Back After Summer Break: Major Investment Strategy Change (with Leisa) episode artwork

EPISODE · Aug 18, 2025 · 11 MIN

Back After Summer Break: Major Investment Strategy Change (with Leisa)

from Mindful Millionaire with Leisa Peterson · host Leisa Peterson

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

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