Creative Planning

@CPIWealth

At Creative Planning, we take a comprehensive approach to providing customized financial advice. Why not give your wealth a second look? Your Team Awaits.

Overland Park, KS

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Creative Planning
@CPIWealth
Sep 24, 2025
With a record $7.7 trillion sitting in money market accounts, @charliebilello and @PeterMallouk discuss the opportunity cost of sitting in cash and the odds that waiting for a market correction will allow you to buy in at a better price.
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Creative Planning
@CPIWealth
Sep 3
$40 trillion and counting. This month on Down the Middle, Creative Planning President and CEO @PeterMallouk and Director of Financial Planning Jeff Stolper, CFP®, CPA discuss the United States’ $40 trillion national debt, how we got here, what it could mean for the economy and
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Creative Planning
@CPIWealth
Aug 29
What does “you only live once” really mean when it comes to risk? @morganhousel, bestselling author of “The Psychology of Money,” explains why YOLO can be just as compelling a reason to avoid a risk as to take one. Download the full episode of 𝐈𝐜𝐨𝐧𝐬 𝐚𝐧𝐝 𝐈𝐝𝐞𝐚𝐬
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Creative Planning
@CPIWealth
Aug 19
This week, Chief Market Strategist @charliebilello looks at the biggest upside surprise in history, the Fed falling further behind the curve, a shrinking labor force and record overseas travel. Listen or watch the episode here: bit.ly/4qptIiN
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Creative Planning
@CPIWealth
Aug 7
What's the biggest threat to the global economy over the next 20 years? Creative Planning President and CEO @PeterMallouk asks @OneCarlyle CEO Harvey Schwartz about the greatest systemic risks facing investors and businesses. Harvey explains why cyberattacks, technological
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