This week, Kelly invites Peter Mallouk, President of Creative Planning (which provides comprehensive wealth management services) onto the show for an in-depth conversation about investing.
Peter, who has written multiple books on financial planning, including “The Path” with Tony Robbins, discusses what makes a good investor’s mindset, how to navigate tumultuous times for the market like 2020, and how to pick the right financial advisor.
He talks to Kelly about making your money work for you and investing with your personal goals in mind.
“The Path,” (co-written with Tony Robbins) discusses how to Accelerate Your Journey to Financial Freedom.
Want to learn more? “The Path” is available on Amazon.
For more insights and inspiration, follow Peter here:
For more mindset tips and strategies, follow along with Kelly:
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Kelly Roach is known as THE BUSINESS CATALYST, helping elite business owners become game-changers in their field and achieve million dollar + breakthroughs in their business.
As a former Fortune 500 executive who built and led record-breaking teams in 17 locations around the US, Kelly’s programs and consulting encompass billion-dollar corporate strategies combined with the speed and agility of the most powerful online strategies of today.
Kelly is a featured expert on ABC, NBC, Fox, the CW and in some of the world’s leading publications such as Inc. and Forbes where she shares the principles of her best-selling books and host of top 100 Marketing and Management podcast, The Kelly Roach Show.
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