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.
Katie Nixon: Bringing a Blurry Market Into Focus
Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy
Bill Nygren: The State of Value Investing Today
Manisha Thakor: Finding Your Enough
Ilyce Glink: The State of Real Estate Today
Joel Dickson: How America Saves
Dave Sekera: Taking the Market’s Temperature
Bill Bernstein: Revisiting The Four Pillars of Investing
Andrew Lo: Finding the Perfect Portfolio--a ‘Never-Ending Journey’
Eric Weigel and Fritz Gilbert: Uncovering Blind Spots in Retirement Planning
Talmon Smith: Assessing the Greatest Wealth Transfer in History
Jeremy Schwartz: Why Stocks Are Good Inflation Hedges
Ramit Sethi: Investing Shouldn’t Be Your Identity
Joel Tillinghast: The Art of Investing
Mike Piper: Financial Considerations for People Who Have ‘Enough’
Aswath Damodaran: A Valuation Expert’s Take on Inflation, Stock Buybacks, ESG, and More
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
Liz Ann Sonders: Navigating a New ‘Temperamental Era’ in Markets
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
Jill Schlesinger: ‘The Great Money Reset’
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