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Money, Simplified

Published onFebruary 6, 2024
Peter Mallouk | President & CEO of Creative Planning

Peter Mallouk

President & CEO

Profile image for Charlie Bilello

Charlie Bilello

Chief Market Strategist

Investing seems complicated, but it doesn’t have to be. In this episode, Peter and Charlie break down some of the most important financial concepts from Peter’s latest book, “Money, Simplified.” These include the fear of new all-time highs, the benefits of passive portfolio engagement and indexing, and the negative impact of confirmation bias. Lastly, they examine three lessons investors can learn from the latest bear market.


Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.


Purchase Peter Mallouk’s latest book referenced in the episode — Money, Simplified


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