Money Rehab with Nicole Lapin
Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)
Mon, 30 Dec 2024
Let’s harness the New Year energy and make 2025 a good year for our wealth, shall we? To help you do exactly that, Nicole sits down with Peter Mallouk, CEO of the award-wining wealth management and investment advisory firm Creative Planning. Peter shares what you can do to make your New Year’s resolutions actually stick, and what common investing mistakes we should all leave in 2024. If you want some help making a strategy for your 2025 financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole
Full Episode
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As a starting place for your investment allocation that you can, of course, tailor depending on your goals, pros recommend making your bond allocation your age. How about a second bonus tip? When you want to invest in bonds, use Public, the modern brokerage for investors looking for a simple yet sophisticated investing experience.
Public is truly the only place I buy bonds, legit, because every other app or site I've tried to use is so complicated. But on Public, I can buy a bond on my iPhone in less than five minutes. This is a major upgrade because most investing platforms that offer bonds design their user experience before the iPhone was even invented. I'll let that one sink in.
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Money rehab.
oh hey there money rehabbers i told you you'd be hearing from me while i'm on maternity leave so as 2024 comes to a close i wanted to give you a little jet fuel to help propel your financial goals for 2025 and what you're about to hear is exactly that today you're going to hear a new conversation between me and financial rock star peter malouk peter is the president and ceo of creative planning an award-winning wealth management and investment advisory firm with over 300 billion dollars yes with a b of assets under management or advisement
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