Peter Mallouk and his guest, Wealth Manager Andrew Horsman, discuss the sense of honor and peace of mind that come with a multi-generation financial plan. Having family members on the same financial page strengthens relationships, leaving more time for “real talk” instead of transactional conversations. Listen as we explore these topics in the latest podcast episode.
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.
Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
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