August 2, 2025 • 25 mins
On this episode of I Am Refocused Radio, we dive deep with Leisa Peterson—certified financial planner, visionary founder of Wealth Clinic®, and the author behind The Mindful Millionaire. She’s on a mission to help millions elevate their financial consciousness by stripping away money fears and scarcity stories, and replacing them with confidence, clarity, and real abundance.
Leisa delivers a unique blend of soul and strategy—grounded financial wisdom married with mindfulness tools designed to heal money trauma and unlock next‑level prosperity
In this episode, we breakdown:
🔗 Learn more about Leisa and her work at WealthClinic.com
Become a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.
Leisa delivers a unique blend of soul and strategy—grounded financial wisdom married with mindfulness tools designed to heal money trauma and unlock next‑level prosperity
In this episode, we breakdown:
- How early experiences leave invisible money wounds—and how to heal them
- The 8 Catalyst framework she uses to level up financial self-worth
- Why reframing scarcity is not about positive thinking—it’s about inner realignment
- Practical tools: budgeting with mindfulness, mindset shifts, and wealth routines
- How to rewrite your destiny by coaching yourself daily on purpose-filled prosperity
🔗 Learn more about Leisa and her work at WealthClinic.com
Become a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:03):
You are listening to I Am Refocused Radio with your
host Shamaia read This show is designed to inspire you
to live your purpose and regain your focus. And now
here's your host, Shamaia Reid.
Speaker 2 (00:17):
Welcome Backtogray Focus. Ready once again, we are here today.
We have another show line up for y'all. Today we
have our guests. Her name is Lisa Peterson. So he's
a powerhouse in the world wealth and emotional intelligence. She's
not just a financial expert. She is a money catalyst,
a mindset mentor, and the author of two transformational books,
(00:39):
The Money Catalysts and The Mindful Millan there. So if
you want to learn about wealth and finances, this might
be an episode for you to share with you yourself, your friends.
Yes I said share with you, Yes, do it. Play
back and repeat and key listening and keep watching. But
back to the show. After walking away from a successful
career from a traditional financial advisor, Lisa founded Wealth Clinic
(01:05):
where she helps high earners, entrepreneurs and even those who
have it been hit with the sudden wealth to get
to the root of their money beliefs. And when it
comes to a belief system, we're gonna learn all about
the amazing experience that has positioned her to give to you.
A lot of these ideas didn't just come out of
(01:27):
then there. It came through a process. You know about systems.
It takes time to develop and takes a purpose to
keep it steady. So without further ado, I'm a landa plane.
You know how I say that, it's my fair answer.
We're gonna have a special guest, Lisa, take the rope
(01:47):
and just run with it. So first and foremost won't
to say to you, thank you for being on the
show today.
Speaker 3 (01:52):
How you doing, I'm doing great, Thanks for having me.
Speaker 2 (01:56):
Appreciate your time being on the show. I know I
had a little work the introduction, but it will all
makes sense later when you think about early on in
your career, Y had success already going well. At a
certain point you decided that it was time to shift.
Kind of walk us through that moment and why did
you fail? It was necessary to make a change.
Speaker 3 (02:20):
I had been wanting to bring together this idea of
inner personal development with my career with money. But I'll
be honest, I was really scared to walk away from
all that I had known, which was working for a
big bank and working in a traditional job, I was
the primary bread winner. I was the one who had
(02:42):
the benefits. I had two children that were you know,
we were taken care of, and unfortunately I was at
one of these horrible shootings that have occurred far too
often in the United States. In twenty thirteen. Man walked
into my doctor's office. He looked at me and he said,
you might want to leave now, and he pulled out
(03:03):
a gun and he went on a shooting rampage and
he ultimately killed my doctor. He shot several people. He
did not shoot me. He killed himself. And in the
process of trying to get out of this building, I
had this out of body experience. I hope no one
ever has to go through that, but when you do,
(03:25):
it causes your life to flash before you perhaps, and
that's what happened for me. In that moment. I realized
that I was not my fear, even though all I
could fear was feel was fear. And there was a
voice that said, if you live through this, it's time
for you to let go of like holding on to
(03:45):
those the safety raft, which is what I feel like
I had done in my career up to that moment.
In time and took me a few months to get
it together, but I ended up leaving and not even
really fully understanding what I was going too. I just
knew that I had to let go and see what
life had in store for me.
Speaker 2 (04:07):
When you think about relationship with money, I mean, it's
always a heavy topic. You just kind of roll the
dice help you want to. Everyone has their story and
their opinion. But when it comes to your processing of
what your belief system was, how did that change from
(04:27):
when you were in the corporate world versus when you
made that decision to step out.
Speaker 3 (04:36):
I had to make the decision that I could believe
in myself rather than believing in money. And I feel
like I had sent my life because we didn't have
very much money when I was growing up. I made
a decision early on that if I had money, then
I would be safe and I would be like a
legitimate person, because I felt like my parents. We were
(04:58):
in that home where my parents got in trouble with
debt and we would lose cars and there were bill
collectors and it was just so stressful. So I thought, well,
they're not really doing life right. If you have money,
then you're doing life right. And so when I made
that decision to leave, we were already multi millionaires, and
(05:20):
yet I still didn't believe that I could do something
other than work for other people. I didn't believe in myself.
And what I would later learn is that, you know,
we're incredibly resourced as human beings, but we live in
a system that doesn't always remind us of that. And
(05:41):
the idea that it was all about the money was
no longer healthy for me. Like I was going to
be okay, I had built the resource, but what I
also saw was I wish I hadn't waited to have
to have all the ducks in a row with money
before I was willing to to believe in myself. But
(06:02):
that's what it took for me. It took a horrible situation.
It took me having some financial means, and then I
was able to go out. But when I looked backwards,
I thought, you know, I really didn't do this the
way that I think i'd like to if I got
another chance. What might it look like if I were
to start to write about this and teach about it,
because maybe I could give people insights that would help
(06:24):
them make better decisions earlier in life about what do
they want this relationship with money to look like?
Speaker 2 (06:31):
And you have a term scarcity can you describe to
our listeners and beers? How can it be a telltale
if someone sees the signs of themselves live in that space.
Speaker 3 (06:47):
Yeah, scarcity is like the world that we live in
when we're insight of scarcity. And scarcity is marked by
operating from the belief that there isn't enough there's not
enough money, there's not enough opportunities, there's not enough time,
there's not enough resources. You know. It can show up
(07:07):
by constantly checking your bank account, you know, or your
investment account. It can also show up in undercharging for
the services that you provide, whether it be in business
or working for somebody else. Can also show up and
hoarding money instead of investing it strategically. And so the
journey is is like are you doing some of these things?
(07:29):
Figuring it out, identifying it, understanding what your patterns are,
and then choosing a different path for yourself if you
know that you've got some of these tendencies. And I
always use myself as an example, like I had those tendencies.
It wasn't good for me, so I began walking on
this path of like, let's see what it would look
(07:50):
like if I were to do make different choices and
feel different in my relationship.
Speaker 2 (07:56):
You know, with money, people oftentimes found themselves in a
place where I need to shift or I need to
remain here, and both are not easy choices to make.
If we're honest with ourselves, when you decide to shift
(08:19):
versus deciding to risk it and remain the same, what
was the greatest benefit that you experienced looking back saying Wow,
if I had not made that move, I mean not
even be in this position I am today.
Speaker 3 (08:37):
Like I said earlier, the believing in myself when you
come from a home where there's a lot of trauma,
some of us really struggle with like believing in ourselves.
And sadly, I meet a lot of people on their paths,
a lot of women who haven't always had the best environment.
(08:57):
And so for me, it was like becoming an entrepreneur.
Leaving the mothership was first like maybe it could work,
but I wasn't sure. So as I built my business
and it started to grow, and I started to meet
people like minded people, and people wanted to pay me
for the services that I provided. Without a big brand
(09:19):
behind me, I started understanding that there was a lot
more that I had to offer than perhaps just doing
the bidding of a company, for example. And even in
the work that I do, I feel like I constantly question,
you know, like is this the best use of the
(09:39):
services that I can provide to the world, Because I
don't want to just do something because I could make
more money at it. It's like, is this really aligned
with who I am and what value I bring in
this world.
Speaker 2 (09:52):
That's a great point. Once a end listening time, we
focus radio and watching this a line of talking to
Guess today at Lisa Peterson. My next question is you
have a thing that you break down called the awake
process if you can for our listeners explain what it
takes with arts, So I say, what makes it different
(10:14):
from traditional go setting? So I can break down the
awake process for us.
Speaker 3 (10:19):
Yeah, so it's five steps. It's an acronym. It really
is a culmination of work that I've been doing. I've
been teaching meditation for almost twenty years now, and the
idea is to slow down and get present with the
moment that you're living in. And so it's a tool
(10:40):
to help you, especially at times where you're like this
isn't working. Something's not right. I need to change direction. Right.
We do have those no matter how successful we are,
we have those moments in time and I like to
use it for that. But the first step is to
become aware what's going on? How are you feeling? The
(11:00):
next is willingness. In life, there are times when we
are absolutely unwilling to do something different than what we've
been doing. And so the question is, like that I
willing and open to like trying a different approach? Am
I willing to look at myself from a fresh perspective
rather than being inside of the story of what's happening?
(11:23):
The next is appreciation. Uh, can I actually appreciate what's
happening for me? Again, it's a method of bringing you
out of the story that of how bad you feel
or how emotional it is, or whatever's going on with
this person or with this problem. When you appreciate it
(11:44):
takes you to a different higher level of the problem.
They're like, Okay, I can appreciate that there's something happening
here that maybe I could learn from. And then we
move into k for kindness, And you know, this might
just be me and so of the people I hang
out with. But I've found that when we are having
our darkest periods, it can be hard to be kind
(12:07):
to ourselves and kind of great give ourselves grace. And
that's really what's happening for me. This is the hardest one.
When I do this, I'm like every time it's at
the moment of kindness. Because I had a father who
when I would make a mistake growing up, instead of
being like graceful and kind, he would double down, thinking
(12:29):
that it would make me stronger and more successful. So
I noticed that I have to kind of counterof those
habits and be kind. And then the last one is embodiment,
like can I take what just happened and embody it
in my body and my mind and my actions and
move forward with whatever's come through the process.
Speaker 2 (12:50):
And when you think about relationships, that is something that
over time we either did better or we'd start to neglect.
Were some of the things that you've seen, not just
for yourself, but and people that you help, and understanding
(13:11):
that how we relate to people question for you doesn't
begin with ourselves, how we late with ourselves or what
have you noticed was some of the things you see.
Speaker 3 (13:26):
I think it always starts with us. I don't think
that other people can do the hard the hard work
for us, and many times when people are doing work
and we're not listening, there's nothing they can do except
tell us what they want. But what I will say
to the first question is I think that we live
(13:47):
in a society that is very defensiveness oriented, and I
think that that is often the cause of many of
the relational problems, especially partner relationships, and even in The
Money Catalyst, I really played with that because I wanted
to show it's a fictional parable and I wanted to
(14:08):
show how it looks because I'm guessing sometimes people it's
so common in our lives that were defensive or somebody
in our relationship is defensive to us that we don't
even realize it's happening. And so I wanted to amplify
it in the book so people could see what a
defensive posture looks like, because maybe they'd be like, well,
(14:29):
wait a minute, that's what I would always do. Wait,
I think she's saying, maybe that isn't the best approach,
and that comes from being in a relationship with my
husband since the late eighties. Like I came from a
defensive home I approached my relationship with him, with my children,
with others from a defensive place because that's what I
(14:51):
learned from my family. And it wasn't until this last
few years that I figured out that I was the
one with the problem and until I dealt with it,
nothing was going to change.
Speaker 2 (15:02):
We think about healthy relationships, that also implies healthy financial boundaries.
So for being on both spectrums part especialum where things
where struggle, but then the other side, specially when things
start to click, both have their own unique challenges. So
my next question is how do we set by healthy
(15:25):
financial boundaries with family or france, especially when we start
to see things starts to tick in the right direction.
Speaker 3 (15:34):
I think we have to take an honest look at
our own relationship with money first and foremost, because the
imbalances are going to come out in our relationships. So
if we don't have a good relationship with money and
then we try to set boundaries, we're just going to
create more problems. Right, We're going to repeat and pass
that on to everybody else. So it starts with us.
(15:57):
But when we do know that we have strong alignment
with our values like money is aligned, let's say with
our values. Then it becomes easier to tell other people, Hey,
this doesn't work for me, and this is why, and
I'll pick something so random that's coming to me. But
I'm a gen xer, and I always cracked up because
(16:19):
Millennials would do this thing where you all go out
to dinner together and then people all just split the check.
And it's not something that gen Xers did for the
most part, like people would just pay their own bill. Well,
if you go out to dinner and you don't have
a lot of money and you're getting a salad and
a glass of water, and another person spends over one
(16:41):
hundred and fifty dollars on their drinks and their steak
and everything else, it is totally within your boundaries to say,
I'm sorry, this doesn't fit. I did something purposely because
I'm on a tight budget. I would wish to pay
my bill separately than the rest of the group spent
a lot more like that's a healthy boundary. There's nothing
(17:03):
wrong with that. But we got to be strong in
like an aligned with like who we are and what
our priorities are to pull that off and have it
come from a place of that actually could come from
a place of abundance rather than scarcity, right, just in
the way that we presented. I've got some financial goals
I'm working on and this doesn't fit into that. Is
(17:26):
anybody going to like, Wow, you're very purposeful. So you know,
I'm just taking one random thing, but that could go
for anything.
Speaker 2 (17:37):
Do you think about culture in today's world? We think
about race, we think about class, we think abiolities, different
perspectives on wealth and how money works. Was some of
the things day you've seen and noticed, and just how
(17:57):
everyone has a unique perspective our money works. What has
been your experience studying that and seeing that?
Speaker 3 (18:06):
Yeah, I have evolved a lot over the past eleven
years on this particular topic because I think I bought
into this. Let's just pull ourselves up by the bootstraps,
and everybody starts from the same place, and we can
all achieve the same thing in this society that we
call America. And I no longer believe that's the case,
(18:28):
not because anyone's a victim, but because we do start
from different places. I know that, and I knew that
because I had come from the wrong side of the tracks.
I grew up again. My parents were uneducated. My dad
dealt drugs. When you grow up in a home that
you don't have a lot of education, the vocabulary that
(18:49):
you're exposed to when you're young is very different than
an educated home. I felt like I had to overcome that,
and maybe I was able to overcome some of that
because I'm white and I live in a white dominant culture.
But what I think is really important is I don't
make assumptions about anyone and anything anymore. I treat people
(19:10):
as individuals that have a story, that have situations, not
to lean on as a crutch, but to also give
deep respect for the fact that it is different in
this society for different people, based on where they come from,
how much money they have, how much education they have,
and race, for example, when.
Speaker 2 (19:29):
People think about building systems, understanding what will work in
your own unique situation. At the end of the day,
I just had guests on earlier today and we hear
a valid point. We still had to build these choices
of ours. We're the ones that own it. No one
(19:50):
else sneaks by and say, hey, here's some choices for
you I think you should make now. At the end day,
our truth is we build our life with our choices.
So how much does that play and a role in
your experience studying financial wealth.
Speaker 3 (20:11):
I think that choices are very, very important. I think
that I purposely made a choice early in life. I
had gone to a creative I went to college and
did a creative thing, and I got out of school
and that job didn't pay anything, and I went back
to school to get an MBA, even though I didn't
(20:34):
want to study and do finance for my career. But
I made a choice that I was willing to sacrifice
my creativity because I wanted money, And whether that's bad
or good, I did make a choice. And I think
that it's important to pay attention to the choices that
we're making, but not get so hung up that if
we made bad choices because we don't like where we're
(20:57):
at today, to think that you could change the choices
you're making tomorrow and start over again and get educated
about things that you weren't educated about. And so I
feel like we're every single day we're given the opportunity
to reinvent ourselves. And I don't take that lightly because
I think that sometimes that's what we have to do,
(21:18):
especially if we want to change our situation with money.
Regardless of where we've come from.
Speaker 2 (21:24):
Once again, listen, I'll we focus read and you're watching
this A long time guest today Lisa Peterson. When you
think about time and the chance every day we get
a life happens whether you're ready or not. It doesn't
sneak by and ask you, hey, warning, this might be
(21:45):
coming in the next five hours. Usually is always a
nice surprise. It's always like, WHOA did see that one coming?
How have you been able to navigate through the chaos
of just adjusting to life and not lose sight? Are
your goos?
Speaker 3 (22:03):
Twenty five twenty six years ago, my dad was brutally
murdered and it was an inside job like his ex
girlfriend and her boyfriend. And that was the moment in
time when I realized that I had no ability to
be resilient to the challenges that life was giving me.
(22:25):
I was completely ill prepared for that, and I made
a commitment to myself that I would figure out how
to begin this thing called meditation. At the time, I
thought I couldn't even do it and it would take
me years to figure out how to do it in
a way that worked for my type. A add brain
(22:45):
if you will, But meditation is at a cornerstone. Nothing
that I am today would have been possible without a
daily mindfulness practice that I returned to again and again,
where I reflect who I am, what's important to me,
where I want to go, what's the meaning of this
life on a daily basis. That changes everything for.
Speaker 2 (23:08):
Me and for those who are watching this and listening
to us as we wrap up and closing thoughts. When
people start to understand where they truly are versus now,
where do they actually want to start moving towards? It
takes courage, It takes discipline, well, it takes action. You
(23:32):
can't just think about it. It takes that commitment to
take that first step, and it could be the hardest
step you make in your life, but man, would it
be the best choice if you do take that chance
and take that move. Will you say to a person
who feels like they're disclose for that breakthrough, but they
(23:52):
feel like they just can't shake the old habits or
the old way of thinking. Maybe they've been through trauma
or whatever decision may situations, Maybe when we say that
person to help them kind of move forward from whatever's
themselves back.
Speaker 3 (24:10):
You are so much more than this moment when you're
doubting yourself or feeling like you can't do it, like
you are so much bigger, so much more. And there
have been several times that I wish, you know, if
it hadn't been myself, there was somebody else. I feel
(24:30):
like I am surrounded by good people. But there's nothing
like reminding yourself that whatever's going on in that short
term has nothing, literally nothing to do with how big
you are in truth and in reality. And you know
that may connect into a higher power, that may connect
(24:51):
into Mother Nature, like tap into something bigger than this
small version of yourself.
Speaker 2 (24:58):
In closing, people want to keep in touch with you
and stay upstate with your events and all the plans
you have in the future. Where can to go to
find more information on you?
Speaker 3 (25:11):
Wealth clinic dot com is a great place to learn
more about me the books. You can write to me
at l Peterson at wealth clinic dot com. Happy to
answer questions or lend lend my ear to listen. Well.
Speaker 2 (25:26):
I'd always want to say, I guess Lisa Peterson, thank you,
please Ham, thank you
You are listening to I Am Refocused Radio with your
host Shamaia read This show is designed to inspire you
to live your purpose and regain your focus. And now
here's your host, Shamaia Reid.
Speaker 2 (00:17):
Welcome Backtogray Focus. Ready once again, we are here today.
We have another show line up for y'all. Today we
have our guests. Her name is Lisa Peterson. So he's
a powerhouse in the world wealth and emotional intelligence. She's
not just a financial expert. She is a money catalyst,
a mindset mentor, and the author of two transformational books,
(00:39):
The Money Catalysts and The Mindful Millan there. So if
you want to learn about wealth and finances, this might
be an episode for you to share with you yourself, your friends.
Yes I said share with you, Yes, do it. Play
back and repeat and key listening and keep watching. But
back to the show. After walking away from a successful
career from a traditional financial advisor, Lisa founded Wealth Clinic
(01:05):
where she helps high earners, entrepreneurs and even those who
have it been hit with the sudden wealth to get
to the root of their money beliefs. And when it
comes to a belief system, we're gonna learn all about
the amazing experience that has positioned her to give to you.
A lot of these ideas didn't just come out of
(01:27):
then there. It came through a process. You know about systems.
It takes time to develop and takes a purpose to
keep it steady. So without further ado, I'm a landa plane.
You know how I say that, it's my fair answer.
We're gonna have a special guest, Lisa, take the rope
(01:47):
and just run with it. So first and foremost won't
to say to you, thank you for being on the
show today.
Speaker 3 (01:52):
How you doing, I'm doing great, Thanks for having me.
Speaker 2 (01:56):
Appreciate your time being on the show. I know I
had a little work the introduction, but it will all
makes sense later when you think about early on in
your career, Y had success already going well. At a
certain point you decided that it was time to shift.
Kind of walk us through that moment and why did
you fail? It was necessary to make a change.
Speaker 3 (02:20):
I had been wanting to bring together this idea of
inner personal development with my career with money. But I'll
be honest, I was really scared to walk away from
all that I had known, which was working for a
big bank and working in a traditional job, I was
the primary bread winner. I was the one who had
(02:42):
the benefits. I had two children that were you know,
we were taken care of, and unfortunately I was at
one of these horrible shootings that have occurred far too
often in the United States. In twenty thirteen. Man walked
into my doctor's office. He looked at me and he said,
you might want to leave now, and he pulled out
(03:03):
a gun and he went on a shooting rampage and
he ultimately killed my doctor. He shot several people. He
did not shoot me. He killed himself. And in the
process of trying to get out of this building, I
had this out of body experience. I hope no one
ever has to go through that, but when you do,
(03:25):
it causes your life to flash before you perhaps, and
that's what happened for me. In that moment. I realized
that I was not my fear, even though all I
could fear was feel was fear. And there was a
voice that said, if you live through this, it's time
for you to let go of like holding on to
(03:45):
those the safety raft, which is what I feel like
I had done in my career up to that moment.
In time and took me a few months to get
it together, but I ended up leaving and not even
really fully understanding what I was going too. I just
knew that I had to let go and see what
life had in store for me.
Speaker 2 (04:07):
When you think about relationship with money, I mean, it's
always a heavy topic. You just kind of roll the
dice help you want to. Everyone has their story and
their opinion. But when it comes to your processing of
what your belief system was, how did that change from
(04:27):
when you were in the corporate world versus when you
made that decision to step out.
Speaker 3 (04:36):
I had to make the decision that I could believe
in myself rather than believing in money. And I feel
like I had sent my life because we didn't have
very much money when I was growing up. I made
a decision early on that if I had money, then
I would be safe and I would be like a
legitimate person, because I felt like my parents. We were
(04:58):
in that home where my parents got in trouble with
debt and we would lose cars and there were bill
collectors and it was just so stressful. So I thought, well,
they're not really doing life right. If you have money,
then you're doing life right. And so when I made
that decision to leave, we were already multi millionaires, and
(05:20):
yet I still didn't believe that I could do something
other than work for other people. I didn't believe in myself.
And what I would later learn is that, you know,
we're incredibly resourced as human beings, but we live in
a system that doesn't always remind us of that. And
(05:41):
the idea that it was all about the money was
no longer healthy for me. Like I was going to
be okay, I had built the resource, but what I
also saw was I wish I hadn't waited to have
to have all the ducks in a row with money
before I was willing to to believe in myself. But
(06:02):
that's what it took for me. It took a horrible situation.
It took me having some financial means, and then I
was able to go out. But when I looked backwards,
I thought, you know, I really didn't do this the
way that I think i'd like to if I got
another chance. What might it look like if I were
to start to write about this and teach about it,
because maybe I could give people insights that would help
(06:24):
them make better decisions earlier in life about what do
they want this relationship with money to look like?
Speaker 2 (06:31):
And you have a term scarcity can you describe to
our listeners and beers? How can it be a telltale
if someone sees the signs of themselves live in that space.
Speaker 3 (06:47):
Yeah, scarcity is like the world that we live in
when we're insight of scarcity. And scarcity is marked by
operating from the belief that there isn't enough there's not
enough money, there's not enough opportunities, there's not enough time,
there's not enough resources. You know. It can show up
(07:07):
by constantly checking your bank account, you know, or your
investment account. It can also show up in undercharging for
the services that you provide, whether it be in business
or working for somebody else. Can also show up and
hoarding money instead of investing it strategically. And so the
journey is is like are you doing some of these things?
(07:29):
Figuring it out, identifying it, understanding what your patterns are,
and then choosing a different path for yourself if you
know that you've got some of these tendencies. And I
always use myself as an example, like I had those tendencies.
It wasn't good for me, so I began walking on
this path of like, let's see what it would look
(07:50):
like if I were to do make different choices and
feel different in my relationship.
Speaker 2 (07:56):
You know, with money, people oftentimes found themselves in a
place where I need to shift or I need to
remain here, and both are not easy choices to make.
If we're honest with ourselves, when you decide to shift
(08:19):
versus deciding to risk it and remain the same, what
was the greatest benefit that you experienced looking back saying Wow,
if I had not made that move, I mean not
even be in this position I am today.
Speaker 3 (08:37):
Like I said earlier, the believing in myself when you
come from a home where there's a lot of trauma,
some of us really struggle with like believing in ourselves.
And sadly, I meet a lot of people on their paths,
a lot of women who haven't always had the best environment.
(08:57):
And so for me, it was like becoming an entrepreneur.
Leaving the mothership was first like maybe it could work,
but I wasn't sure. So as I built my business
and it started to grow, and I started to meet
people like minded people, and people wanted to pay me
for the services that I provided. Without a big brand
(09:19):
behind me, I started understanding that there was a lot
more that I had to offer than perhaps just doing
the bidding of a company, for example. And even in
the work that I do, I feel like I constantly question,
you know, like is this the best use of the
(09:39):
services that I can provide to the world, Because I
don't want to just do something because I could make
more money at it. It's like, is this really aligned
with who I am and what value I bring in
this world.
Speaker 2 (09:52):
That's a great point. Once a end listening time, we
focus radio and watching this a line of talking to
Guess today at Lisa Peterson. My next question is you
have a thing that you break down called the awake
process if you can for our listeners explain what it
takes with arts, So I say, what makes it different
(10:14):
from traditional go setting? So I can break down the
awake process for us.
Speaker 3 (10:19):
Yeah, so it's five steps. It's an acronym. It really
is a culmination of work that I've been doing. I've
been teaching meditation for almost twenty years now, and the
idea is to slow down and get present with the
moment that you're living in. And so it's a tool
(10:40):
to help you, especially at times where you're like this
isn't working. Something's not right. I need to change direction. Right.
We do have those no matter how successful we are,
we have those moments in time and I like to
use it for that. But the first step is to
become aware what's going on? How are you feeling? The
(11:00):
next is willingness. In life, there are times when we
are absolutely unwilling to do something different than what we've
been doing. And so the question is, like that I
willing and open to like trying a different approach? Am
I willing to look at myself from a fresh perspective
rather than being inside of the story of what's happening?
(11:23):
The next is appreciation. Uh, can I actually appreciate what's
happening for me? Again, it's a method of bringing you
out of the story that of how bad you feel
or how emotional it is, or whatever's going on with
this person or with this problem. When you appreciate it
(11:44):
takes you to a different higher level of the problem.
They're like, Okay, I can appreciate that there's something happening
here that maybe I could learn from. And then we
move into k for kindness, And you know, this might
just be me and so of the people I hang
out with. But I've found that when we are having
our darkest periods, it can be hard to be kind
(12:07):
to ourselves and kind of great give ourselves grace. And
that's really what's happening for me. This is the hardest one.
When I do this, I'm like every time it's at
the moment of kindness. Because I had a father who
when I would make a mistake growing up, instead of
being like graceful and kind, he would double down, thinking
(12:29):
that it would make me stronger and more successful. So
I noticed that I have to kind of counterof those
habits and be kind. And then the last one is embodiment,
like can I take what just happened and embody it
in my body and my mind and my actions and
move forward with whatever's come through the process.
Speaker 2 (12:50):
And when you think about relationships, that is something that
over time we either did better or we'd start to neglect.
Were some of the things that you've seen, not just
for yourself, but and people that you help, and understanding
(13:11):
that how we relate to people question for you doesn't
begin with ourselves, how we late with ourselves or what
have you noticed was some of the things you see.
Speaker 3 (13:26):
I think it always starts with us. I don't think
that other people can do the hard the hard work
for us, and many times when people are doing work
and we're not listening, there's nothing they can do except
tell us what they want. But what I will say
to the first question is I think that we live
(13:47):
in a society that is very defensiveness oriented, and I
think that that is often the cause of many of
the relational problems, especially partner relationships, and even in The
Money Catalyst, I really played with that because I wanted
to show it's a fictional parable and I wanted to
(14:08):
show how it looks because I'm guessing sometimes people it's
so common in our lives that were defensive or somebody
in our relationship is defensive to us that we don't
even realize it's happening. And so I wanted to amplify
it in the book so people could see what a
defensive posture looks like, because maybe they'd be like, well,
(14:29):
wait a minute, that's what I would always do. Wait,
I think she's saying, maybe that isn't the best approach,
and that comes from being in a relationship with my
husband since the late eighties. Like I came from a
defensive home I approached my relationship with him, with my children,
with others from a defensive place because that's what I
(14:51):
learned from my family. And it wasn't until this last
few years that I figured out that I was the
one with the problem and until I dealt with it,
nothing was going to change.
Speaker 2 (15:02):
We think about healthy relationships, that also implies healthy financial boundaries.
So for being on both spectrums part especialum where things
where struggle, but then the other side, specially when things
start to click, both have their own unique challenges. So
my next question is how do we set by healthy
(15:25):
financial boundaries with family or france, especially when we start
to see things starts to tick in the right direction.
Speaker 3 (15:34):
I think we have to take an honest look at
our own relationship with money first and foremost, because the
imbalances are going to come out in our relationships. So
if we don't have a good relationship with money and
then we try to set boundaries, we're just going to
create more problems. Right, We're going to repeat and pass
that on to everybody else. So it starts with us.
(15:57):
But when we do know that we have strong alignment
with our values like money is aligned, let's say with
our values. Then it becomes easier to tell other people, Hey,
this doesn't work for me, and this is why, and
I'll pick something so random that's coming to me. But
I'm a gen xer, and I always cracked up because
(16:19):
Millennials would do this thing where you all go out
to dinner together and then people all just split the check.
And it's not something that gen Xers did for the
most part, like people would just pay their own bill. Well,
if you go out to dinner and you don't have
a lot of money and you're getting a salad and
a glass of water, and another person spends over one
(16:41):
hundred and fifty dollars on their drinks and their steak
and everything else, it is totally within your boundaries to say,
I'm sorry, this doesn't fit. I did something purposely because
I'm on a tight budget. I would wish to pay
my bill separately than the rest of the group spent
a lot more like that's a healthy boundary. There's nothing
(17:03):
wrong with that. But we got to be strong in
like an aligned with like who we are and what
our priorities are to pull that off and have it
come from a place of that actually could come from
a place of abundance rather than scarcity, right, just in
the way that we presented. I've got some financial goals
I'm working on and this doesn't fit into that. Is
(17:26):
anybody going to like, Wow, you're very purposeful. So you know,
I'm just taking one random thing, but that could go
for anything.
Speaker 2 (17:37):
Do you think about culture in today's world? We think
about race, we think about class, we think abiolities, different
perspectives on wealth and how money works. Was some of
the things day you've seen and noticed, and just how
(17:57):
everyone has a unique perspective our money works. What has
been your experience studying that and seeing that?
Speaker 3 (18:06):
Yeah, I have evolved a lot over the past eleven
years on this particular topic because I think I bought
into this. Let's just pull ourselves up by the bootstraps,
and everybody starts from the same place, and we can
all achieve the same thing in this society that we
call America. And I no longer believe that's the case,
(18:28):
not because anyone's a victim, but because we do start
from different places. I know that, and I knew that
because I had come from the wrong side of the tracks.
I grew up again. My parents were uneducated. My dad
dealt drugs. When you grow up in a home that
you don't have a lot of education, the vocabulary that
(18:49):
you're exposed to when you're young is very different than
an educated home. I felt like I had to overcome that,
and maybe I was able to overcome some of that
because I'm white and I live in a white dominant culture.
But what I think is really important is I don't
make assumptions about anyone and anything anymore. I treat people
(19:10):
as individuals that have a story, that have situations, not
to lean on as a crutch, but to also give
deep respect for the fact that it is different in
this society for different people, based on where they come from,
how much money they have, how much education they have,
and race, for example, when.
Speaker 2 (19:29):
People think about building systems, understanding what will work in
your own unique situation. At the end of the day,
I just had guests on earlier today and we hear
a valid point. We still had to build these choices
of ours. We're the ones that own it. No one
(19:50):
else sneaks by and say, hey, here's some choices for
you I think you should make now. At the end day,
our truth is we build our life with our choices.
So how much does that play and a role in
your experience studying financial wealth.
Speaker 3 (20:11):
I think that choices are very, very important. I think
that I purposely made a choice early in life. I
had gone to a creative I went to college and
did a creative thing, and I got out of school
and that job didn't pay anything, and I went back
to school to get an MBA, even though I didn't
(20:34):
want to study and do finance for my career. But
I made a choice that I was willing to sacrifice
my creativity because I wanted money, And whether that's bad
or good, I did make a choice. And I think
that it's important to pay attention to the choices that
we're making, but not get so hung up that if
we made bad choices because we don't like where we're
(20:57):
at today, to think that you could change the choices
you're making tomorrow and start over again and get educated
about things that you weren't educated about. And so I
feel like we're every single day we're given the opportunity
to reinvent ourselves. And I don't take that lightly because
I think that sometimes that's what we have to do,
(21:18):
especially if we want to change our situation with money.
Regardless of where we've come from.
Speaker 2 (21:24):
Once again, listen, I'll we focus read and you're watching
this A long time guest today Lisa Peterson. When you
think about time and the chance every day we get
a life happens whether you're ready or not. It doesn't
sneak by and ask you, hey, warning, this might be
(21:45):
coming in the next five hours. Usually is always a
nice surprise. It's always like, WHOA did see that one coming?
How have you been able to navigate through the chaos
of just adjusting to life and not lose sight? Are
your goos?
Speaker 3 (22:03):
Twenty five twenty six years ago, my dad was brutally
murdered and it was an inside job like his ex
girlfriend and her boyfriend. And that was the moment in
time when I realized that I had no ability to
be resilient to the challenges that life was giving me.
(22:25):
I was completely ill prepared for that, and I made
a commitment to myself that I would figure out how
to begin this thing called meditation. At the time, I
thought I couldn't even do it and it would take
me years to figure out how to do it in
a way that worked for my type. A add brain
(22:45):
if you will, But meditation is at a cornerstone. Nothing
that I am today would have been possible without a
daily mindfulness practice that I returned to again and again,
where I reflect who I am, what's important to me,
where I want to go, what's the meaning of this
life on a daily basis. That changes everything for.
Speaker 2 (23:08):
Me and for those who are watching this and listening
to us as we wrap up and closing thoughts. When
people start to understand where they truly are versus now,
where do they actually want to start moving towards? It
takes courage, It takes discipline, well, it takes action. You
(23:32):
can't just think about it. It takes that commitment to
take that first step, and it could be the hardest
step you make in your life, but man, would it
be the best choice if you do take that chance
and take that move. Will you say to a person
who feels like they're disclose for that breakthrough, but they
(23:52):
feel like they just can't shake the old habits or
the old way of thinking. Maybe they've been through trauma
or whatever decision may situations, Maybe when we say that
person to help them kind of move forward from whatever's
themselves back.
Speaker 3 (24:10):
You are so much more than this moment when you're
doubting yourself or feeling like you can't do it, like
you are so much bigger, so much more. And there
have been several times that I wish, you know, if
it hadn't been myself, there was somebody else. I feel
(24:30):
like I am surrounded by good people. But there's nothing
like reminding yourself that whatever's going on in that short
term has nothing, literally nothing to do with how big
you are in truth and in reality. And you know
that may connect into a higher power, that may connect
(24:51):
into Mother Nature, like tap into something bigger than this
small version of yourself.
Speaker 2 (24:58):
In closing, people want to keep in touch with you
and stay upstate with your events and all the plans
you have in the future. Where can to go to
find more information on you?
Speaker 3 (25:11):
Wealth clinic dot com is a great place to learn
more about me the books. You can write to me
at l Peterson at wealth clinic dot com. Happy to
answer questions or lend lend my ear to listen. Well.
Speaker 2 (25:26):
I'd always want to say, I guess Lisa Peterson, thank you,
please Ham, thank you
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