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Peter Mallouk on Making Financial Planning Easier

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Manage episode 422282230 series 1504411
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

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Chapters

1. Peter Mallouk on Making Financial Planning Easier (00:00:00)

2. Marker 01 (00:14:20)

3. Marker 02 (00:30:29)

4. Marker 03 (00:47:56)

583 episodes

Artwork
iconShare
 
Manage episode 422282230 series 1504411
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

Chapters

1. Peter Mallouk on Making Financial Planning Easier (00:00:00)

2. Marker 01 (00:14:20)

3. Marker 02 (00:30:29)

4. Marker 03 (00:47:56)

583 episodes

All episodes

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