Listen Top Shows Blog

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Update: 2024-12-30

Share

Description

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

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

"My Dad Didn't Have a Will— Here's Why It Was a Nightmare."

"My Dad Didn't Have a Will— Here's Why It Was a Nightmare."

2024-06-0333:27

Financial Abuse and Resilience with Mary Bonnet of Selling Sunset

Financial Abuse and Resilience with Mary Bonnet of Selling Sunset

2024-10-2445:36

WTF is PE? Decoding Private Equity and How Investors Make Money

WTF is PE? Decoding Private Equity and How Investors Make Money

2024-06-2710:54

"I Want To Drop $10K on Tattoos... Can I Afford It?" (Listener Intervention)

"I Want To Drop $10K on Tattoos... Can I Afford It?" (Listener Intervention)

2024-06-0718:04

Confession$ of a Counterfeiter

Confession$ of a Counterfeiter

2024-05-2928:47

Defining FSAs & HSAs and How To Make Them Work For You

Defining FSAs & HSAs and How To Make Them Work For You

2024-11-1111:51

Uncovering Financial Infidelity with a Forensic Accountant and Brandi Glanville's Real Story

Uncovering Financial Infidelity with a Forensic Accountant and Brandi Glanville's Real Story

2024-11-0726:02

Why Doesn't the Government Just Print More Money? Some Economists Are Arguing for More Money

Why Doesn't the Government Just Print More Money? Some Economists Are Arguing for More Money

2024-09-1913:12

The Money Playbook of a NFL-Player-Turned-Financial-Guru: How Brandon Copeland to Manage Money Like a Pro

The Money Playbook of a NFL-Player-Turned-Financial-Guru: How Brandon Copeland to Manage Money Like a Pro

2024-09-1136:34

Freelancers: Here's How To Negotiate Your Pay

Freelancers: Here's How To Negotiate Your Pay

2024-06-1623:33

Are You Financial Healthy? 5 Tips To Improve Your Financial Fitness

Are You Financial Healthy? 5 Tips To Improve Your Financial Fitness

2025-01-0112:28

Equinox Cofounder Lavinia Errico on Practical Woo and Mourning a Success

Equinox Cofounder Lavinia Errico on Practical Woo and Mourning a Success

2024-10-3048:47

Foreclosed Homes: Opportunity or Nightmare?

Foreclosed Homes: Opportunity or Nightmare?

2023-12-2307:04

How To Get a Job on Wall Street

How To Get a Job on Wall Street

2023-07-1325:31

Encore: Change Maker: Entrepreneur Brit Morin on Teaching Your Kids the Value of a Dollar and Relationship OKRs

Encore: Change Maker: Entrepreneur Brit Morin on Teaching Your Kids the Value of a Dollar and Relationship OKRs

2023-05-1315:52

6 Signs Your Company Is Headed Toward Layoffs

6 Signs Your Company Is Headed Toward Layoffs

2023-03-2307:20

Which Interest Rates Do the Fed Control?

Which Interest Rates Do the Fed Control?

2023-02-2812:06

How Layoffs Affect Stock Prices and Other Earnings Secrets

How Layoffs Affect Stock Prices and Other Earnings Secrets

2023-02-0605:45

Winning in Real Estate with Kelly Killoren Bensimon

Winning in Real Estate with Kelly Killoren Bensimon

2024-12-3128:28

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

2024-12-3025:02

00:00

00:00

x

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)

Money News Network