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
Podcast Episodes
Living Your Best Life with Linda Claire Puig [not-audio_url] [/not-audio_url]

Duration: 31:28
Today, I'm speaking with Linda Claire Puig. Linda is long-time coach. She has done amazing things with her business especially around being able to focus on traveling and still doing your business and how you can get mor…
Practical Wisdom with Nicky Dyal [not-audio_url] [/not-audio_url]

Duration: 39:01
Today, I'm interviewing an exceptional person who I've gotten to know for the past few years, Nicky Dyal. She is a coach and a rock climber. She has taken what she has learned as an extreme athlete and being a profession…
Discovering Happiness Through Cancer with Sucheta Phadke [not-audio_url] [/not-audio_url]

Duration: 53:54
Today, I'm interviewing my friend and client Sucheta Phadke. Sucheta is an amazing learning and development coach, teacher, educator and she's been working with me off and on for several years. And today, I asked her to…
Beating The Broken Cookie Effect with Patty Block [not-audio_url] [/not-audio_url]

Duration: 32:14
Today, I'm interviewing my friend Patty Block. Patty and I are talking about something very, very near and dear to the hearts of all entrepreneurs. And that is pricing and the dynamics that go into why you may be underch…
When Shifts Happen with Leisa Peterson [not-audio_url] [/not-audio_url]

Duration: 25:04
Today, I'm shaking things up. I'm having a conversation with you and I'm going to share insight gained from a very unexpected situation that occurred when I was invited to go to GAIA Studios, be interviewed by George Noo…
Enjoying Your Business with Susie Carder [not-audio_url] [/not-audio_url]

Duration: 48:22
Today, I have my friend, Susie Carder, on the show and she has had quite a history that she's sharing. She ran Lisa Nichols' business for several years then went out on her own. I think she said in 2015, she had several…
Infusing Your Coaching with the Arts with Owen Ó Súilleabháin [not-audio_url] [/not-audio_url]

Duration: 44:15
Today, I'm interviewing my friend Owen Ó Súilleabháin who is a coach, performer, and a whole lot more. We're discussing how he uses his experiences as a performer and his understanding of the arts and psychology, and phi…
Why People Buy From You with Stever Werner [not-audio_url] [/not-audio_url]

Duration: 46:43
Today's conversation is with Steve Werner who's sharing what goes on in people's minds before they buy, before they decide to work with you; what's happening from a psychology standpoint and how it can help you improve t…
Living in the Present Moment with George Kinder [not-audio_url] [/not-audio_url]

Duration: 43:23
I am so happy to have you here today, I am interviewing my good friend, George Kinder. George is known as the father of life planning. He was a financial advisor who wrote this amazing book that impacted me many years ag…
Thriving Relationships with Marie-Elizabeth Mali [not-audio_url] [/not-audio_url]

Duration: 43:48
Today, I'm interviewing Marie-Elizabeth Mali about how to improve our relationships - we're also interweaving two very important topics that are near and dear to our hearts - money and inheritances. This is quite the com…