Aligned Money Show
48: Focus on What Matters with Peter Mallouk

We focused on how to focus on what matters when it comes to your money, the impact of AI on financial advice, balancing short and long-term needs and desires, advice to young people and grownups alike, the power of inertia, and the value of simplicity, with Peter Mallouk, President and CEO of Creative Planning.
Listen to hear a difference-making tip on how to set yourself up for long-term financial success!
Get your copy of Money Simplified here:
https://amzn.to/3W7AD2R
You can learn more about Peter at CreativePlanning.com, Facebook, X, Instagram, YouTube, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for indi...
- Broadcast on:
- 29 Apr 2024
We focused on how to focus on what matters when it comes to your money, the impact of AI on financial advice, balancing short and long-term needs and desires, advice to young people and grownups alike, the power of inertia, and the value of simplicity, with Peter Mallouk, President and CEO of Creative Planning.
Listen to hear a difference-making tip on how to set yourself up for long-term financial success!
Get your copy of Money Simplified here:
https://amzn.to/3W7AD2R
You can learn more about Peter at CreativePlanning.com, Facebook, X, Instagram, YouTube, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for indi...