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

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

🧾️ Download transcript

Summary

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:

Creative Planning's Website.
Peter Mallouk's Twitter.
Money: Master the Game Book.
5 Mistakes Book.
The Path Book.
Trey Lockerbie Twitter.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
New to the show? Check out our We Study Billionaires Starter Packs.
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Transcript

Click on a timestamp to play from that location

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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