https://simplecast.com 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. 2023 en Thu, 2 Apr 2026 15:13:47 +0000 Thu, 2 Apr 2026 15:14:00 +0000 https://signal-or-noise.simplecast.com Signal or Noise? https://image.simplecastcdn.com/images/100b76a0-757a-4a7e-9db9-115aa882e067/4346f526-74df-4829-892d-1933ea152300/3000x3000/signal-or-noise-podcast-cover-art-3000x3000.jpg?aid=rss_feed https://signal-or-noise.simplecast.com episodic 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. Charlie Bilello, Peter Mallouk, Creative Planning false https://feeds.simplecast.com/CGU4cqbQ economic discussion, economy, finance, finance news, financial news, financial planning, investing, investing news, stock market, stock market commentary, personal finance Creative Planning podcasts@creativeplanning.com f0922b13-a5b0-4fde-9f27-0f8e8892fc41 10 Ways to Save on Your Taxes 10 Ways to Save on Your Taxes

From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes.

]]> Thu, 2 Apr 2026 15:13:47 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/10-ways-to-save-on-your-taxes-uzQmNFFm 10 Ways to Save on Your Taxes

From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes.

]]> 10 Ways to Save on Your Taxes Creative Planning, Peter Mallouk, Charlie Bilello 00:26:59 10 Ways to Save on Your Taxes From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes. 10 Ways to Save on Your Taxes From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full fb0af6e3-dddb-4e5f-b4a3-ccb101653350 The Fog of War The Fog of War

With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy.

]]> Thu, 19 Mar 2026 20:21:04 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-fog-of-war-qVe9HywA The Fog of War

With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy.

]]> The Fog of War Creative Planning, Peter Mallouk, Charlie Bilello 00:27:11 The Fog of War With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy. The Fog of War With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full ed30205d-4214-48f6-93a1-513d66383b11 The State of the Markets Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise. 

]]> Thu, 26 Feb 2026 15:11:12 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-state-of-the-markets-dWQbe0NK Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise. 

]]> The State of the Markets Creative Planning, Peter Mallouk, Charlie Bilello 00:32:12 Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise.  Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise.  diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 20b78f10-844e-4596-a74e-69fb23de4c11 The Ultimate Guide to Volatility and Corrections With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur.

]]> Thu, 22 Jan 2026 22:13:03 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-ultimate-guide-to-volatility-and-corrections-ExnDVzQA With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur.

]]> The Ultimate Guide to Volatility and Corrections Peter Mallouk, Creative Planning, Charlie Bilello 00:18:12 With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur. With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 206cd881-53e3-4075-aaa7-dd949e64c44a 6 Questions for 2026 From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event.

]]> Fri, 9 Jan 2026 18:45:38 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/6-questions-for-2026-03mi388E From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event.

]]> 6 Questions for 2026 Creative Planning, Charlie Bilello, Peter Mallouk 00:33:39 From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event. From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 5f2497ed-0bd4-4691-a1e2-9ec1a03e8783 The Ultimate Financial Checklist for Peace of Mind After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones.

]]> Thu, 18 Dec 2025 22:34:09 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/the-ultimate-financial-checklist-for-peace-of-mind-bZwV0bVw After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones.

]]> The Ultimate Financial Checklist for Peace of Mind Charlie Bilello, Creative Planning, Peter Mallouk 00:26:50 After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones. After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 9faca593-9754-46e4-baa2-3689e5dfe33c 7 Lessons From 2025 From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.

]]> Thu, 4 Dec 2025 19:29:22 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/7-lessons-from-2025-bj1OpwQQ From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.

]]> 7 Lessons From 2025 Charlie Bilello, Creative Planning, Peter Mallouk 00:26:00 From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money. From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 5b0eaadf-1222-4c85-b21f-d3d0ccae5b5a The Great Divergence: Consumer Gloom vs. Market Boom In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?

]]> Fri, 21 Nov 2025 19:29:23 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/the-great-divergence-consumer-gloom-vs-market-boom-rhTevLJQ In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?

]]> The Great Divergence: Consumer Gloom vs. Market Boom Creative Planning, Charlie Bilello, Peter Mallouk 00:23:16 In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise? In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise? diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 94c25aed-c0c7-4afd-9369-7691a3487d47 Are We in an AI Bubble? In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.

]]> Thu, 6 Nov 2025 21:43:50 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/are-we-in-an-ai-bubble-T_myGHkx In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.

]]> Are We in an AI Bubble? Peter Mallouk, Creative Planning, Charlie Bilello 00:31:14 In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do. In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 7d9553e9-cb81-431d-89bb-a2b2cb8ae44d 10 Charts Every Investor Should Frame Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand.

]]> Thu, 23 Oct 2025 16:15:16 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/10-charts-every-investor-should-frame-ncn8NhaQ Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand.

]]> 10 Charts Every Investor Should Frame Charlie Bilello, Peter Mallouk, Creative Planning 00:21:09 Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand. Covering topics spanning the power of compounding to why you shouldn’t bet against America, Charlie and Peter examine 10 charts illustrating important investment principles all investors should understand. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 8e242605-e148-40bc-b204-de671646028e 5 Things That Should Be Required Learning in High School From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise?

]]> Wed, 15 Oct 2025 00:04:22 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/5-things-that-should-be-required-learning-in-high-school-q255DoEj From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise?

]]> 5 Things That Should Be Required Learning in High School Charlie Bilello, Peter Mallouk, Creative Planning 00:25:34 From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise? From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise? diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 3295139f-30e3-41bc-8c80-e9fab27accf3 How to Invest Cash on the Sidelines With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash.

]]> Tue, 23 Sep 2025 17:20:12 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/how-to-invest-cash-on-the-sidelines-h28UluL2 With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash.

]]> How to Invest Cash on the Sidelines Peter Mallouk, Charlie Bilello, Creative Planning 00:35:55 With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash. With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full e78d6833-8f80-49b5-8a10-b087c61e763e Rate Cuts, Recessions and Risks After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?

]]> Thu, 11 Sep 2025 19:12:46 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/rate-cuts-recessions-and-risks-7J1LuRoM After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?

]]> Rate Cuts, Recessions and Risks Creative Planning, Peter Mallouk, Charlie Bilello 00:30:37 After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise? After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise? diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full e57ba21c-619a-43d5-a122-b5645e1f1de4 How to Make Housing Affordable Again With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event.

]]> Thu, 21 Aug 2025 22:27:52 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/how-to-make-housing-affordable-again-bPBWARxa With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event.

]]> How to Make Housing Affordable Again Charlie Bilello, Creative Planning, Peter Mallouk 00:28:07 With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event. With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 30d06085-e724-468c-a28f-57f9f3d4c882 Is This as Good as it Gets? With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared.

]]> Mon, 11 Aug 2025 21:35:06 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/is-this-as-good-as-it-gets-CJP5JTvN With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared.

]]> Is This as Good as it Gets? Creative Planning, Charlie Bilello, Peter Mallouk 00:36:34 With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared. With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared. diversification, stocks, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, unemployment, retirement, taxes, financial plan, investing, education, investments false full bf4fcfc2-4d38-489c-971c-276d5c5e5315 Triumph of the Optimists Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs.

]]> Thu, 24 Jul 2025 23:44:30 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/triumph-of-the-optimists-_GKEQONP Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs.

]]> Triumph of the Optimists Charlie Bilello, Peter Mallouk, Creative Planning 00:28:58 Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs. Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs. drawdown, diversification, stocks, wealth, creative planning, inflation, 401k, volatility, financial wisdom, finance, financial, stock market, money, retirement, financial plan, investing, education, investments, innovation false full 1d33005f-e363-4195-b07b-137776f9e939 10 Lessons for Living Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

]]> Wed, 2 Jul 2025 22:10:11 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/10-lessons-for-living-dsCEFUDU Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

]]> 10 Lessons for Living Creative Planning, Peter Mallouk, Charlie Bilello 00:32:49 Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you. Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full a7e27d50-0e54-4119-9d5a-4eaafaba140c 10 Lessons From Jonathan Clements Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

]]> Thu, 19 Jun 2025 03:29:25 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/10-lessons-from-jonathan-clements-5hKk6SQb Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

]]> 10 Lessons From Jonathan Clements Peter Mallouk, Charlie Bilello, Creative Planning 00:57:23 Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education. Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, financial plan, investing, education, investments false full 3defc292-9321-426b-b355-c481a14bfb72 Deficit Nation On this episode, Charlie and Peter examine how the bill recently passed by the House

could further impact the national deficit and why addressing spending patterns is crucial

for long-term fiscal health.

]]> Thu, 5 Jun 2025 01:07:11 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/deficit-nation-0FN_A8Bi On this episode, Charlie and Peter examine how the bill recently passed by the House

could further impact the national deficit and why addressing spending patterns is crucial

for long-term fiscal health.

]]> Deficit Nation Peter Mallouk, Charlie Bilello, Creative Planning 00:26:37 On this episode, Charlie and Peter examine how the bill recently passed by the House could further impact the national deficit and why addressing spending patterns is crucial for long-term fiscal health. On this episode, Charlie and Peter examine how the bill recently passed by the House could further impact the national deficit and why addressing spending patterns is crucial for long-term fiscal health. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, tariffs, financial plan, investing, education, investments false full 12d09740-2c1b-4d31-aa54-e5172bee17ad The End of an Era With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

]]> Thu, 22 May 2025 14:37:52 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-end-of-an-era-YZlE13Jh With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

]]> The End of an Era Creative Planning, Peter Mallouk, Charlie Bilello 00:29:24 With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise? With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise? diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full e4fceb18-9e90-41b4-abf3-155c12dd8282 How to Invest During a Recession With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

]]> Wed, 7 May 2025 21:40:33 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/how-to-invest-during-a-recession-95E5BHu7 With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

]]> How to Invest During a Recession Peter Mallouk, Creative Planning, Charlie Bilello 00:27:41 With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise? With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise? diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 9e0a990a-456c-47a3-9a49-a22415dba5fd What Matters in the Long Run Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio.

]]> Wed, 23 Apr 2025 21:22:57 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/what-matters-in-the-long-run-2F_sQ7AB Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio.

]]> What Matters in the Long Run Creative Planning, Peter Mallouk, Charlie Bilello 00:33:52 Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio. Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio. diversification, stocks, wealth, creative planning, u.s. dollar index, 401k, volatility, financial wisdom, finance, financial, trade tensions, stock market, money, risk, tariffs, financial plan, investing, education, investments false full d59ca3ee-0795-4295-a29b-7ec58884f6eb How to Invest During a Bear Market Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities. 

]]> Fri, 11 Apr 2025 15:21:40 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/how-to-invest-during-a-bear-market-svu6Rz1s Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities. 

]]> How to Invest During a Bear Market Charlie Bilello, Peter Mallouk, Creative Planning 00:32:38 Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities. Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities. diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 63d4bace-5624-4c93-ae9a-755fdb1925ce The Tariff Tantrum and 3 Possible Outcomes As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

]]> Fri, 4 Apr 2025 20:04:05 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-tariff-tantrum-ThXHlg3B As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

]]> The Tariff Tantrum and 3 Possible Outcomes Peter Mallouk, Creative Planning, Charlie Bilello 00:39:58 As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes. As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes. diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full e9bf6723-6c4c-41ce-8312-ac655807a351 A Checklist for Corrections As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction.

]]> Thu, 27 Mar 2025 17:45:45 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/a-checklist-for-corrections-R3C7Exy0 As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction.

]]> A Checklist for Corrections Creative Planning, Peter Mallouk, Charlie Bilello 00:31:36 As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction. As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction. diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 66432f57-bc15-448f-af32-844bef6c2f1c The Price of Admission On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility.

]]> Mon, 10 Mar 2025 20:37:42 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/the-price-of-admission-vkdlnjcV On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility.

]]> The Price of Admission Charlie Bilello, Peter Mallouk, Creative Planning 00:25:50 On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility. On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility. diversification, stocks, wealth, creative planning, inflation, 401k, volatility, financial wisdom, finance, financial, stock market, money, risk, financial plan, investing, education, investments false full 5cde7370-468b-4993-9169-7d567d4ae5c5 5 Questions on DOGE On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy.

 

]]> Thu, 27 Feb 2025 16:40:46 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/5-questions-on-doge-k1rIDAUN On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy.

 

]]> 5 Questions on DOGE Creative Planning, Peter Mallouk, Charlie Bilello 00:28:53 On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy. On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy. diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 053ed13b-188c-4cee-977b-88dd49f740f4 Investing Lessons From the Great Peter Lynch When it comes to investing, it’s not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise?

]]> Wed, 5 Feb 2025 17:18:43 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/investing-lessons-from-the-great-peter-lynch-oVVI8pV7 When it comes to investing, it’s not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise?

]]> Investing Lessons From the Great Peter Lynch Charlie Bilello, Peter Mallouk, Creative Planning 00:30:23 When it comes to investing, it’s not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise? When it comes to investing, it’s not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise? diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full ca0fa678-ff4e-4ded-8f19-98f69588e1c1 5 Lessons Every Investor Should Know On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise?

]]> Fri, 24 Jan 2025 15:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/5-lessons-every-investor-should-know-Q3Ikigbs On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise?

]]> 5 Lessons Every Investor Should Know Creative Planning, Peter Mallouk, Charlie Bilello 00:34:54 On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise? On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise? diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full fe37d58d-54ac-4971-a702-6c92463d31af 5 Questions for 2025 On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise.

]]> Fri, 10 Jan 2025 19:00:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/5-questions-for-2025-HbkdZ4a2 On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise.

]]> 5 Questions for 2025 Peter Mallouk, Charlie Bilello, Creative Planning 00:38:30 On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise. On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise. diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full c79dc58b-7cab-46de-8518-68d0b9987e4b How to Get Rich Without Getting Lucky On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025. 

]]> Thu, 19 Dec 2024 16:15:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/how-to-get-rich-without-getting-lucky-ih2v5zVW On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025. 

]]> How to Get Rich Without Getting Lucky Peter Mallouk, Charlie Bilello, Creative Planning 00:30:48 On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025. On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025. diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 723f8545-4fdf-4838-9394-42633e07b612 The 7 Lessons Learned From 2024 On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise? 

]]> Thu, 5 Dec 2024 15:50:00 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/the-7-lessons-learned-from-2024-7Oq4NrmA On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise? 

]]> The 7 Lessons Learned From 2024 Creative Planning, Charlie Bilello, Peter Mallouk 00:33:36 On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise? On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise? false full c0b577f1-2b19-4871-a1b2-7db5ef78b673 The Election and What Comes Next With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise?

]]> Wed, 13 Nov 2024 08:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/the-election-and-what-comes-next-IHlbZj_z With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise?

]]> The Election and What Comes Next Creative Planning, Charlie Bilello, Peter Mallouk 01:03:37 With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise? With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise? diversification, economy, stocks, immigration, social security, wealth, creative planning, tax planning, election, inflation, peter mallouk, 401k, financial wisdom, charlie bilello, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 6b6b7074-809a-41e4-8dd5-c4f33b179c95 Easing Into a Melt-Up With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn’t taxes). They close with their perspective on mass media influence and discuss the election’s potential impact on the market. Is it a signal or just noise?

]]> Fri, 1 Nov 2024 19:15:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/easing-into-a-melt-up-YG1O9j13 With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn’t taxes). They close with their perspective on mass media influence and discuss the election’s potential impact on the market. Is it a signal or just noise?

]]> Easing Into a Melt-Up Peter Mallouk, Creative Planning, Charlie Bilello 00:27:56 With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn’t taxes). They close with their perspective on mass media influence and discuss the election’s potential impact on the market. Is it a signal or just noise? With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn’t taxes). They close with their perspective on mass media influence and discuss the election’s potential impact on the market. Is it a signal or just noise? diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, peter mallouk, 401k, financial wisdom, charlie bilello, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 3fe15ec7-a535-462b-8acc-9eaec38d067e Great AI Expectations Baseball playoff banter sets the stage for investment advice from Charlie and Peter, where they outline five critical tips for investors to punch above their weight: starting early, generating tax alpha, owning assets, avoiding trends and extending time horizons. They also discuss the U.S. national debt and the impact of AI before educating viewers on tight credit spreads, ultimately determining whether they’re a signal or just noise.

]]> Fri, 25 Oct 2024 20:30:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/great-ai-expectations-ycuxRVmD Baseball playoff banter sets the stage for investment advice from Charlie and Peter, where they outline five critical tips for investors to punch above their weight: starting early, generating tax alpha, owning assets, avoiding trends and extending time horizons. They also discuss the U.S. national debt and the impact of AI before educating viewers on tight credit spreads, ultimately determining whether they’re a signal or just noise.

]]> Great AI Expectations Peter Mallouk, Charlie Bilello, Creative Planning 00:40:26 Baseball playoff banter sets the stage for investment advice from Charlie and Peter, where they outline five critical tips for investors to punch above their weight: starting early, generating tax alpha, owning assets, avoiding trends and extending time horizons. They also discuss the U.S. national debt and the impact of AI before educating viewers on tight credit spreads, ultimately determining whether they’re a signal or just noise. Baseball playoff banter sets the stage for investment advice from Charlie and Peter, where they outline five critical tips for investors to punch above their weight: starting early, generating tax alpha, owning assets, avoiding trends and extending time horizons. They also discuss the U.S. national debt and the impact of AI before educating viewers on tight credit spreads, ultimately determining whether they’re a signal or just noise. diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, artificial intelligence, investing, education, investments false full c0c760d3-628b-4c8a-85fa-ede1d36c2dbf Die With Zero? In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise.

]]> Tue, 8 Oct 2024 17:00:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/die-with-zero-wLxluRTH In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise.

]]> Die With Zero? Charlie Bilello, Peter Mallouk, Creative Planning 00:43:13 In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise. In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise. diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, peter mallouk, 401k, financial wisdom, charlie bilello, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, federal reserve, investing, education, investments false full e8edf49c-9f94-460c-afdc-fa93b1c2df61 The Easy Money Has Been Made But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise. 

]]> Fri, 20 Sep 2024 22:21:59 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-easy-money-has-been-made-YxeqaGqP But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise. 

]]> The Easy Money Has Been Made Creative Planning, Peter Mallouk, Charlie Bilello 00:37:07 But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise. But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise. diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 2cd581ff-2602-4282-be7c-a96dbdd7afb9 The #1 Way Americans Become Millionaires Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk’s insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise?

]]> Fri, 6 Sep 2024 20:30:00 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/the-1-way-americans-become-millionaires-n1cG0bbD Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk’s insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise?

]]> The #1 Way Americans Become Millionaires Creative Planning, Charlie Bilello, Peter Mallouk 00:41:25 Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk’s insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise? Do you know the number one way Americans become millionaires? Charlie Bilello gets Peter Mallouk’s insider take on this topic and on a couple of recent tweets, leading to an economic lesson and a lively discussion about communism, food prices and taxing the wealthy. They conclude by considering the record U.S. household allocation to stocks — is it a signal or just noise? diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, millionaires, tax strategy, financial plan, investing, education, investments false full f50c7aab-23d5-4379-b2cf-d012d9eb6d37 The $35 Trillion Elephant in the Room There’s an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX.

]]> Fri, 16 Aug 2024 20:00:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/the-35-trillion-elephant-in-the-room-ZLwFjzeo There’s an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX.

]]> The $35 Trillion Elephant in the Room Peter Mallouk, Creative Planning, Charlie Bilello 00:36:49 There’s an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX. There’s an elephant in the room that keeps growing — but no one wants to talk about it. On this episode of Signal or Noise, Charlie Bilello and Peter Mallouk discuss the $35 trillion national debt, which Peter views as the biggest threat to the U.S. economy and Western civilization. They also cover concentrated stocks and eliminating taxes on tips and Social Security income before wrapping up with a signal or noise on the VIX. diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, market volatility, financial, stock market, money, estate planning, housing market, national debt, retirement, taxes, tax strategy, financial plan, investing, education, investments false full d3499c7f-c54d-4e72-a1e1-f64ce8694dda Embracing Panic With all that’s happening in the market, you’ll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge. 

]]> Wed, 7 Aug 2024 14:30:00 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/embracing-panic-rnBAawAN With all that’s happening in the market, you’ll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge. 

]]> Embracing Panic Creative Planning, Peter Mallouk, Charlie Bilello 00:39:56 With all that’s happening in the market, you’ll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge. With all that’s happening in the market, you’ll want to tune in to this episode of Signal or Noise as Charlie Bilello and Peter Mallouk share how long-term investors can embrace panic. They also cover the impending rate cut, a costly rollover mistake and a new topic to show — love, marriage and bank accounts. They end with a signal or noise you may be familiar with: using bonds as a hedge. diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, peter mallouk, 401k, financial wisdom, charlie bilello, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 0f83bf3e-0cc5-4763-b4e1-da40aadcfbda Is Now a Good Time to Rebalance? Is Now a Good Time to Rebalance?

]]> Fri, 19 Jul 2024 07:05:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/is-now-a-good-time-to-rebalance-38WomQww Is Now a Good Time to Rebalance?

]]> Is Now a Good Time to Rebalance? Charlie Bilello, Peter Mallouk, Creative Planning 00:31:22 Is now a good time to rebalance your portfolio? Tune in to Signal or Noise as Charlie Bilello and Peter Mallouk share their insights. They also cover the allure of upside with little downside (the holy grail of investing), explore why the number of funds continues to go up while the number of stocks continues to go down, and wrap with whether the recent surge in small cap stocks is a signal or just noise. Is now a good time to rebalance your portfolio? Tune in to Signal or Noise as Charlie Bilello and Peter Mallouk share their insights. They also cover the allure of upside with little downside (the holy grail of investing), explore why the number of funds continues to go up while the number of stocks continues to go down, and wrap with whether the recent surge in small cap stocks is a signal or just noise. diversification, stocks, portfolio, social security, wealth, creative planning, tax planning, election, market commentary, inflation, 401k, financial wisdom, financial commentary, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 38abeec8-87f6-439d-a354-548bc86681d4 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: 
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]]> Fri, 12 Jul 2024 13:07:24 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/8-cognitive-biases-and-how-to-overcome-them-jjvoMBkw 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 @ podcasts@creativeplanning.com

]]> 8 Cognitive Biases and How to Overcome Them Charlie Bilello, Creative Planning, Peter Mallouk 00:43:57 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. 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. confirmation bias, market commentary, financial commentary, cognitive biases, investments false full 87d7a48f-4ba1-4b6a-9420-863804d348f7 7 Lessons From Jack Bogle 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/

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]]> Fri, 14 Jun 2024 19:23:50 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/7-lessons-from-jack-bogle-w0wre3OG 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/

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]]> 7 Lessons From Jack Bogle Charlie Bilello, Peter Mallouk, Creative Planning 00:40:52 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. 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. election, market commentary, financial commentary, designating a beneficiary, estate planning, beneficiary, jack bogle, indexing, economic commentary, investing false full 10a2fcd3-15e3-4552-ab81-0820afb0f1ad 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Mon, 3 Jun 2024 13:28:50 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/an-economic-reality-check-0Nye0GTz 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 @ podcasts@creativeplanning.com

]]> An Economic Reality Check Peter Mallouk, Charlie Bilello, Creative Planning 00:38:30 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. 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. market commentary, tax incentives, economic uncertainty, meme stocks, unemployment, housing market, economic commentary false full 9e3face3-af30-40dd-9141-80c296945bc8 10 Lessons From Warren Buffett Warren Buffett earned an estimated $10 billion dollars from investments he made during the global financial crisis in 2008. How did he achieve such remarkable success? Join Peter and Charlie in episode 26 of Signal or Noise as they uncover ten insightful lessons investors can learn from the "Oracle of Omaha." They also explore why negativity often fuels online media consumption and whether "Dr. Copper" reaching an all-time high is a signal or just 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 @ podcasts@creativeplanning.com

]]> Mon, 20 May 2024 19:23:07 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/10-lessons-from-warren-buffett-vkOuyIEF Warren Buffett earned an estimated $10 billion dollars from investments he made during the global financial crisis in 2008. How did he achieve such remarkable success? Join Peter and Charlie in episode 26 of Signal or Noise as they uncover ten insightful lessons investors can learn from the "Oracle of Omaha." They also explore why negativity often fuels online media consumption and whether "Dr. Copper" reaching an all-time high is a signal or just 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 @ podcasts@creativeplanning.com

]]> 10 Lessons From Warren Buffett Peter Mallouk, Creative Planning, Charlie Bilello 00:52:32 Warren Buffett earned an estimated $10 billion dollars from investments he made during the global financial crisis in 2008. How did he achieve such remarkable success? Join Peter and Charlie in episode 26 of Signal or Noise as they uncover ten insightful lessons investors can learn from the "Oracle of Omaha." They also explore why negativity often fuels online media consumption and whether "Dr. Copper" reaching an all-time high is a signal or just noise. Warren Buffett earned an estimated $10 billion dollars from investments he made during the global financial crisis in 2008. How did he achieve such remarkable success? Join Peter and Charlie in episode 26 of Signal or Noise as they uncover ten insightful lessons investors can learn from the "Oracle of Omaha." They also explore why negativity often fuels online media consumption and whether "Dr. Copper" reaching an all-time high is a signal or just noise. investment strategy, copper, stocks, stock market commentary, warren buffett, stock market false full 4009a1c6-451f-4427-887f-f370c29fc099 Not All Risk Is Rewarded With the Federal Reserve signaling a prolonged period of higher interest rates, Peter and Charlie assess the potential ramifications for investors on this episode of Signal or Noise. They also discuss the growing national debt and its impact on taxation policies, delve into the risks associated with long-duration bonds and analyze the unprecedented correlation between stocks and bonds.

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 @ podcasts@creativeplanning.com

]]> Sat, 4 May 2024 11:43:25 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/not-all-risk-is-rewarded-aawMopri With the Federal Reserve signaling a prolonged period of higher interest rates, Peter and Charlie assess the potential ramifications for investors on this episode of Signal or Noise. They also discuss the growing national debt and its impact on taxation policies, delve into the risks associated with long-duration bonds and analyze the unprecedented correlation between stocks and bonds.

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 @ podcasts@creativeplanning.com

]]> Not All Risk Is Rewarded Charlie Bilello, Creative Planning, Peter Mallouk 00:23:06 With the Federal Reserve signaling a prolonged period of higher interest rates, Peter and Charlie assess the potential ramifications for investors on this episode of Signal or Noise. They also discuss the growing national debt and its impact on taxation policies, delve into the risks associated with long-duration bonds and analyze the unprecedented correlation between stocks and bonds. With the Federal Reserve signaling a prolonged period of higher interest rates, Peter and Charlie assess the potential ramifications for investors on this episode of Signal or Noise. They also discuss the growing national debt and its impact on taxation policies, delve into the risks associated with long-duration bonds and analyze the unprecedented correlation between stocks and bonds. interest rate, stocks, stock market commentary, bonds, the federal reserve, long-duration bonds, national debt, tax policies, economic commentary, investing false full 8a295862-aead-481c-8af6-4265838f524e Facing Your Biggest Retirement Fears The amount of money Americans believe they need for retirement has markedly increased in recent years. Peter and Charlie delve into historical data from the Great Depression to the dot-com bubble, demonstrating that a diversified portfolio can withstand even the most difficult periods of market turbulence. They also explore America's fascination with the lottery, drawing parallels between gambling and risky investments, and share their insights on the recent stock market pullback.

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: 
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]]> Fri, 26 Apr 2024 18:20:14 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/facing-your-biggest-retirement-fears-6__ojvXY The amount of money Americans believe they need for retirement has markedly increased in recent years. Peter and Charlie delve into historical data from the Great Depression to the dot-com bubble, demonstrating that a diversified portfolio can withstand even the most difficult periods of market turbulence. They also explore America's fascination with the lottery, drawing parallels between gambling and risky investments, and share their insights on the recent stock market pullback.

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/

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]]> Facing Your Biggest Retirement Fears Creative Planning, Peter Mallouk, Charlie Bilello 00:28:56 The amount of money Americans believe they need for retirement has markedly increased in recent years. Peter and Charlie delve into historical data from the Great Depression to the dot-com bubble, demonstrating that a diversified portfolio can withstand even the most difficult periods of market turbulence. They also explore America's fascination with the lottery, drawing parallels between gambling and risky investments, and share their insights on the recent stock market pullback. The amount of money Americans believe they need for retirement has markedly increased in recent years. Peter and Charlie delve into historical data from the Great Depression to the dot-com bubble, demonstrating that a diversified portfolio can withstand even the most difficult periods of market turbulence. They also explore America's fascination with the lottery, drawing parallels between gambling and risky investments, and share their insights on the recent stock market pullback. lottery effect, lottery, stock market commentary, market timing, retirement planning, retirement savings, market volatility, retirement, market correction, retirement goals, retirement plan, retirement needs false full ae42d023-e3aa-4cdb-b026-6dfd79d20233 Everything Is Awesome In a soaring market, are we truly in a stock picker’s paradise? Join Peter and Charlie as they discuss the series of all-time market highs we witnessed in quarter one, examining pivotal insights from Tesla’s and Apple’s performance data. They also delve into the Federal Reserve’s potential rate cuts and the looming shadow of national debt. Plus, don’t miss Charlie’s vision to simplify tax returns on episode 23 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.

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]]> Fri, 5 Apr 2024 21:00:31 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/everything-is-awesome-EbNmGlVZ In a soaring market, are we truly in a stock picker’s paradise? Join Peter and Charlie as they discuss the series of all-time market highs we witnessed in quarter one, examining pivotal insights from Tesla’s and Apple’s performance data. They also delve into the Federal Reserve’s potential rate cuts and the looming shadow of national debt. Plus, don’t miss Charlie’s vision to simplify tax returns on episode 23 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.

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]]> Everything Is Awesome Charlie Bilello, Peter Mallouk, Creative Planning 00:46:56 In a soaring market, are we truly in a stock picker’s paradise? Join Peter and Charlie as they discuss the series of all-time market highs we witnessed in quarter one, examining pivotal insights from Tesla’s and Apple’s performance data. They also delve into the Federal Reserve’s potential rate cuts and the looming shadow of national debt. Plus, don’t miss Charlie’s vision to simplify tax returns on episode 23 of Signal or Noise. In a soaring market, are we truly in a stock picker’s paradise? Join Peter and Charlie as they discuss the series of all-time market highs we witnessed in quarter one, examining pivotal insights from Tesla’s and Apple’s performance data. They also delve into the Federal Reserve’s potential rate cuts and the looming shadow of national debt. Plus, don’t miss Charlie’s vision to simplify tax returns on episode 23 of Signal or Noise. stock market commentary, market timing, stock market, national debt, market correction, tax return, economic commentary, federal reserve, investing false full 7f9d1989-a71a-45a1-8f5d-c9fd53a3a156 5 Millionaire Myths You may be surprised to learn that most millionaires come from families with average or below-average income and built their wealth independently. On episode 22 of Signal or Noise, Peter and Charlie discuss five common misconceptions about millionaires that may be keeping you from building wealth. They also share helpful tax tips, provide insights around retirement withdrawals and delve into the National Association of Realtors’ recent settlement. Lastly, they provide perspective on the current unemployment rate and what it may mean for the economy in 2024.

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.

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]]> Sat, 23 Mar 2024 12:18:50 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/5-millionaire-myths-5vAgGF9F You may be surprised to learn that most millionaires come from families with average or below-average income and built their wealth independently. On episode 22 of Signal or Noise, Peter and Charlie discuss five common misconceptions about millionaires that may be keeping you from building wealth. They also share helpful tax tips, provide insights around retirement withdrawals and delve into the National Association of Realtors’ recent settlement. Lastly, they provide perspective on the current unemployment rate and what it may mean for the economy in 2024.

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.

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]]> 5 Millionaire Myths Charlie Bilello, Peter Mallouk, Creative Planning 00:47:51 You may be surprised to learn that most millionaires come from families with average or below-average income and built their wealth independently. On episode 22 of Signal or Noise, Peter and Charlie discuss five common misconceptions about millionaires that may be keeping you from building wealth. They also share helpful tax tips, provide insights around retirement withdrawals and delve into the National Association of Realtors’ recent settlement. Lastly, they provide perspective on the current unemployment rate and what it may mean for the economy in 2024. You may be surprised to learn that most millionaires come from families with average or below-average income and built their wealth independently. On episode 22 of Signal or Noise, Peter and Charlie discuss five common misconceptions about millionaires that may be keeping you from building wealth. They also share helpful tax tips, provide insights around retirement withdrawals and delve into the National Association of Realtors’ recent settlement. Lastly, they provide perspective on the current unemployment rate and what it may mean for the economy in 2024. recession, stock market commentary, stock market, unemployment, retirement, millionaire, economic commentary, investing false full d3702870-e63b-43ed-8e7c-f13296eaf2cc Lessons From Japan's Lost Decades Join Peter and Charlie on Episode 21 of Signal or Noise as they delve into the contentious issue of minimum wage — they may not see eye to eye, but they both agree a $50 per hour minimum wage isn’t the answer. They also discuss lessons investors can take away from Japan’s first all-time market high since 1989 and have a candid discussion around the great retirement wave. Lastly, Peter and Charlie explore record market concentration and consider whether this is a signal or merely a sign of the continued dominance of large caps over small caps.

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.

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]]> Fri, 1 Mar 2024 12:03:53 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/lessons-from-japans-lost-decades-irzjKwpf Join Peter and Charlie on Episode 21 of Signal or Noise as they delve into the contentious issue of minimum wage — they may not see eye to eye, but they both agree a $50 per hour minimum wage isn’t the answer. They also discuss lessons investors can take away from Japan’s first all-time market high since 1989 and have a candid discussion around the great retirement wave. Lastly, Peter and Charlie explore record market concentration and consider whether this is a signal or merely a sign of the continued dominance of large caps over small caps.

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.

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]]> Lessons From Japan's Lost Decades Peter Mallouk, Creative Planning, Charlie Bilello 00:35:08 Join Peter and Charlie on Episode 21 of Signal or Noise as they delve into the contentious issue of minimum wage — they may not see eye to eye, but they both agree a $50 per hour minimum wage isn’t the answer. They also discuss lessons investors can take away from Japan’s first all-time market high since 1989 and have a candid discussion around the great retirement wave. Lastly, Peter and Charlie explore record market concentration and consider whether this is a signal or merely a sign of the continued dominance of large caps over small caps. Join Peter and Charlie on Episode 21 of Signal or Noise as they delve into the contentious issue of minimum wage — they may not see eye to eye, but they both agree a $50 per hour minimum wage isn’t the answer. They also discuss lessons investors can take away from Japan’s first all-time market high since 1989 and have a candid discussion around the great retirement wave. Lastly, Peter and Charlie explore record market concentration and consider whether this is a signal or merely a sign of the continued dominance of large caps over small caps. invetsing, stock market commentary, minimum wage, stock market, retirement, economic commentary false full cf9df5cf-9c77-4eb5-833a-cec9ca02e776 When Does a Bubble Become a Bubble? Did you tune in for football, commercials or Taylor Swift this past weekend? Peter and Charlie discuss some interesting financial stats surrounding this year’s big game on episode 20 of Signal or Noise. They also share insights on equity return trends as well as opinions on the outlook for Nvidia and the S&P 500’s positive streak. Lastly, they provide some perspective on purposeful positivity and productivity.

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.

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]]> Fri, 16 Feb 2024 14:46:45 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/when-does-a-bubble-become-a-bubble-9nV3fbh8 Did you tune in for football, commercials or Taylor Swift this past weekend? Peter and Charlie discuss some interesting financial stats surrounding this year’s big game on episode 20 of Signal or Noise. They also share insights on equity return trends as well as opinions on the outlook for Nvidia and the S&P 500’s positive streak. Lastly, they provide some perspective on purposeful positivity and productivity.

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.

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]]> When Does a Bubble Become a Bubble? Peter Mallouk, Creative Planning, Charlie Bilello 00:30:13 Did you tune in for football, commercials or Taylor Swift this past weekend? Peter and Charlie discuss some interesting financial stats surrounding this year’s big game on episode 20 of Signal or Noise. They also share insights on equity return trends as well as opinions on the outlook for Nvidia and the S&P 500’s positive streak. Lastly, they provide some perspective on purposeful positivity and productivity. Did you tune in for football, commercials or Taylor Swift this past weekend? Peter and Charlie discuss some interesting financial stats surrounding this year’s big game on episode 20 of Signal or Noise. They also share insights on equity return trends as well as opinions on the outlook for Nvidia and the S&P 500’s positive streak. Lastly, they provide some perspective on purposeful positivity and productivity. productivity, stocks, stock market commentary, stock market volatility, financial commentary, equity return trends, investing false full 0de03a16-45a2-4622-98cd-098ad493b103 Money, Simplified Investing seems complicated, but it doesn’t have to be. In this episode, Peter and Charlie break down some of the most important financial concepts from Peter's latest book, "Money, Simplified." These include the fear of new all-time highs, the benefits of passive portfolio engagement and indexing, and the negative impact of confirmation bias. Lastly, they examine three lessons investors can learn from the latest bear market.

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.

Purchase Peter Mallouk's latest book referenced in the episode — Money, Simplified

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]]> Tue, 6 Feb 2024 19:26:48 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/money-simplified-9m_h_Wdf Investing seems complicated, but it doesn’t have to be. In this episode, Peter and Charlie break down some of the most important financial concepts from Peter's latest book, "Money, Simplified." These include the fear of new all-time highs, the benefits of passive portfolio engagement and indexing, and the negative impact of confirmation bias. Lastly, they examine three lessons investors can learn from the latest bear market.

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.

Purchase Peter Mallouk's latest book referenced in the episode — Money, Simplified

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]]> Money, Simplified Peter Mallouk, Charlie Bilello, Creative Planning 00:47:50 Investing seems complicated, but it doesn’t have to be. In this episode, Peter and Charlie break down some of the most important financial concepts from Peter's latest book, "Money, Simplified." These include the fear of new all-time highs, the benefits of passive portfolio engagement and indexing, and the negative impact of confirmation bias. Lastly, they examine three lessons investors can learn from the latest bear market. Investing seems complicated, but it doesn’t have to be. In this episode, Peter and Charlie break down some of the most important financial concepts from Peter's latest book, "Money, Simplified." These include the fear of new all-time highs, the benefits of passive portfolio engagement and indexing, and the negative impact of confirmation bias. Lastly, they examine three lessons investors can learn from the latest bear market. confirmation bias, investment strategy, stock market commentary, bear market, indexing, investing false full 048ca604-a34b-4e06-a22f-35f565aa5f16 The Hidden Opportunity Cost of Cash While Costco is selling out of gold bars due to persistent fears of an economic apocalypse, Peter and Charlie help listeners understand why gold is unlikely to be the best long-term investment strategy. They also discuss the hidden opportunity cost of cash and debate whether the Federal Reserve should start cutting interest rates in March. Lastly, they examine the intriguing link between government corruption and stock market performance, with a focus on China’s market dynamics.

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.

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]]> Mon, 22 Jan 2024 18:27:05 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/the-hidden-opportunity-cost-of-cash-TRZlLzEj While Costco is selling out of gold bars due to persistent fears of an economic apocalypse, Peter and Charlie help listeners understand why gold is unlikely to be the best long-term investment strategy. They also discuss the hidden opportunity cost of cash and debate whether the Federal Reserve should start cutting interest rates in March. Lastly, they examine the intriguing link between government corruption and stock market performance, with a focus on China’s market dynamics.

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: 
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Have questions or topic suggestions? 
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]]> The Hidden Opportunity Cost of Cash Creative Planning, Charlie Bilello, Peter Mallouk 00:37:54 While Costco is selling out of gold bars due to persistent fears of an economic apocalypse, Peter and Charlie help listeners understand why gold is unlikely to be the best long-term investment strategy. They also discuss the hidden opportunity cost of cash and debate whether the Federal Reserve should start cutting interest rates in March. Lastly, they examine the intriguing link between government corruption and stock market performance, with a focus on China’s market dynamics. While Costco is selling out of gold bars due to persistent fears of an economic apocalypse, Peter and Charlie help listeners understand why gold is unlikely to be the best long-term investment strategy. They also discuss the hidden opportunity cost of cash and debate whether the Federal Reserve should start cutting interest rates in March. Lastly, they examine the intriguing link between government corruption and stock market performance, with a focus on China’s market dynamics. investment strategy, opportunity cost of cash, stock market commentary, fear of investing in the market false full 3878e758-1c77-4456-b803-f60fd439a394 4 Investing Resolutions for Life While many would like to predict what the markets will do in 2024, it’s just not possible. Peter and Charlie suggest ditching predictions and offer four focused resolutions for investors to consider not just in 2024 but for life. They also discuss the importance of building habits in making personal resolutions for the new year and highlight two of their favorite books lately. Lastly, they touch on the growing national debt and explore whether there’s any meaningful signal in the huge market returns observed in November and December.

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.

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]]> Fri, 5 Jan 2024 21:24:39 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/4-investing-resolutions-for-life-wbDIwbRd While many would like to predict what the markets will do in 2024, it’s just not possible. Peter and Charlie suggest ditching predictions and offer four focused resolutions for investors to consider not just in 2024 but for life. They also discuss the importance of building habits in making personal resolutions for the new year and highlight two of their favorite books lately. Lastly, they touch on the growing national debt and explore whether there’s any meaningful signal in the huge market returns observed in November and December.

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.

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]]> 4 Investing Resolutions for Life Peter Mallouk, Creative Planning, Charlie Bilello 00:48:47 While many would like to predict what the markets will do in 2024, it’s just not possible. Peter and Charlie suggest ditching predictions and offer four focused resolutions for investors to consider not just in 2024 but for life. They also discuss the importance of building habits in making personal resolutions for the new year and highlight two of their favorite books lately. Lastly, they touch on the growing national debt and explore whether there’s any meaningful signal in the huge market returns observed in November and December. While many would like to predict what the markets will do in 2024, it’s just not possible. Peter and Charlie suggest ditching predictions and offer four focused resolutions for investors to consider not just in 2024 but for life. They also discuss the importance of building habits in making personal resolutions for the new year and highlight two of their favorite books lately. Lastly, they touch on the growing national debt and explore whether there’s any meaningful signal in the huge market returns observed in November and December. stock market commentary, resolutions, national debt, market forecast, investing false full c29352c8-dfa4-42ea-a4a6-ce62c7c64b5f 10 Lessons From Charlie Munger Throughout his long life, Charlie Munger gave us invaluable insights and principles that will stand the test of time. Join Peter and Charlie as they explore their top 10 lessons learned from Munger, offering a guide on how to leverage his wisdom to elevate your own success. From unraveling the first rule of compounding to appreciating the pivotal role of luck, don’t miss out on these pearls of wisdom.

 

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.

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]]> Fri, 15 Dec 2023 19:36:54 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/10-lessons-from-charlie-munger-DodhlShh Throughout his long life, Charlie Munger gave us invaluable insights and principles that will stand the test of time. Join Peter and Charlie as they explore their top 10 lessons learned from Munger, offering a guide on how to leverage his wisdom to elevate your own success. From unraveling the first rule of compounding to appreciating the pivotal role of luck, don’t miss out on these pearls of wisdom.

 

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.

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]]> 10 Lessons From Charlie Munger Peter Mallouk, Charlie Bilello, Creative Planning 00:39:52 Throughout his long life, Charlie Munger gave us invaluable insights and principles that will stand the test of time. Join Peter and Charlie as they explore their top 10 lessons learned from Munger, offering a guide on how to leverage his wisdom to elevate your own success. From unraveling the first rule of compounding to appreciating the pivotal role of luck, don’t miss out on these pearls of wisdom. Throughout his long life, Charlie Munger gave us invaluable insights and principles that will stand the test of time. Join Peter and Charlie as they explore their top 10 lessons learned from Munger, offering a guide on how to leverage his wisdom to elevate your own success. From unraveling the first rule of compounding to appreciating the pivotal role of luck, don’t miss out on these pearls of wisdom. economy, stock market commentary, retirement, economic commentary, financial pl, investing false full 2ef5450a-b521-4423-b0e6-d8f22b5ca0e6 Expect the Unexpected The past year in the markets can be boiled down to one phrase: expect the unexpected. Throughout 2023, unforeseen events have unfolded, and Peter and Charlie guide us through the pivotal ones while illustrating the folly of forecasting. Additionally, they discuss Charlie Munger's "secrets to a happy life" and how income and wealth can influence levels of happiness. Lastly, they decipher whether there's any signal in the low consumer sentiment and small-cap underperformance we've seen lately.

 

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.

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]]> Fri, 1 Dec 2023 16:13:09 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/expect-the-unexpected-QNmA_2ot The past year in the markets can be boiled down to one phrase: expect the unexpected. Throughout 2023, unforeseen events have unfolded, and Peter and Charlie guide us through the pivotal ones while illustrating the folly of forecasting. Additionally, they discuss Charlie Munger's "secrets to a happy life" and how income and wealth can influence levels of happiness. Lastly, they decipher whether there's any signal in the low consumer sentiment and small-cap underperformance we've seen lately.

 

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.

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]]> Expect the Unexpected Creative Planning, Peter Mallouk, Charlie Bilello 00:30:44 The past year in the markets can be boiled down to one phrase: expect the unexpected. Throughout 2023, unforeseen events have unfolded, and Peter and Charlie guide us through the pivotal ones while illustrating the folly of forecasting. Additionally, they discuss Charlie Munger's "secrets to a happy life" and how income and wealth can influence levels of happiness. Lastly, they decipher whether there's any signal in the low consumer sentiment and small-cap underperformance we've seen lately. The past year in the markets can be boiled down to one phrase: expect the unexpected. Throughout 2023, unforeseen events have unfolded, and Peter and Charlie guide us through the pivotal ones while illustrating the folly of forecasting. Additionally, they discuss Charlie Munger's "secrets to a happy life" and how income and wealth can influence levels of happiness. Lastly, they decipher whether there's any signal in the low consumer sentiment and small-cap underperformance we've seen lately. financial planning, economy, stock market commentary, retirement, economic commentary, investing false full 81f91b2e-94df-43c0-b57b-a27b2a7c9a7c There Will Be Drawdowns In today's financial landscape, investors often find themselves grappling with numerous uncertainties. Are drawdowns a cause for concern? Is the traditional 60/40 portfolio still viable? And what's the smarter choice between homeownership and renting? Join Peter and Charlie as they provide insights and data to address these pressing questions. Additionally, discover Peter's most recommended book of all time, sharing wisdom that transcends the world of finance.

 

Click on the link to hear Peter’s interview on the Tim Ferriss podcast: https://podcasts.apple.com/sk/podcast/356-peter-mallouk-exploring-the-worlds-of/id863897795?i=1000427869097 

 

What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients!

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.

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]]> Thu, 9 Nov 2023 18:31:07 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/there-will-be-drawdowns-EZr890QG In today's financial landscape, investors often find themselves grappling with numerous uncertainties. Are drawdowns a cause for concern? Is the traditional 60/40 portfolio still viable? And what's the smarter choice between homeownership and renting? Join Peter and Charlie as they provide insights and data to address these pressing questions. Additionally, discover Peter's most recommended book of all time, sharing wisdom that transcends the world of finance.

 

Click on the link to hear Peter’s interview on the Tim Ferriss podcast: https://podcasts.apple.com/sk/podcast/356-peter-mallouk-exploring-the-worlds-of/id863897795?i=1000427869097 

 

What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients!

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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> There Will Be Drawdowns Charlie Bilello, Peter Mallouk, Creative Planning 00:30:18 In today's financial landscape, investors often find themselves grappling with numerous uncertainties. Are drawdowns a cause for concern? Is the traditional 60/40 portfolio still viable? And what's the smarter choice between homeownership and renting? Join Peter and Charlie as they provide insights and data to address these pressing questions. Additionally, discover Peter's most recommended book of all time, sharing wisdom that transcends the world of finance. In today's financial landscape, investors often find themselves grappling with numerous uncertainties. Are drawdowns a cause for concern? Is the traditional 60/40 portfolio still viable? And what's the smarter choice between homeownership and renting? Join Peter and Charlie as they provide insights and data to address these pressing questions. Additionally, discover Peter's most recommended book of all time, sharing wisdom that transcends the world of finance. financial planning, economy, stock market, retirement, economic commentary, investing false full 7e70eca9-d997-464e-9c64-a225f9265e88 What’s Your Personal Inflation Rate? It goes without saying that our emotions (such as fear and greed) often get the better of us. But how do they lead investors to underperform the very funds in which they’re invested? Peter and Charlie explain this concept and much more, including our exploding national debt, the case for indexing, and why the next decade is likely to look different than the last one. Plus, is IPO activity a signal or just 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Thu, 26 Oct 2023 15:03:48 +0000 podcasts@creativeplanning.com (Pete Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/whats-your-personal-inflation-rate-23CeaB0t It goes without saying that our emotions (such as fear and greed) often get the better of us. But how do they lead investors to underperform the very funds in which they’re invested? Peter and Charlie explain this concept and much more, including our exploding national debt, the case for indexing, and why the next decade is likely to look different than the last one. Plus, is IPO activity a signal or just 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> What’s Your Personal Inflation Rate? Pete Mallouk, Charlie Bilello, Creative Planning 00:38:19 Inflation continues to dominate headlines, but it's only one piece of the puzzle. Join Peter and Charlie as they discuss the importance of determining your personal inflation rate as well as potential solutions for skyrocketing healthcare costs and the depleting Social Security trust fund. Plus, hear the four important financial concepts that should be taught in every high school and learn what investors should be aware of when it comes to wars and their potential impact on markets and the economy. Inflation continues to dominate headlines, but it's only one piece of the puzzle. Join Peter and Charlie as they discuss the importance of determining your personal inflation rate as well as potential solutions for skyrocketing healthcare costs and the depleting Social Security trust fund. Plus, hear the four important financial concepts that should be taught in every high school and learn what investors should be aware of when it comes to wars and their potential impact on markets and the economy. financial planning, economy, stock market commentary, stock market, retirement, economy commentary, investing false full cb63c6d4-ca7f-4ca1-a836-8cbe24835241 Should You Just Buy T-Bills and Chill? It goes without saying that our emotions (such as fear and greed) often get the better of us. But how do they lead investors to underperform the very funds in which they’re invested? Peter and Charlie explain this concept and much more, including our exploding national debt, the case for indexing, and why the next decade is likely to look different than the last one. Plus, is IPO activity a signal or just 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Thu, 12 Oct 2023 23:34:40 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/should-you-just-buy-t-bills-and-chill-Evwa_vNQ It goes without saying that our emotions (such as fear and greed) often get the better of us. But how do they lead investors to underperform the very funds in which they’re invested? Peter and Charlie explain this concept and much more, including our exploding national debt, the case for indexing, and why the next decade is likely to look different than the last one. Plus, is IPO activity a signal or just 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 @ podcasts@creativeplanning.com

]]> Should You Just Buy T-Bills and Chill? Peter Mallouk, Creative Planning, Charlie Bilello 00:34:11 It goes without saying that our emotions (such as fear and greed) often get the better of us. But how do they lead investors to underperform the very funds in which they’re invested? Peter and Charlie explain this concept and much more, including our exploding national debt, the case for indexing, and why the next decade is likely to look different than the last one. Plus, is IPO activity a signal or just noise? It goes without saying that our emotions (such as fear and greed) often get the better of us. But how do they lead investors to underperform the very funds in which they’re invested? Peter and Charlie explain this concept and much more, including our exploding national debt, the case for indexing, and why the next decade is likely to look different than the last one. Plus, is IPO activity a signal or just noise? financial planning, economy, stock market commentary, stock market, retirement, economic commentary, investing false full 6fa31c00-3d8b-42a6-b289-8fa568a470eb The Long and Winding Road to Investing Success (LIVE From Kansas City!) What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients!

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 @ podcasts@creativeplanning.com

]]> Wed, 27 Sep 2023 21:10:18 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/the-long-and-winding-road-to-investing-success-live-from-kansas-city-g5B_mTZL What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients!

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 @ podcasts@creativeplanning.com

]]> The Long and Winding Road to Investing Success (LIVE From Kansas City!) Peter Mallouk, Charlie Bilello, Creative Planning 00:35:57 What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients! What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients! financial planning, economy, stock market commentary, retirement, economic commentary, investing false full 687143f3-fb41-4b6c-9ff3-e60f89437b77 What You Can Control as an Investor Various studies have shown that people make optimal financial decisions in their early 50s. Charlie and Peter discuss why that might be and why financial education earlier in life is more critical than ever. Plus, why long-term investors should ignore market calls from people like Michael Burry (of “The Big Short” fame) and a cautionary tale about investing in meme stocks. Finally, chatter is picking up about the 2024 presidential election. Does it matter which party is in power when it comes to your portfolio?

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 @ podcasts@creativeplanning.com

]]> Thu, 31 Aug 2023 17:19:43 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/what-you-can-control-as-an-investor-VjqfY0J7 Various studies have shown that people make optimal financial decisions in their early 50s. Charlie and Peter discuss why that might be and why financial education earlier in life is more critical than ever. Plus, why long-term investors should ignore market calls from people like Michael Burry (of “The Big Short” fame) and a cautionary tale about investing in meme stocks. Finally, chatter is picking up about the 2024 presidential election. Does it matter which party is in power when it comes to your portfolio?

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 @ podcasts@creativeplanning.com

]]> What You Can Control as an Investor Creative Planning, Peter Mallouk, Charlie Bilello 00:30:58 Various studies have shown that people make optimal financial decisions in their early 50s. Charlie and Peter discuss why that might be and why financial education earlier in life is more critical than ever. Plus, why long-term investors should ignore market calls from people like Michael Burry (of “The Big Short” fame) and a cautionary tale about investing in meme stocks. Finally, chatter is picking up about the 2024 presidential election. Does it matter which party is in power when it comes to your portfolio? Various studies have shown that people make optimal financial decisions in their early 50s. Charlie and Peter discuss why that might be and why financial education earlier in life is more critical than ever. Plus, why long-term investors should ignore market calls from people like Michael Burry (of “The Big Short” fame) and a cautionary tale about investing in meme stocks. Finally, chatter is picking up about the 2024 presidential election. Does it matter which party is in power when it comes to your portfolio? financial planning, economy, stock market commentary, retirement, economic commentary, investing false full 8bae49d5-7746-42c5-aae2-aa4c4b6180f3 10 Steps to Make Your First Million Becoming a millionaire may take less work than you think — especially if you’re an investor with a long time horizon. Learn how to reach the million-dollar milestone with Peter and Charlie’s 10 simple steps. Plus, the tradeoffs of taking Social Security too early, why people do it and how you should think about your claiming strategy. And finally, the equity risk premium is the lowest it’s been in years — a 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 @ podcasts@creativeplanning.com

]]> Fri, 18 Aug 2023 16:22:20 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/10-steps-to-make-your-first-million-QRyUl68d Becoming a millionaire may take less work than you think — especially if you’re an investor with a long time horizon. Learn how to reach the million-dollar milestone with Peter and Charlie’s 10 simple steps. Plus, the tradeoffs of taking Social Security too early, why people do it and how you should think about your claiming strategy. And finally, the equity risk premium is the lowest it’s been in years — a 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 @ podcasts@creativeplanning.com

]]> 10 Steps to Make Your First Million Charlie Bilello, Peter Mallouk, Creative Planning 00:30:55 Becoming a millionaire may take less work than you think — especially if you’re an investor with a long time horizon. Learn how to reach the million-dollar milestone with Peter and Charlie’s 10 simple steps. Plus, the tradeoffs of taking Social Security too early, why people do it and how you should think about your claiming strategy. And finally, the equity risk premium is the lowest it’s been in years — a signal or noise? Becoming a millionaire may take less work than you think — especially if you’re an investor with a long time horizon. Learn how to reach the million-dollar milestone with Peter and Charlie’s 10 simple steps. Plus, the tradeoffs of taking Social Security too early, why people do it and how you should think about your claiming strategy. And finally, the equity risk premium is the lowest it’s been in years — a signal or noise? financial planning, economy, stock market commentary, financial commentary, retirement, economic commentary, investing false full 4b4b8c49-da00-43e0-aec3-9a87d4ddbef6 What Makes a Great Investor? The VIX is down, the S&P and NASDAQ are up, and lots of market strategists who called for a bear market in 2023 have been left scratching their heads. What’s a savvy investor to do amid this backdrop? Charlie and Peter have the answers. Plus, why you (probably) shouldn’t go to cash instead of investing and a critical look at our elected officials’ involvement in the stock market.

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 @ podcasts@creativeplanning.com

]]> Fri, 4 Aug 2023 00:23:11 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/what-makes-a-great-investor-drYItbrC The VIX is down, the S&P and NASDAQ are up, and lots of market strategists who called for a bear market in 2023 have been left scratching their heads. What’s a savvy investor to do amid this backdrop? Charlie and Peter have the answers. Plus, why you (probably) shouldn’t go to cash instead of investing and a critical look at our elected officials’ involvement in the stock market.

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 @ podcasts@creativeplanning.com

]]> What Makes a Great Investor? Charlie Bilello, Creative Planning, Peter Mallouk 00:33:31 The VIX is down, the S&P and NASDAQ are up, and lots of market strategists who called for a bear market in 2023 have been left scratching their heads. What’s a savvy investor to do amid this backdrop? Charlie and Peter have the answers. Plus, why you (probably) shouldn’t go to cash instead of investing and a critical look at our elected officials’ involvement in the stock market. The VIX is down, the S&P and NASDAQ are up, and lots of market strategists who called for a bear market in 2023 have been left scratching their heads. What’s a savvy investor to do amid this backdrop? Charlie and Peter have the answers. Plus, why you (probably) shouldn’t go to cash instead of investing and a critical look at our elected officials’ involvement in the stock market. financial planning, economy, stock market commentary, financial commentary, retirement, economic commentary, investing false full b0537aff-249d-4074-84a6-2871c6a847b5 Biggest 2023 Surprise? The first half of 2023 has brought many surprises for investors, including the recession that never came, a hawkish Fed, and much more. Tune in to hear Charlie and Peter’s take on what these surprises tell us about the state of the markets and economy. Plus, how Taylor Swift is boosting the economy one record-breaking show at a time, and if the 10-year Treasury yield is a 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 @ podcasts@creativeplanning.com

]]> Mon, 24 Jul 2023 16:45:34 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/biggest-2023-surprise-ZmbPqBak The first half of 2023 has brought many surprises for investors, including the recession that never came, a hawkish Fed, and much more. Tune in to hear Charlie and Peter’s take on what these surprises tell us about the state of the markets and economy. Plus, how Taylor Swift is boosting the economy one record-breaking show at a time, and if the 10-year Treasury yield is a 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 @ podcasts@creativeplanning.com

]]> Biggest 2023 Surprise? Creative Planning, Charlie Bilello, Peter Mallouk 00:41:37 The first half of 2023 has brought many surprises for investors, including the recession that never came, a hawkish Fed, and much more. Tune in to hear Charlie and Peter’s take on what these surprises tell us about the state of the markets and economy. Plus, how Taylor Swift is boosting the economy one record-breaking show at a time, and if the 10-year Treasury yield is a signal or noise. The first half of 2023 has brought many surprises for investors, including the recession that never came, a hawkish Fed, and much more. Tune in to hear Charlie and Peter’s take on what these surprises tell us about the state of the markets and economy. Plus, how Taylor Swift is boosting the economy one record-breaking show at a time, and if the 10-year Treasury yield is a signal or noise. financial planning, economy, stock market commentary, financial commentary, retirement, economic commentary, investing false full 20e5afb8-c697-4d49-9800-71e00d206a66 How Much Do You Need to Retire? Peter and Charlie tackle timeless financial planning questions: How much do you really need to retire? Does money buy happiness? Plus, don’t miss their enlightening discussion about the Supreme Court’s latest rulings regarding student loan forgiveness and affirmative action. Finally, is the GDP a signal or is it just 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 @ podcasts@creativeplanning.com

]]> Fri, 7 Jul 2023 21:50:03 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/how-much-do-you-need-to-retire-1pQuCgoR Peter and Charlie tackle timeless financial planning questions: How much do you really need to retire? Does money buy happiness? Plus, don’t miss their enlightening discussion about the Supreme Court’s latest rulings regarding student loan forgiveness and affirmative action. Finally, is the GDP a signal or is it just 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 @ podcasts@creativeplanning.com

]]> How Much Do You Need to Retire? Peter Mallouk, Charlie Bilello, Creative Planning 00:44:58 Peter and Charlie tackle timeless financial planning questions: How much do you really need to retire? Does money buy happiness? Plus, don’t miss their enlightening discussion about the Supreme Court’s latest rulings regarding student loan forgiveness and affirmative action. Finally, is the GDP a signal or is it just noise? Peter and Charlie tackle timeless financial planning questions: How much do you really need to retire? Does money buy happiness? Plus, don’t miss their enlightening discussion about the Supreme Court’s latest rulings regarding student loan forgiveness and affirmative action. Finally, is the GDP a signal or is it just noise? financial planning, economy, higher education, financial commentary, retirement, supreme court, investing false full af480ef0-67ee-4a06-a242-48056a9fe0c5 A New Bull Market? In this episode, Charlie and Peter delve into why your investing strategy shouldn't change whether we're in a bull or bear market and why you should avoid falling in love with winning stocks. Plus, are analyst forecasts useless, and is investor sentiment a signal or just 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 @ podcasts@creativeplanning.com

]]> Thu, 22 Jun 2023 19:55:21 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/a-new-bull-market-BRRXd_Ok In this episode, Charlie and Peter delve into why your investing strategy shouldn't change whether we're in a bull or bear market and why you should avoid falling in love with winning stocks. Plus, are analyst forecasts useless, and is investor sentiment a signal or just 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> A New Bull Market? Charlie Bilello, Peter Mallouk, Creative Planning 00:27:31 In this episode, Charlie and Peter delve into why your investing strategy shouldn't change whether we're in a bull or bear market and why you should avoid falling in love with winning stocks. Plus, are analyst forecasts useless, and is investor sentiment a signal or just noise? In this episode, Charlie and Peter delve into why your investing strategy shouldn't change whether we're in a bull or bear market and why you should avoid falling in love with winning stocks. Plus, are analyst forecasts useless, and is investor sentiment a signal or just noise? financial planning, economy, market commentary, financial commentary, stock market, investing false full 129db269-b33c-4b22-8da9-7352ebe6b9d7 AI Exuberance On this episode, Charlie and Peter delve into the allure of picking single stocks like NVIDIA that show a run of outperformance, why it’s ultimately a flawed approach for the long-term investor and what to do instead. Plus, is the VIX a signal or is it just 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Thu, 8 Jun 2023 21:50:51 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, Peter Mallouk) https://signal-or-noise.simplecast.com/episodes/ai-exuberance-JMFrkklR On this episode, Charlie and Peter delve into the allure of picking single stocks like NVIDIA that show a run of outperformance, why it’s ultimately a flawed approach for the long-term investor and what to do instead. Plus, is the VIX a signal or is it just 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/

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]]> AI Exuberance Charlie Bilello, Creative Planning, Peter Mallouk 00:31:10 On this episode, Charlie and Peter delve into the allure of picking single stocks like NVIDIA that show a run of outperformance, why it’s ultimately a flawed approach for the long-term investor and what to do instead. Plus, is the VIX a signal or is it just noise? On this episode, Charlie and Peter delve into the allure of picking single stocks like NVIDIA that show a run of outperformance, why it’s ultimately a flawed approach for the long-term investor and what to do instead. Plus, is the VIX a signal or is it just noise? financial planning, economy, financial commentary, ai, economic commentary, artificial intelligence, investing false full 4042fc70-58ec-4ddc-8cad-7c0ed4b475b4 Fears of Default In this episode, Charlie Bilello and Peter Mallouk discuss debt default fears, what they think is the best long-term investment (hint: it's not real estate) and just how big Big Tech has gotten.

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.

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]]> Mon, 5 Jun 2023 19:21:53 +0000 podcasts@creativeplanning.com (Peter Mallouk, Charlie Bilello, Creative Planning) https://signal-or-noise.simplecast.com/episodes/fears-of-default-dIChY8r5 In this episode, Charlie Bilello and Peter Mallouk discuss debt default fears, what they think is the best long-term investment (hint: it's not real estate) and just how big Big Tech has gotten.

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 @ podcasts@creativeplanning.com

]]> Fears of Default Peter Mallouk, Charlie Bilello, Creative Planning 00:45:15 In this episode, Charlie Bilello and Peter Mallouk discuss debt default fears, what they think is the best long-term investment (hint: it's not real estate) and just how big Big Tech has gotten. In this episode, Charlie Bilello and Peter Mallouk discuss debt default fears, what they think is the best long-term investment (hint: it's not real estate) and just how big Big Tech has gotten. big tech, economy, personal finance, market commentary, real estate, national debt, economic commentary, investing false full 611a5776-a908-43b0-b3ea-2e568107bf37 A Crisis of Confidence Tune in as Charlie Bilello and Peter Mallouk discuss the ripple effect of bank deposit fears, the cost of college, and if “don’t fight the Fed” is still reasonable advice.  

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 @ podcasts@creativeplanning.com

]]> Mon, 5 Jun 2023 19:21:44 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Charlie Bilello) https://signal-or-noise.simplecast.com/episodes/crisis-of-confidence-B75oeOgb Tune in as Charlie Bilello and Peter Mallouk discuss the ripple effect of bank deposit fears, the cost of college, and if “don’t fight the Fed” is still reasonable advice.  

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 @ podcasts@creativeplanning.com

]]> A Crisis of Confidence Peter Mallouk, Creative Planning, Charlie Bilello 00:35:05 Tune in as Charlie Bilello and Peter Mallouk discuss the ripple effect of bank deposit fears, the cost of college, and if “don’t fight the Fed” is still reasonable advice. Tune in as Charlie Bilello and Peter Mallouk discuss the ripple effect of bank deposit fears, the cost of college, and if “don’t fight the Fed” is still reasonable advice. financial planning, personal finance, market commentary, finance, fed, federal reserve, investing, fed policy false full 0c62f3a7-b919-42c5-828e-cf21a503706b End the Fed? Charlie Bilello joins Peter Mallouk for a new series where they discuss big topics in the market, investing and personal finance to help you separate the signal from the noise. Tune into episode one now for their insights on the top five wealth killers, Apple’s new high-yield savings option, and if the Fed should still exist in its current form.

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 @ podcasts@creativeplanning.com

]]> Mon, 5 Jun 2023 17:52:06 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Creative Planning) https://signal-or-noise.simplecast.com/episodes/end-the-fed-_EwyuH3u Charlie Bilello joins Peter Mallouk for a new series where they discuss big topics in the market, investing and personal finance to help you separate the signal from the noise. Tune into episode one now for their insights on the top five wealth killers, Apple’s new high-yield savings option, and if the Fed should still exist in its current form.

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 @ podcasts@creativeplanning.com

]]> End the Fed? Charlie Bilello, Peter Mallouk, Creative Planning 00:31:22 Charlie Bilello joins Peter Mallouk for a new series where they discuss big topics in the market, investing and personal finance to help you separate the signal from the noise. Tune into episode one now for their insights on the top five wealth killers, Apple’s new high-yield savings option, and if the Fed should still exist in its current form. Charlie Bilello joins Peter Mallouk for a new series where they discuss big topics in the market, investing and personal finance to help you separate the signal from the noise. Tune into episode one now for their insights on the top five wealth killers, Apple’s new high-yield savings option, and if the Fed should still exist in its current form. personal finance, market commentary, finance, investing false full