Behind the Curtain | Episode 88

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.