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

[We Study Billionaires - The Investor’s Podcast]

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.
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• River
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• Fundrise
• iFlex Stretch Studios
• Public
• NerdWallet
• American Express
• Shopify
• NetSuite

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