Podcast FAQ

peter mallouk podcast

by Schuyler Windler Published 2 years ago Updated 1 year ago
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Who is Peter Mallouk?

Peter Mallouk, JD, MBA, is the president and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with $75.6 billion in assets under management and clients in all 50 states and abroad, as of March 31, 2021. Creative Planning provides comprehensive wealth management services to its clients, ...

Who is Peter from Creative Planning?

In addition to leading Creative Planning, Peter is passionate about providing financial education and resources to individuals, families and business owners who have typically been underserved by the financial services industry. He and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, Kansas City Hospice and KCCAN!

How many children does Peter have?

He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. Peter and Veronica have three children – Michael, JP, and Gabby. Meet with Creative Planning.

What is the second edition of 5 mistakes?

With Peter’s signature flair for communicating about complex topics with humor and humility, the second edition of 5 Mistakes delivers even more practical advice about how to keep your cool in any market scenario.

Who is the author of Unshakeable?

In this book, Peter Mallouk and Tony Robbins provide tips on how to become unshakeable – someone who can maintain confidence in a world of immense uncertainty, economic volatility and unprecedented change while profiting from the fear that immobilizes many others.

Do financial media get clicks?

The financial media love to get clicks by asking high profile pundits their thoughts on the markets, but they seldom get it right, as shown here from Mark Cuban/CNBC. Ignore the prognosticators and instead own a high quality, diversified portfolio for the long run.

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