Harnessing Your Wealth with Billy Peterson

Billy Peterson
  • 5.0 (8)
  • Investing
  • Updated Semimonthly

Welcome to Harnessing Your Wealth with Billy Peterson. In this podcast, Billy helps equine enthusiasts, business owners, and retirees identify their goals to inspire them to improve their finances with a variety of strategies to achieve the future they desire. Join us for this journey where we explore strategies on how to preserve your assets, mitigate taxes, and manage your investments in the long-term pursuit of sustainable prosperity.

  1. 5d ago

    Episode 89 | Partners, Not Funders: Rethinking How Charitable Dollars Should Work with JeuneElle Jeffries

    Partners, Not Funders: Rethinking How Charitable Dollars Should Work - JeuneElle Jeffries In this episode of Harnessing Your Wealth, Billy sits down with JeuneElle Jeffries, CEO of the Boys & Girls Clubs of Northern Utah, for a candid look at what actually makes a nonprofit effective — and what doesn't. JeuneElle has run youth-serving organizations since 1993 and was recently named one of Utah's most influential women. She shares why she stopped chasing large one-time donations and instead built partnerships with local employers, why she believes nonprofits should be evaluated the same way you'd evaluate a business, and why being honest with funders about a program that failed actually strengthened trust rather than losing it. You'll hear real talk on: Why partnerships beat one-time fundraising for long-term stabilityWhat to ask before donating to a charity or nonprofitWhy some major university endowments give away only a small fraction of their holdings each yearHow the Boys & Girls Clubs of Northern Utah built a new community campusThe programs teaching kids workforce skills, tech skills, and basic life skills after 2020 Whether you're weighing a one-time donation or building charitable giving into a broader financial or estate plan, this conversation offers a rare, honest look from the nonprofit side of the table. Subscribe to Harnessing Your Wealth for more conversations with Billy. Peterson Wealth Services is a registered investment advisor.  Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The guest speaker for this broadcast is not a client of Peterson Wealth and will receive a "thank you" gift for sharing her opinions and experiences.  Discussions and answers to questions do not involve the rendering of a personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Peterson Wealth Services.

  2. Sep 15

    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.

  3. Sep 2

    Racing for a Cure - Raysha's Story | Episode 87

    This week on Harnessing Your Wealth, Billy sits down with Rich and Shellie, who turned a shoestring motorsports opportunity into Renegade Sports and Rentals, a business they built and ran together for 25 years. But the conversation goes far beyond business — it's also the story of their daughter Raysha, a champion snowmobile racer who turned her platform into Raysha's Race for the Cure, helping cancer patients and families in need. It's a story about risk, resilience, and building a legacy.

  4. Aug 18

    Chasing the Eight Seconds

    At 18, Dalton Allred is already sitting No. 1 on his PRCA permit, has joined the PBR team league with the New York Mavericks, and is chasing a rookie season that could launch him all the way to the NFR. If you want to understand what it really takes to ride bulls at a high level, this conversation goes far beyond the highlight reel. Billy Peterson sits down with Dalton to unpack the mindset, mechanics, and pressure of one of rodeo’s most dangerous sports. Dalton breaks down how he started on calves, sheep, and mini bulls, how he prepares for a bull he’s drawn, and why staying calm in the chute matters more than fearlessness. He also shares the difference between PRCA and PBR, what team rodeo looks like behind the scenes, and how an 18-year-old balances travel, recovery, and a packed schedule of 21 bulls in 25 days.

  5. Aug 4

    Overcoming The Unthinkable

    A life-changing accident didn't end Amberly Snyder’s journey— it transformed her understanding of true wealth. From losing the ability to walk to becoming a global inspiration, Amberly shares how faith, family, and her love for horses helped her rebuild her life with resilience and hope. Discover her powerful story of overcoming trauma, redefining success, and finding happiness beyond traditional achievements.In this moving episode, Amberly reveals the raw reality of her spinal cord injury, the mental battles she faced, and the role horses have played in her emotional and physical healing. You'll learn about her incredible journey from a minor riding accident at age three to a catastrophic truck rollover in 2010 that changed everything. Amberly shares how she navigated grief, fear, and anger—and emerged stronger, proving that impossible is just a mindset.We break down her inspiring insights on the true meaning of wealth—showing that happiness, purpose, and love are the real treasures in life. You'll discover her disciplined routine, including standing frames, CrossFit, and therapeutic riding, that keeps her pushing boundaries. Amberly also talks about the importance of mental toughness, even amid adversity, and how her faith fuels her daily perseverance.This episode is perfect for anyone facing challenges—whether physical, emotional, or mental—and needs a reminder that greatness begins from within. Amberly’s story invites you to see setbacks as setups for a comeback, and to pursue happiness with unwavering determination.Join us for an episode that redefines success and inspires you to harness your own wealth—beyond just money. Get ready to be motivated by a woman who rides life fearlessly, no matter what hurdles she faces.Amberly Snyder is a professional barrel racer, motivational speaker, and advocate for resilience and faith. Her story was featured in the movie “Walk Ride Rodeo,” and she continues to inspire thousands worldwide with her unwavering spirit.Why this works: This description opens with a compelling promise by highlighting Amberly’s extraordinary transformation, sparking curiosity and emotional engagement. It provides specific insights into her journey, emphasizing her discipline and resilience, which appeal directly to listeners seeking motivation, courage, or new perspectives on success. The mix of personal storytelling and transformational lessons creates an irresistible invitation to press play.

  6. Jul 22

    The Jockey Life With Jeff Williams and Glen Murphy

    The gritty reality of a jockey’s life isn’t just about speed and skill — it’s about resilience, mental toughness, and navigating a constant battlefield of injuries, weight struggles, and tough decisions. In this episode, two of the industry’s most experienced stewards, Jeff Williams and Glenn Murphy, share their long journeys from riding at county fairs to becoming respected authorities in the racing world. They reveal the pressures, sacrifices, and secret tricks behind staying at the top for decades — including the grueling weight-cutting methods and the heartbreak of serious injury.

  7. Jul 8

    Inside the FBI: How Scammers Steal Millions Every Day (Ep 83)

    In this episode, FBI agent Bret Curtis discusses the latest scams, including crypto fraud, romance scams, and business email compromises. Learn how to recognize, prevent, and respond to these sophisticated schemes to protect yourself and your loved ones. Key Topics Crypto investment scams and red flags Romance scams and emotional manipulation Business email compromise and impersonation AI voice impersonation and scam sophistication Steps to report and recover from fraud International criminal organizations and call centers Guest: Bret Curtis Special Agent Bret Curtis has been with the FBI for 20 years. He has been assigned to offices in Memphis, Chicago, and Phoenix, working various violent crime and terrorism matters. SA Curtis has also held supervisory roles and worked as the assistant legal attaché in San Salvador, where he was responsible for FBI initiatives in El Salvador, Guatemala, Honduras, and Belize. SA Curtis has primarily worked elder fraud cases for the past five years and continues to work financial crime matters in the Salt Lake City office. Prior to his employment with the FBI, he worked as a police officer and detective. Resources for Fraud Reporting: Internet Crime Complaint Center (IC3) Previous Episodes of Interest: Endurance, Grit, and the Science of Impossible Goals with Croix Sather (Ep. 78) From Horses To High Fashion: The Journey Of Allison Lambert (EP. 73) From Jockey to Top Trainer: Jason Olmstead’s Winning Formula (EP. 70) The Thrill of the Race: Insights from Andrew Offerman (Ep. 56) Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson Facebook: Peterson Wealth Services Instagram: Peterson Wealth Services YouTube: Peterson Wealth Services billy@petersonws.com 801-475-4002 Connect with Cade Peterson:  Peterson Wealth Services: Cade Peterson  LinkedIn: Cade Peterson cade@petersonws.com 801-475-4002 Connect with Shaun Peterson:  Peterson Wealth Services: Shaun Peterson LinkedIn: Shaun Peterson shaun@petersonws.com 801-475-4002 This presentation is for informational and educational purposes only and should not be construed as individualized investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Peterson Wealth. The guest speaker is not affiliated with Peterson Wealth,  and Peterson Wealth does not endorse or guarantee the accuracy of third-party information.  The guest is not paid compensation for their participation; however, he/she may receive a non-cash gift from the firm.   Peterson Wealth is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Any examples or illustrations used in this presentation are hypothetical in nature and for demonstration purposes only. You should consult with your personal financial, tax, or legal advisor before making any investment decisions.

  8. Jun 24

    The Spirit of the West: Wyoming Downs | Episode 82 with Wyatt Didericksen

    In this episode of Harnessing Your Wealth, Billy and Cade Peterson sit down with Wyatt Didericksen, General Manager of Wyoming Downs Racetrack, to discuss the resurgence of horse racing in Wyoming and the future of the industry. Wyatt shares how growing up in a legendary racing family—alongside his grandfather Dwayne Didericksen and Hall of Fame jockey father Kip Didericksen—inspired his passion for the sport and shaped his leadership approach. The conversation explores how historical horse racing (HHR) machines have revitalized Wyoming racing, nearly doubling purse money and fueling one of the most lucrative breeder incentive programs in the country. Wyatt explains how Wyoming Downs is attracting horsemen from across the nation, expanding facilities, improving the fan experience, and creating new opportunities for owners, breeders, and racing enthusiasts. Billy, Cade, and Wyatt also discuss the importance of integrity in racing, challenges facing the industry, ways to attract new fans, and the unique bond between horses and the people who care for them. From behind-the-scenes stories and hunting adventures to bold visions for the future of Wyoming Downs, this episode highlights why horse racing remains a cherished part of Western culture and why Wyoming is becoming one of the sport’s most exciting destinations. Whether you’re a lifelong horse racing fan or curious about the sport, this episode offers an inside look at the people, passion, and perseverance driving Wyoming racing forward. Key Takeaways Wyoming Downs’ resurgence and industry growth Impact of historical wagering on revenue and purses Challenges of doping and maintaining fair racing Opportunities for community engagement and tourism The Wyoming Bread program and its benefits Career paths in horse racing industry Importance of animal care and integrity in racing Connect with Wyatt Didericksen and Wyoming Downs: Website: Wyoming Downs Facebook: Wyoming Downs Instagram: Wyoming Downs Resources & Previous Episodes of Interest: Endurance, Grit, and the Science of Impossible Goals with Croix Sather (Ep. 78) From Horses To High Fashion: The Journey Of Allison Lambert (EP. 73) From Jockey to Top Trainer: Jason Olmstead’s Winning Formula (EP. 70) The Thrill of the Race: Insights from Andrew Offerman (Ep. 56) Connect with Billy Peterson: Peterson Wealth Services: Billy Peterson LinkedIn: Billy Peterson Facebook: Peterson Wealth Services Instagram: Peterson Wealth Services YouTube: Peterson Wealth Services billy@petersonws.com 801-475-4002 Connect with Cade Peterson:  Peterson Wealth Services: Cade Peterson  LinkedIn: Cade Peterson cade@petersonws.com 801-475-4002 Connect with Shaun Peterson:  Peterson Wealth Services: Shaun Peterson LinkedIn: Shaun Peterson shaun@petersonws.com 801-475-4002 This presentation is for informational and educational purposes only and should not be construed as individualized investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Peterson Wealth. The guest speaker is not affiliated with Peterson Wealth,  and Peterson Wealth does not endorse or guarantee the accuracy of third-party information.  The guest is not paid compensation for their participation; however, he/she may receive a non-cash gift from the firm.   Peterson Wealth is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Any examples or illustrations used in this presentation are hypothetical in nature and for demonstration purposes only. You should consult with your personal financial, tax, or legal advisor before making any investment decisions.

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About

Welcome to Harnessing Your Wealth with Billy Peterson. In this podcast, Billy helps equine enthusiasts, business owners, and retirees identify their goals to inspire them to improve their finances with a variety of strategies to achieve the future they desire. Join us for this journey where we explore strategies on how to preserve your assets, mitigate taxes, and manage your investments in the long-term pursuit of sustainable prosperity.

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