About this episode
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 Managemen t,” 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.