Peter Mallouk on Making Financial Planning Easier

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 6 June 2024

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Radio host Barry Ritholtz speaks to Peter Mallouk, president and CEO of Creative Planning LLC, which provides wealth-management and investment-advisory services. He is the author of several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them and Money, Simplified. Mallouk is the co-host of the podcast Down the Middle, and he has appeared on Marketwatch.com, CNBC and Fox Business.

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Transcript

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0:00.0	What does the invention of paper money in Europe have to do with the future of
0:06.2	cryptocurrency? Stay tuned to this podcast to explore the connection.
0:21.0	Join global business leaders and investors at the Bloomberg Sustainable Business Summit returning to Singapore on July 31st.
0:24.0	Take part in solutions-driven discussions on how to drive business value and unlock opportunity
0:30.0	while remaining nimble in times of change and greater ESG accountability.
0:34.6	Learn more at Bloomberg Live.com slash sustainable biz Singapore.
0:39.0	That's Bloomberg Live.com slash sustainable biz Singapore.
0:45.0	Bloomberg Audio Studios
0:49.0	podcasts radio news.
0:52.0	This is Masters in Business with Barry Ritholz on
0:58.0	Blumberg Radio. This week on the podcast I have an extra special guest. What can I say about
1:05.0	Peter Malooq? He began as an attorney working on things like taxes and
1:11.2	trust in the states and consulting for various RAA firms when he became an
1:17.2	RIA and eventually bought creative planning when it had a handful of clients and you know
1:24.4	thirty thirty five million dollars he has since built creative planning
1:29.4	into one of the nation's largest RIA's and an absolute powerhouse running over $300 billion.
1:37.0	Peter is the guy I look to when I want to learn things about how to build a firm, how to grow organically, how to think about
1:44.8	acquisitions, how to structure your company, really to become an enterprise as
1:51.4	opposed to merely being a business.
1:54.0	Peter is also the author of two really interesting books,
1:57.0	The Five Mistakes Every Investor Makes and How to Avoid Them,
2:01.0	and his latest book is Money Simpl simplified, whether you're an RIA or an
	...

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