UES 606: Invest for Success featuring Peter Mallouk

This week, Kelly invites Peter Mallouk, President of Creative Planning (which provides comprehensive wealth management services) onto the show for an in-depth conversation about investing.

Peter, who has written multiple books on financial planning, including “The Path” with Tony Robbins, discusses what makes a good investor’s mindset, how to navigate tumultuous times for the market like 2020, and how to pick the right financial advisor.

He talks to Kelly about making your money work for you and investing with your personal goals in mind.

 “The Path,” (co-written with Tony Robins) discusses how to Accelerate Your Journey to Financial Freedom.

Want to learn more? “The Path” is available on Amazon.

For more insights and inspiration, follow Peter here: 

Website: https://creativeplanning.com/

Twitter: https://twitter.com/PeterMallouk

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