Get Your Financial House In Order | Peter Lazaroff (Reboot)

Get Your Financial House In Order | Peter Laz...

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Single, Successful, and Talking About Money: The Conversations No One Prepared You For

February is when the internet floods your feed with couples budgets, joint accounts, and “how to stop fighting about spending” content. And that’s fine — if you’re building a financial life with a partner. But what if you’re not? Because single women are out here making six-figur ...  Show more

Join me on Friday, 2/27 for a Live Q&A!

Join Me Live: February 27 at Noon Eastern If money conversations feel complicated, heavy, or just plain confusing right now, this is for you. On Friday, February 27 at 12 PM Eastern, I’m hosting a live Q&A exclusively for Talkin’ Points newsletter subscribers. This is your chance ...  Show more

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Ask HTM - Investing Deadlines, Building Generational Wealth, & Coping With Financial Regrets #808
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Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step g ...

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On today’s show, Trey invites on a very special guest and that is Mr. Peter Mallouk. Peter is the President and CIO at Creative Planning which currently manages, $210B. Peter holds a law degree, an MBA and is a CFP, and is just an overall very smart and thoughtful guy. You may re ...  Show more