Produktdetaljer
Biografisk notat
PETER MALLOUK is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services. He has been featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America” for three consecutive years (2013–2015) and on Worth magazine’s “Power 100” list of the most powerful people in global finance (2017–2018). He’s a New York Times bestselling author and appears regularly on CNBC and Fox Business.
A straightforward investing guide – packed with visual resources – for everyday investors by an experienced and proven wealth manager
In Money, Simplified, experienced wealth manager and financial, retirement, and tax planner, Peter Mallouk, delivers an easy-to-follow and powerful new guide to long-term investing. Mallouk has created your passport to financial confidence, drawing on his decades of investing and wealth management experience to walk you through the strategies, technologies, and mindsets you need to understand and apply to create a financially secure future for yourself and the people you love.
Money, Simplified clearly identifies the most common – and expensive – investing mistakes made by people at every stage of their investing journeys and shows you exactly how to avoid them. It busts common investing myths, explains some destructive investing biases, and outlines why emotionally driven financial choices are counterproductive (and how to eliminate them).
Inside the book:
- Accessible advice paired with intuitive visual resources, illustrations, and charts to help you understand the book’s simple, powerful strategies
- Specific advice for navigating bear markets without losing your cool and investing in bull markets where good deals become hard to find
- Discussions of how new investing platforms and technologies can boost – or shrink – your portfolio’s returns
Perfect for everyday investors at any stage of life, Money, Simplified is an invaluable strategy guide for everyone doing their best to build a financially prosperous, secure, and rewarding future.
Introduction 1
Chapter 1 The Fundamentals of Investing 2
Chapter 2 Let Logic Prevail 54
Chapter 3 Why Fear Isn’t Your Friend 72
Chapter 4 It Just Keeps Getting Better 92
Chapter 5 Putting It All Together 124
Sources 133
Five Checklists to Help You Through Major Life Events 141
About the Author 157
Index 159
Your complete guide to confident, long-term investing
Money, Simplified, by Peter Mallouk, New York Times bestselling author and President of Creative Planning (which manages more than $385 billion* in assets), provides an accessible road map to investment success for everyday investors. Through intuitive visuals and clear explanations, Mallouk draws on his decades of wealth management experience to help you avoid the most common and expensive investing mistakes, overcome destructive behavioral biases, and master the strategies needed to build lasting financial freedom in today’s rapidly evolving markets.
This beautifully designed book seamlessly integrates real-world stories with data-driven insights and informative charts that make sophisticated investment concepts easy to grasp and apply. You’ll learn how to recognize costly errors before making them, discover how to break free from emotionally driven financial decisions, and come to understand how emerging technologies and platforms can impact your portfolio. Money, Simplified cuts through the complexity and confusion that paralyzes many investors, delivering practical guidance that empowers confident decision-making whether you’re just starting out or well into your retirement journey.
Perfect for beginning investors and seasoned market participants alike, Money, Simplified gives you the tools to navigate volatile markets with confidence and build the financial future you deserve. This isn’t just a book—it’s your passport to financial freedom.
Today’s markets are increasingly unpredictable and volatile. Much of the advice available to everyday people trying to navigate those markets is unnecessarily complicated, overly technical, or poorly supported. Regular investors need straightforward, grounded strategies that work in the real world.
In Money, Simplified, New York Times bestselling author and award-winning investment advisor Peter Mallouk delivers an accessible and powerful guide to long-term investing success. As President of Creative Planning, which manages more than $385 billion* in assets, Mallouk brings decades of wealth management expertise to help everyday investors master the strategies and mindsets needed to build lasting financial freedom. Through beautifully designed visuals, illustrations, and charts, this book makes sophisticated investment concepts easy to understand and apply, showing you exactly how to sidestep the most expensive mistakes investors make at every stage of their journey.
Mallouk clearly identifies common investing myths and destructive behavioral biases that lead to poor financial decisions then provides practical strategies to overcome them. You’ll discover how to break free from emotionally driven choices that undermine your portfolio, learn how to recognize the warning signs of costly errors before you make them, and come to understand how new technologies can either enhance or harm your investments. The book’s intuitive visual approach seamlessly integrates real-life stories with data-driven insights, making complex concepts accessible whether you’re building your first portfolio or optimizing your retirement strategy.
Money, Simplified is essential reading for everyday investors at any stage of life who want to take control of their financial future with confidence. If you’re ready to move beyond confusion and anxiety to achieve lasting financial freedom, this book is your passport to investment mastery and a more fulfilled life.
*Creative Planning and its affiliates manage and advise on more than $385 billion in assets as of September 30, 2025. United Capital Financial Advisors is an affiliate of Creative Planning.
Produktdetaljer
Biografisk notat
PETER MALLOUK is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services. He has been featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America” for three consecutive years (2013–2015) and on Worth magazine’s “Power 100” list of the most powerful people in global finance (2017–2018). He’s a New York Times bestselling author and appears regularly on CNBC and Fox Business.