Harnessing Your Wealth with Billy Peterson

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 shares: 

• How he got into the equine industry, and the significance it had on his life at a young age

Resources:

• American Quarter Horse Association

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Cade Peterson:

• Peterson Wealth Services: Cade Peterson 

Connect with Jeff Tebow: 

• Andreini & Company

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: 

• The current regime shift in the economy and the potential impact of inflation on bond yields, growth cycles, and credit availability

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson: 

• Peterson Wealth Services: Shaun Peterson

Connect with Jon MacKay: 

• LinkedIn: Jon MacKay

About Our Guest:

Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent their strategies to financial advisors and intermediaries in the Northeast region. He joined Schroders in 2016 and is based in New York. Jonathan was a Senior Market Strategist at Morgan Stanley from 2009 to 2016, which involved providing advice to the firm’s sales force and clients on a variety of investing topics, authoring in-depth reports, and traveling frequently throughout the Americas meeting with high-net-worth individuals and middle market institutions. He was a Credit Strategist at Citigroup Smith Barney from 2000 to 2009, which involved providing commentary on the credit markets and coming up with trade ideas for the High Yield, Emerging Markets and Investment Grade corporate bond desks. He was an analyst at Emerging Markets Securities LLC from 1997 to 1999, which involved creating structured trade credit transactions.

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 into the day in the life of an equine veterinarian.

Join Billy and Shaun as they chat with Vince Baker, Doctor of Veterinary Medicine (DVM) about his experiences as a world-renowned equine veterinarian, challenges facing the veterinary profession, his successes throughout the years and, the importance of recognizing your strengths.

Listen as Dr. Vince shares:

• How he carried on his father’s legacy of being a veterinarian 

Resources:

• REGISTER TODAY FOR THE FINANCIAL HEALTH AND WELLNESS BOOT CAMP!

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

Connect with Vincent A. Baker, DVM: 

• (714) 952-1134

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

Resources:

• REGISTER TODAY FOR FINANCIAL THE HEALTH AND WELLNESS BOOT CAMP!

Connect with Billy Peterson:

• Peterson Wealth Services: Billy Peterson 

Connect with Cade Peterson:

• Peterson Wealth Services: Cade Peterson 

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

Connect with Billy Peterson:

• Peterson Wealth Services 

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

Connect with Clint Carpenter: 

• South Texas Oilfield Solutions

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.

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 trusted group of advisors to help guide you through the process.

In this episode, Billy sits down with Brian Van Camp, Managing Partner of Linked Accounting, to talk about business ownership and his advice for those that are looking to buy, or sell.

Listen as Brian discusses: 

• What Linked Accounting does to support business owners

Connect with Billy Peterson:

• Peterson Wealth Services 

Connect with Brian Van Camp: 

• Linked Accounting

About Our Guest: 

Brian Van Camp is the Managing Partner Director of Linked Accounting. Brian’s passion for developing and implementing business and tax strategies has been instrumental to many businesses and individuals during his tenure at Linked Accounting. Business owners regularly seek out his advice on tax planning and audit matters, commercial lending, and business acquisition and sale transactions. When new tax laws are passed, you can be certain Brian will have read the law and developed tax strategies to help our clients make good use of new provisions of the Tax Code.

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

Connect with Billy Peterson:

• Peterson Wealth Services 

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

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

Resources:

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

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson

Connect with Cade Peterson: 

• Peterson Wealth Services: Cade Peterson 

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

Connect with Billy Peterson:

• Peterson Wealth Services