Peter Mallouk on Making Financial Planning Easier

from Masters in Business · host Bloomberg

Bloomberg Radio host Barry Ritholtz speaks to Peter Mallouk, president and CEO of Creative Planning LLC, which provides wealth-management and investment-advisory services. He is the author of several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them and Money, Simplified. Mallouk is the co-host of the podcast Down the Middle, and he has appeared on Marketwatch.com, CNBC and Fox Business. See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jun 6, 2024

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Peter Mallouk on Making Financial Planning Easier

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