Podcast episode
Please enjoy this transcript of my interview with Peter Mallouk (@PeterMallouk), President of Creative Planning, which provides wealth management services to clients, manages over $36 billion for clients in all 50 states and abroad, and has been featured as the number one independent wealth managem.....

Please enjoy this transcript of my interview with Peter Mallouk (@PeterMallouk), President of Creative Planning, which provides wealth management services to clients, manages over $36 billion for clients in all 50 states and abroad, and has been featured as the number one independent wealth managem...

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