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My guest today is Peter Mallouk, the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015). Creative Planning currently manages nearly $50 billion for clients in all fifty states.
The topic is his book The Path: Accelerating Your Journey to Financial Freedom.
In this episode of Trend Following Radio we discuss:
- About Tony Robbins
- Market Crash
- Portfolio Bonds
- Cryptocurrency
- Market Economy
- Building Diversified Portfolio
- What is Freedom Today?
Mentions & Resources:
- Peter Mallouk
- Tony Robbins
- Creative Planning, LLC.
- Coronavirus disease (COVID-19)
- 9/11
- Daniel Kahneman
- Gregory Zuckerman
- Warren Buffet
- The Path: Accelerating Your Journey to Financial Freedom
- @PeterMallouk
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