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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.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people 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

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid.
 
Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.
 
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.

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid. &nbsp; Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm. &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 Finances of Divorce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/738dcf8f-ea96-46e0-92b6-b3e700ff8f0b/transcript

Barry speaks with Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. They discuss her career at AllianceBernstein including the transition from Chief Talent Officer to CEO, and then her move to Allspring. They also discuss Kate's philosophy towards asset management.

Barry speaks with Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. They discuss her career at AllianceBernstein including the transition from Chief Talent Officer to CEO, and then her move to Allspring. They also discuss Kate's philosophy towards asset management.

Building an Asset Allocation Strategy: Masters in Business with Kate Burke

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/792095e8-6c11-4b42-827a-b3e20138f299/transcript

Have you ever had a great investment strategy and thought to yourself, “Hey, this is really good! It should be an ETF!” It is much easier than it used to be to create a strategy and put it into an ETF wrapper.

Wes Gray is founder and CEO of ETF architect. He helps managers turn strategies into ETFs by providing turnkey, white label platforms to handle all of the complex and expensive office operations.

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.

Have you ever had a great investment strategy and thought to yourself, &ldquo;Hey, this is really good! It should be an ETF!&rdquo; It is much easier than it used to be to create a strategy and put it into an ETF wrapper.
Wes Gray is founder and CEO of ETF architect. He helps managers turn strategies into ETFs by providing turnkey, white label platforms to handle all of the complex and expensive office operations.
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: Building an ETF  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/174d24f7-2e77-452d-a500-b3e001899d63/transcript

Peter Mallouk on Making Financial Planning Easier

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