Secretary Condoleezza Rice sat down with Creative Planning President and CEO Peter Mallouk for a remarkable conversation on Icons and Ideas. She speaks candidly about leading through the most consequential moments in modern American history, from the hours after September 11th to navigating relations with Putin, Iraq, and China. She also reflects on the Birmingham she grew up in, the mindset her parents instilled in her and what she believes it truly takes to lead with both strength and empathy. Whether you are in business, public service, or simply interested in how the world works, this episode offers a rare perspective. #IconsAndIdeas #Leadership #ForeignPolicy #CondoleezzaRice #Podcast YouTube: https://lnkd.in/gAZbGZGA Spotify: https://bit.ly/4disyAN Apple Podcasts: https://bit.ly/499qysb
About us
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on approximately 700 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.
- Website
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https://creativeplanning.com
External link for Creative Planning
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
- Specialties
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, and Institutional
Locations
Employees at Creative Planning
Updates
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𝐆𝐫𝐞𝐚𝐭 𝐥𝐞𝐚𝐝𝐞𝐫𝐬 𝐝𝐨𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐞 𝐰𝐢𝐭𝐡 𝐰𝐨𝐫𝐝𝐬. 𝐓𝐡𝐞𝐲 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐞 𝐰𝐢𝐭𝐡 𝐩𝐫𝐞𝐬𝐞𝐧𝐜𝐞. In a world filled with division, disagreement, and constant noise, Secretary Condoleezza Rice shares a leadership lesson more people need to hear right now. In this #short from Icons and Ideas, she explains to Creative Planning President and CEO Peter Mallouk why leadership is often less about what you say and more about what you transmit the moment you walk into a room. She breaks down why people trust certain leaders during moments of pressure, uncertainty and crisis. Episode drops tomorrow on YouTube, Spotify and Apple Podcasts. #CondoleezzaRice #Leadership #ExecutivePresence #LeadershipMindset
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Creative Planning President and CEO Peter Mallouk appears on CNBC’s Power Lunch to discuss the latest rise in tech stocks, the shrinking moat around SAAS-based companies and why investors need to understand that recent market growth is because of expected earnings and not a speculative bubble. #investing #stockmarket https://lnkd.in/d-DRfZGg
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In the upcoming episode of the Icons and Ideas #podcast, out next Tuesday, Creative Planning President and CEO Peter Mallouk talks with Condoleezza Rice on her time as U.S. Secretary of State, the current state of geopolitical affairs and what it takes to be an effective leader in today's world. https://lnkd.in/gq6Mnyhm #leadership #geopolitics
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What is #gold? Is it a currency? A commodity? An inflation hedge? In this episode of Signal or Noise, Creative Planning President and CEO Peter Mallouk and Chief Market Strategist Charlie Bilello break down what gold is and the role it plays in investors’ portfolios.
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In this episode of The Week in Charts, Creative Planning Chief Market Strategist Charlie Bilello discusses why markets are ignoring Iran, a divided #Fed, all-time market highs and more affordable rents. https://lnkd.in/duBG8RHG
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Headlines often amplify fear, but chasing trends isn’t a long-term investing strategy. In this Q1 2026 Market Commentary, Creative Planning Chief Investment Officer James Battmer examines how markets have historically responded to military conflicts and why reacting to short-term events may not serve investors’ long-term interests. https://bit.ly/4cRzLYd #investing
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At Creative Planning, we work with individuals and families as their financial situations grow more complex. Here are 𝐟𝐢𝐯𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬 to consider for your wealth planning goals. #investing #financialplanning
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The #stockmarket just hit another record high; so did your grocery bill. That’s the K-shaped #economy in one sentence. One American is getting richer, while the other can’t keep up with rent. Creative Planning President and CEO Peter Mallouk and Creative Planning Director of Financial Planning Jeff Stolper, CFP®, CPA dig into who’s actually winning, why the gap keeps widening and what it means for your paycheck, your portfolio and your plans. Listen here: https://bit.ly/4tO5iQJ #financialplanning
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Many investors want to find that perfect stock, but no company is immune to change. In this Signal or Noise clip, Creative Planning President and CEO Peter Mallouk explains why diversification should be an important part of an investor’s strategy. #financialplanning #investing