August 24, 2021
#141: The 5 Things You Need To Know To Invest Like a Money Master with Peter Mallouk
Creating Confidence with Heather MonahanAbout this episode
Are you ready to accelerate your journey towards financial freedom? I know I am! Today I have the brilliant Peter Mallouk, President and CEO of Creative Planning, with me to show us how to start making SMART money decisions. This is advice from the top financial advisor in the game! He will share when and when not to invest, how to manage risk, and how to align investing with your personal goals. For all the tips and tricks on how to grow your confidence in money mastery, click play! About The Guest: Peter Mallouk, JD, MBA, is the president and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with $90 billion in assets under management and clients in all 50 states and abroad. Creative Planning provides comprehensive wealth management services to its clients, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services, and charitable planning. In addition to leading Creative Planning, Peter is passionate about providing financial education and resources to individuals, families and business owners who have typically been underserved by the financial services industry. He and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, Kansas City Hospice and KCCAN! Finding Peter Mallouk: Website: https://creativeplanning.com/ Twitter : @PeterMallouk Read The Path Review this podcast on Apple Podcast using this LINK and when you DM me the screen shot, I buy you my $299 video course as a thank you! To pre-order Overcome Your Villains NOW and get the bonus bundle click here: https://overcomeyourvillains.com See acast.com/privacy for privacy and opt-out information. See acast.com/privacy for privacy and opt-out information.