https://simplecast.com Down the Middle Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! 2023 en Wed, 1 Apr 2026 14:49:34 +0000 Wed, 1 Apr 2026 14:49:47 +0000 https://down-the-middle-2c4b189d.simplecast.com Down the Middle https://image.simplecastcdn.com/images/100b76a0-757a-4a7e-9db9-115aa882e067/9bf1a534-5fa7-4b2a-b6f8-26e4c5708d1c/3000x3000/down-the-middle-podcast-cover-art-3000x3000.jpg?aid=rss_feed https://down-the-middle-2c4b189d.simplecast.com episodic Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Peter Mallouk and Jeff Stolper false https://feeds.simplecast.com/YUyw7eiH peter mallouk, jonathan clements, creative planning, creative planning inc., wealth management, 5 mistakes every investor makes Creative Planning podcasts@creativeplanning.com e48f8cad-bba0-44b4-9703-ff25f36bc485 What Does Conflict With Iran Mean for Investors? Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the ongoing conflict with Iran and what it may mean for investors. Plus, get their tips of the month.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Wed, 1 Apr 2026 14:49:34 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/what-does-conflict-with-iran-mean-for-investors-xNeZf9qC Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the ongoing conflict with Iran and what it may mean for investors. Plus, get their tips of the month.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> What Does Conflict With Iran Mean for Investors? Peter Mallouk, Jeff Stolper, Creative Planning 00:11:58 Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the ongoing conflict with Iran and what it may mean for investors. Plus, get their tips of the month. Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the ongoing conflict with Iran and what it may mean for investors. Plus, get their tips of the month. financial planning, investment commentary, financial commentary, markets, investing false full 85 1810302b-2b86-4623-9348-4a21377d5d64 Why Investors Are Moving Away From U.S. Stocks After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and discuss where else investors are going with their dollars. Plus, get their tips of the month. 

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 27 Feb 2026 18:02:13 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/why-investors-are-moving-away-from-u-s-stocks-ZoDGBWuP After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and discuss where else investors are going with their dollars. Plus, get their tips of the month. 

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Why Investors Are Moving Away From U.S. Stocks Peter Mallouk, Jeff Stolper, Creative Planning 00:22:06 After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and discuss where else investors are going with their dollars. Plus, get their tips of the month. After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and discuss where else investors are going with their dollars. Plus, get their tips of the month. financial planning, investment commentary, retirement planning, financial commentary, investing false full 84 07f2274c-cb0b-4316-a8b2-f431291fa906 How Oil Prices Impact the Markets and Economy Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus, learn why you should consider maintaining insurance outside your workplace.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 30 Jan 2026 16:06:21 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/how-oil-prices-impact-the-markets-and-economy-t6pFOE6J Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus, learn why you should consider maintaining insurance outside your workplace.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> How Oil Prices Impact the Markets and Economy Peter Mallouk, Jeff Stolper, Creative Planning 00:11:48 Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus, learn why you should consider maintaining insurance outside your workplace. Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus, learn why you should consider maintaining insurance outside your workplace. financial planning, investment commentary, financial commentary, investing false full 83 81247019-a82b-4ea9-877c-186c4c41b7c7 AI, the Magnificent 7, Tariffs and Looking Ahead to 2026 From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7’s recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> Wed, 31 Dec 2025 16:51:43 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jeff Stolper) https://down-the-middle-2c4b189d.simplecast.com/episodes/ai-the-magnificent-7-tariffs-and-looking-ahead-to-2026-ARpqH53D From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7’s recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> AI, the Magnificent 7, Tariffs and Looking Ahead to 2026 Peter Mallouk, Creative Planning, Jeff Stolper 00:12:41 From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7’s recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead. From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7’s recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead. financial planning, investment commentary, financial commentary, investing false full 82 0513035f-f3bb-4ece-b9c4-d7c622653f31 Long-Term Mortgages, the Magnificent 7 and More In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> Mon, 1 Dec 2025 17:05:23 +0000 podcasts@creativeplanning.com (Jeff Stolper, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/long-term-mortgages-the-magnificent-7-and-more-cTIF1VPr In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions? 
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]]> Long-Term Mortgages, the Magnificent 7 and More Jeff Stolper, Creative Planning, Peter Mallouk 00:11:11 In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month. In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month. financial planning, investment commentary, investing false full 81 94e2152c-7f34-4c5b-a383-3ef9baa8dbcd How Does the Government Shutdown Impact the Markets? This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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

]]> Fri, 31 Oct 2025 19:09:05 +0000 podcasts@creativeplanning.com (Creative Planning, Jeff Stolper, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/how-does-the-government-shutdown-impact-the-markets-0MAwhWBt This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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

]]> How Does the Government Shutdown Impact the Markets? Creative Planning, Jeff Stolper, Peter Mallouk 00:12:55 This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end. This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end. financial planning, investment commentary, retirement planning, stock market, investing false full 80 38c9ea7c-d489-4640-bc1a-f1dc4c85c2cf What Does the Fed’s Recent Move Mean for Markets? The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previously. Peter and Jeff discuss the potential reasoning for this move as well as the outcome seen 100% of the time historically. Plus, Peter shares the news of Jonathan Clements’ recent passing.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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

]]> Tue, 30 Sep 2025 23:23:11 +0000 podcasts@creativeplanning.com (Creative Planning, Jeff Stolper, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/what-does-the-feds-recent-move-mean-for-markets-mecAvraO The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previously. Peter and Jeff discuss the potential reasoning for this move as well as the outcome seen 100% of the time historically. Plus, Peter shares the news of Jonathan Clements’ recent passing.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

]]> What Does the Fed’s Recent Move Mean for Markets? Creative Planning, Jeff Stolper, Peter Mallouk 00:13:38 The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previously. Peter and Jeff discuss the potential reasoning for this move as well as the outcome seen 100% of the time historically. Plus, Peter shares the news of Jonathan Clements’ recent passing. The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previously. Peter and Jeff discuss the potential reasoning for this move as well as the outcome seen 100% of the time historically. Plus, Peter shares the news of Jonathan Clements’ recent passing. financial planning, investment commentary, creative planning, retirement planning, federal reserve, investing false full 79 e8eabcf7-e976-42d7-a78a-9e37be71d073 Looking Back on Jonathan Clements’ Best Moments Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathan’s continued health struggles.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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

]]> Fri, 29 Aug 2025 21:19:11 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/looking-back-on-jonathan-clements-best-moments-wdC4p51G Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathan’s continued health struggles.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> Looking Back on Jonathan Clements’ Best Moments Jonathan Clements, Creative Planning, Peter Mallouk 00:15:09 Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathan’s continued health struggles. Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathan’s continued health struggles. jonathan clements, financial planning, creative planning, retirement planning, financial wisdom, investing false full 78 89902ebe-36f5-49b9-bd9a-bfc633368a34 Concentration Risk, U.S. vs. International and the Bond Market Warning We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child.

 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> Thu, 31 Jul 2025 17:15:40 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/concentration-risk-us-vs-international-and-the-bond-market-warning-wXc7JVWg We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child.

 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

 

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

]]> Concentration Risk, U.S. vs. International and the Bond Market Warning Creative Planning, Peter Mallouk, Jonathan Clements 00:11:57 We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child. We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child. financial planning, stocks, investment commentary, stock market commentary, tech stocks, bonds, retirement planning, financial portfolio, investing, investments false full 77 d49644ef-c5fa-4ad6-9dfd-113a4e8532ee Keys to a Happier Life In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> Mon, 30 Jun 2025 19:21:40 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/keys-to-a-happier-life-3usiupT2 In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> Keys to a Happier Life Jonathan Clements, Creative Planning, Peter Mallouk 00:16:55 In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement. In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement. happiness false full 76 0ae48c5a-9cad-43ff-90a9-4124e3da2ebd The Federal Budget Deficit With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> Fri, 30 May 2025 18:41:32 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/the-federal-budget-deficit-0zRNlEC3 With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> The Federal Budget Deficit Peter Mallouk, Creative Planning, Jonathan Clements 00:15:21 With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative. With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative. financial planning, investment commentary, retirement planning, investing false full 75 ab765b20-5425-4fd2-860d-cfd64e4efcb3 Seizing Opportunities Amid Market Volatility Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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

]]> Wed, 30 Apr 2025 20:25:12 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/seizing-opportunities-amid-market-volatility-GpVIu_d_ Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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]]> Seizing Opportunities Amid Market Volatility Creative Planning, Peter Mallouk, Jonathan Clements 00:10:26 Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. financial planning, investment commentary, retirement planning, investing, investments false full 74 dc9a27e0-e458-4436-ad5c-e3a3896f909c U.S. Stocks: Where Do We Go From Here? The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Mon, 31 Mar 2025 21:32:52 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/where-do-we-go-from-here-5DWCbZ6_ The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> U.S. Stocks: Where Do We Go From Here? Jonathan Clements, Creative Planning, Peter Mallouk 00:12:34 The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month. The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month. financial planning, investment commentary, retirement planning, investing, investments false full 73 7e53ff73-6a76-491e-b2a1-93334cd9efe9 All About Alternatives Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 28 Feb 2025 17:37:35 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/all-about-alternatives-GgR__xre Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> All About Alternatives Creative Planning, Jonathan Clements, Peter Mallouk 00:13:37 Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return. Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return. financial planning, retirement planning, private funds, financial advice, alternative investments, investments, private equity false full 72 1964eb5c-a923-4e87-b204-4b6b1113de40 How Trump Administration Policies May Affect the Economy The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions.

 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Mon, 3 Feb 2025 01:20:04 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/how-trump-administration-policies-may-affect-the-economy-YKrH88or The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions.

 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> How Trump Administration Policies May Affect the Economy Creative Planning, Jonathan Clements, Peter Mallouk 00:13:17 The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions. The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions. financial planning, business regulations, retirement planning, financial advice, tariffs, allowances, investing, investments false full 71 debcb42a-7faf-45f5-a81e-d75697a0085a Financial Resolutions for 2025 With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 31 Dec 2024 16:52:02 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/financial-resolutions-for-2025-ZXjFRmNs With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Financial Resolutions for 2025 Jonathan Clements, Creative Planning, Peter Mallouk 00:10:59 With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements. With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements. financial planning, charitable giving, retirement planning, financial advice, new year's resolutions, investing, investments false full 70 3fdc7dca-b348-4648-b794-1c0834bec8f7 What Investors Can Expect in 2025 With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> Tue, 26 Nov 2024 15:22:32 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/what-investors-can-expect-in-2025-BHiSJb_h With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> What Investors Can Expect in 2025 Creative Planning, Peter Mallouk, Jonathan Clements 00:17:43 With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account. With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account. investment commentary, market commentary, market volatility, investing, investments false full 69 f2eb301e-5ee7-46ce-be4d-21eeb7866af6 Financial Moves to Consider Before Year-End With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> Thu, 31 Oct 2024 17:03:22 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/financial-moves-to-consider-before-year-end-ife9FPEJ With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> Financial Moves to Consider Before Year-End Peter Mallouk, Jonathan Clements, Creative Planning 00:12:19 With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all. With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all. flexible spending account, financial planning, investment commentary, donor-advised funds, financial commentary, roth conversion, tax-loss harvesting, fsa, investing, investments false full 68 f18a266f-6a38-478c-9dca-70e7839f6dde Don't Let Uncertainty Derail Your Portfolio Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement. 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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]]> Mon, 30 Sep 2024 20:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/dont-let-uncertainty-derail-your-portfolio-UKSA7VsO Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement. 

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 

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]]> Don't Let Uncertainty Derail Your Portfolio Creative Planning, Jonathan Clements, Peter Mallouk 00:12:40 Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement. Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement. financial planning, investment commentary, market commentary, retirement planning, financial commentary, market volatility, investing, investments false full 67 6f492f7b-9298-4e4f-b4ed-0847f788688a What's "Normal" for the Stock Market? The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> Thu, 29 Aug 2024 22:09:27 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/whats-normal-for-the-stock-market-ATGjNtrJ The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Email us @ podcasts@creativeplanning.com

]]> What's "Normal" for the Stock Market? Creative Planning, Jonathan Clements, Peter Mallouk 00:14:49 The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash. The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash. financial planning, investment commentary, market commentary, retirement planning, financial commentary, market volatility, investing, investments false full 66 98707759-125b-4603-b76f-1cbd9ec0dd05 A Game Plan for Giving Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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

]]> Wed, 31 Jul 2024 14:21:57 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/a-game-plan-for-giving-bdK_zFxT Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> A Game Plan for Giving Peter Mallouk, Jonathan Clements, Creative Planning 00:11:08 Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen. Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen. financial planning, charitable giving, donor advised funds, gifting strategies, family gifting, gifting false full 65 2279b27f-a676-4312-9bcc-6310a6ec10d6 A Life Update In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 28 Jun 2024 10:55:31 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/a-life-update-n4QMeHEl In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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Have questions or topic suggestions?

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]]> A Life Update Jonathan Clements, Peter Mallouk, Creative Planning 00:12:25 In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice. In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice. inspiration, practical advice false full 64 77229465-9619-4a21-9db9-e08f54b98176 Raising Money-Savvy Kids “Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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Email us @ podcasts@creativeplanning.com

]]> Wed, 29 May 2024 21:17:04 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/raising-money-savvy-kids-s5E_2j_2 “Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Raising Money-Savvy Kids Creative Planning, Jonathan Clements, Peter Mallouk 00:13:47 “Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. “Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. fiscal responsibility, family wealth planning, estate planning, money lessons, financial literacy, gifting, financial education false full 63 0cffdb5c-69ca-454c-8f22-92f1824882f9 Unlocking the Secrets of Retirement Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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Email us @ podcasts@creativeplanning.com

]]> Tue, 30 Apr 2024 17:01:24 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/unlocking-the-secrets-of-retirement-uUPKfUgg Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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Email us @ podcasts@creativeplanning.com

]]> Unlocking the Secrets of Retirement Creative Planning, Jonathan Clements, Peter Mallouk 00:13:31 Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it. Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it. mortgage recasting, when can i retire?, financial wellness, retirement planning, retirement income, retirement, retirement goals false full 62 f3b3af2a-f7af-4c95-9e25-7234da083fcd Is Cash Trash? Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 29 Mar 2024 19:39:48 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/is-cash-trash-EkF3VWWc Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Is Cash Trash? Peter Mallouk, Creative Planning, Jonathan Clements 00:13:10 Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs. Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs. stocks, living trust, bonds, estate planning, power of attorney, trust, cash, asset allocation, investing false full 61 7a86e6cb-838e-46af-a4f9-ac08a911b357 A Book for Everyone Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 27 Feb 2024 20:42:34 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/a-book-for-everyone-pMyxl0x4 Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> A Book for Everyone Creative Planning, Peter Mallouk, Jonathan Clements 00:09:19 Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road. Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road. diversification, stock market commentary, finance, money, retirement accounts, investing tips, economic commentary false full 60 15a342b3-7114-48de-9675-0c490db77d4c Remarkable Market Resilience As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 30 Jan 2024 18:17:42 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/remarkable-market-resilience-9lAMjXAP As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Remarkable Market Resilience Jonathan Clements, Peter Mallouk, Creative Planning 00:12:51 As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. stock market commentary, finance, finance tips, investing tips, market forecast, economic commentary, investing false full 59 63ac312d-52e9-4390-ac81-6fb29b276a1e What to Expect in the Year Ahead With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 29 Dec 2023 15:54:22 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/what-to-expect-in-the-year-ahead-z6KhR7ap With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> What to Expect in the Year Ahead Jonathan Clements, Peter Mallouk, Creative Planning 00:11:51 With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery. With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery. market commentary, finance, finance tips, investing tips, economic commentary, investing false full 58 37a36ee7-4314-4610-b819-5882cdcdad57 Risks We Face in 2024 Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Thu, 30 Nov 2023 17:51:40 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/risks-we-face-in-2024-9__ewsxc Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Risks We Face in 2024 Creative Planning, Jonathan Clements, Peter Mallouk 00:11:30 Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit. Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit. financial planning, financial tips, market commentary, finance, finance tips, economic commentary, investing false full 57 1c0eb003-8fd0-41b7-b10b-2189a91fc061 4 Key Questions From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 31 Oct 2023 14:47:14 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/4-key-questions-VRpQG68l From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> 4 Key Questions Peter Mallouk, Jonathan Clements, Creative Planning 00:11:22 From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility. From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility. financial planning, financial tips, market commentary, finance, finance tips, economic commentary, investing false full 56 21c5b248-637a-4813-9870-60e377bdf17f Are Interest Rates Keeping the Market Down? Over the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month’s episode.Plus, Peter encourages listeners to “celebrate along the way” — and discusses the sad news prompting his advice.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Thu, 28 Sep 2023 20:28:34 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/are-interest-rates-keeping-the-market-down-glRzJtxo Over the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month’s episode.Plus, Peter encourages listeners to “celebrate along the way” — and discusses the sad news prompting his advice.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Are Interest Rates Keeping the Market Down? Jonathan Clements, Creative Planning, Peter Mallouk 00:08:21 Over the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month’s episode. Plus, Peter encourages listeners to “celebrate along the way” — and discusses the sad news prompting his advice. Over the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month’s episode. Plus, Peter encourages listeners to “celebrate along the way” — and discusses the sad news prompting his advice. financial planning, interest rate, market commentary, finance, stock market, finance tips, investing tips, investing false full 55 d6409a46-cbe3-44e7-a98e-055b1658b110 Is College Worth the Cost? This month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children’s educations and whether students should get a job while in college. Plus, get tips for 529 plans and learn why you should always look into travel medical insurance when going abroad.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Thu, 31 Aug 2023 17:22:45 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/is-college-worth-the-cost-Dn7I5pEF This month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children’s educations and whether students should get a job while in college. Plus, get tips for 529 plans and learn why you should always look into travel medical insurance when going abroad.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Is College Worth the Cost? Peter Mallouk, Jonathan Clements, Creative Planning 00:12:52 This month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children’s educations and whether students should get a job while in college. Plus, get tips for 529 plans and learn why you should always look into travel medical insurance when going abroad. This month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children’s educations and whether students should get a job while in college. Plus, get tips for 529 plans and learn why you should always look into travel medical insurance when going abroad. financial planning, finance, wealth management, college financing, smart spending, investing false full 54 692e6c6e-bdad-46c0-b770-c4a03e1f1ab2 Finding Happiness and Purpose With Your Money In light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Mon, 31 Jul 2023 18:59:03 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/finding-happiness-and-purpose-with-your-money-CyYgXTYH In light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Finding Happiness and Purpose With Your Money Jonathan Clements, Peter Mallouk, Creative Planning 00:12:23 In light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. In light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. financial planning, finances, wealth management, smart spending, investing false full 53 69d7c07c-32e4-4b11-ae96-0a7233ffcf23 Key Ingredients for a Good Retirement From good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket list right now.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 30 Jun 2023 13:50:00 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/key-ingredients-for-a-good-retirement-J2drtNlK From good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket list right now.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Key Ingredients for a Good Retirement Jonathan Clements, Peter Mallouk, Creative Planning 00:11:13 From good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket list right now. From good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket list right now. financial planning, finance, finance tips, retirement, investing false full 52 2aafba48-e20c-451d-8224-433bb464bda6 How Likely Is a Government Debt Default? Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 26 May 2023 00:05:00 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/how-likely-is-a-government-debt-default-pe0GXmLU Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> How Likely Is a Government Debt Default? Jonathan Clements, Creative Planning, Peter Mallouk 00:08:20 This month, Peter Mallouk and Jonathan Clements explain how the debt ceiling came to be — as well as the likely consequences of a possible debt default — before Peter gives his prediction for how events will unfold. Plus, learn two things you can do to make things easier on your loved ones after your passing. This month, Peter Mallouk and Jonathan Clements explain how the debt ceiling came to be — as well as the likely consequences of a possible debt default — before Peter gives his prediction for how events will unfold. Plus, learn two things you can do to make things easier on your loved ones after your passing. financial planning, debt ceiling, debt default, government debt, finance, us debt ceiling, finance tips, investing tips, government deby ceiling, investing, government debt default false full 51 61fea991-aab2-462e-8830-5cc630afa518 Could the Dollar’s Reserve Currency Status Be in Jeopardy? Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Fri, 28 Apr 2023 18:30:35 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/could-the-dollars-reserve-currency-status-be-in-jeopardy-zZXCcIdO Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Could the Dollar’s Reserve Currency Status Be in Jeopardy? Creative Planning, Peter Mallouk, Jonathan Clements 00:11:01 This month, Peter Mallouk and Jonathan Clements explain what it means to be a reserve currency and give their take on whether the dollar’s days as the largest reserve currency are numbered, what a loss of status could mean for the U.S., and how you can hedge your risk. Plus, learn why you shouldn’t wait to create a “my Social Security” account. This month, Peter Mallouk and Jonathan Clements explain what it means to be a reserve currency and give their take on whether the dollar’s days as the largest reserve currency are numbered, what a loss of status could mean for the U.S., and how you can hedge your risk. Plus, learn why you shouldn’t wait to create a “my Social Security” account. usd, finance, dollar, reserve currency, global currency, finance tips, investing tips, us dollar, global banking, investing false full 50 6a29062a-ecf6-4777-83f0-d7c277ecea60 Regional Banks in Turmoil Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Thu, 30 Mar 2023 15:11:09 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/regional-banks-in-turmoil-uYRmBzli Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Regional Banks in Turmoil Creative Planning, Jonathan Clements, Peter Mallouk 00:14:11 This month, Peter Mallouk and Jonathan Clements discuss the ongoing regional banking crisis and its common thread. Plus, learn how to expand your FDIC coverage as well as why you should consider ceasing extra principal payments on your mortgage. This month, Peter Mallouk and Jonathan Clements discuss the ongoing regional banking crisis and its common thread. Plus, learn how to expand your FDIC coverage as well as why you should consider ceasing extra principal payments on your mortgage. banking, banking crisis, regional banks, finance, fed, finance tips, fdic, investing tips, investing false full 49 981a991a-5195-4761-b9f6-d98626383668 Don't Delay! Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 28 Feb 2023 16:52:31 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/dont-delay-NEpml_9l Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Don't Delay! Creative Planning, Jonathan Clements, Peter Mallouk 00:13:46 This month, Peter Mallouk and Jonathan Clements discuss when you should make the choice to spend and why you should consider gifting to loved ones and charities during your lifetime. Plus, learn how to set up a legacy contact on your iPhone as well as the benefits of writing a letter of last instruction. This month, Peter Mallouk and Jonathan Clements discuss when you should make the choice to spend and why you should consider gifting to loved ones and charities during your lifetime. Plus, learn how to set up a legacy contact on your iPhone as well as the benefits of writing a letter of last instruction. financial planning, charitable giving, finance, estate planning, finance tips, investing tips, investing false full 48 2cf62d49-b35b-4552-89cf-24f7dc28a38a Keeping Our Balance Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 31 Jan 2023 17:09:17 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/keeping-our-balance-YLV0cOPi Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Keeping Our Balance Jonathan Clements, Peter Mallouk, Creative Planning 00:13:15 This month, Peter Mallouk and Jonathan Clements offer their take on the classic 60/40 portfolio, discussing the relative merits of bonds, U.S. stocks and international shares. Plus, learn how timing your charitable donations can potentially result in a larger tax break. This month, Peter Mallouk and Jonathan Clements offer their take on the classic 60/40 portfolio, discussing the relative merits of bonds, U.S. stocks and international shares. Plus, learn how timing your charitable donations can potentially result in a larger tax break. financial planning, charitable giving, bonds, finance, us stocks, international shares, investing tips, taxes, investing false full 47 74c39982-83c6-456b-a64e-c0cd4f71d627 Things Not to Do in 2023 Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Fri, 30 Dec 2022 15:52:19 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/things-not-to-do-in-2023-jyYLUgIQ Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Things Not to Do in 2023 Peter Mallouk, Creative Planning, Jonathan Clements 00:11:59 This month, Peter Mallouk and Jonathan Clements take the road less traveled, giving you a list of what NOT to do in 2023. Plus, learn why early in the year is the best time to contribute to many investment vehicles. This month, Peter Mallouk and Jonathan Clements take the road less traveled, giving you a list of what NOT to do in 2023. Plus, learn why early in the year is the best time to contribute to many investment vehicles. financial planning, 2023, contributions, 2023 outlook, finance, investing tips, financial markets, investing, investments false full 46 1da09542-a5b5-4369-8e34-832eb411ca3a New Year, New Hope Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Wed, 30 Nov 2022 18:56:22 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/new-year-new-hope-3tjH9Opw Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> New Year, New Hope Creative Planning, Peter Mallouk, Jonathan Clements 00:11:16 This month, Peter Mallouk and Jonathan Clements discuss what’s in store for 2023 and how the bear market will end. Plus, learn what Sandra Bullock movies and bear markets have in common. This month, Peter Mallouk and Jonathan Clements discuss what’s in store for 2023 and how the bear market will end. Plus, learn what Sandra Bullock movies and bear markets have in common. treasury, stocks, bonds, 2023 outlook, finance, bear market, investing false full 45 6b05e6e2-a69c-4ed4-9fa9-6d0f28ef3a48 Bearing Up Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Mon, 31 Oct 2022 14:41:19 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/bearing-up-BLDsUPOh Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Bearing Up Creative Planning, Jonathan Clements, Peter Mallouk 00:11:25 This month, Peter Mallouk and Jonathan Clements discuss investor sentiment 10 months into the current bear market, share why midterm elections aren’t cause for financial worry and provide useful tips for fraud prevention. This month, Peter Mallouk and Jonathan Clements discuss investor sentiment 10 months into the current bear market, share why midterm elections aren’t cause for financial worry and provide useful tips for fraud prevention. finance, midterm elections, bear market, fraud prevention, investor sentiment, investing false full 44 4d27b677-bef2-4eaa-b329-c4c68254683f Lemons Into Lemonade Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 30 Sep 2022 13:30:00 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/lemons-into-lemonade-usTKqAPI Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Lemons Into Lemonade Creative Planning, Peter Mallouk, Jonathan Clements 00:12:03 This month, Peter Mallouk and Jonathan Clements discuss how we ended up with high inflation, how stocks and bonds might fare in the decade ahead and how investors can benefit from today's market turmoil. This month, Peter Mallouk and Jonathan Clements discuss how we ended up with high inflation, how stocks and bonds might fare in the decade ahead and how investors can benefit from today's market turmoil. economy, stocks, bonds, inflation, investing false full 43 fc19a1be-ef7d-4f73-af14-b36a60eb0263 Back to School Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Wed, 31 Aug 2022 18:38:42 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/back-to-school-1xR2wZn_ Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Back to School Creative Planning, Jonathan Clements, Peter Mallouk 00:15:00 This month, Peter Mallouk and Jonathan Clements detail implications of student loan forgiveness, share their thoughts on how much parents should bequeath to their children and stress the importance of creating and maintaining a healthcare power of attorney. This month, Peter Mallouk and Jonathan Clements detail implications of student loan forgiveness, share their thoughts on how much parents should bequeath to their children and stress the importance of creating and maintaining a healthcare power of attorney. healthcare power of attorney, student loan forgiveness, bequeathing false full 42 8432d5d4-675e-4ea7-bdd9-5b213f007382 Reasons to Be Optimistic Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Fri, 29 Jul 2022 16:40:20 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/reasons-to-be-optimistic-xNgmyYG7 Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Reasons to Be Optimistic Creative Planning, Jonathan Clements, Peter Mallouk 00:09:57 This month, Peter Mallouk and Jonathan Clements discuss today's widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance. This month, Peter Mallouk and Jonathan Clements discuss today's widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance. recession, inflation, stock market, bear market, investing false full 41 41bcc4f3-11f1-464a-9b9e-68530ef83a90 Episode 40 - Not Your Average Bear Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Tue, 28 Jun 2022 21:04:52 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/not-your-average-bear-EICTFV51 Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

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]]> Episode 40 - Not Your Average Bear Peter Mallouk, Creative Planning, Jonathan Clements 00:15:01 This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn't work. Hear more on bear markets: https://creativeplanning.com/podcast/39-episode-39-why-this-bear-market-is-different/ This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn't work. Hear more on bear markets: https://creativeplanning.com/podcast/39-episode-39-why-this-bear-market-is-different/ recession, inflation, market timing, stock market, bear market, investing false full 40 b5cfc716-8d31-4e7c-9250-6eeb7bca4451 Episode 39 - Why This Bear Market Is Different Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 31 May 2022 20:43:52 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-39-why-this-bear-market-is-different-jl0flLRG Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Episode 39 - Why This Bear Market Is Different Peter Mallouk, Jonathan Clements, Creative Planning 00:11:47 This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance. This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance. dollar-cost averaging, finance, market volatility, rebalancing, stock market, bear market, investing, lump sum investing false full 39 7cc47e05-4d99-4c30-8745-b854c254664e Episode 38 - Coping With Inflation Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Fri, 29 Apr 2022 17:09:13 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-38-coping-with-inflation-dHNlgX3s Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Episode 38 - Coping With Inflation Peter Mallouk, Jonathan Clements, Creative Planning 00:09:58 This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk. Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/ This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk. Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/ inflation risk, financial planning, investment portfolio, bonds, inflation, second home, home prices, financial markets, investing false full 38 089dac31-0f45-4bf5-911a-5e3f0f3e8d78 Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Thu, 31 Mar 2022 19:58:20 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio-c5_DX_Me Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio Peter Mallouk, Jonathan Clements, Creative Planning 00:13:29 Peter Mallouk and Jonathan Clements discuss whether we are on our way into a recession, those hit hardest by recent inflationary pressure and the role of bonds in your portfolio. Peter Mallouk and Jonathan Clements discuss whether we are on our way into a recession, those hit hardest by recent inflationary pressure and the role of bonds in your portfolio. financial planning, recession, investment portfolio, bonds, inflation, financial markets, investing false full 37 e312a9be-35a4-4941-9784-4b58bec0c344 Episode 36 - Russia, Ukraine, and the Markets Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 1 Mar 2022 21:29:40 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-36-russia-ukraine-and-the-markets-N4kTVFiu Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Episode 36 - Russia, Ukraine, and the Markets Jonathan Clements, Peter Mallouk, Creative Planning 00:15:08 This month, Peter Mallouk and Jonathan Clements discuss recent developments related to Russia’s attack on Ukraine and what they could mean for global markets. This month, Peter Mallouk and Jonathan Clements discuss recent developments related to Russia’s attack on Ukraine and what they could mean for global markets. russia, europe, finance, global economy, crisis, markets, financial markets, ukraine false full 36 6cccef91-cc6c-4a75-b034-2efecbc2c960 Episode 35 - It’s All About the Earnings Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Tue, 1 Feb 2022 20:41:22 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-35-its-all-about-the-earnings-hWLgErcE Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Episode 35 - It’s All About the Earnings Peter Mallouk, Jonathan Clements, Creative Planning 00:13:54 2022 has seen the return of market volatility and concern about interest rate hikes. What should an investor make of it? In this episode, Peter Mallouk and Jonathan Clements offer perspective on recent events and discuss where they see value in the markets. (Hint: It’s still not meme stocks and NFTs.) 2022 has seen the return of market volatility and concern about interest rate hikes. What should an investor make of it? In this episode, Peter Mallouk and Jonathan Clements offer perspective on recent events and discuss where they see value in the markets. (Hint: It’s still not meme stocks and NFTs.) nfts, market volatility, interest rates, earnings, investing false full 35 ece566e4-ade8-49af-921c-d614498dd05b Episode 34 - 2022 Market Outlook: Predictably Unpredictable Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/

Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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]]> Mon, 3 Jan 2022 19:20:31 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-34-2022-market-outlook-predictably-unpredictable-hDzTlqaj Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/

Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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Email us @ podcasts@creativeplanning.com

]]> Episode 34 - 2022 Market Outlook: Predictably Unpredictable Peter Mallouk, Jonathan Clements, Creative Planning 00:13:28 As we enter a new year, Peter Mallouk and Jonathan Clements discuss what risks could await investors in the year ahead – inflation, market volatility, and overconfidence – and why having an investment plan that’s based on your needs is key to weathering the unknown. Plus, they offer a reminder to proactively monitor your portfolio taxes and identify opportunities to harvest losses throughout the year. As we enter a new year, Peter Mallouk and Jonathan Clements discuss what risks could await investors in the year ahead – inflation, market volatility, and overconfidence – and why having an investment plan that’s based on your needs is key to weathering the unknown. Plus, they offer a reminder to proactively monitor your portfolio taxes and identify opportunities to harvest losses throughout the year. 2022 investing, inflation, market volatility, investor risks, asset allocation, 2022 market outlook false full 34 7f1b918e-a1d4-412e-8125-e79d50f9c18a Episode 33 - The Financial Lessons of 2021 Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/

Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/

Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Wed, 1 Dec 2021 19:11:30 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-33-the-financial-lessons-of-2021-ATMTml74 Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/

Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/

Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 33 - The Financial Lessons of 2021 Peter Mallouk, Jonathan Clements, Creative Planning 00:15:14 In this episode, Peter Mallouk and Jonathan Clements reflect on what we’ve learned this year about inflation, bonds, stock performance, NFTs and other newly popular investments. Perhaps the biggest lesson of all is you can’t guess the short-term direction of either the markets or politicians. For their monthly tips, they offer advice on using appreciated stock for your charitable gifts and why you should let your family know the reason for any monetary gifts you give them for the holidays. In this episode, Peter Mallouk and Jonathan Clements reflect on what we’ve learned this year about inflation, bonds, stock performance, NFTs and other newly popular investments. Perhaps the biggest lesson of all is you can’t guess the short-term direction of either the markets or politicians. For their monthly tips, they offer advice on using appreciated stock for your charitable gifts and why you should let your family know the reason for any monetary gifts you give them for the holidays. nfts, bonds, inflation, stock market, cryptocurrency, taxes, investments false full 33 355c90ef-f32d-4009-aba1-1f8357403df3 Episode 32 - Today’s Retro Investor Worry: Stagflation Hear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/

Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/

Read more about different types of inflation: https://creativeplanning.com/education/letter/inflation/

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Mon, 1 Nov 2021 19:44:51 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-32-todays-retro-investor-worry-stagflation-GDvh0_67 Hear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/

Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/

Read more about different types of inflation: https://creativeplanning.com/education/letter/inflation/

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 32 - Today’s Retro Investor Worry: Stagflation Peter Mallouk, Jonathan Clements, Creative Planning 00:12:50 In this episode, Peter Mallouk and Jonathan Clements discuss why our current economic environment is not a throwback to OPEC and disco, offer their opinions about how increasing legal immigration could alleviate the shortage of workers in many industries, and why the evolving tax and legislative landscape means you may want to talk with your wealth manager before year-end. In this episode, Peter Mallouk and Jonathan Clements discuss why our current economic environment is not a throwback to OPEC and disco, offer their opinions about how increasing legal immigration could alleviate the shortage of workers in many industries, and why the evolving tax and legislative landscape means you may want to talk with your wealth manager before year-end. labor market, immigration, inflation, tax changes, stagflation, congress false full 32 b0daadbd-815a-4c4e-b413-a3400f9c0fc1 Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation To read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/

To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/

To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Mon, 4 Oct 2021 20:01:28 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation-QjT0PF7h To read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/

To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/

To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation Creative Planning, Jonathan Clements, Peter Mallouk 00:13:13 As we enter fall, Jonathan Clements and Peter Mallouk discuss what’s going on with the labor markets, inflation (again), and how Federal Reserve policy could impact both. Plus, their monthly tips include year-end considerations for your retirement accounts. As we enter fall, Jonathan Clements and Peter Mallouk discuss what’s going on with the labor markets, inflation (again), and how Federal Reserve policy could impact both. Plus, their monthly tips include year-end considerations for your retirement accounts. retirement account, labor, labor market, inflation, roth conversion, qualified charitable distribution, hiring, ira, backdoor roth, required minimum distribution, roth ira, federal reserve false full 31 edf97cfc-9bb3-4724-96de-14ea57548d34 Episode 30 - Are We Overdue for a Market Correction? Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Wed, 1 Sep 2021 14:35:19 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-30-are-we-overdue-for-a-market-correction-3ppM_f4t Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 30 - Are We Overdue for a Market Correction? Peter Mallouk, Creative Planning, Jonathan Clements 00:11:06 Lately, the story about market volatility is the lack of volatility. In this episode, Jonathan Clements and Peter Mallouk discuss the likelihood of a market correction in the near future and why you shouldn’t panic. They also offer tips about what to do with excess cash and fully funding your employer retirement accounts. Lately, the story about market volatility is the lack of volatility. In this episode, Jonathan Clements and Peter Mallouk discuss the likelihood of a market correction in the near future and why you shouldn’t panic. They also offer tips about what to do with excess cash and fully funding your employer retirement accounts. volatility, market correction, market pullback, investing false full 30 6f1f29be-4bbd-430d-b70c-3d66d2f928f3 Episode 29 - Inflation: Still Heating Up Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects. 

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, Down the Middle takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Mon, 2 Aug 2021 09:07:47 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-29-inflation-still-heating-up-Rkhd7B_y Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects. 

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, Down the Middle takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 29 - Inflation: Still Heating Up Peter Mallouk, Jonathan Clements 00:15:46 Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects. Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects. stocks, bonds, inflation, wealth management, money, retirement, markets, deflation, investing, investments false full 29 216e25a2-6cdb-412d-9243-75f5c24c668c Episode 28 - Is Real Estate a Good Investment? Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Financial Education. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Fri, 2 Jul 2021 13:56:47 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-28-is-real-estate-a-good-investment-KQLdg65m Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Financial Education. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 28 - Is Real Estate a Good Investment? Creative Planning, Peter Mallouk, Jonathan Clements 00:18:21 Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Financial Education. Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Financial Education. investment, real estate, homeownership false full 28 59f445b9-c5e5-4999-81d3-5a1800e68835 Episode 27 - Up, Up and Away Investors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher inflation and consider the implications.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Tue, 1 Jun 2021 13:00:00 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-27-up-up-and-away-Qf3RLVcg Investors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher inflation and consider the implications.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 27 - Up, Up and Away Jonathan Clements, Peter Mallouk, Creative Planning 00:15:58 Investors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher inflation and consider the implications. Investors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher inflation and consider the implications. inflation, market, investing false full 27 7cc82553-727b-4b00-a6c8-55bdfe469eee Episode 26 - Up for Debate Creative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark backed two cryptocurrencies and two individual stocks. Who will win? In this month's podcast, Peter and co-host Jonathan Clements discuss the two wagers.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Mon, 3 May 2021 12:45:00 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-26-up-for-debate-ohyjzCOx Creative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark backed two cryptocurrencies and two individual stocks. Who will win? In this month's podcast, Peter and co-host Jonathan Clements discuss the two wagers.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 26 - Up for Debate Jonathan Clements, Creative Planning, Peter Mallouk 00:15:09 Creative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark backed two cryptocurrencies and two individual stocks. Who will win? In this month's podcast, Peter and co-host Jonathan Clements discuss the two wagers. Creative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark backed two cryptocurrencies and two individual stocks. Who will win? In this month's podcast, Peter and co-host Jonathan Clements discuss the two wagers. twitter, bet, dogecoin, crytocurrencies, market, bitcoin, mark cuban false full 26 8a17ac25-a255-4d9a-8413-f556da384fb2 Episode 25 - Investors Gone Wild GameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they're also great examples of key behavioral finance phenomena. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Thu, 1 Apr 2021 12:30:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-25-investors-gone-wild-CpzjM_bU GameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they're also great examples of key behavioral finance phenomena. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 25 - Investors Gone Wild Peter Mallouk, Creative Planning, Jonathan Clements 00:12:37 GameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they're also great examples of key behavioral finance phenomena. GameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they're also great examples of key behavioral finance phenomena. behavioral finance, nfts, gamestop, market update, stock market, bitcoin, investing false full 25 d7b38161-01f8-4f24-add4-0ef965ad3714 Episode 24 - Fun and Gains The economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Mon, 1 Mar 2021 13:30:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-24-fun-and-gains-qcCjiMuG The economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action.

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 24 - Fun and Gains Peter Mallouk, Jonathan Clements, Creative Planning 00:19:17 The economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action. The economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action. economy, stocks, bonds, investment management, cryptocurrency, market, bitcoin, investing false full 24 23afcad1-9455-4278-85fa-e9758d199ca0 Episode 23 - The Long and the Short of It Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Fri, 29 Jan 2021 18:47:57 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-23-the-long-and-the-short-of-it-FVMWoY7c Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 23 - The Long and the Short of It Creative Planning, Jonathan Clements, Peter Mallouk 00:22:51 Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. hedge fund, gamesstop, reddit, low bond yields false full 23 25c36a11-3a16-43c6-8055-ea933adba7dd Episode 22 - What Not to Do in 2021 Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Mon, 4 Jan 2021 13:00:00 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-22-what-not-to-do-in-2021-WDLctWa9 Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 22 - What Not to Do in 2021 Jonathan Clements, Creative Planning, Peter Mallouk 00:19:02 Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks. Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks. coronavirus, new year, market, wealth manager, fiduciary false full 22 48b82a87-b483-428c-9ffd-d1313a24249b Episode 21 - 2020: Lessons Learned and Reaffirmed Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs.

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Tue, 1 Dec 2020 14:41:56 +0000 podcasts@creativeplanning.com (Creative Planning, Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/2020-lessons-learned-and-reaffirmed-prX5nDZi Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs.

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 21 - 2020: Lessons Learned and Reaffirmed Creative Planning, Jonathan Clements, Peter Mallouk 00:19:22 Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs. Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs. pandemic, 2020 lessons, market, investing false full 21 423a831c-3ebf-46ef-af28-1e797b0f0bfc Episode 20 - The Unfolding Election and the Markets The election results are unfolding and the markets are shrugging. 

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Wed, 4 Nov 2020 18:12:23 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/the-unfolding-election-and-the-markets-mEQAN0pL The election results are unfolding and the markets are shrugging. 

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 20 - The Unfolding Election and the Markets Peter Mallouk, Jonathan Clements, Creative Planning 00:09:32 The election results are unfolding and the markets are shrugging. The election results are unfolding and the markets are shrugging. election, markets, presidency false full 20 45e4de50-764b-4538-8a9c-ae97acd10c52 Episode 19 - The Election, Bond Yields, the Never Ending Coronavirus In this episode, Peter and Jonathan discuss

  • The election
  • Have the markets really moved beyond COVID-19?
  • Bond yields
  • Record home sales

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Thu, 1 Oct 2020 14:59:43 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-19-the-election-bond-yields-the-never-ending-coronavirus-rjemir36 In this episode, Peter and Jonathan discuss

  • The election
  • Have the markets really moved beyond COVID-19?
  • Bond yields
  • Record home sales

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 19 - The Election, Bond Yields, the Never Ending Coronavirus Peter Mallouk, Creative Planning, Jonathan Clements 00:19:50 In this episode, Peter and Jonathan discuss • The election • Have the markets really moved beyond COVID-19? • Bond yields • Record home sales In this episode, Peter and Jonathan discuss • The election • Have the markets really moved beyond COVID-19? • Bond yields • Record home sales home sales, election, bond yields, markets false full 19 1afd85e8-2655-4364-8a0b-73c189415118 Episode 18 - Main St. and Wall St., Election Impact and the Markets Are Wall Street and Main Street disconnected?

Elections and the markets.

How to handle IRA beneficiaries under the new tax laws.

We each give our tip of the month.

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Tue, 1 Sep 2020 11:00:24 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-18-main-st-and-wall-st-election-impact-and-the-markets-T3wPj7Ja Are Wall Street and Main Street disconnected?

Elections and the markets.

How to handle IRA beneficiaries under the new tax laws.

We each give our tip of the month.

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 18 - Main St. and Wall St., Election Impact and the Markets Peter Mallouk, Jonathan Clements, Creative Planning 00:22:54 Are Wall Street and Main Street disconnected? Elections and the markets. How to handle IRA beneficiaries under the new tax laws. We each give our tip of the month. Are Wall Street and Main Street disconnected? Elections and the markets. How to handle IRA beneficiaries under the new tax laws. We each give our tip of the month. wall street, tax laws, main street, ira, markets, elections false full 18 c853333d-1ca3-4ce4-ab86-9f1ab5346974 Episode 17 - In Case of Emergency Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their employment or their ability to meet their monthly expenses.

Time Stamps: 

[0:00] – Why markets are still up amid the uncertainty

[3:05] – How high-tech stocks are getting big-time results

[6:58] – The market tensions of election season

[11:05] – Avoiding financial overreaction to changes in leadership

[14:00] – What to do if the hoped-for recovery (or your job) falls through

[20:40] – Peter and Jonathan’s tips of the month


Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!


Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Sat, 1 Aug 2020 21:47:25 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-17-in-case-of-emergency-EaEKfoep Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their employment or their ability to meet their monthly expenses.

Time Stamps: 

[0:00] – Why markets are still up amid the uncertainty

[3:05] – How high-tech stocks are getting big-time results

[6:58] – The market tensions of election season

[11:05] – Avoiding financial overreaction to changes in leadership

[14:00] – What to do if the hoped-for recovery (or your job) falls through

[20:40] – Peter and Jonathan’s tips of the month


Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!


Important Legal Disclosure: 
http://bit.ly/2DC250b

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

]]> Episode 17 - In Case of Emergency Peter Mallouk, Creative Planning, Jonathan Clements 00:21:42 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their employment or their ability to meet their monthly expenses. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their employment or their ability to meet their monthly expenses. pandemic, election and the markets, covid-19, markets, emergency savings false full 17 3afe2bbc-1446-4a96-9617-2aecfc351b80 Episode 16 - What the Market Cares About Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - like the end of a calendar quarter or year - can miss the point of rebalancing altogether. 
 

Time Stamps: 

[0:00] – 4 phases of Covid-19 (so far!), and the associated market impacts

[4:05] – Why the markets are surprisingly strong, all things considered

[7:35] – What’s giving hope to foreign stocks’ performance - finally

[9:55] – Fine-tuning your financial picture amid the havoc

[15:05] – Opportunities as unique as the year 2020

[17:05] – Peter and Jonathan’s tips of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
 

Important Legal Disclosure: 
http://bit.ly/2DC250b


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

 

]]> Wed, 1 Jul 2020 14:46:20 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk, Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-16-what-the-market-cares-about-uPwXmGMC Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - like the end of a calendar quarter or year - can miss the point of rebalancing altogether. 
 

Time Stamps: 

[0:00] – 4 phases of Covid-19 (so far!), and the associated market impacts

[4:05] – Why the markets are surprisingly strong, all things considered

[7:35] – What’s giving hope to foreign stocks’ performance - finally

[9:55] – Fine-tuning your financial picture amid the havoc

[15:05] – Opportunities as unique as the year 2020

[17:05] – Peter and Jonathan’s tips of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
 

Important Legal Disclosure: 
http://bit.ly/2DC250b


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

 

]]> Episode 16 - What the Market Cares About Jonathan Clements, Peter Mallouk, Creative Planning 00:19:37 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - like the end of a calendar quarter or year - can miss the point of rebalancing altogether. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - like the end of a calendar quarter or year - can miss the point of rebalancing altogether. economy, mid-year, stock market, covid-19, markets false full 16 7cb16744-a2f5-478e-a17f-58e3b0057652 Episode 15 - The One Reason to Own Bonds Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble. 

 

Time Stamps: 

[0:00] – Bear Market rally from S&P decline of 34%

[3:27] – Pandemic’s effect on corporate earnings

[6:00] – Bonds’ performance through the downturn

[10:24] – How the Federal deficit and investors are impacted

[12:20] – Assets’ allocation vs. location

[14:20] – Peter and Jonathan’s tips of the month

]]> Mon, 1 Jun 2020 12:00:04 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-15-Q1V47Qxo Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble. 

 

Time Stamps: 

[0:00] – Bear Market rally from S&P decline of 34%

[3:27] – Pandemic’s effect on corporate earnings

[6:00] – Bonds’ performance through the downturn

[10:24] – How the Federal deficit and investors are impacted

[12:20] – Assets’ allocation vs. location

[14:20] – Peter and Jonathan’s tips of the month

]]> Episode 15 - The One Reason to Own Bonds Creative Planning, Peter Mallouk, Jonathan Clements 00:18:54 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble. economy, economic recovery, bonds, covid-19 false full 15 76075887-e726-4b99-9f1b-0adad7ab9eb1 Episode 14 - Coronavirus: The Market Impact and Planning Opportunities Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability. 

 

Time Stamps: 

[0:00] – The Bear Market rally, and why it’s happening

[3:10] – The when - not if - of recovery

[7:00] – How large-cap stocks and tech companies are dominating

[10:30] – Alphabet soup recovery types

[14:23] – What you can do NOW!

[22:22] – Peter and Jonathan’s tips of the month

 

Important legal disclosure: http://bit.ly/2DC250b

]]> Fri, 1 May 2020 13:10:18 +0000 podcasts@creativeplanning.com (Jonathan Clements, Creative Planning, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-14-coronavirus-the-market-impact-and-planning-opportunities-KLmld_EU Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability. 

 

Time Stamps: 

[0:00] – The Bear Market rally, and why it’s happening

[3:10] – The when - not if - of recovery

[7:00] – How large-cap stocks and tech companies are dominating

[10:30] – Alphabet soup recovery types

[14:23] – What you can do NOW!

[22:22] – Peter and Jonathan’s tips of the month

 

Important legal disclosure: http://bit.ly/2DC250b

]]> Episode 14 - Coronavirus: The Market Impact and Planning Opportunities Jonathan Clements, Creative Planning, Peter Mallouk 00:24:15 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability. pandemic, economy, economic recovery, economic uncertainty, economic well-bing, cover-19, bear market, recovery false full 14 9ac9a7fc-80a5-4e5e-bfaa-3eb28fcc6831 Episode 13 - Coronavirus: How to Respond Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month!

Time Stamps: 

[0:00] – Coronavirus and its effects on markets

[4:16] – Investor responses to the coronavirus 

[6:10] – What the recovery may look like 

[10:50} – The value of diversification and bonds

[12:39] – Peter Mallouk’s tip of the month

[13:00] – Jonathan Clements’ tip of the month

]]> Mon, 2 Mar 2020 21:25:19 +0000 podcasts@creativeplanning.com (Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-13-coronavirus-how-to-respond-LMWPxCHF Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month!

Time Stamps: 

[0:00] – Coronavirus and its effects on markets

[4:16] – Investor responses to the coronavirus 

[6:10] – What the recovery may look like 

[10:50} – The value of diversification and bonds

[12:39] – Peter Mallouk’s tip of the month

[13:00] – Jonathan Clements’ tip of the month

]]> Episode 13 - Coronavirus: How to Respond Creative Planning 00:14:34 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month! Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month! false full 13 8645dcc2-5daa-4ba5-8f58-990baa49c3a5 Episode 12 - Life Changes - Your Estate Plan Should, Too! [0:00] – When to revisit your estate plan and beneficiary designations

[4:40] – What life insurance is - and isn’t

[7:00] – How to spend February 29, your extra day this year

[11:40] – Jonathan Clements’ tip of the month

[13:30] – Peter Mallouk’s tip of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Sun, 2 Feb 2020 15:52:35 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-12-life-changes-your-estate-plan-should-too-RRQnwFpz [0:00] – When to revisit your estate plan and beneficiary designations

[4:40] – What life insurance is - and isn’t

[7:00] – How to spend February 29, your extra day this year

[11:40] – Jonathan Clements’ tip of the month

[13:30] – Peter Mallouk’s tip of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Episode 12 - Life Changes - Your Estate Plan Should, Too! Peter Mallouk, Jonathan Clements 00:15:12 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the importance of routinely evaluating your estate plan and beneficiary choices. Life’s events both within and beyond our control, necessitate review of decisions made earlier and whether some fine-tuning is needed. Peter and Jonathan discuss the role of life insurance in an estate plan, and how to spend February 29 - that gift of an extra day occurring only once every four years. And of course, they share their tips of the month! Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the importance of routinely evaluating your estate plan and beneficiary choices. Life’s events both within and beyond our control, necessitate review of decisions made earlier and whether some fine-tuning is needed. Peter and Jonathan discuss the role of life insurance in an estate plan, and how to spend February 29 - that gift of an extra day occurring only once every four years. And of course, they share their tips of the month! life insurance, estate planning, beneficiary designations false full 12 fc6c96ab-60d2-4b06-96a2-9f612f47dd46 Episode 11 - The Problem With New Year’s Resolutions… Time Stamps:

[0:00] – Happy New Year, and Happy Birthday, Jonathan!

[0:35] – New Year’s resolutions – why they fail, and how they can succeed

[7:00] – The dangers of calendar-based wealth management

[11:00] – Harvest tax losses all year long, if needed

[11:40] – Peter Mallouk’s tip of the month

[13:00] - Jonathan Clements’ tip of the month

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

Important legal disclosure: http://bit.ly/2DC250b

 

]]> Thu, 2 Jan 2020 14:00:04 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-11-the-problem-with-new-years-resolutions-BTuY_Bl0 Time Stamps:

[0:00] – Happy New Year, and Happy Birthday, Jonathan!

[0:35] – New Year’s resolutions – why they fail, and how they can succeed

[7:00] – The dangers of calendar-based wealth management

[11:00] – Harvest tax losses all year long, if needed

[11:40] – Peter Mallouk’s tip of the month

[13:00] - Jonathan Clements’ tip of the month

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

Important legal disclosure: http://bit.ly/2DC250b

 

]]> Episode 11 - The Problem With New Year’s Resolutions… Peter Mallouk, Jonathan Clements 00:14:50 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why New Year’s-driven behavioral and financial goal-setting often fails, and how success can be supported instead. They also discuss how dynamic market conditions - and not the calendar - should guide you when you’re rebalancing a portfolio or harvesting tax losses. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why New Year’s-driven behavioral and financial goal-setting often fails, and how success can be supported instead. They also discuss how dynamic market conditions - and not the calendar - should guide you when you’re rebalancing a portfolio or harvesting tax losses. portfolio rebalancing, rebalancing, tax loss harvesting, tax loss false full 11 1eb7361e-65a1-4be1-9af9-1d6553490c97 Episode 10 - What We’ve Learned in 2019 Time Stamps: 

[0:00] – What’s going on in Great Britain?

[1:15] – The escalating Private Equity market

[5:15] – How REITs can rule in real estate investing

[7:25] – Why the time may be right for a Roth IRA conversion

[10:00] – Tax-impacting moves to make by December 31 – Don’t Delay!

[11:10] – Strategic uses for a Donor Advised Fund

[12:10] – Why not to miss your IRA’s full annual Required Minimum Distribution

[13:00] – How a Qualified Charitable Distribution can be a difference-maker at tax time

[13:50] – Using non-performing assets to your advantage

[14:10] – The risk associated with making a late-year, large-sum mutual fund investment

[15:05] – Peter Mallouk’s tip of the month

[17:05] - Jonathan Clements’ tip of the month

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

Important legal disclosure: http://bit.ly/2DC250b

]]> Mon, 2 Dec 2019 18:49:16 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk) https://creativeplanning.com/social/down-the-middle-podcast-episode-10-what-we-learned-in-2019/ Time Stamps: 

[0:00] – What’s going on in Great Britain?

[1:15] – The escalating Private Equity market

[5:15] – How REITs can rule in real estate investing

[7:25] – Why the time may be right for a Roth IRA conversion

[10:00] – Tax-impacting moves to make by December 31 – Don’t Delay!

[11:10] – Strategic uses for a Donor Advised Fund

[12:10] – Why not to miss your IRA’s full annual Required Minimum Distribution

[13:00] – How a Qualified Charitable Distribution can be a difference-maker at tax time

[13:50] – Using non-performing assets to your advantage

[14:10] – The risk associated with making a late-year, large-sum mutual fund investment

[15:05] – Peter Mallouk’s tip of the month

[17:05] - Jonathan Clements’ tip of the month

 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

 

Important legal disclosure: http://bit.ly/2DC250b

]]> Episode 10 - What We’ve Learned in 2019 Jonathan Clements, Peter Mallouk 00:18:52 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the escalating trend of company owners exiting via Private Equity instead of going public, and what this means to investors. They also discuss a simplified method for investing in real estate; why 2019 - 2020 may be a rare and brief opportunity to convert a traditional IRA to a Roth IRA; and actions to take NOW AND BY DECEMBER 31 to impact your 2019 taxes. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the escalating trend of company owners exiting via Private Equity instead of going public, and what this means to investors. They also discuss a simplified method for investing in real estate; why 2019 - 2020 may be a rare and brief opportunity to convert a traditional IRA to a Roth IRA; and actions to take NOW AND BY DECEMBER 31 to impact your 2019 taxes. donor advised fund, reits, ira, 2019, required minimum distribution, private equity false full 10 8745dbf6-c044-469f-ba23-3877f385eaa6 Episode 9 - When to Claim Social Security Time Stamps:

[0:00] – When to claim Social Security

[10:27] – Coping with a financial emergency

[13:20] – Funding a Roth IRA 

[14:00] – Biggest financial regrets

[16:50] - Peter Mallouk tip of the month

[17:35] - Jonathan Clements tip of the month

 

SHOW NOTES
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important legal disclosure: http://bit.ly/2DC250b

]]> Fri, 1 Nov 2019 11:00:05 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Jonathan Clements) https://creativeplanning.com/social/down-the-middle-podcast-episode-9-when-to-claim-social-security/ Time Stamps:

[0:00] – When to claim Social Security

[10:27] – Coping with a financial emergency

[13:20] – Funding a Roth IRA 

[14:00] – Biggest financial regrets

[16:50] - Peter Mallouk tip of the month

[17:35] - Jonathan Clements tip of the month

 

SHOW NOTES
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important legal disclosure: http://bit.ly/2DC250b

]]> Episode 9 - When to Claim Social Security Peter Mallouk, Creative Planning, Jonathan Clements 00:19:51 Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast takes a closer look at the ideal age to start receiving your Social Security benefits, and in particular, the variables that can affect your monthly payment. They also discuss how to cope with a financial emergency; the benefits of starting a Roth IRA at an early age; and their biggest financial regrets. Plus, you won’t want to miss each of their monthly tips! Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast takes a closer look at the ideal age to start receiving your Social Security benefits, and in particular, the variables that can affect your monthly payment. They also discuss how to cope with a financial emergency; the benefits of starting a Roth IRA at an early age; and their biggest financial regrets. Plus, you won’t want to miss each of their monthly tips! social security, funding an ira, financial regrets false full 9 d4cc7181-89e1-40e8-a44f-217d7011d8b2 Episode 8 - The How and Why of Diversifying Concentrated Stock Risk Time Stamps

[0:00] – Strategies to mitigate concentrated stock risk

[6:20] – Company stock in a 401k plan

[9:08] – The right approach to generate retirement income

[16:00] - Peter Mallouk tip of the month

[17:34] - Jonathan Clements tip of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Tue, 1 Oct 2019 15:36:09 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-8-_PHWv_YK Time Stamps

[0:00] – Strategies to mitigate concentrated stock risk

[6:20] – Company stock in a 401k plan

[9:08] – The right approach to generate retirement income

[16:00] - Peter Mallouk tip of the month

[17:34] - Jonathan Clements tip of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Episode 8 - The How and Why of Diversifying Concentrated Stock Risk Jonathan Clements, Peter Mallouk 00:19:07 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at concentrated stock risk and how to thoughtfully mitigate that risk whether it’s in a taxable or retirement account. Peter and Jonathan also take a deeper look at retirement income generation and discuss why an income-only portfolio approach may not be the most appropriate strategy. Plus, stick around to hear their monthly tips! Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at concentrated stock risk and how to thoughtfully mitigate that risk whether it’s in a taxable or retirement account. Peter and Jonathan also take a deeper look at retirement income generation and discuss why an income-only portfolio approach may not be the most appropriate strategy. Plus, stick around to hear their monthly tips! concentrated stock, retirement income, roth ira, generating retirement income false full 8 899f121e-bbf8-46f8-afa9-cd70ba11c509 Episode 7 – Paying for College Time Stamps
[0:00] - Paying for college
[5:41] - College debt
[14:37] - Biases people have from childhood
[18:30] - Peter Mallouk tip of the month
[20:06] - Jonathan Clements tip of the month

Important legal disclosure: http://bit.ly/2DC250b

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Mon, 9 Sep 2019 14:12:16 +0000 podcasts@creativeplanning.com (Jonathan Clements, Peter Mallouk) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-7-paying-for-college-wa71jNaw Time Stamps
[0:00] - Paying for college
[5:41] - College debt
[14:37] - Biases people have from childhood
[18:30] - Peter Mallouk tip of the month
[20:06] - Jonathan Clements tip of the month

Important legal disclosure: http://bit.ly/2DC250b

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Episode 7 – Paying for College Jonathan Clements, Peter Mallouk 00:21:55 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’ s podcast takes a closer look at saving for and paying for college, college debt and cost inflation and the biases people have as adults from their childhood. Plus, you won’t want to miss each of their monthly tips! Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’ s podcast takes a closer look at saving for and paying for college, college debt and cost inflation and the biases people have as adults from their childhood. Plus, you won’t want to miss each of their monthly tips! 529, paying for college false full 7 16ec1fcb-91b1-44b5-8d44-1a04475f3a58 Episode 6 – How Much Does the President Affect the Economy? Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Thu, 1 Aug 2019 13:37:37 +0000 podcasts@creativeplanning.com (Creative Planning) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-6-how-much-does-the-president-affect-the-economy-e_BJnpe4 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Episode 6 – How Much Does the President Affect the Economy? Creative Planning 00:22:58 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at if the market is fairly-valued, how much affect the sitting president has on the stock market and how they each got started with investing. Plus, you won’t want to miss each of their monthly tips! Time Stamps [0:00] – Market valuations [7:07] - Impact of the President on the Markets [12:50] - How Peter and Jonathan got started with investing [18:15] - Peter Mallouk tip of the month [20:33] - Jonathan Clements tip of the month Download from Apple iTunes: https://apple.co/2JfEcin Download from Google Play Music: http://bit.ly/2vvjjrd Download from Spotify: https://spoti.fi/2GnPs9i Important legal disclosure: http://bit.ly/2DC250b Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at if the market is fairly-valued, how much affect the sitting president has on the stock market and how they each got started with investing. Plus, you won’t want to miss each of their monthly tips! Time Stamps [0:00] – Market valuations [7:07] - Impact of the President on the Markets [12:50] - How Peter and Jonathan got started with investing [18:15] - Peter Mallouk tip of the month [20:33] - Jonathan Clements tip of the month Download from Apple iTunes: https://apple.co/2JfEcin Download from Google Play Music: http://bit.ly/2vvjjrd Download from Spotify: https://spoti.fi/2GnPs9i Important legal disclosure: http://bit.ly/2DC250b false full 6 af7645f7-d024-4102-9d48-b1a0b6e4393b Episode 5 – Does Money Make You Happy? Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Mon, 1 Jul 2019 13:47:43 +0000 podcasts@creativeplanning.com (Peter Mallouk & Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-5-does-money-make-you-happy-47AsoxpO Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

]]> Episode 5 – Does Money Make You Happy? Peter Mallouk & Jonathan Clements 00:24:16 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at emotional issues tied to money. Included is an in-depth discussion on how money does and does not make you happy according to research, having a healthy relationship with money and alternative investments. Plus, you won’t want to miss each of their monthly tips! Time Stamps [0:00] – Having a healthy relationship with money [6:43] – Money and happiness [13:25] – Alternative investments [20:52] – Peter Mallouk tip of the month [22:20] – Jonathan Clements tip of the month Download from Apple iTunes: https://apple.co/2JfEcin Download from Google Play Music: http://bit.ly/2vvjjrd Download from Spotify: https://spoti.fi/2GnPs9i Important legal disclosure: http://bit.ly/2DC250b Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at emotional issues tied to money. Included is an in-depth discussion on how money does and does not make you happy according to research, having a healthy relationship with money and alternative investments. Plus, you won’t want to miss each of their monthly tips! Time Stamps [0:00] – Having a healthy relationship with money [6:43] – Money and happiness [13:25] – Alternative investments [20:52] – Peter Mallouk tip of the month [22:20] – Jonathan Clements tip of the month Download from Apple iTunes: https://apple.co/2JfEcin Download from Google Play Music: http://bit.ly/2vvjjrd Download from Spotify: https://spoti.fi/2GnPs9i Important legal disclosure: http://bit.ly/2DC250b jonathan clements, creative planning, peter mallouk, money, happiness, financial education, alternative investments false full 5 5e63b9e3-7c4a-4953-b9a1-e578196fafd3 Episode 4 – How the Financial Media Maximizes Profits Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!

]]> Sat, 1 Jun 2019 12:54:30 +0000 podcasts@creativeplanning.com (Peter Mallouk & Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-4-how-the-financial-media-maxim-PI4feDg8 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!

]]> Episode 4 – How the Financial Media Maximizes Profits Peter Mallouk & Jonathan Clements 00:25:34 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at the financial media and what the media’s goals and responsibilities are. Included is an in-depth discussion on types of financial advisors, and some estate planning considerations as you select how to pass on assets to your loved ones. Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products! Time Stamps [0:00] – Perspective on Financial Media [7:40] – Fee-only advisors vs. Fee-based advisors vs. commission-based advisors [18:26] – Estate Planning [23:50] – Peter Mallouk tip of the month [24:23] - Jonathan Clements tip of the month Important legal disclosure: http://bit.ly/2DC250b Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at the financial media and what the media’s goals and responsibilities are. Included is an in-depth discussion on types of financial advisors, and some estate planning considerations as you select how to pass on assets to your loved ones. Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products! Time Stamps [0:00] – Perspective on Financial Media [7:40] – Fee-only advisors vs. Fee-based advisors vs. commission-based advisors [18:26] – Estate Planning [23:50] – Peter Mallouk tip of the month [24:23] - Jonathan Clements tip of the month Important legal disclosure: http://bit.ly/2DC250b jonathan clements, fee only advisor, peter mallouk, financial media, estate planning, financial journalism false full 4 bd1d17a9-5ebd-4f56-bad3-5742a9926b4d Episode 3: Think You Know What You’re Invested In? Think Again. Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!

Time Stamps
[0:00] –What are some of the things Peter Mallouk notices when brining on assets from other advisors?
[3:53] – Fiduciary standard. What does that mean?
[8:36] – Tax planning & tax law changes
[14:17] – Peter Mallouk tip of the month
[15:11] - Jonathan Clements tip of the month

]]> Tue, 30 Apr 2019 19:26:44 +0000 podcasts@creativeplanning.com (Peter Mallouk & Jonathan Clements) https://down-the-middle-2c4b189d.simplecast.com/episodes/episode-3-think-you-know-what-you-re-in-5_l4tPnA Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!

Time Stamps
[0:00] –What are some of the things Peter Mallouk notices when brining on assets from other advisors?
[3:53] – Fiduciary standard. What does that mean?
[8:36] – Tax planning & tax law changes
[14:17] – Peter Mallouk tip of the month
[15:11] - Jonathan Clements tip of the month

]]> Episode 3: Think You Know What You’re Invested In? Think Again. Peter Mallouk & Jonathan Clements 00:16:45 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products! Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products! jonathan clements, tax planning, peter mallouk, tax law changes, fiduciary false full 3 8f2e4cb6-1a70-48c6-a0be-6fd787f05d84 Episode 2: How to Avoid Blowing Up Your Portfolio Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strategies!

Time Stamps

[0:00] - What was it like in the early days of Creative Planning, particularly after multiple recessions, including 2008?

[4:27] – Behavioral Finance. What types of mistakes have academics identified that leads investors to do damage to themselves? How can you avoid them?

[11:20] – Real Estate Investments

[22:43] – Peter Mallouk Tip of the Month

[23:20] – Jonathan Clements Tip of the Month

]]> Tue, 16 Apr 2019 20:38:00 +0000 podcasts@creativeplanning.com (Peter Mallouk & Jonathan Clements) https://creativeplanning.com/social/down-the-middle-podcast-ep-2/ Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strategies!

Time Stamps

[0:00] - What was it like in the early days of Creative Planning, particularly after multiple recessions, including 2008?

[4:27] – Behavioral Finance. What types of mistakes have academics identified that leads investors to do damage to themselves? How can you avoid them?

[11:20] – Real Estate Investments

[22:43] – Peter Mallouk Tip of the Month

[23:20] – Jonathan Clements Tip of the Month

]]> Episode 2: How to Avoid Blowing Up Your Portfolio Peter Mallouk & Jonathan Clements 00:25:27 Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strategies! Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strategies! jonathan clements, kids & finance, creative planning, peter mallouk, money lessons false full 2 8e437fbe-d8b9-4f33-9a9e-bbd1a8687060 Episode 1: Welcome to Down the Middle Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your own investing strategies!

Time Stamps

0:00 - Welcome to Down the Middle

1:15 – What is on the mind of Creative Planning clients; what are they worrying about?

1:54 – Recent market shifts. What’s going on here?

3:49 – Are stocks too expensive?

7:18 – Why is my portfolio not invested in all US Large Cap stocks?

12:37 – Jack Bogle

18:00 – Peter Mallouk Monthly Tip

18:52 – Jonathan Clements Monthly Tip

]]> Fri, 15 Feb 2019 23:32:00 +0000 podcasts@creativeplanning.com (Peter Mallouk & Jonathan Clements) https://creativeplanning.com/social/down-the-middle-podcast-ep-1/ Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your own investing strategies!

Time Stamps

0:00 - Welcome to Down the Middle

1:15 – What is on the mind of Creative Planning clients; what are they worrying about?

1:54 – Recent market shifts. What’s going on here?

3:49 – Are stocks too expensive?

7:18 – Why is my portfolio not invested in all US Large Cap stocks?

12:37 – Jack Bogle

18:00 – Peter Mallouk Monthly Tip

18:52 – Jonathan Clements Monthly Tip

]]> Episode 1: Welcome to Down the Middle Peter Mallouk & Jonathan Clements 00:21:14 Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your own investing strategies! Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your own investing strategies! jonathan clements, creative planning, monthly tips, peter mallouk, jack bogle false full 1