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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.

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

Bloomberg Radio host Barry Ritholtz looks at 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

We're attracted to complex ideas – they sound sophisticated and smart – but are they the best approach? As it turns out, at least when it comes to your money, simple beats complex. Peter Mallouk, CEO of Creative Planning ($300B in client assets), speaks with Barry Ritholtz about the advantages of keeping it simple.

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 each week to learn the best ways to put your money to work.

We're attracted to complex ideas – they sound sophisticated and smart – but are they the best approach? As it turns out, at least when it comes to your money, simple beats complex. Peter Mallouk, CEO of Creative Planning ($300B in client assets), speaks with Barry Ritholtz about the advantages of keeping it simple.   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 each week to learn the best ways to put your money to work.

At the Money: Keeping It Simple

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/609b5f65-026d-42d8-a503-b19b00a0bdd1/transcript

Bloomberg Radio host Barry Ritholtz speaks to Peter Rawlinson, chief executive officer, chief technology officer and member of the board of directors at Lucid Motors Inc., where he is responsible for the company’s strategy and execution, as well as the creation and delivery of all Lucid products. Before Lucid, Peter was vice president of vehicle engineering at Tesla Inc. and chief engineer of the Model S. Before joining Tesla in February 2009, he led vehicle engineering at Corus Automotive. He was previously chief engineer of advanced engineering at Lotus Cars Ltd. and principal engineer at Jaguar Cars Inc. 

Bloomberg Radio host Barry Ritholtz speaks to Peter Rawlinson, chief executive officer, chief technology officer and member of the board of directors at Lucid Motors Inc., where he is responsible for the company’s strategy and execution, as well as the creation and delivery of all Lucid products. Before Lucid, Peter was vice president of vehicle engineering at Tesla Inc. and chief engineer of the Model S. Before joining Tesla in February 2009, he led vehicle engineering at Corus Automotive. He was previously chief engineer of advanced engineering at Lotus Cars Ltd. and principal engineer at Jaguar Cars Inc.

Lucid CEO Peter Rawlinson on Computer Automotive Engineering

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/abc8ce0e-188e-4a59-910e-b195015df015/transcript

Spending Scolds will tell you that a sailboat, a sports car, even a latte will be your financial ruin. Is this accurate? Focusing on the cost without considering whether you can afford the items and what memories they create is the wrong calculus. The ethos of delayed gratification can lead to missed opportunities and fear. 

Why does this happen, and what can we do to avoid these poor outcomes? Carl Richards, author “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” speaks with Barry Ritholtz about how to spend smarter in a way that brings more joy into a lives.

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.

Spending Scolds will tell you that a sailboat, a sports car, even a latte will be your financial ruin. Is this accurate? Focusing on the cost without considering whether you can afford the items and what memories they create is the wrong calculus. The ethos of delayed gratification can lead to missed opportunities and fear. 
Why does this happen, and what can we do to avoid these poor outcomes? Carl Richards, author “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” speaks with Barry Ritholtz about how to spend smarter in a way that brings more joy into a lives.
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.

At the Money: Smart Spending vs. Not Spending

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f8acc66a-d701-4d11-b1ef-b193012ab351/transcript

Peter Mallouk on Making Financial Planning Easier

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