Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration degree, also at the University of Kansas.
Background
Bio
Creative Planning
Pathway Financial Education
Books
Money, Simplified, by Peter Mallouk
The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, by Peter Mallouk
The Path: Accelerating Your Journey to Financial Freedom, by Peter Mallouk, with Tony Robbins
Podcasts
Down the Middle, with Peter Mallouk and Jonathan Clements
Signal or Noise? with Charlie Bilello and Peter Mallouk
Creative Planning
“What to Expect in the Year Ahead,” by Peter Mallouk and Jonathan Clements, creativeplanning.com, Dec. 29, 2023.
“Creative Planning Closes on Acquisition of Goldman Sachs Personal Financial Management,” by Diana Britton, wealthmanagement.com, Nov. 3, 2023.
“Peter Mallouk: The No. 1 Thing to Look for in Investments Now,” by Dinah Wisenberg Brin, thinkadvisor.com, Feb. 27, 2023.
“Tax-Loss Harvesting: What It Is and Why It Matters,” by Taylor Harroun, creativeplanning.com, Oct. 4, 2023.
“The Media Has a Fiduciary Responsibility, But It’s Not to You,” by Peter Mallouk, creativeplanning.com, March 15, 2024.
Other
“How Financial Planners Actually Do Financial Planning (2023),” by Dan Inveen, Michael Kitces, and Meghaan Lurtz, kitces.com, 2023.
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Mike Moran: Taking the Temperature on Retirement Readiness
Tiffany Aliche: Helping People ‘Move Past the Shame’
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
Scott Burns: The Case for a Simple Retirement Plan
JL Collins: Spotlighting the Many Paths to Financial Independence
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life
David Giroux: ‘I Want to Look Forward, Not Backward’
Michael Santoli: Decoding ‘an Indecisive Market’
Martin Lau: Revisiting the Case for Investing in Chinese Stocks
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement
Cindy Haddad: Financial Planning for People with Disabilities
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