On today’s show, Trey invites on a very special guest and that is Mr. Peter Mallouk. Peter is the President and CIO at Creative Planning which currently manages, $210B. Peter holds a law degree, an MBA and is a CFP, and is just an overall very smart and thoughtful guy. You may recognize his name as he was the co-author

Show from 9/17/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, ri

Today on the show Jayson talks to Peter Mallouk, the CEO of Creative Planning, an independent investment firm that handles over $50 billion for their clients. Peter talks about the mindset of the market, and why you shouldn’t worry about a bear market. Jayson and Peter discuss the dos and don’ts of investing, and how t

Show from 6/12/20 Wharton Finance Professor Jeremy Siegel starts off the show discussing market news. He says that the momentum we were seeing in the markets the past few weeks is being broken by investors jumping off the 'trend train.' He also thinks the Fed will ride low rates for a while until their hand is forced.

Bloomberg Opinion columnist Barry Ritholtz interviews Creative Planning president Peter Mallouk, who transformed what was essentially a $150 million firm into a powerhouse with more than $40 billion in assets under management. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Show from 5/31/19 Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out Creative Planning Legal Disclosures: https://creativeplanning