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Money, Simplified

Peter Mallouk

Peter Mallouk presents a plain-language framework for organizing personal finances and making sound decisions without unnecessary complexity. He explains how goals, cash flow, debt, insurance, taxes, investments, retirement planning, and estate considerations fit together rather than treating each as a separate problem. The emphasis is on principles that remain useful through changing markets and life stages: control what can be controlled, manage risk, diversify, and align money with priorities. The book aims to help readers replace fragmented financial tactics with a coherent plan they can understand and sustain.

Publisher
Wiley
Publication date
2026-04-14
Format
Print edition
Pages
176
ISBN
9781394383283

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Interview with the Author

6 available interview links

1. Masters in Business — Peter Mallouk on Making Financial Planning EasierChecked

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2. Aligned Money Show — Focus on What Matters with Peter MalloukChecked

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3. The Long View — Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’Checked

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4. The Julia La Roche Show — #138 Peter Mallouk, CEO of $245B Creative Planning: 'It’s Hard To Be Anything But Optimistic Over The Long Run'Checked

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5. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network — TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter MalloukChecked

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6. Barron's Advisor — Peter Mallouk: Why Demand for Financial Advisors Will Only IncreaseChecked

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