Podcasts Business Invest Like a Boss 158: Peter Mallouk Talks The Path with Tony Robbins

158: Peter Mallouk Talks The Path with Tony Robbins

Published: Oct. 15, 2020, 1 p.m.

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Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron\\u2019s (2017). Barron\\u2019s 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\\u20132015). Peter is featured on Worth magazine\\u2019s 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance. In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award. Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states.

Reach Out to Peter Mallouk

Listen to ILAB 158 on iTunes here or subscribe on your favorite podcast app.

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Where we are:

Sponsor:

Discussed:

The Path: Accelerating Your Journey to Financial Freedom is Peter Mallouk & Tony Robbins\'\\xa0

Regardless of your stage of life and your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery. With decades of collective wisdom and hands-on experience, your guides for this expedition are Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the U.S. for three consecutive years by Barron\\u2019s (2013, 2014, 2015), and Tony Robbins, the world-renowned life and business strategist. Mallouk and Robbins take the seemingly daunting goal of financial freedom and simplify it into a step-by-step process that anyone can achieve.

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Time Stamps:

  • 8:22 \\u2013 Why the New Book?
  • 9:26 \\u2013 Why was it necessary to include \\u201cthe 6 human needs\\u201d in the book?
  • 14:06 \\u2013 Why do people have financial success but still are not happy?
  • 15:57 \\u2013 What still drives you to grow your business?
  • 17:14 \\u2013 How did you get started and how did you meet Toni?
  • 24:47 \\u2013 What are your thoughts on the All Seasons portfolio?
  • 29:03 \\u2013 What are your thoughts going forward with the US Stock market?
  • 31:08 \\u2013 How are you personally invested?
  • 32:30 \\u2013 What are the advantages of using your company as opposed to going directly?
  • 34:42 \\u2013 How do you feel about crypto currency?
  • 36:52 \\u2013 What does financial freedom look like?
  • 38:56 \\u2013 Johnny and Derek Recap

If you enjoyed this episode, do us a favor and share it! Also if you haven\\u2019t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!\\xa0

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