Exploring Tax Harvesting and Maximizing Investment Returns

Nicole does a deep dive into investing with Peter Mallouk, President and CEO of Creative Planning, an award-winning wealth management and investment advisory firm with over 300B assets under management or advisement. They cover everything from stocks, bonds, gold, real estate and even crypto. Whether you're a newbie investor, or work on Wall Street, you'll learn something helpful in this conversation. Plus, Peter shares what it was like co-writing a book with Tony Robbins.