Episode Details

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.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts. 

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• Range Rover