Episode 03 | Part One: Investing During a Global Pandemic

Episode Information

There’s no playbook for investing during a pandemic.  The best you can do is listen to pros that know what they’re doing, and hope for the best.  This week, Greg is joined by Peter Mallouk, a financial rock star that runs one of the largest independent wealth management firms in America.  Greg and Peter talk about how investors reacted to COVID-19, what effect the pandemic has on real estate investments and why Peter’s company has been called “the vanguard of a profound shift in finance”

About Peter Mallouk:
Peter is the President of Creative Planning, Inc. and its affiliated companies. Creative Planning provides comprehensive wealth management services to clients. These offerings include investment management, financial planning, charitable planning, retirement plan consulting, tax service and estate planning services. Creative Planning manages over $40 billion in assets as of April 2019 for clients in all 50 U.S. states and abroad.

Mallouk’s leadership in the industry has not gone unnoticed, either. He is the only person to have ranked No. 1 on Barron’s “Top 100 Independent Financial Advisors in America” list for three consecutive years (2013-15). He also appeared on the cover of Worth magazine’s 2017 and 2018 issues of “Power 100” – a list of the most powerful men and women in global finance.