Morgan Lavoie

Maybe it's buying your first house or an investment property or retiring with enough money to take your family on vacations or sending your kids to college. Or maybe you're just killing it in your career and you wanna know how to make your money work harder for you.

Maybe it's buying your first house or an investment property or retiring with enough money to take your family on vacations or sending your kids to college. Or maybe you're just killing it in your career and you wanna know how to make your money work harder for you.

Maybe it's buying your first house or an investment property or retiring with enough money to take your family on vacations or sending your kids to college. Or maybe you're just killing it in your career and you wanna know how to make your money work harder for you.

Whatever your goal is, you've set it, you feel excited about it, you're ready to make it happen, and then you realize that you don't actually know how to get there. Setting goals is not something you can outsource. That is deeply personal and just depends on how you want to live your life. But making the strategy to help you get there, that is something that you can outsource to a wealth advisor.

Whatever your goal is, you've set it, you feel excited about it, you're ready to make it happen, and then you realize that you don't actually know how to get there. Setting goals is not something you can outsource. That is deeply personal and just depends on how you want to live your life. But making the strategy to help you get there, that is something that you can outsource to a wealth advisor.

Whatever your goal is, you've set it, you feel excited about it, you're ready to make it happen, and then you realize that you don't actually know how to get there. Setting goals is not something you can outsource. That is deeply personal and just depends on how you want to live your life. But making the strategy to help you get there, that is something that you can outsource to a wealth advisor.

But I get it. It can feel really overwhelming to let someone into your financial life. So today, you're going to hear a conversation between Nicole and Peter Malouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. In this conversation, they talk about when to hire a financial advisor and how to find the right one for you.

But I get it. It can feel really overwhelming to let someone into your financial life. So today, you're going to hear a conversation between Nicole and Peter Malouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. In this conversation, they talk about when to hire a financial advisor and how to find the right one for you.

But I get it. It can feel really overwhelming to let someone into your financial life. So today, you're going to hear a conversation between Nicole and Peter Malouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. In this conversation, they talk about when to hire a financial advisor and how to find the right one for you.

And they get super granular, even down to what you should bring with you in your first meeting so that all of the guesswork is taken out. This conversation should make you feel like you're ready to take the next step. And when you are, well, I'll tell you exactly what to do at the end of the episode. But first, here's Nicole and Peter.

And they get super granular, even down to what you should bring with you in your first meeting so that all of the guesswork is taken out. This conversation should make you feel like you're ready to take the next step. And when you are, well, I'll tell you exactly what to do at the end of the episode. But first, here's Nicole and Peter.

And they get super granular, even down to what you should bring with you in your first meeting so that all of the guesswork is taken out. This conversation should make you feel like you're ready to take the next step. And when you are, well, I'll tell you exactly what to do at the end of the episode. But first, here's Nicole and Peter.

Do you feel overwhelmed when it comes to makeup? Charlotte Tilbury has bottled 30 years of artistry into easy to choose, easy to use beauty products. You can't go wrong. They are flattering for everyone, everywhere. That's the reason why she is the queen of glow. Her rigorous standards ensure that every product is designed and formulated for performance like nothing else on the market.

Do you feel overwhelmed when it comes to makeup? Charlotte Tilbury has bottled 30 years of artistry into easy to choose, easy to use beauty products. You can't go wrong. They are flattering for everyone, everywhere. That's the reason why she is the queen of glow. Her rigorous standards ensure that every product is designed and formulated for performance like nothing else on the market.

Do you feel overwhelmed when it comes to makeup? Charlotte Tilbury has bottled 30 years of artistry into easy to choose, easy to use beauty products. You can't go wrong. They are flattering for everyone, everywhere. That's the reason why she is the queen of glow. Her rigorous standards ensure that every product is designed and formulated for performance like nothing else on the market.

Take her iconic Hollywood Flawless filter. With one product, you can blur, smooth, and illuminate the look of skin. Plus, it's skincare-infused for clinically proven hydration for up to 24 hours. From red carpets to influencers' bathrooms, her legendary icons have gone viral for making everyone look and feel like the most beautiful, confident version of themselves.

Take her iconic Hollywood Flawless filter. With one product, you can blur, smooth, and illuminate the look of skin. Plus, it's skincare-infused for clinically proven hydration for up to 24 hours. From red carpets to influencers' bathrooms, her legendary icons have gone viral for making everyone look and feel like the most beautiful, confident version of themselves.

Take her iconic Hollywood Flawless filter. With one product, you can blur, smooth, and illuminate the look of skin. Plus, it's skincare-infused for clinically proven hydration for up to 24 hours. From red carpets to influencers' bathrooms, her legendary icons have gone viral for making everyone look and feel like the most beautiful, confident version of themselves.

This ad is brought to you by Charlotte Tilbury. USA customers only and valid until March 2nd, 2025. For full terms and conditions and exclusions, see the Charlotte Tilbury website. I have made it my mission this year to cut out extra fees. It really adds up. I mean, think about it.

This ad is brought to you by Charlotte Tilbury. USA customers only and valid until March 2nd, 2025. For full terms and conditions and exclusions, see the Charlotte Tilbury website. I have made it my mission this year to cut out extra fees. It really adds up. I mean, think about it.