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.
Ilyce Glink: The State of the U.S. Residential Real Estate Market
David Lau: Taking High Commissions Out of Annuities
Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income
Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning
Cliff Asness: Value Stocks Still Look Like a Bargain
Eric Balchunas: Assessing Jack Bogle's Monumental Legacy
Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More
Brian Feroldi: Why Does the Stock Market Go Up?
Jim Grant: 'Rising Interest Rates Are the Kryptonite of Financial Assets'
William Reichenstein: Avoiding Tax Headaches in Retirement
Mary Childs: The Rise and Fall of the Bond King
Nick Maggiulli: 'The Biggest Lie in Personal Finance'
JL Collins: The Case for Simplicity
Dan Otter and Scott Dauenhauer: Why Retirement Savings Options for Educators Are So Bad
Eric Schoenstein: The Case for Quality Stocks
Terry Odean: Who's on the Other Side of the Trade?
Andrew Miller: ‘No Index Is Truly Passive’
Clark Howard: Financial Well-Being Starts With Being a Smart Consumer
Lori Lucas: Despite Pandemic, Retirement Confidence Soars
Jill Schlesinger: 'What Are You Going to Do With Your Life?'
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