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

I've actually never heard somebody just say it in that way.

It works really well because now she's not incentivized by the products that you do or don't buy.

And she's looking at the big picture and focused on financial planning first and foremost, not so much the products.

But that's why these sorts of questions are really helpful is you're going to find out, is it all about how much you invest?

So the problem with that is to keep in mind is if it's all about how much you invest and

And let's say the market's not something that you're really wanting to be in, and you decide to take your money out of the market.

Not recommending it, but let's say you decide that.

Now the advisor's not going to make any money from you working with them.

So they're going to even be more incentivized to keep you from doing what you feel most comfortable doing, right?

So that's an example.

But I think that it's important to understand why.

all these different ways that someone can be charging you.

It used to be that people would charge commissions every time they would do a transaction.

So they would buy and sell stocks and then make more money off of those transactions.

That's very, very rarely done anymore.

So most people say, I'm a fee-only planner.

And the idea of fee only, for the most part, but again, it could be different for different people, is I'm going to charge you 1% or 2% of your portfolio that I invest for you, and that's how much you're going to be paying me on an annual basis.

Now, they're going to try and get that number typically as high as they can.

And the lower amount of money you have, the more they want that number to be maybe 2% if you're talking about $100,000.

And maybe it's 1% if you have a million dollars.

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