Podcast appearances and mentions of peter mallouk

  • 78PODCASTS
  • 260EPISODES
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  • 1EPISODE EVERY OTHER WEEK
  • May 30, 2025LATEST

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Best podcasts about peter mallouk

Latest podcast episodes about peter mallouk

Down The Middle
The Federal Budget Deficit

Down The Middle

Play Episode Listen Later May 30, 2025 15:21


With the recent downgrade on U.S. government debt by Moody's and a tax bill making its way through Congress that's projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
Seizing Opportunities Amid Market Volatility

Down The Middle

Play Episode Listen Later Apr 30, 2025 10:26


Why do many feel this year's stock market volatility rivals much worse declines of the past? And why are the market's moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Money Rehab with Nicole Lapin
What Not to Do When the Market Is Down with Peter Mallouk

Money Rehab with Nicole Lapin

Play Episode Listen Later Apr 15, 2025 32:45


Today, Nicole continues to unpack do's and don'ts for market downturns— this time, she's joined by Peter Mallouk, President and CEO of award-winning wealth management firm Creative Planning. In this conversation, Nicole and Peter break down the smart (and not-so-smart) moves to make when the market's in the red. To learn more about Creative Planning and how they could help you meet your financial goals, visit: www.creativeplanning.com/nicole

Down The Middle
U.S. Stocks: Where Do We Go From Here?

Down The Middle

Play Episode Listen Later Mar 31, 2025 12:34


The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Friendtalkative Podcast
EP1481 Special Formula เงินแลกเวลาได้แต่เวลาแลกเงินไม่ได้เลย

Friendtalkative Podcast

Play Episode Listen Later Mar 16, 2025 10:25


ข้อความโพสต์จาก Peter Mallouk ได้เขียนข้อความไว้ว่า "ฉันสามารถที่จะใช้เงินซื้อเกือบทุกสิ่งทุกอย่าง แต่ตามหลักแล้วเงินไม่สามารถซื้อเวลาให้เพิ่มขึ้นได้ - วอร์เรน บัฟเฟตต์" - เงินซื้อของได้หลายอย่างมาก แต่ไม่สามารถซื้อทรัพยากรหนึ่งที่เรียกว่าเวลาได้เลย - เวลาเป็นของที่ใช้แล้วหมดไป เวลาแลกเงินได้ แต่เงินแลกเวลาไม่ได้ นั่นคือความแตกต่าง - ผู้คนที่มั่งคั่งส่วนใหญ่ก็มักจะเลือกเวลามากกว่าเงิน เพราะในตอนท้ายแล้วมันจะยั่งยืนกว่า - แต่ก็แน่นอนว่า คนที่เลือกใช้เวลาแลกเงิน ก็ต้องหาจุดคุ้มทุนของเวลาให้เจอว่า เสียเวลาแล้วได้เงินแค่ไหน - ทั้งนี้ อย่าลืมหาจุดคุ้มค่าของเวลาให้เจอ เพราะมันคือทั้งหมดของชีวิตเรา ไม่เสียเวลาและไม่เสียเงินกับสิ่งที่ไม่ก่อเกิดประโยชน์

Down The Middle
All About Alternatives

Down The Middle

Play Episode Listen Later Feb 28, 2025 13:37


Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
How Trump Administration Policies May Affect the Economy

Down The Middle

Play Episode Listen Later Feb 3, 2025 13:17


The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions. Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Rethink Your Money
How Avoiding Costly Mistakes Can Help You Achieve Financial Success

Rethink Your Money

Play Episode Listen Later Jan 27, 2025 46:21


On our final episode, we're using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025.

Money Rehab with Nicole Lapin
When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Planning)

Money Rehab with Nicole Lapin

Play Episode Listen Later Jan 15, 2025 27:20


Do you need help making a strategy to meet your financial goals? You don't have to do it alone— that's what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals.  If you're ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole 

Down The Middle
Financial Resolutions for 2025

Down The Middle

Play Episode Listen Later Dec 31, 2024 10:59


With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Money Rehab with Nicole Lapin
Financial New Year's Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Money Rehab with Nicole Lapin

Play Episode Listen Later Dec 30, 2024 26:35


Let's harness the New Year energy and make 2025 a good year for our wealth, shall we? To help you do exactly that, Nicole sits down with Peter Mallouk, CEO of the award-wining wealth management and investment advisory firm Creative Planning. Peter shares what you can do to make your New Year's resolutions actually stick, and what common investing mistakes we should all leave in 2024. If you want some help making a strategy for your 2025 financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole 

Rethink Your Money
A Highlight Reel of Our Favorite Financial Insights

Rethink Your Money

Play Episode Listen Later Dec 2, 2024 46:30


We're talking about one of the most important topics in personal finance: advice. This week's episode also includes a highlight reel of insights from some of our favorite interviews. You'll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more!

Down The Middle
What Investors Can Expect in 2025

Down The Middle

Play Episode Listen Later Nov 26, 2024 17:43


With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Rethink Your Money
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk

Rethink Your Money

Play Episode Listen Later Nov 25, 2024 47:14


With Thanksgiving just days away, this week's episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it's an interview you won't want to miss!

Rethink Your Money
Year-End Estate Planning Essentials

Rethink Your Money

Play Episode Listen Later Nov 18, 2024 45:24


Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We're also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week's episode!

Signal or Noise?
The Election and What Comes Next

Signal or Noise?

Play Episode Listen Later Nov 13, 2024 63:37


With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise?

Signal or Noise?
Easing Into a Melt-Up

Signal or Noise?

Play Episode Listen Later Nov 1, 2024 27:56


With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn't taxes). They close with their perspective on mass media influence and discuss the election's potential impact on the market. Is it a signal or just noise?

Down The Middle
Financial Moves to Consider Before Year-End

Down The Middle

Play Episode Listen Later Oct 31, 2024 12:19


With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Signal or Noise?
Die With Zero?

Signal or Noise?

Play Episode Listen Later Oct 8, 2024 43:13


In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise.

Down The Middle
Don't Let Uncertainty Derail Your Portfolio

Down The Middle

Play Episode Listen Later Sep 30, 2024 12:40


Almost two years into the current stock market rally, worries over the economy, interest rates and this year's presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement. Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Rethink Your Money
Year-End Tax Planning but With a View

Rethink Your Money

Play Episode Listen Later Sep 30, 2024 46:34


On this week's episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!

The Compound Show with Downtown Josh Brown
Live from Future Proof with Peter Mallouk

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Sep 20, 2024 37:52


On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24. This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/ Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Signal or Noise?
The #1 Way Americans Become Millionaires

Signal or Noise?

Play Episode Listen Later Sep 6, 2024 41:25


Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk's insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise?

Down The Middle
What's "Normal" for the Stock Market?

Down The Middle

Play Episode Listen Later Aug 29, 2024 14:49


The stock market had a rough start in August after a mostly calm year. But what's considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn't rewarded in this month's episode. Plus, learn what you should do when you have a concentrated stock position and why now's a worse time than usual to be sitting on cash.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Signal or Noise?
The $35 Trillion Elephant in the Room

Signal or Noise?

Play Episode Listen Later Aug 16, 2024 36:49


There's an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX.

Signal or Noise?
Embracing Panic

Signal or Noise?

Play Episode Listen Later Aug 7, 2024 39:56


With all that's happening in the market, you'll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge. 

Down The Middle
A Game Plan for Giving

Down The Middle

Play Episode Listen Later Jul 31, 2024 11:08


Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Barron's Advisor
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

Barron's Advisor

Play Episode Listen Later Jul 2, 2024 18:18


Creative Planning's president and CEO discusses his career, the RIA's M&A strategy, and how the firm has grown to become a juggernaut. Host: Greg Bartalos. 

Down The Middle
A Life Update

Down The Middle

Play Episode Listen Later Jun 28, 2024 12:25


In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

Friendtalkative Podcast
EP1295 Special Formula คุณภาพของความสัมพันธ์สำคัญมากกว่าปริมาณเสมอ

Friendtalkative Podcast

Play Episode Listen Later Jun 27, 2024 11:19


ข้อความโพสต์จาก Peter Mallouk ได้เขียนข้อความไว้ว่า "คุณภาพของความสัมพันธ์นั้นสำคัญสำหรับคุณมากกว่า จำนวนปริมาณของความสัมพันธ์" - บางคนสนใจแต่ปริมาณจนเพิกเฉยคุณภาพไป แล้วสิ่งนี้นำไปปรับใช้กับทุกสิ่งบนโลกใบนี้ - การเงินและการลงทุน ให้เน้นที่คุณภาพของสินทรัพย์นั้น ๆ อย่าไปเน้นที่จำนวนที่เราถือครอง - ชีวิตที่ดีคือชีวิตที่เราสามารถรักษาความสัมพันธ์ที่ทรงคุณค่าไว้ได้นานที่สุด มันคือการเยียวยาจิตใจไปพร้อมกับวิถีชีวิต - ยิ่งเราใช้เวลาหาความสัมพันธ์ใหม่ ๆ มากแค่ไหน เราก็จะยิ่งเหน็ดเหนื่อยและอ่อนล้ากับความสัมพันธ์มากแค่นั้น - ทั้งนี้ ความสุขที่สุดของชีวิตก็ยังไม่ใช่จำนวนปริมาณของความสัมพันธ์ แต่ก็ยังเป็นคุณภาพที่ดีของความสัมพันธ์อยู่ร่ำไป

Down The Middle
Raising Money-Savvy Kids

Down The Middle

Play Episode Listen Later May 29, 2024 13:47


“Do as I say, not as I do” doesn't work in most scenarios — and it certainly doesn't work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

Money Rehab with Nicole Lapin
An Investing Masterclass with Financial Rockstar Peter Mallouk

Money Rehab with Nicole Lapin

Play Episode Listen Later May 21, 2024 44:44


Nicole does a deep dive into investing with Peter Mallouk, President and CEO of Creative Planning, an award-winning wealth management and investment advisory firm with over 300B assets under management or advisement. They cover everything from stocks, bonds, gold, real estate and even crypto. Whether you're a newbie investor, or work on Wall Street, you'll learn something helpful in this conversation. Plus, Peter shares what it was like co-writing a book with Tony Robbins.

Rethink Your Money
5 Mistakes Investor Make

Rethink Your Money

Play Episode Listen Later May 13, 2024 47:23


Join John as he details five mistakes every investor makes. From market timing to misunderstanding performance data, find out how to recognize and avoid these mistakes and put yourself in a better position to achieve long-term financial success. (2:07) Plus, learn why understanding the future of taxes may make you rethink your current tax strategy. (24:10)Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.” Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com                                                                                                                                  

Down The Middle
Unlocking the Secrets of Retirement

Down The Middle

Play Episode Listen Later Apr 30, 2024 13:31


Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

Down The Middle
Is Cash Trash?

Down The Middle

Play Episode Listen Later Mar 29, 2024 13:10


Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn't advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

The Long View
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy'

The Long View

Play Episode Listen Later Mar 26, 2024 51:05


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.BackgroundBioCreative PlanningPathway Financial EducationBooksMoney, Simplified, by Peter MalloukThe 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, by Peter MalloukThe Path: Accelerating Your Journey to Financial Freedom, by Peter Mallouk, with Tony RobbinsPodcastsDown the Middle, with Peter Mallouk and Jonathan ClementsSignal or Noise? with Charlie Bilello and Peter MalloukCreative 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.

The Stacking Benjamins Show
Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494)

The Stacking Benjamins Show

Play Episode Listen Later Mar 25, 2024 75:54


Our mentor today is one of the foremost thinkers and practitioners in the financial planning space. Peter Mallouk joins us to dispel the myth that the stock market is like the stock market, that the bond market is still dangerous (a year later), that AI is coming for our jobs, that you'll find safety in a savings account, and that gold is a great investment. It's a dynamic discussion with the man who wrote a financial book with Tony Robbins a few years ago, who owns the Kansas City Royals baseball team, and who is one of the top financial planners in the country. In our headline segment, we do something we often don't engage in: philosophy. But today, philosophical discussion meets behavioral finance (much more our strong suit), in a Wall Street Journal piece about passive investing and capitalism. Is passive investing killing the stock market, and then by extension, capitalism? While we probably won't solve the world's problems or "fix" the stock market, we will discuss the basics of passive investing (positives and negatives), the problem of (and also the advantages in) not knowing what's going on with the companies in which you've invested, and the importance of diversification, balanced portfolios, and avoiding recency bias. Of course, Doug shares a trivia question fresh out of Scotland. He'll use an important marker of today's date in history (Robert the Bruce's birthday) to shine the light on one of the most iconic pieces of real estate in the world, Robert's castle. We also help a Stacker who said, "I'd better call Saul...Sehy and OG!" He wonders about becoming a financial planner when you don't have a college degree. Is it more difficult to gain experience? FULL SHOW NOTES: https://www.stackingbenjamins.com/getting-your-financial-plan-right-1494 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rethink Your Money
5 Myths That Could Be Stalling Your Financial Success

Rethink Your Money

Play Episode Listen Later Mar 4, 2024 47:40


Join John as he distinguishes fact from fiction and explores what it takes to become a millionaire in today's world. Is it about luck or the family you're born into? Or do we all genuinely have control over our own financial destiny? (2:25) Plus, Creative Planning CEO Peter Mallouk joins the show to discuss the historical impact of presidential elections on the market and provide investing tips that can help set your portfolio up for long-term success despite the election's outcome. (9:26) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
A Book for Everyone

Down The Middle

Play Episode Listen Later Feb 27, 2024 9:19


Investing may seem complicated, but it doesn't have to be. This month, Peter and Jonathan dive into several major themes featured in Peter's latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

Down The Middle
Remarkable Market Resilience

Down The Middle

Play Episode Listen Later Jan 30, 2024 12:51


As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

The Julia La Roche Show
#138 Peter Mallouk, CEO of $245B Creative Planning: 'It's Hard To Be Anything But Optimistic Over The Long Run'

The Julia La Roche Show

Play Episode Listen Later Jan 25, 2024 26:27


Peter Mallouk, CEO and President of Creative Planning, a $245 billion RIA, shares his macroeconomic view, emphasizing long-term optimism due to low unemployment, emerging markets, and technological innovation. He advises investors to focus on the long run and not be swayed by short-term risks.  Mallouk discusses the potential for rate cuts, the US debt situation, and his skepticism towards cryptocurrencies and gold as investments. He recommends a diversified portfolio focusing on equity-oriented investments, including stocks and private equity. Mallouk also highlights the importance of avoiding common investor mistakes and maintaining a long-term perspective. Takeaways Maintain a long-term perspective and focus on the macroeconomic factors that drive long-term growth, such as low unemployment, emerging markets, and technological innovation. Do not try to time the market or make investment decisions based on short-term events. Instead, focus on asset allocation and diversification to protect your portfolio. Be cautious about investing in cryptocurrencies, as the majority of them are likely to go to zero. Treat them as speculative bets rather than long-term investments. Gold is not recommended as an investment for wealth growth, as it has historically underperformed other asset classes. However, it can serve as a store of value in uncertain times. Avoid common investor mistakes, such as market timing and overactive security selection. Instead, focus on long-term asset allocation and controlling costs and taxes. Links: Money, Simplified book: https://www.amazon.com/Money-Simplified-Peter-Mallouk/dp/B0CLZ1W9RD Twitter/X: https://twitter.com/PeterMallouk Creative Planning: https://creativeplanning.com/ Timestamps 00:00 Introduction 00:46 Macroeconomic view 03:14 Navigating short-term risks 04:42 Market outlook for 2024 06:15 Investing in stocks, small caps 07:38 International markets 08:28 Federal Reserve and interest rates 10:30 US debt situation is the No. 1 risk  14:00 Bitcoin and cryptocurrencies 15:23 Role of gold in a portfolio, Mallouk not a fan of gold 17:06 Preferred investments 18:54 Common investor mistakes 20:21 Investor psychology 23:07 Peter Mallouk's journey 24:46 Where to find Peter Mallouk 25:17 Long run optimism

The Investopedia Express with Caleb Silver
The Future of Financial Planning

The Investopedia Express with Caleb Silver

Play Episode Listen Later Jan 22, 2024 32:16


Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 500 finally made it back to new highs after a two year battle with inflation and rising rates. While some investors may feel vertigo, history suggests the good times may keep on rolling. LINKS FOR SHOW NOTES: https://www.barchart.com/stocks/highs-lows?timeFrame=alltime https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8546676 https://creativeplanning.com/peter-mallouk/ https://creativeplanning.com/insights/ https://www.thriftbooks.com/a/peter-mallouk/1267858/ https://www.investopedia.com/trading/continuation-patterns-introduction/

Down The Middle
What to Expect in the Year Ahead

Down The Middle

Play Episode Listen Later Dec 29, 2023 11:51


With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve's surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
Risks We Face in 2024

Down The Middle

Play Episode Listen Later Nov 30, 2023 11:30


Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they'd like to inherit.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
4 Key Questions

Down The Middle

Play Episode Listen Later Oct 31, 2023 11:22


From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors' minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Rethink Your Money
Your Essential End-of-Year Financial Checklist

Rethink Your Money

Play Episode Listen Later Oct 23, 2023 43:10


Smart investors make their savviest moves in the fourth quarter, and it's not too late for you to act. Join John as he shares key insights and tips on tax planning, budgeting, investment strategies and more to ensure you're covered when it comes to end-of-year financial strategies. Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
Are Interest Rates Keeping the Market Down?

Down The Middle

Play Episode Listen Later Sep 28, 2023 8:21


Over the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month's episode.Plus, Peter encourages listeners to “celebrate along the way” — and discusses the sad news prompting his advice.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
Is College Worth the Cost?

Down The Middle

Play Episode Listen Later Aug 31, 2023 12:52


This month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children's educations and whether students should get a job while in college. Plus, get tips for 529 plans and learn why you should always look into travel medical insurance when going abroad.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Rethink Your Money
When Good Financial Intentions Backfire

Rethink Your Money

Play Episode Listen Later Aug 28, 2023 44:06


What happens when your financial intentions are good but lead to unintended consequences? John walks us through six of the costliest blind spots we have in our financial lives and shares how to avoid veering off-track. (1:30) Plus, Creative Planning President & CEO Peter Mallouk joins the show to discuss the most critical mistakes investors make and how these errors can put their portfolios into jeopardy. (8:00)Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down The Middle
Finding Happiness and Purpose With Your Money

Down The Middle

Play Episode Listen Later Jul 31, 2023 12:23


In light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one's wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com