Peter Mallouk is a little different than most investors interviewed on this podcast. Peter isn’t really an angel investor, but he is qualified as an investor. Peter is the President of Creative Planning, which provides wealth management services to clients. They manage roughly $48 billion among clients throughout all 50 states. 

In this episode, Peter shares insights into how he became an investor, how he handles his clients’ wealth, what role the timing of markets plays in his strategy. He also shares some knowledge from his book, The Five Mistakes Every Investor Makes, including what big behavioral mistakes investors should avoid. 

So get ready to see investing in a new light and discover strategies to grow your wealth. 

Some Questions I Ask: 

• Tell us about your background and your firm. (1:40)
• What drew you to the world of investing? (3:22)
• What’s your approach to investing and growing your clients’ wealth? (4:30)
• How do you look at the timing of markets? (11:21)
• When you look at the dry powder from private equity, what does that mean for investors going forward? (26:00)

In This Episode, You Will Learn: 

• How Peter transitioned from an advisor to investor. (3:26)
• How Peter customizes investment plans for his clients. (4:40)
• What big behavioral mistakes investors tend to make. (6:24)
• Why Peter avoids getting involved in venture capital. (16:28)
• Why people choose private equity investments over public markets. (26:28)

Resources: 

The Five Mistakes Every Investor Makes by Peter Mallouk

Creative Planning

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