Creative Planning @CPIWealth
Experience a richer way to wealth with award-winning service across a variety of financial disciplines. Why not give your wealth a second look? bit.ly/3o4nRPO Overland Park, KS Joined March 2016-
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Discover the power of compound interest! Join @charliebilello as he unpacks timeless quotes to help investors put principles into practice in our new YouTube series, Words of Wisdom. youtube.com/watch?v=CWxbU6…
Do you focus on what matters or what seems urgent? @PeterMallouk joined host @glgrombacher on the Aligned Money Show to discuss the value of taking a simplified approach to your finances. Tune in here or listen wherever you get your podcasts. moneyalignmentacademy.com/focus-on-what-…
Dreaming of a financially secure retirement? Join John as he reveals the six signs you're ready to make that dream a reality. Tune in here or listen wherever you get your podcasts. bit.ly/4bcTgH4
Stocks will underperform at times — quit looking for the needle in the haystack, buy the whole haystack. #diversify
Join @charliebilello as he delves into the influence of investor expectations on the market, analyzes the Q1 GDP report, covers the latest inflation data and more on The Week in Charts. youtube.com/watch?v=Yla-Bc…
When was the last time you bought a lottery ticket? Peter and Charlie unpack America’s fascination with the lottery, delve into mounting concerns about retirement savings and discuss the recent stock market pullback on this episode of Signal or Noise. youtube.com/channel/UCRoWR…
Tax-deferred assets become taxable as ordinary income when they’re withdrawn from the account. If you take a withdrawal before reaching age 59 1/2, you may also be subject to a 10% early withdrawal penalty in addition to your ordinary income tax liability.
Thanks to the power of compound interest, assets held within tax-deferred accounts can provide a significant boost to your long-term savings goals. Tax-deferred account types include: traditional IRAs, 401(k)s, 403(b)s and other qualified retirement plans.
Don't treat your estate plan as a stand-alone set of documents. Instead, your estate plan should be a coordinated part of your overall financial plan. creativeplanning.com/insights/estat…
The estate planning process should begin at age 18. Without the necessary documents in place, your family members may be unable to obtain medical information or even visit you in the hospital should you have an accident or serious injury.
You can save both yourself and your loved ones a lot of time, stress and money by having powers of attorney in place before an unexpected event occurs.
Many people incorrectly believe that an estate plan’s sole purpose is to designate how assets are passed along following your death. However, a solid estate plan can also help protect you while you’re alive, should you become unable to make decisions on your own.
If your goal is to avoid probate, you may need to implement additional estate planning strategies beyond a will, such as a revocable living trust.
Please join us in celebrating Ben Hake, Managing Director at Creative Planning, for being nominated and selected as one of Ingram’s 40 Under Forty Class of 2024. Learn more about this distinguished acknowledgment and see the full class of 2024 here: ingrams.com/article/ingram…
“It’s actually very common for the market to reach all-time highs,” said Brenna Saunders, Partner and Wealth Manager at Creative Planning, in a recent interview with Bankrate. Check out the full article here! bankrate.com/investing/how-…
Members of our Kansas City-based team were grateful for the opportunity to volunteer and support the partnered effort of KMBC 9 Cares for Kids and @GivingtheBasics over the weekend. kmbc.com/article/volunt…
After 162 days above the 50-day moving average, the S&P 500 saw a pullback. @charliebilello breaks down what this market drop could mean for investors and much more on the latest episode of The Week in Charts. youtube.com/watch?v=eZez0D…
Despite the ups and downs of the market these past few years, there’s a case for having financial optimism in wealth and retirement planning. Find out why on this week’s episode of Rethink Your Money. creativeplanning.com/podcast/reason…
Don't get stuck on today's headlines — the stock market is always looking forward. Get more financial insights and tips from @PeterMallouk's book: 𝐌𝐨𝐧𝐞𝐲, 𝐒𝐢𝐦𝐩𝐥𝐢𝐟𝐢𝐞𝐝. amzn.to/3HxQE9V
As you progress through the different stages of life, your interests, family situation and lifestyle constantly evolve. Your financial plan should evolve too. Consider these financial tips to help navigate each stage of life. creativeplanning.com/insights/finan…
Peter Mallouk @PeterMallouk
43K Followers 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Charlie Bilello @charliebilello
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We're inundated with information 24/7. Do you focus on what matters, or what seems urgent? @PeterMallouk talks about the value of taking a simplified approach to your finances! @CPIWealth moneyalignmentacademy.com/focus-on-what-… #focusonwhatmatters #personalfinance #investing
Maxwell Locke & Ritter @MaxLocRit sold its wealth management practice to Creative Planning @CPIWealth, and another accounting firm, Wright, Ford, Young & Co., teamed with Integrative Partners @Integrated4FAs on a wealth management business. trib.al/xXb3pV2
Tap into your #athletemindset with @CPIWealth and @AthleteNet x.com/athletecareers…
Mark your 📆! This one is for ATHLETES (current or former) + it’s not a sales pitch. REGISTER to hear from financial professionals who understand the athlete mindset: athletenetwork.hostedlandingpage.com/Webinar/Financ… #NIL #FinancialFuture @CPIWealth
Home bias, anyone? It didn't work out so well for the Japanese. Check out my latest conversation with @CPIWealth's @PeterMallouk, where we discuss his new book, "Money, Simplified." creativeplanning.com/podcast/book-f…
On The @Investopedia Express, @PeterMallouk of @CPIWealth on the future of financial planning and #WealthManagement , and why the big firms will only get bigger. Plus, the #stockmarket hits a new high... What usually comes next? Tune in: apple.co/3S0UMp2
@_ali_taylor I don't want to think about it. I wanted someone who can translate where I want to be into a portfolio and balance it as needed (and manage taxes) over time. And who's a fiduciary specifically. Went with @CPIWealth. Not the cheapest route, but oh the peace of mind.
The US Bond Market has now been in a drawdown for 41 months, by far the longest bond bear market in history.
Manufacturing Construction Spending in the US continues to hit new record highs, more than doubling over the last 2 years.
The US Unemployment Rate held steady at 3.7% in December (consensus estimate was for an increase to 3.8%). April 2023's reading of 3.4% was the lowest reading since 1969.
New Episode of Signal or Noise is up: -4 Investing Resolutions for Life -Importance of Daily Habits -Book Recommendations -Are Big Rallies a Signal or Noise for Stocks? -Should Investors Fear $34 Trillion in National Debt? -and More... w/ @PeterMallouk youtube.com/watch?v=V8VTW5…
US Average Hourly Earnings increased 4.1% over the last year, coming in above expectations for a 3.9% rise.
Total jobs in the US increased 1.7% over the last year, the lowest YoY growth rate since March 2021.
216,000 US jobs were added in December (vs. 164k consensus estimate), the 36th consecutive month of jobs growth.
The US Unemployment Rate has now been below 4% for 23 straight months, the longest streak since the late 1960s.
Retiring abroad can be an exciting adventure but requires careful financial planning. Retire overseas successfully using these tips.
Jonathan Clement and I share our thoughts on the year ahead. creativeplanning.com/podcast/expect….
Thinking of retiring abroad? Before you embark on #expat life, make sure you consider these important #financialstrategies from Phillip Pizzuti. Don't miss these tips! creativeplanning.com/international/…
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