Episodes

Most people want immediate results and instant gratification, but, the best results are often generated when you practice the basics of persistence and consistency. In today’s episode, Billy, Shaun, and Cade share some of the tried and true actions and mottos that they use in their personal and professional lives. From being a little “old-fashioned”, to believing in the power of quieting your mind in order to calm your nerves, the men at Peterson Wealth Services understand how seemingly minor ac...

For centuries, horse racing has captivated enthusiasts worldwide. However, beyond the flashy and glamorous racetrack, the industry intersects heavily with the business world. In this episode, Billy and Cade Peterson chat with Pierre Amestoy, a prominent figure in the horse racing industry. Pierre shares his story, from working in the family drywall business to having a successful business in the construction industry and what led him to enter the horse industry. Additionally, Pierre emphasizes t...

Managing a business has its share of trials and tribulations, from economic uncertainty and market fluctuations to finding a healthy balance between work and life. In this episode, Billy and Shaun Peterson chat with third-generation business owner Nate Reeve of Reeve & Associates, Inc, about why he chose to buy out his father to become owner and principal of the development firm. Listen as he shares insights about his journey in the engineering industry and how his business continues to excel wh...

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 b...

Today’s guest, John Diehl, Senior Vice President of Applied Insights at Hartford Funds believes that most people have an improper view of retirement. They think their retirement (typically 7-10 years) will be stacked with golf games, lavish trips, and all things that they consider as ‘living the good life.’ But, the reality is that people are living longer thus extending their period of retirement upwards of 20 or even 30 years! So how do you spend two or three decades on nothing but relaxation ...

During these uncertain times, we are faced with the worry of a recession. Is there one looming on the horizon? Find out as Billy and Shaun welcome Strider Elass, Senior Economist at First Trust, as he shares his thoughts and predictions about whether a recession is on its way, and what we can do to prepare. This insightful episode will cover: The definition of a recession and how it typically affects the economy Recession indicators according to the National Bureau of Economic Research Historic...

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 a...

There are many challenges facing the horse racing industry, both from an economic and social perspective. Despite this, it continues to strive for growth and attract new generations. And what better way to shed light on these topics than by speaking with someone who possesses a profound understanding of the industry? Join Billy and Cade as they sit down with Janet VanBebber, Chief Racing Officer, at the American Quarter Horse Association (AQHA) to hear her insights and perspective on the horse r...

When planning to transfer your possessions to your loved ones, it can be daunting, both due to the burden of paperwork and familial pressure. This is precisely why developing and arranging a will and trust with a trusted professional is critical. Today’s guest, Wayne Bennett, Director & Shareholder at Clyde Snow & Sessions, helps his clients sort through the plethora of decisions when making, or updating a will, to assist in resolving family conflict from decisions made by the deceased. Join Way...

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 His opinion on how reading is becoming a lost art and the value of educating yourse...

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 How inflation will b...

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 veterin...

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...

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 w...

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 ownershi...

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 inv...

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 finance...

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...