At the Money: Your Financial 'Captain'

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Recorded29 May 2024

Publisheromnycontent.com ↗

Handlerec:3049245

Show notes

Who's in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, your real estate, anything that affects your financial health. Peter Mallouk, CEO of Creative Planning (300B in client assets), speaks with Barry Ritholtz about the advantages of having a financial 'captain' in charge of all of your affairs. See omnystudio.com/listener for privacy information.

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