
Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)
Dec 30, 2024
Peter Mallouk, CEO of Creative Planning, shares valuable insights on making New Year’s financial resolutions stick. He emphasizes the importance of setting achievable goals and automating financial decisions for success. Listeners learn about common investment mistakes to avoid and the emotional biases that can cloud judgment, such as panic selling and trend-based buying. Mallouk also discusses navigating inflation in the current economy, urging a disciplined approach to investment planning for a stable financial future.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 4min
Transforming Resolutions into Financial Success
03:48 • 10min
Tracking Investment Performance: Key Metrics and Index Comparisons
13:20 • 2min
Understanding Investment Biases and Emotional Influences
15:19 • 9min
Navigating the Goldilocks Economy: Inflation and Financial Planning
23:49 • 3min