Intro

This chapter explores the guest's path in investments and wealth management, highlighting a significant learning experience from a failed music store. The conversation emphasizes adaptability in the fast-paced business world and the value of learning from setbacks.

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Episode notes

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.

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