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

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 Meyka AT&T Vacasa Fidelity Monarch Money Yahoo! Finance Long Angle Public USPS American Express Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm