Peter Mallouk interviews Creative Planning Managing Director, Ryan Swartz about how you can choose to consume advice and from whom. Does that person have any conflicts of interest? Do they give you fully objective advice that has your families best interest at heart? How do they get paid or make money? There are a lot of factors to consider before you select who to manage your money. Listen in as we explore on our latest podcast episode.

More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Creative Planning Attorneys, Annie Rogers and Christina Knopke about documents to have in place for healthcare emergencies. Living wills and other advance directives are written, legal instructions regarding your preferences for medical care if you are unable to make decisions for yourself. There are a lot of factors to consider and documents need to be executed before the event. Join in as we explore on our latest podcast episode.

More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF

More about guest Attorney, Christina Knopke: http://bit.ly/32syDUN

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Creative Planning Wealth Manager, Tim Sutton about investing in precious metals. Today you can invest in precious metals by buying the physical metal like bullion bars and bullion coins or through financial products such as gold exchange-traded funds (ETFs). There are a lot of factors to consider before investing in the asset class. Join in as we explore on our latest podcast episode.

More about guest Attorney, Tim Sutton: http://bit.ly/2QnECV7

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Creative Planning Attorney, Christina Knopke about how to deal with one of the most difficult financial planning topics if you have minor children – Who would be their guardian if you are outlived by a minor child? There are a lot of factors to consider for what the life of the child would be like following a parent passing. Join in as we explore on our latest podcast episode.

More about guest Attorney, Christina Knopke: http://bit.ly/32syDUN

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about how emotion is present in stock market investing. The emotional pain that is associated with financial loss can cause investors to continue to hold stocks out of fear of losing money. These emotions can trigger irrational decision-making that can cost investors’ money. Join in as we explore on our latest podcast episode.

More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about items to consider when approaching retirement. After spending so much time saving assets how do you ensure you are ready to draw from your portfolio? Do you have other areas of your life in order such as securing health insurance if you no loner have access to an employer plan? Join in as we explore on our latest podcast episode.

More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Ryan Swartz, Creative Planning Managing Director about why to include bonds in portfolios. Stocks typically provide greater returns than bonds, but with greater volatility along the way. If bonds are expected to underperform stocks why should you own them? Join in as we explore on our latest podcast episode.

More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about a study the Certified Financial Planner Board of Standards, Inc. conducted. The 2013 Household Financial Planning Survey and Index paints a compelling portrait of Americans’ financial planning behaviors and the state of personal financial planning in the US. Join in as we explore on our latest podcast episode.

More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about the importance of having a financial plan in place to ensure all the things you have worked for are efficiently positioned to take care of all the things you want to do and all the people that you love. Having a plan pays off! You need to know where you are and where you are going to get there in the most efficient way possible. Join in as we explore on our latest podcast episode.

More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Cole Harper, Creative Planning Wealth Manager about how to start the estate planning journey and how to tie all the elements of your life together. Many individuals come with successful careers, families and giving goals and we help bring all those areas together, so they can clearly see what they are working towards! Listen in as we explore how to ensure you start out your financial life on the right foot.

More about guest Wealth Manager, Cole Harper: http://bit.ly/2WpLlzu

Important legal disclosure: http://bit.ly/2DC250b