At the Money: Your Financial 'Captain'

from Masters in Business · host Bloomberg

Who's in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, your real estate, anything that affects your financial health. Peter Mallouk, CEO of Creative Planning (300B in client assets), speaks with Barry Ritholtz about the advantages of having a financial 'captain' in charge of all of your affairs. See omnystudio.com/listener for privacy information.

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This episode is 8 minutes long.

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This episode was published on May 29, 2024.

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