PRO
Peter J. Merrick, TEP
Peter doesn’t just explain what’s broken—he reveals where it starts. De-Risking Strategist | Bestselling Author | Financial Sovereignty
Male from San Diego, United states and speaks EnglishAvailable for Collaboration, Interviews in In-Person, Remote Formats
3 Target Audiences - Related Questions for Peter:
🎙 Show Type 1: Financial Shows (Crypto, Gold, Macroeconomics)
Your book “It Starts With Gold” has been called prophetic—what were you seeing that others weren’t?
Why do you say gold isn’t just an investment—but a signal of sovereignty?
What’s the most dangerous financial myth people still believe in 2025?
How should investors be thinking about CBDCs and the shift toward digital control?
What’s “de-risking” and why aren’t more advisors talking about it?
Are crypto and gold allies or opposites in this new economy?
How do you protect wealth from inflation, taxation, and manipulation all at once?
You’ve helped the ultra-wealthy plan across borders—what should the average investor learn from that?
What asset classes do you believe are most “confiscation-resistant” right now?
If someone listening wants to take action today—what’s their first step toward financial sovereignty?
🎙 Show Type 2: Business Growth / Exit Strategy / Succession Planning
What do most entrepreneurs get wrong when preparing to exit or retire?
Why is succession planning often treated like an afterthought—and what’s the real cost?
Tell us about your keynote “The $50 Trillion Opportunity”—what is that number really about?
How can business owners “de-risk” their legacy before it’s too late?
What are the signs your advisory team isn’t actually protecting your future?
What’s your process for unwinding complex investments or tangled portfolios?
How do you help founders go from “business life” to a life of purpose and protection?
You’ve taught thousands of lawyers and CPAs—what are they not being taught about the endgame?
What’s the most common horror story in family business transitions—and how do you prevent it?
If you had one message for a founder with a thriving company but no succession plan, what would it be?
🎙 Show Type 3: Entrepreneurial / Self-Sovereignty / Awake Audiences
You’ve said the real battle isn’t just financial—it’s spiritual. What do you mean by that?
How did surviving a brutal military-style school prepare you for the war on freedom today?
Why do you believe “freedom starts with your finances”?
How can everyday people become sovereign—even without millions in the bank?
What hidden messages did you reveal in “It Starts With Gold” that still shock readers?
How do tyranny and control hide in plain sight through financial systems?
What are 3 warning signs that someone’s freedom is already being eroded—and they don’t know it?
How can entrepreneurs become “antifragile” in an increasingly fragile world?
What does personal responsibility have to do with economic freedom?
What gives you hope right now—and what keeps you up at night?
Topics Discussed by Peter J. Merrick, TEP
About Peter J. Merrick, TEP
📌 Quick Bio: Peter J.
Merrick, TEP + Narrative/Mission-driven, below
International Wealth Strategist | Bestselling Author | Financial Commentator
Co-author of the #1 international bestseller It Starts With Gold
30+ years in cross-border tax, estate, and de-risking strategies
Trust and Estate Practitioner (TEP), STEP member
Former national TV finance expert (20 years)
800+ articles published (Bloomberg, WSJ, Dow Jones, etc.)
Author of 3 LexisNexis financial textbooks
Keynote speaker: sovereignty, succession, and wealth protection
Specialist in annuities, insurance, alternative assets, and investment unwinding
Helps entrepreneurs & HNW individuals preserve wealth and freedom
Based in San Diego | Canadian expat with a global lens
Peter J.
Merrick, TEP, is a global authority in cross-border wealth and risk planning—and a man decades ahead of the financial curve.
As co-author of the #1 international bestseller "It Starts With Gold," Peter sounded the alarm on the stealth financial shift already underway: programmable currency, digital overreach, and the erosion of personal sovereignty.
He delivers not just warnings, but roadmaps—based on three decades of high-level experience advising entrepreneurs, family offices, and professionals across borders.
A Canadian expat now based in San Diego, Peter is a Trust and Estate Practitioner, keynote speaker, and prolific financial commentator.
He has:
⭐Published 800+ articles in outlets like Bloomberg, WSJ, and Dow Jones
⭐Appeared as a national TV financial expert for 20 years
⭐⭐Taught thousands of trusted advisors how to protect—not just grow—wealth
⭐⭐⭐Authored 3 LexisNexis textbooks + 9 other finance/business titles
⭐⭐⭐Delivered keynote speeches to audiences across North America on sovereignty, succession, and sustainability
✔ Peter’s expertise centers on de-risking—the overlooked art of protecting what you've built. ✔ ✔ He helps clients safeguard their wealth using tools like life insurance, annuities, precious metals, and tax-exempt cross-border strategies few others even understand, let alone teach.
✔ He’s particularly known for solving complex “endgame” challenges that most advisors avoid:
How to unwind tangled investments
How to pass wealth wisely (and quietly)
How to make sovereignty real, not just theoretical
💥Peter’s passion lies in education, not upsells.
His signature speaking topics include:
“The $50 Trillion Opportunity – From Your Business Life to the Rest of Your Life”
“The Trusted Advisor” – Building & succeeding at the business of succession planning
“The King of Main Street” –business - mentorship - succession - legacy
“Humanity’s Hope” – Reviving the forgotten tradition of initiation
For Peter, the bottom line is this:
You’ve worked hard to build something real.
His job is to help you protect it—and pass it on.
Availability for Interviews
Everyday from 10am to 5pm America/Los_Angeles
Interview & Promotion Format
- Guest Form
- Pre-Interview Call
- Share Episodes
- Email Subscribers
Target Audience
3 Target Audiences - Related Questions for Peter:
🎙 Show Type 1: Financial Shows (Crypto, Gold, Macroeconomics)
Your book “It Starts With Gold” has been called prophetic—what were you seeing that others weren’t?
Why do you say gold isn’t just an investment—but a signal of sovereignty?
What’s the most dangerous financial myth people still believe in 2025?
How should investors be thinking about CBDCs and the shift toward digital control?
What’s “de-risking” and why aren’t more advisors talking about it?
Are crypto and gold allies or opposites in this new economy?
How do you protect wealth from inflation, taxation, and manipulation all at once?
You’ve helped the ultra-wealthy plan across borders—what should the average investor learn from that?
What asset classes do you believe are most “confiscation-resistant” right now?
If someone listening wants to take action today—what’s their first step toward financial sovereignty?
🎙 Show Type 2: Business Growth / Exit Strategy / Succession Planning
What do most entrepreneurs get wrong when preparing to exit or retire?
Why is succession planning often treated like an afterthought—and what’s the real cost?
Tell us about your keynote “The $50 Trillion Opportunity”—what is that number really about?
How can business owners “de-risk” their legacy before it’s too late?
What are the signs your advisory team isn’t actually protecting your future?
What’s your process for unwinding complex investments or tangled portfolios?
How do you help founders go from “business life” to a life of purpose and protection?
You’ve taught thousands of lawyers and CPAs—what are they not being taught about the endgame?
What’s the most common horror story in family business transitions—and how do you prevent it?
If you had one message for a founder with a thriving company but no succession plan, what would it be?
🎙 Show Type 3: Entrepreneurial / Self-Sovereignty / Awake Audiences
You’ve said the real battle isn’t just financial—it’s spiritual. What do you mean by that?
How did surviving a brutal military-style school prepare you for the war on freedom today?
Why do you believe “freedom starts with your finances”?
How can everyday people become sovereign—even without millions in the bank?
What hidden messages did you reveal in “It Starts With Gold” that still shock readers?
How do tyranny and control hide in plain sight through financial systems?
What are 3 warning signs that someone’s freedom is already being eroded—and they don’t know it?
How can entrepreneurs become “antifragile” in an increasingly fragile world?
What does personal responsibility have to do with economic freedom?
What gives you hope right now—and what keeps you up at night?
Why Invite Peter J. Merrick, TEP as a Guest?
🎤 What Makes Peter a Powerful Guest Peter J. Merrick isn’t just another “finance guy.” He’s a man with a mission—and a story that stops people in their tracks. At age 11, Peter was sent to a military-style boys’ school where he endured years of systemic abuse. No one believed him—not even his parents. And yet, it was in that crucible that Peter developed the unshakable conviction and clarity he now brings to his life’s work: protecting people from systems designed to control and destroy. That experience didn’t break him. It forged him—into a voice for sovereignty, sanity, and strategic action in a world on the edge. ✨Today, Peter is a #1 international bestselling author, financial de-risking expert, and keynote speaker known for waking people up gently—with insight, humor, and hard truth. He co-authored It Starts With Gold, a 580-page dystopian thriller (available for just 99¢)—not to sell books, but to reveal what’s really happening behind the financial curtain. 👍He’s not here to pitch. He’s here to serve. Warm, witty, and wise, Peter blends decades of cross-border financial expertise with the soul of a storyteller. With 20+ years in NLP, 800+ published articles, and a background in both mainstream media and spiritual awakening, he bridges worlds: Mind and money. Power and people. Strategy and soul. Your audience won’t just learn something new—they’ll feel it. They’ll laugh, lean in, and walk away thinking differently about their money, their freedom, and their future. And most hosts? They invite him back.