TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 22 April 2022

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s show, Trey invites on a very special guest and that is Mr. Peter Mallouk. Peter is the President and CIO at Creative Planning which currently manages, $210B. Peter holds a law degree, an MBA and is a CFP, and is 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: 01:26 - The best investment Peter has ever made. 04:01 - What the inverted yield curve is telling us. 06:14 - The unfolding events in Ukraine and Russia and how they could affect the markets. 21:09 - Peter's thoughts on housing, bitcoin, and annuities. 44:52 - Some of the biggest mistakes investors make. 48:18 - How to balance achieving our financial goals with living a fulfilling life. And a lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Creative Planning's Website. Peter Mallouk's Twitter. Money: Master the Game Book. 5 Mistakes Book. The Path Book. Trey Lockerbie Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining AnchorWatch Human Rights Foundation Onramp Superhero Leadership Unchained Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.2	We have a very special guest for you today and that is Mr. Peter Malook.
0:07.5	Peter is the president and chief investment officer at Creative Planning, which currently
0:11.8	manages Get Ready for it $210 billion.
0:15.8	Peter holds a law degree in MBA and is a certified financial planner and is just an overall
0:20.3	very smart and thoughtful guy.
0:22.0	You may recognize his name as well as he was the co-author of Money Master the Game with
0:26.2	Tony Robbins.
0:27.4	In this episode we discuss the best investment Peter ever made, the unfolding events in
0:31.8	Ukraine and Russia and how it could affect today's markets, what the inverted yield curve
0:35.9	is telling us, Peter's thoughts on housing, bitcoin and annuities, some of the biggest
0:40.6	mistakes investors make, how to balance achieving our financial goals with living a fulfilling
0:45.4	life, and a lot more.
0:47.3	I hope you enjoyed as much as I did, so here is my conversation with Peter Malook.
0:55.9	You are listening to the Investors Podcast, where we study the financial markets and read
1:01.0	the books that influence self-made billionaires the most.
1:04.2	We keep you informed and prepared for the unexpected.
1:07.0	Welcome to the Investors Podcast, I'm your host, Tray Lockerby and I'm very pleased
1:20.2	to have with me today, Peter Malook.
1:22.2	Welcome to the show.
1:23.2	It's going to be a video.
1:25.4	There's a lot of things we could cover and this is why I'm so excited to have you on
	...

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