Back After Summer Break: Major Investment Strategy Change (with Leisa)

Back After Summer Break: Major Investment Strategy Change (with Leisa)

Author: Leisa Peterson August 19, 2025 Duration: 11:47

After taking most of the summer off to focus on Facebook and Substack posts, I'm back with an important update on my investment journey and a game-changing interview coming soon.

What I Cover in This Podcast:

  • Why I abandoned buy-and-hold investing after the election
  • My 9-month journey with new investment models
  • Introduction to Todd Tressiter - former hedge fund manager turned mentor
  • How "The Fourth Turning" theory explains current global instability
  • Why traditional investing may not work in this economic cycle
  • Protecting retirement assets during uncertain times

Key Insight: We're at the end of a 100-year cycle (started ~1930) that's creating unprecedented economic, political, and social turbulence. For those nearing or in retirement, this means rethinking investment strategies to protect against potential 30-50% market drops.

Coming Next: My in-depth conversation with Todd Tressiter about his successful investment models, why now is critical for making changes, and practical strategies for navigating this challenging period.

Connect With Me: 📘 Facebook: Leisa Peterson https://www.facebook.com/leisa.peterson 📝 Substack: "Equal Stake with Lisa Peterson" https://equalstakes.substack.com?r=c5al6

Drop your questions in the comments - Todd and I are happy to help! This isn't about getting rich quick; it's about solid strategies to protect what you've built.

#Investing #RetirementPlanning #FourthTurning #FinancialStrategy #MarketVolatility


Leisa Peterson has spent years as a business coach and financial expert, and she’s noticed something profound: the journey to wealth is often blocked not by a lack of opportunity, but by our own internal landscapes. That’s the space where Mindful Millionaire with Leisa Peterson lives. This isn't a typical finance podcast focused solely on spreadsheets and market trends. Instead, Leisa guides conversations that sit at the unique intersection of practical money wisdom and deep personal growth. You’ll hear from a variety of voices-entrepreneurs, thought leaders, and everyday people-who share stories about aligning their financial ambitions with their core values and mental well-being. Episodes delve into how our beliefs about money are formed, how to lead with vision without burning out, and how cultivating mindfulness can directly impact our financial decisions and business success. It’s about building a prosperous life that feels authentic and sustainable, where self-mastery informs every dollar earned and invested. Tune in for a blend of actionable advice and heart-centered commentary designed to transform your relationship with abundance from the inside out.
Author: Language: English Episodes: 100

Mindful Millionaire with Leisa Peterson
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