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

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

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:

Taxation on Investment Income Explained

Let Tax Directors Candace Varner and Ben Hake help you avoid surprises on Tax Day! Listen as they discuss the ins and outs of taxation on many common types of investment income (including interest income, capital gains distributions and several types of dividends) as well as the importance — and timing — of K-1s.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



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