At the Money: Keeping It Simple with Peter Mallouk  (June 26, 2024)

We’re attracted to complex ideas – they sound sophisticated and smart – but are they the best approach? As it turns out, when it comes to your money, simple beats complex.

Full transcript below.


About this week’s guest:

Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He is the author of Money, Simplified.

For more info, see:

Personal Bio

Masters in Business




Find all of the previous At the Money episodes here, and in the MiB feed on Apple Podcasts, YouTube, Spotify, and Bloomberg.

[Music: Tell me, Why’d you have to go and make things so complicated? I see the way you’re Actin’ like you’re somebody else, gets me frustrated]

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