A Lesson in Finance with Peter Mallouk

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Bulletproof Dental Practice Podcast Episode 133

Hosts: Dr. Craig Spodak & Dr. Peter Boulden

Guest: Peter Mallouk

Key Takeaways

● Introduction 

● Being Cautious

● Learning Business the Hard Way

● Furthering Retirement in Dentistry

● Purchasing Power of the Dollar Declining

● Brokers & Independent Advisors 
     ○ Brokers: Have to Do What’s Suitable, Financial Advisors &          Products 
     ○ Independent Advisors: Fiduciary, no commissions or                    products,  Lowest Cost Investment Vehicles 
     ○ Different Legal Standards 
     ○ Dually Registered 
     ○ #1 Question to Ask: Do You Have the Series 7? 
     ○ The “Merrill Lynch Policy” 
     ○ Advertising 

● Advice on What to Do in Times of Uncertainty 
     ○ Start As Early As You Possibly Can 
     ○ Recessions, Corrections, & Bear Markets- These Happen All       the Time, It’s Normal and They Do Recover 
     ○ CONTINUE BUYING 

● Inverted Yield Curve 

● The Repo Market 

● The Consequence of Being Wrong 

● Cashing Out: A Red Flag 

● Human Psychology of Financial Decisions 

● An Efficient Market 

● High Flyers on the Index 

● Game Plan: Look at Debt  

● Cryptocurrency 

● Asset Classes 

● Slow & Steady Growth

References

The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing  Right by Peter Mallouk 

Summit 2020

Peter Mallouk on Bitcoin- YouTube 

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Start as Early as You Possibly Can 


Continue Buying 


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Contact Peter & Craig

* No interviewee solicitations