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Money Rehab with Nicole Lapin

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Money Rehab with Nicole Lapin

Money News Network

Education, Self-improvement, Business

4.61.7K Ratings

🗓️ 30 December 2024

⏱️ 26 minutes

🧾️ Download transcript

Summary

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

Transcript

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0:00.0

I love hosting on Airbnb.

0:01.6

It's a great way to bring in some extra cash.

0:04.4

But I totally get it that it might sound overwhelming to start or even too complicated if, say,

0:09.3

you want to put your summer home in Maine on Airbnb, but you live full time in San Francisco

0:13.2

and you can't go to Maine every time you need to change sheets for your guests or something

0:16.6

like that.

0:17.2

If thoughts like these have been holding you back, I have great news for you.

0:26.2

Airbnb has launched a co-host network, which is a network of high-quality local co-hosts with Airbnb experience that can take care of your home and your guests. Co-hosts can do what you

0:31.3

don't have time for, like managing your reservations, messaging your guests, giving support

0:35.4

at the property, or even create your listing for you.

0:38.6

I always want to line up a reservation for my house when I'm traveling for work.

0:41.7

But sometimes I just don't get around to it because getting ready to travel always feels like a scramble

0:46.0

so I don't end up making time to make my house look guest-friendly.

0:49.5

I guess that's the best way to put it.

0:50.7

But I'm matching with a co-host so I can still make that extra cash while also making

0:55.0

it easy on myself. Find a co-host at Airbnb.com slash host. Money rehabbers, let's talk about

1:00.3

planning for a second because I know you want to hit those big financial goals, whether it's buying

1:04.3

a home, funding your dream, investing in your future, or just feeling more confident about

1:09.0

your financial picture. You need more than a

1:11.3

set it and forget it approach. You need a creative plan. And yeah, I mean that literally.

1:16.6

Creative planning is a wealth management firm that is all about turning your big dreams into step

1:21.0

by step plans and then a reality. I am such a big fan of creative planning that I actually

...

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