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 · last 12 months

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

First and foremost would be, tell me your philosophy of how you see financial advising playing into my financial goals.

Just a very broad-based question.

Tell me about that.

And I think that you'll get a good sense of, are they oriented to products mostly?

Or are they oriented to you as a human being with goals and goals?

dreams and wishes, and they're wanting to help you touch into your goals to make sure that the money is going to support those goals.

Because let's be clear, our life is not about the money.

Our life is about what's most important to us.

And if our financial advisor is all about the money and not about what's most important and helping even pull and draw some of that out, that might be a first red flag.

Another one would be, can you walk me through exactly how you get paid on your recommendations?

Because we're talking about money.

It's funny because not everybody feels comfortable asking these questions, but it is really important to know how do you get paid.

And

It's so interesting, Jonathan, because just the other day, like I interview advisors all the time for my podcast.

I talked to them.

I was one.

And I still continue to be blown away about all the different ways that they can charge you for their services.

So this advisor, a woman advisor I met this past week, she said,

I do not charge based on how much a person is investing.

I look at their whole picture of their net worth and I figure out how much they're earning and what makes the most sense for me to charge to be their advisor regardless of what we decide to do with their investing.

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