How Much Money Is Enough? Your Confusing Money Questions Answered. | Leisa Peterson
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So what if everything you believed about money, retirement, savings, and how much is really, quote, enough, was really wrong? What if it was based on a story that was installed before you were seven years old? And despite being challenged, it's never been rewritten. And what if changing that story was the secret to unlocking so much more abundance, not in a sort of a woo-woo way, but in a real, practical, grounded way? In this conversation with retired 30-year financial advisor Lisa Peterson, you'll discover why two people raised in the exact same house can end up with radically different relationships to money. The exact question that exposes whether a financial advisor is working for you or working the room.
You'll learn what financial regret research reveals about what actually keeps people up at night and how to define your own enough number instead of borrowing somebody else's number. And finally, what a life-threatening event taught Lisa about the difference between wealth and a life worth living. So excited to share this conversation with you. I'm Jonathan Fields, and this is Good Life Project. And we'll jump right in after this short break. I'll see you next time. You've always had this different frame, like inner awareness first, and then outer action, the spreadsheets, the decisions later. Take me into this.
It has a lot to do with my journey, my story, my experiences, but... I wasn't sure if I was going to share this, but I want to say this because I think it is very applicable to the times we live in, which is 13 years ago, I was at a shooting, right? These are horrible events that happen to hopefully as few people as possible, but I was at my doctor's office. A man walked in with a gun, and after he shot some people, he killed my doctor, and I survived. And up until that moment, I had already had a lot of trials and difficulties and trauma in my life, but nothing like what happened in these moments where I thought I might die. And it was like in that moment, I clearly saw my life for the first time, which is embarrassing to say, because I don't think that we should have to almost die to see life.
But that is what happened for me in that moment. And the reason I say it is I had spent a quarter century of my life building a career with money and financial services. I was the primary breadwinner. I had the experience, the status, the security, like all of it. And I was missing my own life. I had children. I was married to my college sweetheart. I remember before that happened, maybe a few years before, my husband... told me we were at Lake Tahoe, and that's where I am right now, but he wanted to grab my, at that time it was like a blackberry, he wanted to grab my blackberry and skip it across the lake because I was never present. I was always inside of the deal. I was always inside of my work. And he was right.
And that gunman made visible what had already been happening invisibly for years.
Right.
And it would take me time of starting. I walked away from my financial advising practice. After that, I started this business of coaching and educating people about their relationship with money. But it would take me many years to even be able to tell you what I just told you because I was so wrapped up in the game and the chase of like more, more, more. I couldn't see that I was missing my life as a result of it.
I mean, profound, horrifying way to wake up to something that would eventually be transformative for you. How did that inform the way that you look at life? money differently because it's weird to have conversations about money, right? People feel so strained about it. It's almost like people feel dirty about talking about anything that involves money or wealth or planning or thinking about these things. And you were as you described you spent 25 years in financial services like this was your life it consumed you and in a moment you woke up to the fact that okay so there is this thing it matters it's going to be a part of my life and everybody's life it will have a certain amount of influence over what we can and can't do what we can and can't say like how free we are and yet
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