Sunday Apr 28, 2024

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:

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You can learn more about Peter at CreativePlanning.com, Facebook, X, Instagram, YouTube, and LinkedIn.

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