Best Peter Mallouk Podcasts (2024)

1
Michael Schaffer: Long-Term Investing in a Short-Term World 23:33

1h ago23:33

23:33

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.By Barron's Advisor

1
Matt Cooper: Driving Growth With M&A and Private Equity 41:39

7d ago41:39

41:39

How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.By Barron's Advisor

1
A Game Plan for Giving 11:08

13d ago11:08

11:08

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen. Hosted by Crea…

1
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement 25:50

14d ago25:50

25:50

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.By Barron's Advisor

1
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA 41:10

21d ago41:10

41:10

Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture 45:21

28d ago45:21

45:21

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.By Barron's Advisor

1
Leslie Zane: The New Rules of Persuasion for Financial Advisors 38:53

1M ago38:53

38:53

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase 18:18

1M ago18:18

18:18

Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.By Barron's Advisor

1
A Life Update 12:25

2M ago12:25

12:25

In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice. Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and Presid…

1
'Resistance Money’: Decoding Bitcoin’s True Value Proposition 46:42

2M ago46:42

46:42

The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.By Barron's Advisor

1
Joe McQuaid: How to Build the Best Tech Stack for Your RIA 14:11

2M ago14:11

14:11

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.By Barron's Advisor

1
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm 36:57

2M ago36:57

36:57

Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.By Barron's Advisor

1
Cozy Wittman: Mastering the Brutal College Planning Process 36:27

2M ago36:27

36:27

Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.By Barron's Advisor

1
Raising Money-Savvy Kids 13:47

3M ago13:47

13:47

“Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. Hosted by Creative Planning Director of Financial Education, J…

1
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed 40:22

3M ago40:22

40:22

The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.By Barron's Advisor

1
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’ 37:51

3M ago37:51

37:51

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Jeff Brown: How to Successfully Transition From Advisor to CEO 19:12

3M ago19:12

19:12

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.By Barron's Advisor

1
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth 35:29

3M ago35:29

35:29

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.By Barron's Advisor

1
Unlocking the Secrets of Retirement 13:31

4M ago13:31

13:31

Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it. Hosted by Creative Planning Director of Financial Education, Jonathan Clements…

1
Jon Foster: Multigenerational Planning and the Psychology of Wealth 31:36

3M ago31:36

31:36

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.By Barron's Advisor

1
Andy Schell: Leadership Lessons From the High Seas 36:16

4M ago36:16

36:16

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.By Barron's Advisor

1
Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent 23:07

4M ago23:07

23:07

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.By Barron's Advisor

1
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals 30:51

4M ago30:51

30:51

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.By Barron's Advisor

1
Vinay Nair: Using AI to Personalize Wealth Management at Scale 30:50

4M ago30:50

30:50

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.By Barron's Advisor

1
Is Cash Trash? 13:10

5M ago13:10

13:10

Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revoca…

1
Kay Lynn Mayhue: How to Create a Culture of Personal Development 24:26

5M ago24:26

24:26

Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.By Barron's Advisor

1
Ron Carson: Lessons in Leadership for Financial Advisors 23:06

5M ago23:06

23:06

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.By Barron's Advisor

1
Chloe Moore and Tracy Hutton: Talent Pipeline Secrets 30:10

5M ago30:10

30:10

By Barron's Advisor

1
Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity 19:41

5M ago19:41

19:41

The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .By Barron's Advisor

1
A Book for Everyone 9:19

6M ago9:19

9:19

Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio…

1
Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It. 18:39

6M ago18:39

18:39

By Barron's Advisor

1
Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership 45:43

6M ago45:43

45:43

Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.By Barron's Advisor

1
Beverly Flaxington: The Art of Influence and Getting Results 22:10

6M ago22:10

22:10

By Barron's Advisor

1
Kimberly Stewart: Improving Financial Literacy in the Black Community 18:40

6M ago18:40

18:40

The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.By Barron's Advisor

1
Remarkable Market Resilience 12:51

7M ago12:51

12:51

As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenge…

1
John Nersesian: 5% Cash Is Great. Don't Fall in Love With It. 28:19

7M ago28:19

28:19

Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.By Barron's Advisor

1
Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow 26:35

7M ago26:35

26:35

Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.By Barron's Advisor

1
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions 27:05

8M ago27:05

27:05

Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.By Barron's Advisor

1
What to Expect in the Year Ahead 11:51

8M ago11:51

11:51

With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a marke…

1
Jim Cahn: The 4 Pillars of Successful M&A 10:14

8M ago10:14

10:14

Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.By Barron's Advisor

1
Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events 37:20

8M ago37:20

37:20

Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.By Barron's Advisor

1
Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024 35:51

8M ago35:51

35:51

Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.By Barron's Advisor

1
Suzanne Peterson: How to Become an Effective and Admired Leader 41:24

8M ago41:24

41:24

Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.By Barron's Advisor

1
Risks We Face in 2024 11:30

9M ago11:30

11:30

Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children…

1
Neela Hummel: On Hiring Women and Advising Female Clients 15:13

9M ago15:13

15:13

The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.By Barron's Advisor

1
Eric Becker: Cresset’s Bold 100-Year Vision 50:47

9M ago50:47

50:47

The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.By Barron's Advisor

1
Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences 21:44

9M ago21:44

21:44

Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.By Barron's Advisor

1
Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work 45:40

9M ago45:40

45:40

As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.By Barron's Advisor

1
Angela Osborne: Effective Lead Generation Strategies for Advisors 18:21

10M ago18:21

18:21

The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.By Barron's Advisor

1
4 Key Questions 11:22

10M ago11:22

11:22

From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility. Hosted by Creative Planning Director of Financial Education, …

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