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Utilize Your Resources: Why You Should Discuss Your 401k with an Advisor

Peter Mallouk Portrait

Peter Mallouk

Peter Mallouk and his guest, Javid Dabestani, discuss why you should look at your full financial portfolio, not just your retirement account when planning for your retirement. They review which financial pieces may be the best option for of income in retirement and how you should review every aspect of your finances carefully to make sure you are on track to hit your retirement goals. Listen in to learn more about why it is important to look at the big picture for retirement savings.

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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More Episodes

Finding Contentment With Your Money, Regardless of Circumstances

This week, John shares five steps to finding contentment with your money, regardless of your current circumstances. Plus, Creative Planning’s Director of Tax, Candace Varner, CPA, joins John to talk about health savings accounts (HSAs), one of the most underutilized tax benefits available.

Read more on properly planning for longevity:
https://creativeplanning.com/insights/are-you-properly-planning-for-longevity/

Read more on the overlooked benefits of health savings accounts (HSAs): https://creativeplanning.com/insights/four-overlooked-benefits-of-health-savings-accounts-hsas/

Five Common Investor Mistakes and How to Avoid Them

This week, John shares five common investor mistakes and how to avoid them as well as the two most important action items to lead you into financial success. He’s also joined by Estate Planning Attorney Jerry Bell, JD, for a discussion on taking care of loved ones with special needs.

Read more about determining who should inherit your wealth:
https://creativeplanning.com/insights/determining-who-should-inherit-your-wealth/

Read more on the five considerations for choosing a special needs trustee: https://creativeplanning.com/insights/how-to-choose-a-special-needs-trustee-5-considerations/

Is Cash King?

Join John this week as he examines whether or not cash is king and all things alternative investments. Plus, John is joined by Creative Planning’s Chief Investment Officer, Jim Williams, to discuss all things alternative investments.

Read more about why cash is not an investment strategy here: https://creativeplanning.com/insights/cash-is-not-an-investment-strategy/

How to Thrive in a Bear Market

Join John this week as he discusses how to thrive during this bear market, avoiding the biggest mistakes around Social Security, and the impact our perspective has when it comes to peace around our financial situation. Plus, John is joined by Creative Planning’s Chief Valuation Officer, Gary Pittsford, who breaks down what to do with the proceeds from a business sale.

Hear more on investment buckets here: https://creativeplanning.com/insights/four-buckets-for-financial-planning/

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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