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

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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:

  • Creative Planning's Website.
  • Peter Mallouk's Twitter.
  • Money: Master the Game Book.
  • 5 Mistakes Book.
  • The Path Book.
  • Trey Lockerbie Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • New to the show? Check out our We Study Billionaires Starter Packs.
  • Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
  • Find Pros & Fair Pricing for Any Home Project for Free with Angi.
  • Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.
  • Invest in crypto and trade it without tax headaches with AltoIRA.
  • Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!
  • Learn about the next big thing – months before everyone else with Trends. Start your 7-day trial today for just $1.
  • Buying or selling Gold is as easy as buying a stock with Vaulted. No minimum investment required.
  • Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.
  • The interval fund, a breakthrough innovation. Only at Mackenzie.
  • Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.
  • Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
  • Live local in Melbourne and enjoy $0 Stamp Duty*!
  • Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.
  • Design is already in your hands with Canva. Start designing for free today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


HELP US OUT!

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