Episode notes
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.
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SPONSORS
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- Human Rights Foundation
- Onramp
- Superhero Leadership
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- Vanta
- Shopify
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