Money Rehab with Nicole Lapin
When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Planning)
Wed, 15 Jan 2025
Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals. If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole
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I'm Nicole Lappin, the only financial expert you don't need a dictionary to understand. It's time for some money rehab.
Hey, money rehabbers. It's Morgan, the EP of the show. It's January 15th. How are those financial New Year's resolutions going? You know, we've been doing this show for four years now and we hear the same pain point from money rehabbers over and over again around this time of year. Maybe you're feeling it too. It goes like this. You set a financial goal.
Maybe it's buying your first house or an investment property or retiring with enough money to take your family on vacations or sending your kids to college. Or maybe you're just killing it in your career and you wanna know how to make your money work harder for you.
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