Leisa (Leisa) Peterson

speaker

365 appearances 1 recordings 1 series first heard Jul 2026 last heard 23 Jul

Leisa (Leisa) Peterson’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Good Life Project · How Much Money Is Enough? Your Confusing Money Questions Answered. | Leisa Peterson · 23 Jul 2026 podcast

And I'm going to figure out what's my next step, like my next tiniest step to start changing this for the better going forward.

Yeah.

I mean, financial advisors can be a really great partner.

I think the challenge is that...

Most of us have never been trained how to work with a financial advisor.

We don't have parents who are like, let's talk about all the ways that we're going to get the most use out of our financial advisor.

You're lucky if you have one.

So the challenge that I see with financial advisors is because there isn't a book that goes along with working with them, we don't know how to approach that relationship in the most advantageous way.

And so what often happens by default is we end up abdicating a certain level of responsibility to them without understanding what it is that we're giving to them versus what we should be managing on our own.

We don't necessarily put them through the kind of rigorous job interview-like process that we probably should.

So I would say if we lined up 10 people and we asked them about their relationship with financial advisors, they're all going to have –

Somewhat similar in that I pay them a certain amount of money and they manage my investments, but they are all going to have different experiences about the personal side of it.

Very few are going to tell us that they're receiving education on a regular basis from their financial advisor.

or being told the behind-the-scenes look of what's going on.

Like, we're investing in this money or in this fund because of this.

Or, yeah, there's a lot of different aspects to it.

And so what does that look like in a different way?

I'll say that we need to become better advocates for our money, for our managing of it.

And it means that we're probably –

Not using the financial advisor in all the ways that we could.

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