Harnessing Your Wealth with Billy Peterson

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 pote...

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 M...

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 po...

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....

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...

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. ...

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 he...

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,...