How Do You and Creative Planning Make Money?

"You spend the first 20 years of being rich accumulating all of this stuff. And then you'll spend the next 20 years trying to get out of one thing after another to simplify your life." — Peter Mallouk

Peter Mallouk (@PeterMallouk) is the President of Creative Planning, one of the largest independent wealth management firms in America.

Creative Planning provides wealth management services to clients, manages over $36 billion for clients in all 50 states and abroad, and has been featured as the number one independent wealth management firm in America by Barron's (2017).

Peter is featured in Worth magazine's Power 100, featuring the most powerful men and women in global finance, the only financial planner on the list (2017 and 2018). Creative Planning was featured in Forbes in 2016 as the number one RIA for growth over the last 10 years.

Peter is the co-author (with Tony Robbins) of Unshakeable: Your Financial Freedom Playbook.

Please enjoy!

Click here for the show notes for this episode.

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