Videos

441 TIP. Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk

Peter Mallouk is the President and CIO at Creative Planning which currently manages, get ready for it, $210B. Peter holds a law degree, an MBA and is a CFP and just an overall very smart and thoughtful guy. You may recognize his name as he was the co-author of Money: Master the Game with Tony Robbins.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:11 – Peter Mallouk’s background and the best investment Peter has ever made
0:03:11- What the inverted yield curve is telling us?
0:05:39 – The unfolding events in Ukraine and Russia and how it could affect the markets
0:18:24 – Peters thoughts on housing
0:20:12 – Peters thoughts on bitcoin
0:36:55 – How the wealthy invest?
0:39:55 – License for investing
0:42:25 – Some of the biggest mistakes investors make
0:46:17 – How to balance achieving our financial goals with living a fulfilling life?
0:48:40 – Calculation for retirement from Money: Master The Game
0:50:43 – Peters thoughts on annuities
0:52:15 – Asset allocation
0:53:49 – Why own bonds?

Peter was a very gracious and generous guest and a real pleasure to speak with. I hope you enjoy it as much as I did.

☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup.

✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/39xzZP7xMpQX0C9fzNMsKS

🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com

📖 BOOKS MENTIONED:
– Money: Master the Game by Tony Robbins and Peter Mallouk – https://amzn.to/3jSeWQf
– The 5 Mistakes Every Investor Makes and How to Avoid Them by Peter Mallouk – https://amzn.to/37tOCsU
– The Path by Peter Mallouk: Accelerating Your Journey to Financial Freedom by Peter Mallouk and Tony Robbins – https://amzn.to/3Ew9v2T

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

💡 OTHER RESOURCES
– Trey’s Twitter Account – https://twitter.com/TreyLockerbie
– Peter’s Twitter Account – https://twitter.com/PeterMallouk
– Creative Planning Website – https://creativeplanning.com/

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:

₿ If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ

📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU

🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn

💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

FOLLOW US ON SOCIAL MEDIA📱:

💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast/

👔 Linkedin: https://www.linkedin.com/company/the-investor’s-podcast/

🐦 Twitter: https://twitter.com/TIP_Network

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

📥 Download Stig & Preston’s 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

Articles You May Like

Is NextEra a Must-Buy AI Energy Stock Before Earnings?
The Basics of Stock Dividends
Get Better at Trading Options Fast by Trading Weekly Options
Adam Back on Drivechains, Mining Hardware, & L1 Scaling w/ James Macedonio (BTC145)
277 TIP. Intrinsic Value Assessment of Disney – With David Trainer