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.
Dr. Preston Cherry: ‘Money and Life Intertwined’
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
Morgan Housel: ‘Little Rules About Big Things’
Julien and Kiersten Saunders: ‘How Much Is Enough?’
Dana Anspach: How to Build an All-Weather Retirement Plan
Bob Pisani: Everyone Talks Their Book on Wall Street
Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology
David John: Improving the Retirement System
Tim Steffen: Tax-Saving Strategies for a Falling Market
Farnoosh Torabi: 'Money Is Meaningless Without Goals'
Sarah Ketterer: 'Forget Value, Think Valuation'
Cameron Huddleston: Talk to Your Parents About Their Finances
Michael Kitces: Does Portfolio Customization Pay Off?
Joe Saul-Sehy: What Is Your Growing Season?
Michael Santoli: Navigating Through a Foggy Market Outlook
Wade Pfau: The Risks of Retirement Today
Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life
Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’
Justin Fitzpatrick: 'Retirees Have a Superpower'
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