Who's in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, your real estate, anything that affects your financial health. Peter Mallouk, CEO of Creative Planning (300B in client assets), speaks with Barry Ritholtz about the advantages of having a financial 'captain' in charge of all of your affairs.  

<p>Who's in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, your real estate, anything that affects your financial health. Peter Mallouk, CEO of Creative Planning (300B in client assets), speaks with Barry Ritholtz about the advantages of having a financial 'captain' in charge of all of your affairs.  </p>

Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

<p>Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.</p>

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

At the Money: Your Financial 'Captain'

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/13863635-33ca-42a8-a66e-b17f00f38d85/transcript

Advertisement