When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Planning)

Money Rehab with Nicole Lapin

Money News Network

Education, Self-improvement, Business

4.6 • 1.7K Ratings

🗓️ 15 January 2025

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals. If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole

Transcript

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0:00.0	Doesn't it feel like every time you step out the door, you have to pay a fee? I mean, it is nuts.
0:06.2	I've been traveling a lot for the holidays and the amount of fees I pay just to get from point A to
0:11.4	point B, it is mind-boggling. And it makes it really hard to stick with my spending plan.
0:16.3	When we're trying to make progress, life's curve balls often feel like ticking one step
0:20.0	forward and two steps back. A chime checking account makes financial progress easier with features like no maintenance
0:25.3	fees, fee-free overdraft up to $200, or getting paid up to two days early with direct deposit.
0:30.8	Learn more at chime.com slash MNN. At chime.com slash MNN, you'll learn more about the fee-free
0:37.4	overdraft up to $200.
0:39.3	And let me tell you that is such a game changer.
0:42.1	Historically, overdraft fees has also been something that's made it hard for me to stick to my
0:46.1	spending plan.
0:47.1	But the fact that CHIME allows you to overdraft up to $200 with no fees makes it so much
0:52.1	easier for me to actually stay on budget. Make progress
0:55.2	towards a better financial future with CHIME. Open your account in two minutes at chime.com
1:00.1	slash MNN. That's chime.com slash MNN. Chime feels like progress. Banking services and debit card
1:06.4	provided by the BankCCCorp Bank NA or Str N.A. Members FDIC, SpotMe eligibility requirements
1:11.8	and overdraft limits apply. Boasts are available to eligible chime members enrolled in SpotMe
1:16.0	and are subject to monthly limits. Timing depends on submission of payment file. Fees apply
1:20.5	at Out of Network ATMs.
1:24.0	I'm Nicole Lapin, the only financial expert you don't need a dictionary to understand.
1:29.1	It's time for some money rehab.
1:34.4	Hey, money rehabbers. It's Morgan, the EP of the show. It's January 15th. How are those financial New Year's resolutions going?
	...

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