and emerging technologies is crucial for investors and professionals. 

Will artificial intelligence guide a new era of job creation? 

In this episode, Billy and Shaun are joined by Bob Kaynor, Portfolio Manager at Hartford Schroders to hear his insights on the current market, the impact of higher interest rates on small and mid-sized companies, and his approach to portfolio building in the technology sector. Together they also discuss the potential impact of AI on the workforce, including potential scenarios of job creation or elimination.

Throughout the episode Bob shares:

• His background, education, and experience in small and mid-cap equities, as well as his role at Hartford Schroders

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

Connect with Bob Kaynor: 

• LinkedIn: Robert Kaynor

About Our Guest: 

Robert “Bob” Kaynor, CFA, is the Portfolio Manager for the Hartford Schroders US Small Cap Opportunities Fund and Hartford Schroders US MidCap Opportunities Fund. He joined Schroders as a Senior Equity Analyst in 2013 and became Research Director in 2014.

Prior to joining Schroders, Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio.

Bob was a Managing Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010, which involved co-managing a hedged equity product.

He was a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003, which involved co-managing a long/short equity hedge fund focused on small and mid-cap equities.

Bob began his investment career in 1994 when he joined RCM Capital Management as an Analyst/Assistant Portfolio, which involved working exclusively on a domestic long-only small-cap product recommending and covering equities.