UES 606: Invest for Success featuring Peter Mallouk
The Kelly Roach Show
Kelly Roach
4.9 • 965 Ratings
🗓️ 30 November 2020
⏱️ 27 minutes
🧾️ Download transcript
Summary
This week, Kelly invites Peter Mallouk, President of Creative Planning (which provides comprehensive wealth management services) onto the show for an in-depth conversation about investing.
Peter, who has written multiple books on financial planning, including "The Path" with Tony Robbins, discusses what makes a good investor's mindset, how to navigate tumultuous times for the market like 2020, and how to pick the right financial advisor.
He talks to Kelly about making your money work for you and investing with your personal goals in mind.
"The Path," (co-written with Tony Robins) discusses how to Accelerate Your Journey to Financial Freedom.
Want to learn more? "The Path" is available on Amazon.
For more insights and inspiration, follow Peter here:
Website: https://creativeplanning.com/
Twitter: https://twitter.com/PeterMallouk
For more business tips and strategies, follow along with Kelly:
Join the Tribe of Unstoppables on FB: https://www.facebook.com/groups/2080754075505322/
Website: https://kellyroachcoaching.com
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Twitter: https://twitter.com/kellyroachlive
Transcript
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| 0:00.0 | Welcome to the Unstoppable Entrepreneur Show, 20 minutes or less of PowerPacked Strategy to |
| 0:06.1 | disrupt your thinking, elevate your mindset, and help you scale your sales online. |
| 0:11.8 | I'm Kelly Roach, former NFL cheerleader and Fortune 500 scale your |
| 0:13.7 | sales online. |
| 0:14.7 | Fortune 500 executive turned eight figure entrepreneur. |
| 0:17.6 | Let's go. |
| 0:19.6 | All right. |
| 0:20.6 | So let's go ahead and dive in. |
| 0:21.8 | So Peter, first of all, I want to start by saying all of the proceeds of the book are going to Feeding America. Yes? That's right. I have to start with that because that's incredible. |
| 0:33.2 | Philanthropy is so near and dear to my heart and it's so awesome that you guys are |
| 0:37.2 | using this as an opportunity to make such a huge difference in the world. |
| 0:40.5 | So had to start there. I will also say as a business owner in the |
| 0:45.0 | difference, I will also say as a business owner and as an investor myself, |
| 0:47.0 | I think that it is extremely confusing and overwhelming |
| 0:50.0 | to be in the market to invest right now. |
| 0:54.0 | And so I was very much looking forward |
| 0:57.0 | to this conversation today because, you know, |
| 0:59.0 | things are a little crazy out of the way, right? |
| 1:17.6 | Right. a little bit crazy right? So I want to just really open up the floor to you. I know that you know one of the things that the book really talks about is like even though you know we're we're in this kind of zig and zag that's going on it's still a great time to build wealth and to invest and I would love to just open up the floor to you on that a little bit. |
| 1:21.6 | Well I think that people always think of if everything |
| 1:25.6 | feels good it's the time to invest but the market is really actual real companies that sell real things and the market's always generally priced about right. |
| 1:38.0 | So for example if we go to March 2020 when it was chaos and we didn't know would anyone be able to go to Chipotle again would |
... |
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