The 4 Stages of Financial Wellbeing With Special Guest Leisa Peterson

Leisa Peterson photo

Leisa Peterson is a money coach, business consultant and spiritual teacher. She hosts the Mindful Millionaire podcast as well as virtual workshops and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people lead the fulfilling and abundant lives they most desire.

By merging her financial expertise with the art and science of mindfulness, Leisa reveals a liberating journey that frees people from the grip of scarcity and financial worries, paving the way to lives brimming with prosperity.

Leisa empowers her clients through online workshops and transformative in-person retreats and her podcasts “The Mindful Millionaire” and Art of Abundance”. Her insights can be found on Gaia Media Network, Wall Street Journal, FastCompany, The Week, and Huffington Post.

With a three-decade tenure in finance, Leisa stands for leaders, entrepreneurs, and teams as they navigate the sometimes thorny intersection of money, identity, and vision, particularly during pivotal crossroads.




In This Episode:

[06:24] Why having arbitrary ‘one size fits all’ financial goals doesn’t work
[07:11] The crucial thing missing from traditional financial advice
[13:32] How Leisa’s personal experience of a life-changing moment of tragedy was the catalyst for her spiritual journey, which led her to her walking away from her career to help other people
[14:47] The subtle signs from the Universe that we ignore at our peril
[16:28] How our self-talk and affirmations about money shape our energy and beliefs (and how to subtly challenge and change these beliefs)
[18:21] Tuning into language patterns around money beliefs so we can question them
[23:08] Leisa’s inspiring story about she transcended the money ‘conversations’ and beliefs from her childhood, and created her own powerful financial affirmation
[26:56] The two ‘Planner Archetypes’ and how understanding which one you are, is the key to successfully achieving financial freedom - your way
[31:25] Discover the 4 Stages of Financial Empowerment so you can gain clarity on where you are now; where you want to be and what’s required to make the transformational shifts to progress and build wealth
[37:39] The importance of coaching in embracing your own value before taking that out into the world
[41:09] Identify your next steps, and the unique learning and resources you need to move forwards, based on your individual archetype
[48:27] The power of storytelling and how something magical happens for our own learning and growth when we are activated by someone else’s story


Useful Links:

Leisa Peterson – Wealth Clinic https://www.wealthclinic.com/

The Mindful Millionaire


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