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Creative Planning
A Thousand Miles from Wall Street
A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. 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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Ratings & Reviews
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4.9 stars from 29 ratings
Great information!
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“I’ve really enjoyed your episodes. Do you have plans to do an episode on 529 plans and how much should be saved? Thank you for your insight!”
529planning via Apple Podcasts ·
United States of America ·
07/31/19
Recent Episodes
Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss how institutional investment advisors manage their funds’ growth, withdrawals, and volatility, all simultaneously. They examine what has changed since the Great Recession, and what tenets are valued today. Listen...
Published 12/16/19
Published 12/16/19
Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage....
Published 12/06/19
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