🎙️ Episode 172: Financial Longevity with Mike Peterson
We often think about health in terms of fitness, nutrition, or sleep—but your financial health is just as critical. Poor financial habits can lead to stress, anxiety, and even physical issues like weight gain or lack of sleep. In contrast, building a strong financial foundation creates peace of mind, stability, and freedom—allowing you to focus on what truly matters.
In this powerful conversation, Certified Financial Planner Mike Peterson shares how to strengthen your financial well-being and why it’s inseparable from living a healthy, balanced life. Whether it’s navigating tough market downturns, planning for the future, or avoiding the silent trap of lifestyle creep, this episode delivers insights you can put into action right away.
Here are just a few takeaways you’ll walk away with:
💡 A great financial planner connects with clients like a trusted coach—offering guidance, accountability, and confidence in the process.
📉 Market downturns aren’t something to fear—they can actually be the biggest opportunities for long-term growth.
📱 Technology has made spending easier than ever, but also riskier when it comes to accumulating debt.
đźš« Avoiding lifestyle creep is one of the most powerful ways to achieve sustainable financial success and reduce stress.
Financial health is more than numbers on a spreadsheet—it’s about protecting your future, your relationships, and even your physical well-being. This episode will inspire you to take ownership of your money in a way that supports your whole life.
#FinancialHealth #MoneyMindset #StressFreeFinances #WealthBuildingTips #Podcast
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Chapters
(00:00) The Intersection of Music and Finance
(02:43) Understanding Human Connection in Coaching
(05:15) The Psychology of Financial Discipline
(09:04) Generational Shifts in Financial Habits
(15:17) Navigating Market Downturns
(18:46) The Role of Relationships in Financial Planning
(21:52) The Impact of Technology on Spending
(26:32) Planning for the Future: Trusts and Wills
(28:31) Navigating Financial Decisions and Regrets
(30:24) The Human Element in Financial Planning
(31:48) Personal Experiences Shaping Financial Perspectives
(37:00) The Evolution of Retirement Planning
(40:00) Practical Steps for Financial Management
(42:31) Avoiding Lifestyle Creep for Financial Success
(49:16) Understanding Individual Spending Psychology
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About Mike Peterson
Mike Peterson is a Certified Financial Planner and Managing Director of Ameriprise Financial, and has served the financial planning needs of his clients for over 19 years. His experience has given a guiding hand in helping families, public and private companies, as well as not-for-profit organizations accomplish their most important financial goals.
A native of suburban Chicago, Mr. Peterson attended Indiana University and received a Bachelor of Arts in Music/Business. Mike is a CERTIFIED FINANCIAL PLANNER, a designation less that 30% of all financial advisors have attained.
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You can find Mike Peterson
Website: www.ameripriseadvisors.com/mike.peterson/
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The Macro Perspective is hosted by Marcos Rivera and Seamus Sullivan, and was born from a simple but powerful mission: to help people take ownership of their health and lives.
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