
7 Lessons From Jack Bogle
06/14/24 • 40 min
Would you keep a 401k payout if you weren’t the intended beneficiary? Peter and Charlie share the story of a seven-figure signature and the lesson we can all learn from it in this episode of Signal or Noise. They also discuss seven key insights from the pioneer of index fund investing, "Saint" Jack Bogle, and provide data to help you navigate your investments during an election year.
Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.
Request your FREE Wealth Path Analysis here: https://creativeplanning.com/charlie/
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ [email protected]
Would you keep a 401k payout if you weren’t the intended beneficiary? Peter and Charlie share the story of a seven-figure signature and the lesson we can all learn from it in this episode of Signal or Noise. They also discuss seven key insights from the pioneer of index fund investing, "Saint" Jack Bogle, and provide data to help you navigate your investments during an election year.
Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.
Request your FREE Wealth Path Analysis here: https://creativeplanning.com/charlie/
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ [email protected]
Previous Episode

An Economic Reality Check
A new survey shows many Americans aren’t feeling positive about the economy, the stock market or employment — but the data tells a different story. Join Peter and Charlie as they discuss why perception and reality aren't matching up. They also explore some recently proposed tax incentives for home buyers and the implications such policies would have on the housing market. Plus, get insights into the resurgence of meme stocks and more in this episode of Signal or Noise.
Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ [email protected]
Next Episode

8 Cognitive Biases and How to Overcome Them
Gaining an awareness of cognitive biases is just the first step. Overcoming these biases is the real challenge — don’t let them negatively impact your investment success! Join Peter Mallouk and Charlie Bilello as they explore these biases as well as their impact, why investors often fall prey to them and practical solutions for overcoming them. Additionally, learn about the latest changes in 401k savings that could affect your financial planning.
Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ [email protected]
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