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Do It For Me Approach: Managed Models

Peter Mallouk Portrait

Peter Mallouk

Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a “do-it-for-me” approach and a hands-on approach. They also cover target date funds and why it may not be the best investment strategy for you. Listen in to learn more about why being in the right type of portfolio is important and how to pick the right one for your retirement needs.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Find out how Creative Planning can help you maximize your wealth.

More Episodes

Reasons to Be Optimistic

This month, Peter Mallouk and Jonathan Clements discuss today’s widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance.

Not Your Average Bear

This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn’t work.

Why This Bear Market Is Different

This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance.

Coping With Inflation

This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk.

Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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Providing financial peace of mind across the globe

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Combined assets under management & advisement as of December 31, 2021