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

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

Mindful Millionaire with Leisa Peterson

August 18, 202511m 47s

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Show Notes

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