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.
Micah Hauptman: Advocating for Investors’ Best Interests
James Choi: How to Improve the Way We Present and Make Investment Choices
Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'
Brad Barrett: ‘Start With a Small Win’
Robert Powell: ‘How Do I Generate the Income?’
Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’
Stacy Francis: On a Mission to Help Women Thrive
Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals
Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’
Kathy Jones on Inflation: ‘The Worst Is Behind Us’
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
Ann Garcia: How to Pay for College
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Mark Miller: Rebooting Retirement
Best of The Long View: Investing
Best of The Long View: Financial Planning and Retirement
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions
Jamie Hopkins: A Framework for Financial Freedom
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs
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