We Study Billionaires - The Investors Podcast
TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:56:18
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Sinopse
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