Peter Mallouk: The Path to Financial Freedom | E84
from Young and Profiting (YAP) with Hala Taha
by Hala Taha | YAP Media Network
Published: Mon Oct 12 2020
Show Notes
Are you ever confused or overwhelmed at the prospecting of investing?
If you are, don’t worry! Our guest today, Peter Mallouk, has simple strategies on how to invest and save as well as why it’s so important.
Peter Mallouk is the CEO of Creative Planning, a wealth management firm, that has been ranked #1 in America by outlets such as CNBC and Barron’s. Peter has been on Worth Magazine’s Power 100 rankings and has received other accolades such as the Ernst & Young Entrepreneur of the Year Award. He is also a financial industry thought leader and author. His upcoming book, The Path, is all about helping you achieve financial freedom and is co-authored by Tony Robbins.
In today’s episode, we’ll talk about common misconceptions that Peter has encountered in his many years in the financial services industry as well as his thoughts on the news and its impact on us as investors. We’ll also cover topics such as the importance of diversifying, the plans you should lay out before investing, and how to find the right financial advisor to meet your needs.
Links:
Follow Hala on Instagram: www.instagram.com/yapwithhala
Reach out to Hala directly at Hala@YoungandProfiting.com
Follow Hala on Linkedin: www.linkedin.com/in/htaha/
Follow YAP on IG: www.instagram.com/youngandprofiting
Check out our website to meet the team, view show notes and transcripts: www.youngandprofiting.com
Timestamps:
- How Peter Met Tony Robbins and All About Their New Book
- Why the Financial Services Industry is Broken
- How to Find a Great Advisor
- Truth About Today vs. the Past
- The Contradictory Thing About Media and the News
- Why is Now the Best Time to Start Investing
- Why it’s Important to Diversify
- Real Life Example of the Importance of Diversifying
- The Six Human Needs
- The Power of Compounding
- Why it’s Important to Know What We Want
- Financial Independence vs. Retirement
- Important Plans to Have Before Investing
- Difference Between Brokers vs. Financial Advisors
- When Should You Get a Financial Advisor?
- Tips for Someone Working at a Corporation
- Advice about Insurance
- What to Look at for Financial Planning
- Peter’s Secret to Profiting in Life
Mentioned in the Show:
Peter’s New Book, The Path: https://www.amazon.com/Path-Accelerating-Journey-Financial-Freedom/dp/1642937010
Peter’sWebsite: https://creativeplanning.com/
Peter’s LinkedIn: https://www.linkedin.com/in/peter-mallouk/
Peter’s Twitter: https://twitter.com/PeterMallouk/
Peter’s Facebook: https://www.facebook.com/OfficialPeterMallouk/