Marker 01

Marker 02

Marker 03

Bloomberg Radio host Barry Ritholtz speaks to Peter Mallouk, president and CEO of Creative Planning LLC, which provides wealth-management and investment-advisory services. He is the author of several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them and Money, Simplified. Mallouk is the co-host of the podcast Down the Middle, and he has appeared on Marketwatch.com, CNBC and Fox Business. 

Bloomberg Radio host Barry Ritholtz speaks to Peter Mallouk, president and CEO of Creative Planning LLC, which provides wealth-management and investment-advisory services. He is the author of several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them and Money, Simplified. Mallouk is the co-host of the podcast Down the Middle, and he has appeared on Marketwatch.com, CNBC and Fox Business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

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

Masters in Business

Peter Mallouk on Making Financial Planning Easier

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3d5c36a7-f53a-421f-973c-b187015968ec/transcript

Barry speaks with Omar Aguilar, CEO and CIO of Schwab Asset Management. They discuss his time at Financial Engines, where he worked under Nobel laureate William Sharpe before joining Schwab Asset Management in 2011. They discuss how his doctorate in decision sciences helps him build trust with clients and push them toward their goals. They also discuss how he built Schwab Asset Management to over a trillion dollars and how he is using his background to help navigate his clients through the current state of the markets.

Barry speaks with Omar Aguilar, CEO and CIO of Schwab Asset Management. They discuss his time at Financial Engines, where he worked under Nobel laureate William Sharpe before joining Schwab Asset Management in 2011. They discuss how his doctorate in decision sciences helps him build trust with clients and push them toward their goals. They also discuss how he built Schwab Asset Management to over a trillion dollars and how he is using his background to help navigate his clients through the current state of the markets.

Using Decision Science in Investing: Masters in Business with Omar Aguilar 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/afbe784f-9233-4fb6-9366-b4d700ac004b/transcript

In this episode of 'At the Money,' Barry speaks with Owen Zidar and Eric Zwick about the data behind America's wealthiest people.   

Owen Zidar is professor of Economics and Public Affairs at Princeton, and Eric Zwick is professor of Economics and Finance at the University of Chicago Booth School of Business. They are the authors of a new book The Everywhere Millionaire: Who Is Really Rich in America and How They Got There.”     

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

In this episode of 'At the Money,' Barry speaks with Owen Zidar and Eric Zwick about the data behind America's wealthiest people.&nbsp; &nbsp; Owen Zidar is professor of Economics and Public Affairs at Princeton, and Eric Zwick is professor of Economics and Finance at the University of Chicago Booth School of Business. They are the authors of a new book&nbsp;The Everywhere Millionaire: Who Is Really Rich in America and How They Got There.&rdquo;&nbsp; &nbsp; &nbsp; Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At the Money: The Data Behind America's Wealthy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7aa8c2fb-6a07-43f5-a8bf-b4d500cbaf1c/transcript

Barry speaks with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. They discuss his time at Bear Stearns as the company was acquired by J.P. Morgan Chase, as well as his start in law before pivoting to wealth planning. They discuss building trust with clients to help them with diversification, as well as providing tax advice to help them save their money. They also discuss J.P. Morgan's new program for athletes, the J.P. Morgan Chase Athlete Council, which helps athletes, from student to pro, create and keep their wealth.

Barry speaks with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. They discuss his time at Bear Stearns as the company was acquired by J.P. Morgan Chase, as well as his start in law before pivoting to wealth planning. They discuss building trust with clients to help them with diversification, as well as providing tax advice to help them save their money. They also discuss J.P. Morgan's new program for athletes, the J.P. Morgan Chase Athlete Council, which helps athletes, from student to pro, create and keep their wealth.

Investing In The Great Wealth Transfer: Masters in Business with Adam Frank

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/28ba6afe-3ebb-46c4-ba74-b4d00168ee1d/transcript

Peter Mallouk on Making Financial Planning Easier

In 1 playlist(s)

Masters in Business

Social links

Follow podcast

Recent clips