Money Rehab with Nicole Lapin How To Enrich Your Future Self
May 22, 2024
Peter Mallouk, President and CEO of Creative Planning, shares invaluable insights on retirement planning, trust, and wills. Topics include maximizing retirement savings, understanding life insurance, the benefits of living trusts, earning from Airbnb hosting, and critiquing whole life insurance policies.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Maximizing Retirement Savings and Understanding Life Insurance
01:40 • 16min
Exploring the Benefits and Differences of Living Trusts
18:04 • 3min
Earning from Airbnb Hosting & Critique of Whole Life Insurance
21:14 • 2min
Navigating Financial Strategies and Investment Trends
23:20 • 15min