Podcast episode
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...

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 - Peter's thoughts on housing
0:20:12 - Peter's 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.

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📖 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/

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🏘 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

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