Smart Financial Planning with Peter Mallouk

Today on Dough Roller, we are talking with Peter Mallouk! Peter is the President and CEO of Creative Planning. Creative Planning is a registered Investment Advisory firm that manages over $90 billion dollars in assets and serves clients in all 50 states. Both Creative Planning and Peter have been recognized as industry leaders by organizations such as Barron’s, Financial Times and CNBC. RIA Channel, published by Forbes, recently ranked Creative planning as the #1 Wealth Manager for 2020.

Along with Creative Planning, Peter also provides financial education to those who have been underserved by the financial service industry. He and his wife have received awards such as the Giving the Basics Human Dignity award and Variety Presidential Citation award. He has also founded a non-profit dedicated to providing under-resourced communities with actionable financial education.

Today we talk with Peter about his thoughts on our current inflation in the market, and his thoughts on cryptocurrency stocks. We’ll also hear all about what Creative Planning does. If you want to hear some hard truths about financial planning, keep listening!

Episode Highlights:
00:00 - Introduction
00:11 - Introducing Peter Mallouk
01:54 - Peter On the Inflation Market
09:22 - Peter On Bonds
12:19 - The Bitcoin Wager Peter Made
21:08 - Retirement Planning Best Practices
23:32- Long-Term Care Insurance
26:33- Peter’s Firm and What They Do
30:26 - His Connection With Tony Robbins
32:46 - Investment Opportunities Myths


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The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one!

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My dad is 86 He was going to practice medicine for three more years but got tired of doing it on zoom and retired. I never thought I would hear that in my life.