https://simplecast.com A Thousand Miles from Wall Street A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. en Mon, 16 Dec 2019 18:04:38 +0000 Tue, 2 Nov 2021 19:07:18 +0000 https://a-thousand-miles-from-wall-street.simplecast.com A Thousand Miles from Wall Street https://image.simplecastcdn.com/images/100b76a0-757a-4a7e-9db9-115aa882e067/81abef5f-cd46-4f72-afc7-54d7a26da706/3000x3000/1000_Miles_DesignAlt.jpg?aid=rss_feed https://a-thousand-miles-from-wall-street.simplecast.com episodic A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Creative Planning no https://feeds.simplecast.com/_fWxltC2 creative planning, financial planning, estate planning, investments, stocks, bonds, peter mallouk, financial education Creative Planning podcasts@creativeplanning.com 1a866399-d22c-4ea8-8670-65a9de81a6e6 Episode 51 - The Long and Short of Institutional Investing Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Mon, 16 Dec 2019 18:04:38 +0000 podcasts@creativeplanning.com (Peter Mallouk, Tiya Lim) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-51-the-long-and-short-of-institutional-investing-z8sijYUl Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 51 - The Long and Short of Institutional Investing Peter Mallouk, Tiya Lim 00:04:05 Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss how institutional investment advisors manage their funds’ growth, withdrawals, and volatility, all simultaneously. They examine what has changed since the Great Recession, and what tenets are valued today. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss how institutional investment advisors manage their funds’ growth, withdrawals, and volatility, all simultaneously. They examine what has changed since the Great Recession, and what tenets are valued today. Listen in as we explore these topics in the latest podcast episode. institutional investing, investing no full 51 c6347522-9e8b-4174-8dae-831913145c06 Episode 50 - Stretching the Limits of Gifting Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 6 Dec 2019 17:00:40 +0000 podcasts@creativeplanning.com (Peter Mallouk, Chrissy Knopke, Annie Rogers) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-50-stretching-the-limits-of-gifting-_K3_asaL Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 50 - Stretching the Limits of Gifting Peter Mallouk, Chrissy Knopke, Annie Rogers 00:04:10 Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage. Listen in as we explore these topics in the latest podcast episode. financial gifting, gifting laws, gifting no full 50 3d8b742a-66f3-4fb7-87fd-ae2ff123284e Episode 49 - The Real Estate Conundrum Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 29 Nov 2019 14:00:08 +0000 podcasts@creativeplanning.com (Candace Varner, Peter Mallouk, Ben Hake) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-49-the-real-estate-conundrum-OuHrqmFT Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 49 - The Real Estate Conundrum Candace Varner, Peter Mallouk, Ben Hake 00:03:24 Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss tax-advantaged real estate investing. They review the benefits of an Opportunity Zone fund, and how patience can add to the payoff. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss tax-advantaged real estate investing. They review the benefits of an Opportunity Zone fund, and how patience can add to the payoff. Listen in as we explore these topics in the latest podcast episode. real estate investing, opportunity zone, tax advantages no full 49 bb722a6d-d290-438e-8849-5699422c7154 Episode 48 - Connecting Capital to Causes Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 26 Nov 2019 17:30:52 +0000 podcasts@creativeplanning.com (Peter Mallouk, Vince Clark) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-48-connecting-capital-to-causes-R9k7HkRh Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 48 - Connecting Capital to Causes Peter Mallouk, Vince Clark 00:04:54 Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss High Net Worth individuals and their needs, which are not limited to dollars. They share how age and accomplishment can transition one’s chase for success into one of significance. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss High Net Worth individuals and their needs, which are not limited to dollars. They share how age and accomplishment can transition one’s chase for success into one of significance. Listen in as we explore these topics in the latest podcast episode. significance, high net worth, accomplishments no full 48 f6c83316-a1da-44cc-bb4a-3efcce73ce09 Episode 47 - In Time for the Giving Season Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Mon, 25 Nov 2019 00:55:28 +0000 podcasts@creativeplanning.com (Tiya Lim, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-47-in-time-for-the-giving-season-sV2Za1O_ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 47 - In Time for the Giving Season Tiya Lim, Peter Mallouk 00:04:24 Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss two popular charitable giving vehicles, personal foundations and donor-advised funds. While they’re often thought of similarly, there can be a strong difference depending on who’s to receive your gift. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss two popular charitable giving vehicles, personal foundations and donor-advised funds. While they’re often thought of similarly, there can be a strong difference depending on who’s to receive your gift. Listen in as we explore these topics in the latest podcast episode. charitable giving, donor advised funds, gift, daf no full 47 3eebd911-d3b9-4991-afa7-dd26a8acfe53 Episode 46 - Act Now! Avoid the Tax Season “Should Haves” Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 19 Nov 2019 17:08:20 +0000 podcasts@creativeplanning.com (Peter Mallouk, Ben Hake, Candace Varner) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-46-act-now-avoid-the-tax-season-should-haves-7N10lyyn Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 46 - Act Now! Avoid the Tax Season “Should Haves” Peter Mallouk, Ben Hake, Candace Varner 00:03:50 Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss year-end tax planning. They examine a recent tax law nuance that can enhance the deductibility of your charitable gifting. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss year-end tax planning. They examine a recent tax law nuance that can enhance the deductibility of your charitable gifting. Listen in as we explore these topics in the latest podcast episode. tax planning, tax law, end of the year tax planning, taxes, april 15th, charitable gifting no full 46 47c8b4e0-0531-45cf-95d2-7cdd56513227 Episode 45 - Power Of Attorney – The Who, What And Why Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Thu, 14 Nov 2019 16:46:30 +0000 podcasts@creativeplanning.com (Chrissy Knopke, Peter Mallouk, Annie Rogers) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-45-power-of-attorney-the-who-what-and-why-_j3IDvIT Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 45 - Power Of Attorney – The Who, What And Why Chrissy Knopke, Peter Mallouk, Annie Rogers 00:04:56 Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss financial Power of Attorney document types, and the appropriate time to use each. Like other estate planning documents, POAs need regular review as your needs may change . Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss financial Power of Attorney document types, and the appropriate time to use each. Like other estate planning documents, POAs need regular review as your needs may change . Listen in as we explore these topics in the latest podcast episode. no full 45 5a398a95-8149-4c7c-90f6-e6e539635523 Episode 44 - The Client-Advisor Connection Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!

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

]]> Mon, 11 Nov 2019 21:09:13 +0000 podcasts@creativeplanning.com (Peter Mallouk, Vince Clark) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/the-client-advisor-connection-oLJEyiAP Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!

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

]]> Episode 44 - The Client-Advisor Connection Peter Mallouk, Vince Clark 00:06:42 Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss the essential qualities of a Wealth Manager - Client relationship. They examine the client journey, and how matchmaking influences the connection between client and wealth manager. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss the essential qualities of a Wealth Manager - Client relationship. They examine the client journey, and how matchmaking influences the connection between client and wealth manager. Listen in as we explore these topics in the latest podcast episode. financial planning, financialplanner, client-advisor, relationship, matchmaking no full 44 af1341a9-f58d-49cd-821e-0e766aa2ab33 Episode 43 - Hazards of DIY Investing Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!

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

 

]]> Tue, 5 Nov 2019 22:34:22 +0000 podcasts@creativeplanning.com (Peter Mallouk, Tiya Lim) https://creativeplanning.com/social/a-thousand-miles-from-wall-street-podcast-episode-43-hazards-of-diy-investing/ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!

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

 

]]> Episode 43 - Hazards of DIY Investing Peter Mallouk, Tiya Lim 00:03:25 Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss the DIY trend among smaller institutional investors, and present the advantages of using an advisory firm instead. Can a board’s good intentions be sustained during times of transition, and especially among members? Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss the DIY trend among smaller institutional investors, and present the advantages of using an advisory firm instead. Can a board’s good intentions be sustained during times of transition, and especially among members? Listen in as we explore these topics in the latest podcast episode. advisory firm, diy investing, institutional investing, investing no full 43 420f452c-1d77-4e0c-bea6-455d36dc024f Episode 42 - Family Peace is Priceless Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Wed, 30 Oct 2019 13:42:27 +0000 podcasts@creativeplanning.com (Annie Rogers, Peter Mallouk, Chrissy Knopke) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-42-family-peace-is-priceless-xVVlfdlV Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 42 - Family Peace is Priceless Annie Rogers, Peter Mallouk, Chrissy Knopke 00:05:31 Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss how the “stuff” we collect and later share can be a potential source of disputes if not proactively addressed through wills or trusts. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss how the “stuff” we collect and later share can be a potential source of disputes if not proactively addressed through wills or trusts. Listen in as we explore these topics in the latest podcast episode. will, family peace, estate planning no full 42 dff0215c-94d2-4208-a9a4-b49247a7e8b7 Episode 41 - The Often Overlooked Benefits of HSA Accounts Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 25 Oct 2019 20:31:55 +0000 podcasts@creativeplanning.com (Dan Mathews, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-41-the-often-overlooked-benefits-of-hsa-accounts-AHSYDbWY Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 41 - The Often Overlooked Benefits of HSA Accounts Dan Mathews, Peter Mallouk 00:05:20 Peter Mallouk and his guest, Wealth Manager Dan Mathews, discuss how to manage the health insurance conundrum if you’re not working – and not yet Medicare-eligible. By planning, you can offset, at least partially, the financial impacts to your traditional healthcare benefits. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Wealth Manager Dan Mathews, discuss how to manage the health insurance conundrum if you’re not working – and not yet Medicare-eligible. By planning, you can offset, at least partially, the financial impacts to your traditional healthcare benefits. Listen in as we explore these topics in the latest podcast episode. tax benefits, hsa, open enrollment, fsa no full 41 7f3a4cb0-c6bb-4ee5-85f8-e344615b944a Episode 40 - Just Get Started Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

 

]]> Wed, 23 Oct 2019 03:21:20 +0000 podcasts@creativeplanning.com (Mike Giefer, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-40-IvT6wb56 Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

 

]]> Episode 40 - Just Get Started Mike Giefer, Peter Mallouk 00:03:46 Peter Mallouk and his guest, Wealth Manager Mike Giefer, discuss the roles of initiative and discipline in setting a firm financial foundation, and how starting young lets time work for you instead of against you. Listen in as we explore these topics in the latest podcast episode Peter Mallouk and his guest, Wealth Manager Mike Giefer, discuss the roles of initiative and discipline in setting a firm financial foundation, and how starting young lets time work for you instead of against you. Listen in as we explore these topics in the latest podcast episode saving, financial planning, planning, investing no full 40 7c9b04ba-b7b1-4adb-8f91-075288e77e35 Episode 39 - The Benefits, Differences and Quirks of FSA and HSA Employee Benefit Accounts Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 18 Oct 2019 15:50:12 +0000 podcasts@creativeplanning.com (Dan Mathews, Peter Mallouk, Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-39-the-benefits-differences-and-quirks-of-fsa-and-hsa-employee-benefit-accounts-OoIxpfeX Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 39 - The Benefits, Differences and Quirks of FSA and HSA Employee Benefit Accounts Dan Mathews, Peter Mallouk, Creative Planning 00:05:22 Peter Mallouk and his guest, Wealth Manager Dan Mathews, separate FSA from HSA, and reveal how to get the most appropriate health insurance coverage for the lowest fixed cost. They also discuss the under-the-radar lifetime savings offered by an HSA. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Wealth Manager Dan Mathews, separate FSA from HSA, and reveal how to get the most appropriate health insurance coverage for the lowest fixed cost. They also discuss the under-the-radar lifetime savings offered by an HSA. Listen in as we explore these topics in the latest podcast episode. hsa, health insurance coverage, fsa, employee benefits no full 39 81a1722c-2aee-4826-80dd-f3535977fb91 Episode 38 - Power of Compounding Interest Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

 

]]> Fri, 18 Oct 2019 00:31:17 +0000 podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-38-compound-interest-6W4myxbs Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

 

]]> Episode 38 - Power of Compounding Interest Peter Mallouk, Jeff Stolper 00:04:42 Peter Mallouk and his guest, Director of Financial Planning Jeff Stolper, discuss how earning interest on interest through the power of compounding builds savings. Though the concept is centuries old, the practice can work through anyone’s lifetime. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Director of Financial Planning Jeff Stolper, discuss how earning interest on interest through the power of compounding builds savings. Though the concept is centuries old, the practice can work through anyone’s lifetime. Listen in as we explore these topics in the latest podcast episode. compound interest, compounding interest, building savings, savings no full 38 4ee8bc91-0cc8-436e-881c-8e5d0caa3e56 Episode 37 - Benefits of Fixed Pricing on Tax Preparation Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

 

]]> Mon, 14 Oct 2019 17:09:45 +0000 podcasts@creativeplanning.com (Scott Hipp, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-37-benefits-of-fixed-pricing-on-tax-preparation-ZpIE8WX9 Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

 

]]> Episode 37 - Benefits of Fixed Pricing on Tax Preparation Scott Hipp, Peter Mallouk 00:04:50 Peter Mallouk and his guest, Tax Director Scott Hipp, discuss why income tax preparation should result from strategy, and not from form-filling. They explain that the client-preparer relationship should have year-round benefits and not just focus on an April 15-driven deadline. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Tax Director Scott Hipp, discuss why income tax preparation should result from strategy, and not from form-filling. They explain that the client-preparer relationship should have year-round benefits and not just focus on an April 15-driven deadline. Listen in as we explore these topics in the latest podcast episode. fixed pricing, benefits of fixed pricing, tax prep, tax preparation, tax strategy no full 37 9753c7fe-40bd-4f50-8f5e-f0491e7e94e2 Episode 36 - Gifting Assets Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Sun, 6 Oct 2019 18:03:12 +0000 podcasts@creativeplanning.com (Peter Mallouk, Ryan Dryer) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-36-gifting-assets-c7b3Cutu Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 36 - Gifting Assets Peter Mallouk, Ryan Dryer 00:04:29 Peter Mallouk and his guest, Wealth Manager and Estate Attorney Ryan Dryer, discuss the opportunities and limits of asset gifting - and a commonly held myth. Though many people yearn to be generous, their overall financial plan is an important consideration before they act. Listen as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Wealth Manager and Estate Attorney Ryan Dryer, discuss the opportunities and limits of asset gifting - and a commonly held myth. Though many people yearn to be generous, their overall financial plan is an important consideration before they act. Listen as we explore these topics in the latest podcast episode. estate planning, generous, gifting, financial plan, assets no full 36 867b29e9-743a-4e9e-a363-fd2d77a33421 Episode 35 - Not Letting Taxes Dictate Investment Decisions Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 4 Oct 2019 21:57:14 +0000 podcasts@creativeplanning.com (Jerrod Pearce, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-35-not-letting-taxes-dictate-investment-decisions-M7ZPIBEV Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 35 - Not Letting Taxes Dictate Investment Decisions Jerrod Pearce, Peter Mallouk 00:06:12 Peter Mallouk and his guest, Wealth Manager Jerrod Pearce, CFP®, CPA, discuss why an investment’s tax implications should be a consideration, but not a motivation. They share the dangers of “falling in love” with a particular holding, and how that can paralyze us from acting to create a long-term, diversified portfolio. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Wealth Manager Jerrod Pearce, CFP®, CPA, discuss why an investment’s tax implications should be a consideration, but not a motivation. They share the dangers of “falling in love” with a particular holding, and how that can paralyze us from acting to create a long-term, diversified portfolio. Listen in as we explore these topics in the latest podcast episode. investment decisions, taxes no full 35 b90ebd85-4b7a-4180-99c5-49f37800a7e4 Episode 34 – Benefits of Family Wealth Planning Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Thu, 26 Sep 2019 23:27:18 +0000 podcasts@creativeplanning.com (Peter Mallouk, Andrew Horsman) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-34-benefits-of-family-wealth-planning-Dl4AW3cZ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 34 – Benefits of Family Wealth Planning Peter Mallouk, Andrew Horsman 00:05:40 Peter Mallouk and his guest, Wealth Manager Andrew Horsman, discuss the sense of honor and peace of mind that come with a multi-generation financial plan. Having family members on the same financial page strengthens relationships, leaving more time for “real talk” instead of transactional conversations. Listen as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Wealth Manager Andrew Horsman, discuss the sense of honor and peace of mind that come with a multi-generation financial plan. Having family members on the same financial page strengthens relationships, leaving more time for “real talk” instead of transactional conversations. Listen as we explore these topics in the latest podcast episode. financial planning, family wealth planning, wealth management, multi-generation financial plan, strengthen relationships no full 34 27f0c493-3f72-4223-b837-9c49024b8202 Episode 33 - Drawing from Portfolios in Retirement Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 24 Sep 2019 19:28:10 +0000 podcasts@creativeplanning.com (Peter Mallouk, Ryan Swartz) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-33-drawing-from-portfolios-in-retirement-5bDPcqBO Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 33 - Drawing from Portfolios in Retirement Peter Mallouk, Ryan Swartz 00:06:36 Peter Mallouk and his guest, Managing Director Ryan Swartz, discuss how a needs-based portfolio can push back on the gravitational pull of a bear market. With bonds and alternate investments, investors can mitigate the double-whammy of depressed values and portfolio withdrawals during a down market. Listen as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Managing Director Ryan Swartz, discuss how a needs-based portfolio can push back on the gravitational pull of a bear market. With bonds and alternate investments, investors can mitigate the double-whammy of depressed values and portfolio withdrawals during a down market. Listen as we explore these topics in the latest podcast episode. needs-based portfolio, portfolio withdrawals, bear market no full 33 b5a666e7-bdb5-4128-89b3-b00fb617d273 Episode 32 - How Living Trusts Protect Assets In Your Absence Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Thu, 19 Sep 2019 20:18:47 +0000 podcasts@creativeplanning.com (Peter Mallouk, Seamus Smith) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-32-how-living-trusts-protect-assets-in-your-absence-V3QmKwNo Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 32 - How Living Trusts Protect Assets In Your Absence Peter Mallouk, Seamus Smith 00:03:30 Peter Mallouk and his guest, Estate and Business Planning Attorney Seamus Smith, share planning tools designed for thoughtful and protective asset management and distribution after an owner’s death. Staging beneficiaries’ access to assets over time provides protections from life’s temptations and vulnerabilities. Listen as we explore these topics in the latest podcast episode. Peter Mallouk and his guest, Estate and Business Planning Attorney Seamus Smith, share planning tools designed for thoughtful and protective asset management and distribution after an owner’s death. Staging beneficiaries’ access to assets over time provides protections from life’s temptations and vulnerabilities. Listen as we explore these topics in the latest podcast episode. manage assets, living trust no full 32 3cbc4142-d9bc-4426-8f7f-889536495a1f Episode 31 - The Importance of Investing with Proper Perspective Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 17 Sep 2019 20:52:54 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Mike Giefer) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-31-the-importance-of-investing-with-proper-perspective-uni_J_y_ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 31 - The Importance of Investing with Proper Perspective Peter Mallouk, Creative Planning, Mike Giefer 00:04:22 Investing is subjective, and begins with having the proper perspective and two quantifiable measures. If you don’t know them, listen to Peter Mallouk and Wealth Manager Mike Giefer as they discuss an important guideline that can apply to anyone. They also answer the age-old question, “How should I be invested?” Investing is subjective, and begins with having the proper perspective and two quantifiable measures. If you don’t know them, listen to Peter Mallouk and Wealth Manager Mike Giefer as they discuss an important guideline that can apply to anyone. They also answer the age-old question, “How should I be invested?” how should i invest?, investing no full 31 ed4fbfc8-b599-4d9a-b875-dfa921881989 Episode 30 - Energy Investments Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 13 Sep 2019 13:13:14 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jay Beebe) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-30-energy-investments-SBQzu0Aa Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 30 - Energy Investments Creative Planning, Peter Mallouk, Jay Beebe 00:03:51 Peter Mallouk and guest, Wealth Advisor Jay Beebe discuss why energy investments have changed significantly in the last 10 years. Has fracking technology changed the industry? Is there a limited supply of oil or has technology changed that? Hear Jay explain how a company’s decision on pricing oil is like a game of whack-a-mole. Listen in as Peter and Jay discuss this fascinating topic. Peter Mallouk and guest, Wealth Advisor Jay Beebe discuss why energy investments have changed significantly in the last 10 years. Has fracking technology changed the industry? Is there a limited supply of oil or has technology changed that? Hear Jay explain how a company’s decision on pricing oil is like a game of whack-a-mole. Listen in as Peter and Jay discuss this fascinating topic. jay beebe, creative planning, peter mallouk, energy investments no full 30 fb45d3a4-5e62-419e-ad2b-19e99b8ad493 Episode 29 - Why Continuity is Key for Business Owners Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 6 Sep 2019 17:24:22 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Brad Johnston) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-29-why-continuity-is-key-for-business-owners-tDVph02L Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 29 - Why Continuity is Key for Business Owners Creative Planning, Peter Mallouk, Brad Johnston 00:05:15 Hosted by Peter Mallouk, this podcast features Managing Director Brad Johnston. They discuss the needs of business owners, especially those running a family business. What tools can help save time and provide solutions? How can the Mayo Clinic inspire economic well-being? Hosted by Peter Mallouk, this podcast features Managing Director Brad Johnston. They discuss the needs of business owners, especially those running a family business. What tools can help save time and provide solutions? How can the Mayo Clinic inspire economic well-being? business owner, family business, economic well-bing no full 29 304fa4f3-7ae5-46f4-8b21-642013600842 Episode 28 - Improve Your "Digital Hygiene" and Keep Your Information Safe Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

Fidelity Investments is an independent company, unaffiliated with Creative Planning. Fidelity Investments is a service provider to Creative Planning.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.

]]> Fri, 30 Aug 2019 15:53:08 +0000 podcasts@creativeplanning.com (Gary Rossi, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-28-improve-your-digital-hygiene-and-keep-your-information-safe-sKp4G_7e Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

Fidelity Investments is an independent company, unaffiliated with Creative Planning. Fidelity Investments is a service provider to Creative Planning.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.

]]> Episode 28 - Improve Your "Digital Hygiene" and Keep Your Information Safe Gary Rossi, Peter Mallouk 00:26:04 Peter Mallouk and guest Gary Rossi, Vice President at Fidelity Security go deep into the world of cyber security. Who are the cyber criminals that we should be aware of? What are their most common tactics? More importantly, what steps can we take to make ourselves harder targets? Listen in as we explore this critical topic and hear Gary's top tips for improving your "digital hygiene". Peter Mallouk and guest Gary Rossi, Vice President at Fidelity Security go deep into the world of cyber security. Who are the cyber criminals that we should be aware of? What are their most common tactics? More importantly, what steps can we take to make ourselves harder targets? Listen in as we explore this critical topic and hear Gary's top tips for improving your "digital hygiene". digital hygiene, cybercriminals, cyber security, gary rossi, i've been hacked, data breach no full 28 fed20b49-da0d-4e16-bec4-9a2a81ff4a50 Episode 27 - Tax Tips For Individuals Considering Moving From Employee to Self-Employed Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 27 Aug 2019 20:38:05 +0000 podcasts@creativeplanning.com (Candace Varner, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-27-tax-tips-_8pCxvAJ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 27 - Tax Tips For Individuals Considering Moving From Employee to Self-Employed Candace Varner, Peter Mallouk 00:03:44 Peter Mallouk and guest Candace Varner, Director of Tax Services at Creative Planning, discuss tax tips for people interested in learning more about switching from employee to self-employed. More about guest Director of Tax Services, Candace Varner: http://bit.ly/2Q3lxY8 Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk and guest Candace Varner, Director of Tax Services at Creative Planning, discuss tax tips for people interested in learning more about switching from employee to self-employed. More about guest Director of Tax Services, Candace Varner: http://bit.ly/2Q3lxY8 Important legal disclosure: http://bit.ly/2DC250b tax tips, self-employed, self-employment tax no full 27 13657d03-fcd4-4f6e-be0a-f3b7efb43660 Episode 26 – 529 Plan Pitfalls Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 23 Aug 2019 11:00:12 +0000 podcasts@creativeplanning.com (Creative Planning) https://creativeplanning.com/social/a-thousand-miles-from-wall-street-podcast-episode-26-529-plan-pitfalls/ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 26 – 529 Plan Pitfalls Creative Planning 00:04:20 Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss nuances a 529 Plan and how to avoid common pitfalls. What if you save for an expensive college and the student doesn’t need all the capital? Does saving for college affect financial aid that’s available? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss nuances a 529 Plan and how to avoid common pitfalls. What if you save for an expensive college and the student doesn’t need all the capital? Does saving for college affect financial aid that’s available? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj Important legal disclosure: http://bit.ly/2DC250b 529 plans, creative planning, peter mallouk no full 26 ea96dedc-8486-46ab-b7b0-f465bcd683cb Episode 25 – 529 Plan Overview Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Mon, 19 Aug 2019 02:52:05 +0000 podcasts@creativeplanning.com (Creative Planning) http://bit.ly/2KNmcL2 Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 25 – 529 Plan Overview Creative Planning 00:03:52 Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss what a 529 Plan is and what setting one up entails. What can you use the money for? Who can use it? How much should you set aside in a 529 Plan? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss what a 529 Plan is and what setting one up entails. What can you use the money for? Who can use it? How much should you set aside in a 529 Plan? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj Important legal disclosure: http://bit.ly/2DC250b no full 25 2d74e325-30fe-4a56-a27d-83e86e36b53f Episode 24 – How Does Social Security Fit into Financial Planning? Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 9 Aug 2019 13:33:28 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Tim Sutton) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-24-how-does-social-security-fit-into-financial-planning-pqWQkQGO Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 24 – How Does Social Security Fit into Financial Planning? Creative Planning, Peter Mallouk, Tim Sutton 00:04:03 Peter Mallouk and guest Wealth Advisor Tim Sutton discuss social security and how it fits into someone’s overall financial plan. There are a lot of debates with social security from when to take it, to if will it exist in the future, to how to handle spousal benefits. There are a lot of possible avenues to factor in social security benefits and everyone needs to evaluate how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk and guest Wealth Advisor Tim Sutton discuss social security and how it fits into someone’s overall financial plan. There are a lot of debates with social security from when to take it, to if will it exist in the future, to how to handle spousal benefits. There are a lot of possible avenues to factor in social security benefits and everyone needs to evaluate how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b no full 24 c32e5642-7352-4135-beff-07c37b618f6c Episode 23 – Government Employee Retirement Planning Tips Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 6 Aug 2019 12:51:16 +0000 podcasts@creativeplanning.com (Creative Planning, Randy Hallier, Peter Mallouk) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-23-government-employee-retirement-planning-tips-hOmPsOlT Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 23 – Government Employee Retirement Planning Tips Creative Planning, Randy Hallier, Peter Mallouk 00:05:02 Peter Mallouk and guest Managing Director Randy Hallier discuss tips for retirement planning if you are a government employee. The federal government is the largest employer in the United States and offers specific benefits for employees that differ from the private sector. Cash flow, healthcare and survivor benefits all have unique rules and regulations. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Randy Hallier: http://bit.ly/2SOYOkg Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk and guest Managing Director Randy Hallier discuss tips for retirement planning if you are a government employee. The federal government is the largest employer in the United States and offers specific benefits for employees that differ from the private sector. Cash flow, healthcare and survivor benefits all have unique rules and regulations. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Randy Hallier: http://bit.ly/2SOYOkg Important legal disclosure: http://bit.ly/2DC250b no full 23 4fb4605e-4c7d-42cb-83a9-466d03810755 Episode 22 – Itemized vs Standard Deductions Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 2 Aug 2019 13:28:22 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-22-itemized-vs-standard-deductions-koFb5Lar Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 22 – Itemized vs Standard Deductions Creative Planning 00:05:09 Peter Mallouk interviews Creative Planning Tax Director, Tizzi Blackburn about how to improve your tax planning strategy by looking at how you review and itemize your deductions. The standard deduction has increased, and the list of items included in itemized deductions has changed. There are a lot of factors to consider before you update your tax planning strategies. Listen in as we explore on our latest podcast episode. More about guest Tax Director, Tizzi Blackburn: http://bit.ly/2Grg7m8 Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Creative Planning Tax Director, Tizzi Blackburn about how to improve your tax planning strategy by looking at how you review and itemize your deductions. The standard deduction has increased, and the list of items included in itemized deductions has changed. There are a lot of factors to consider before you update your tax planning strategies. Listen in as we explore on our latest podcast episode. More about guest Tax Director, Tizzi Blackburn: http://bit.ly/2Grg7m8 Important legal disclosure: http://bit.ly/2DC250b no full 22 eb21afaa-30ba-40b4-8612-ac463ea26a21 Episode 21 – Using a True Fiduciary as an Advisor Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 30 Jul 2019 13:24:45 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-21-using-a-true-fiduciary-as-an-advisor-NhkcFtKQ Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 21 – Using a True Fiduciary as an Advisor Creative Planning 00:09:32 Peter Mallouk interviews Creative Planning Managing Director, Ryan Swartz about how you can choose to consume advice and from whom. Does that person have any conflicts of interest? Do they give you fully objective advice that has your families best interest at heart? How do they get paid or make money? There are a lot of factors to consider before you select who to manage your money. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Creative Planning Managing Director, Ryan Swartz about how you can choose to consume advice and from whom. Does that person have any conflicts of interest? Do they give you fully objective advice that has your families best interest at heart? How do they get paid or make money? There are a lot of factors to consider before you select who to manage your money. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R Important legal disclosure: http://bit.ly/2DC250b no full 21 1fc7e56a-9794-4e91-8cab-d26d230bcf58 Episode 20 – Healthcare POA & Living Wills Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 26 Jul 2019 18:50:23 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-20-healthcare-poa-living-wills-KGujSUuk Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 20 – Healthcare POA & Living Wills Creative Planning 00:06:59 Peter Mallouk interviews Creative Planning Attorneys, Annie Rogers and Christina Knopke about documents to have in place for healthcare emergencies. Living wills and other advance directives are written, legal instructions regarding your preferences for medical care if you are unable to make decisions for yourself. There are a lot of factors to consider and documents need to be executed before the event. Join in as we explore on our latest podcast episode. More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF More about guest Attorney, Christina Knopke: http://bit.ly/32syDUN Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Creative Planning Attorneys, Annie Rogers and Christina Knopke about documents to have in place for healthcare emergencies. Living wills and other advance directives are written, legal instructions regarding your preferences for medical care if you are unable to make decisions for yourself. There are a lot of factors to consider and documents need to be executed before the event. Join in as we explore on our latest podcast episode. More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF More about guest Attorney, Christina Knopke: http://bit.ly/32syDUN Important legal disclosure: http://bit.ly/2DC250b no full 20 b6db5a95-33b4-419a-8daf-32e67a77f0c2 Episode 19 – Precious Metals Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 23 Jul 2019 13:55:30 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-19-precious-metals-eDAYADI6 Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 19 – Precious Metals Creative Planning 00:02:52 Peter Mallouk interviews Creative Planning Wealth Manager, Tim Sutton about investing in precious metals. Today you can invest in precious metals by buying the physical metal like bullion bars and bullion coins or through financial products such as gold exchange-traded funds (ETFs). There are a lot of factors to consider before investing in the asset class. Join in as we explore on our latest podcast episode. More about guest Attorney, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Creative Planning Wealth Manager, Tim Sutton about investing in precious metals. Today you can invest in precious metals by buying the physical metal like bullion bars and bullion coins or through financial products such as gold exchange-traded funds (ETFs). There are a lot of factors to consider before investing in the asset class. Join in as we explore on our latest podcast episode. More about guest Attorney, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b no full 19 83590fe0-c0c6-4aae-b334-4931b6dde62a Episode 18 – Estate Planning Guardianship Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 19 Jul 2019 13:54:26 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-18-estate-planning-guardianship-vMOvKnzp Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 18 – Estate Planning Guardianship Creative Planning 00:04:44 Peter Mallouk interviews Creative Planning Attorney, Christina Knopke about how to deal with one of the most difficult financial planning topics if you have minor children – Who would be their guardian if you are outlived by a minor child? There are a lot of factors to consider for what the life of the child would be like following a parent passing. Join in as we explore on our latest podcast episode. More about guest Attorney, Christina Knopke: http://bit.ly/32syDUN Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Creative Planning Attorney, Christina Knopke about how to deal with one of the most difficult financial planning topics if you have minor children – Who would be their guardian if you are outlived by a minor child? There are a lot of factors to consider for what the life of the child would be like following a parent passing. Join in as we explore on our latest podcast episode. More about guest Attorney, Christina Knopke: http://bit.ly/32syDUN Important legal disclosure: http://bit.ly/2DC250b no full 18 7a607c58-c324-49d0-a2b7-a8a392e46149 Episode 17 – Loss Aversion Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 16 Jul 2019 14:42:41 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-17-loss-aversion-8TzFXtw3 Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 17 – Loss Aversion Creative Planning 00:04:18 Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about how emotion is present in stock market investing. The emotional pain that is associated with financial loss can cause investors to continue to hold stocks out of fear of losing money. These emotions can trigger irrational decision-making that can cost investors’ money. Join in as we explore on our latest podcast episode. More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about how emotion is present in stock market investing. The emotional pain that is associated with financial loss can cause investors to continue to hold stocks out of fear of losing money. These emotions can trigger irrational decision-making that can cost investors’ money. Join in as we explore on our latest podcast episode. More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT Important legal disclosure: http://bit.ly/2DC250b no full 17 daebef40-7af8-417f-9861-15161f1836f5 Episode 16 – What to Consider Before Retiring Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 9 Jul 2019 14:04:13 +0000 podcasts@creativeplanning.com (Peter Mallouk, Amanda Burge) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-16-what-to-consider-before-retiring-FnVjwNnj Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 16 – What to Consider Before Retiring Peter Mallouk, Amanda Burge 00:06:56 Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about items to consider when approaching retirement. After spending so much time saving assets how do you ensure you are ready to draw from your portfolio? Do you have other areas of your life in order such as securing health insurance if you no loner have access to an employer plan? Join in as we explore on our latest podcast episode. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about items to consider when approaching retirement. After spending so much time saving assets how do you ensure you are ready to draw from your portfolio? Do you have other areas of your life in order such as securing health insurance if you no loner have access to an employer plan? Join in as we explore on our latest podcast episode. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB Important legal disclosure: http://bit.ly/2DC250b no full 16 16739d4f-db4f-4156-b2ef-3c1c73355686 Episode 15 - Why Have Bonds in Portfolios? Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 5 Jul 2019 13:04:24 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/why-have-bonds-in-portfolios-udYhfR0O Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 15 - Why Have Bonds in Portfolios? Creative Planning 00:06:02 Peter Mallouk interviews Ryan Swartz, Creative Planning Managing Director about why to include bonds in portfolios. Stocks typically provide greater returns than bonds, but with greater volatility along the way. If bonds are expected to underperform stocks why should you own them? Join in as we explore on our latest podcast episode. More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Ryan Swartz, Creative Planning Managing Director about why to include bonds in portfolios. Stocks typically provide greater returns than bonds, but with greater volatility along the way. If bonds are expected to underperform stocks why should you own them? Join in as we explore on our latest podcast episode. More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R Important legal disclosure: http://bit.ly/2DC250b no full 15 241e8f41-a966-4440-a43f-1a3ab42c9181 Episode 14 – Household Financial Planning Survey Results Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 2 Jul 2019 12:52:17 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-14-household-financial-planning-xE9i1r7H Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 14 – Household Financial Planning Survey Results Creative Planning 00:04:48 Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about a study the Certified Financial Planner Board of Standards, Inc. conducted. The 2013 Household Financial Planning Survey and Index paints a compelling portrait of Americans’ financial planning behaviors and the state of personal financial planning in the US. Join in as we explore on our latest podcast episode. More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about a study the Certified Financial Planner Board of Standards, Inc. conducted. The 2013 Household Financial Planning Survey and Index paints a compelling portrait of Americans’ financial planning behaviors and the state of personal financial planning in the US. Join in as we explore on our latest podcast episode. More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ Important legal disclosure: http://bit.ly/2DC250b no full 14 a8c162bd-4c37-4487-a035-62a563805c2b Episode 13 – Importance of a Financial Plan Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 28 Jun 2019 13:23:35 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-13-importance-of-a-financial-pl-zOgbaJaF Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 13 – Importance of a Financial Plan Creative Planning 00:04:51 Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about the importance of having a financial plan in place to ensure all the things you have worked for are efficiently positioned to take care of all the things you want to do and all the people that you love. Having a plan pays off! You need to know where you are and where you are going to get there in the most efficient way possible. Join in as we explore on our latest podcast episode. More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about the importance of having a financial plan in place to ensure all the things you have worked for are efficiently positioned to take care of all the things you want to do and all the people that you love. Having a plan pays off! You need to know where you are and where you are going to get there in the most efficient way possible. Join in as we explore on our latest podcast episode. More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ Important legal disclosure: http://bit.ly/2DC250b jeff stolper, financial planning, stocks, creative planning, peter mallouk, estate planning, investing no full 13 612ace68-b05d-4acf-aafe-e852127fbe3b Episode 12 – Starting Your Financial Planning Journey Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 25 Jun 2019 13:18:34 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-12-starting-the-estate-planning-dHH3JXWS Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 12 – Starting Your Financial Planning Journey Creative Planning 00:03:39 Peter Mallouk interviews Cole Harper, Creative Planning Wealth Manager about how to start the estate planning journey and how to tie all the elements of your life together. Many individuals come with successful careers, families and giving goals and we help bring all those areas together, so they can clearly see what they are working towards! Listen in as we explore how to ensure you start out your financial life on the right foot. More about guest Wealth Manager, Cole Harper: http://bit.ly/2WpLlzu Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Cole Harper, Creative Planning Wealth Manager about how to start the estate planning journey and how to tie all the elements of your life together. Many individuals come with successful careers, families and giving goals and we help bring all those areas together, so they can clearly see what they are working towards! Listen in as we explore how to ensure you start out your financial life on the right foot. More about guest Wealth Manager, Cole Harper: http://bit.ly/2WpLlzu Important legal disclosure: http://bit.ly/2DC250b insurance, creative planning, peter mallouk, estate planning, cole harper no full 12 f44a9aa4-d457-4c7c-b073-82c76bb667cd Episode 11 – Gifting Strategies Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 18 Jun 2019 19:21:30 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-11-gifting-strategies-49vLEvGR Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 11 – Gifting Strategies Creative Planning 00:04:34 Peter Mallouk interviews Brenna Saunders, Creative Planning Wealth Manager about gifting strategies related to wealth transfer across multiple generations, avoiding the estate tax, and sustained charitable giving. Listen in as we explore how to maximize the benefit of your monetary gifts in the most tax efficient manner. More about guest Wealth Manager, Brenna Saunders: http://bit.ly/2XAkimt Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Brenna Saunders, Creative Planning Wealth Manager about gifting strategies related to wealth transfer across multiple generations, avoiding the estate tax, and sustained charitable giving. Listen in as we explore how to maximize the benefit of your monetary gifts in the most tax efficient manner. More about guest Wealth Manager, Brenna Saunders: http://bit.ly/2XAkimt Important legal disclosure: http://bit.ly/2DC250b brenna saunders, charitable giving, estate tax, creative planning, gifting strategies, peter mallouk, estate planning no full 11 3a3e253f-efb4-4e98-89fd-5fa21863cfa2 Episode 10 – Recency Bias Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 14 Jun 2019 15:51:16 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-10-recency-bias-nR4R6nv2 Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 10 – Recency Bias Creative Planning 00:06:10 Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about behavioral mistakes investors make that sometimes derail their financial plan. We all have tendencies to remember more recent events better than what we have learned in the past. Join in as we explore how to avoid making mistakes due to recent market conditions skewing your judgement on our latest episode. More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about behavioral mistakes investors make that sometimes derail their financial plan. We all have tendencies to remember more recent events better than what we have learned in the past. Join in as we explore how to avoid making mistakes due to recent market conditions skewing your judgement on our latest episode. More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT Important legal disclosure: http://bit.ly/2DC250b brett broyles, creative planning, market timing, peter mallouk, investment mistakes, emotional investing, behavorial finance, recency bias no full 10 2a8f9431-2999-4faf-bc5c-72313dcd05a8 Episode 9 – Avoiding the Probate Court System Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 11 Jun 2019 15:25:24 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-9-avoiding-the-probate-court-sy-b4Y2elDK Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 9 – Avoiding the Probate Court System Creative Planning 00:04:34 Peter Mallouk interviews Annie Rogers, Creative Planning Attorney about what the probate court system is and how to avoid it. The passing of loved ones is a difficult time. Having an estate plan set up to avoid excess costs, public asset transfer, and a long and tedious process is ideal. Join in for our discussion in our latest episode. More about guest Wealth Manager, Annie Rogers: http://bit.ly/2wp83gF Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Annie Rogers, Creative Planning Attorney about what the probate court system is and how to avoid it. The passing of loved ones is a difficult time. Having an estate plan set up to avoid excess costs, public asset transfer, and a long and tedious process is ideal. Join in for our discussion in our latest episode. More about guest Wealth Manager, Annie Rogers: http://bit.ly/2wp83gF Important legal disclosure: http://bit.ly/2DC250b financial planning, creative planning, trusts, peter mallouk, annie rogers, estate planning, probate court no full 9 d0003125-92b1-42bc-979d-ca0b104ec85a Episode 8 – Why You Need a Global Portfolio Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 7 Jun 2019 12:12:49 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-8-why-you-need-a-global-portfol-WahTzG7D Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 8 – Why You Need a Global Portfolio Creative Planning 00:04:54 Peter Mallouk interviews Tim Sutton, Creative Planning Wealth Manager about why international companies are still an important part of a diversified portfolio when United States markets have been doing well. Join in for our discussion in our latest episode. More about guest Wealth Manager, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Tim Sutton, Creative Planning Wealth Manager about why international companies are still an important part of a diversified portfolio when United States markets have been doing well. Join in for our discussion in our latest episode. More about guest Wealth Manager, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b international investing, creative planning, peter mallouk, global portfolio, emerging markets, international stock, tim sutton no full 8 afe9d839-6c85-4995-b6ad-8a88c8303005 Episode 7 – Remember to Fund Your Trust Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 4 Jun 2019 13:49:17 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-7-remember-to-fund-your-trust-XgiMezPp Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 7 – Remember to Fund Your Trust Creative Planning 00:09:36 Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager and Annie Rogers, Creative Planning Attorney about when you should establish a Trust, remembering to move assets into the Trust and how to ensure you have your estate in order so your wishes are followed and loved ones are cared for. Estate regulations, tax laws, and life situations change constantly so reviewing your overall plan regularly is an important part of financial stability. Join in for our discussion in our latest episode. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager and Annie Rogers, Creative Planning Attorney about when you should establish a Trust, remembering to move assets into the Trust and how to ensure you have your estate in order so your wishes are followed and loved ones are cared for. Estate regulations, tax laws, and life situations change constantly so reviewing your overall plan regularly is an important part of financial stability. Join in for our discussion in our latest episode. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF Important legal disclosure: http://bit.ly/2DC250b creative planning, who needs a trust, avoiding probate court, trusts, peter mallouk, annie rogers, funding a trust, estate planning, amanda burge no full 7 00a24971-41f0-4749-bb8e-31b8100b55d9 Episode 6 – Currency Fluctuations Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Fri, 31 May 2019 13:27:00 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-6-currency-fluctuations-A0xnHGiU Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 6 – Currency Fluctuations Creative Planning 00:04:41 Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Manager about the continued expansion of the global economy and how the valuation of currency affects companies’ earnings as profits are translated from international currency to US Dollars. More about guest Wealth Manager, Jay Beebe: http://bit.ly/30bFn8v Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Manager about the continued expansion of the global economy and how the valuation of currency affects companies’ earnings as profits are translated from international currency to US Dollars. More about guest Wealth Manager, Jay Beebe: http://bit.ly/30bFn8v Important legal disclosure: http://bit.ly/2DC250b international investing, jay beebe, creative planning, peter mallouk, currency, stock, earnings, profits, currency exchange rates no full 6 4c2647b1-6b67-4110-bdce-68ca87cd7454 Episode 5 – Selecting a Trustee Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Tue, 28 May 2019 13:35:32 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-5-selecting-a-trustee-rzMxWivY Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

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

]]> Episode 5 – Selecting a Trustee Creative Planning 00:05:11 Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about things to contemplate when selecting a trustee for your estate plan. Dive into what to consider, how each relationship would work, and what would function best for your situation. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about things to contemplate when selecting a trustee for your estate plan. Dive into what to consider, how each relationship would work, and what would function best for your situation. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB Important legal disclosure: http://bit.ly/2DC250b estate plan, creative planning, peter mallouk, corporate trustee, amanda burge, trustee no full 5 e771c288-18b7-487a-b799-c02ccecb2c6e Episode 4 - Tax Law Updates Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

]]> Fri, 24 May 2019 12:36:15 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-4-tax-law-updates-y72VcO0U Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

]]> Episode 4 - Tax Law Updates Creative Planning 00:03:49 Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season, updates to withholding information and what you can do in the off season. More about guest Candace Varner: http://bit.ly/2Q3lxY8 More about guest Ben Hake: http://bit.ly/2JHFi6x Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season, updates to withholding information and what you can do in the off season. More about guest Candace Varner: http://bit.ly/2Q3lxY8 More about guest Ben Hake: http://bit.ly/2JHFi6x Important legal disclosure: http://bit.ly/2DC250b candace varner, peter mallouk, tax season, tax law, tax preparation, ben hake no full 4 53a3960e-bd21-4aad-8853-f7bf3e40f1fb Episode 3 - Global Investment Environment Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b

]]> Mon, 20 May 2019 16:29:36 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-3-global-investment-environment-NcbVuNOo Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b

]]> Episode 3 - Global Investment Environment Creative Planning 00:03:46 Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Advisor, about the impact of currency, exchange rates, and how capital flows around the globe. More about guest Wealth Manager, Jay Beebe: http://bit.ly/30bFn8v Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Advisor, about the impact of currency, exchange rates, and how capital flows around the globe. More about guest Wealth Manager, Jay Beebe: http://bit.ly/30bFn8v Important legal disclosure: http://bit.ly/2DC250b jay beebe, stocks, global investing, cash flow, peter mallouk, world trade, currency no full 3 d6619c10-6bbe-436d-b164-9b1998cb741d Episode 2 - Prepare for Tax Season Now Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b

]]> Fri, 17 May 2019 15:25:10 +0000 podcasts@creativeplanning.com (Creative Planning) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/prepare-for-tax-season-now-UMckha5q Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b

]]> Episode 2 - Prepare for Tax Season Now Creative Planning 00:06:30 Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season and things people need to do to prepare for the next tax season. Yes, we know its summer but NOW is a great time to start preparing for next year. More about guest Candace Varner: http://bit.ly/2Q3lxY8 More about guest Ben Hake: http://bit.ly/2JHFi6x Important legal disclosure: http://bit.ly/2DC250b Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season and things people need to do to prepare for the next tax season. Yes, we know its summer but NOW is a great time to start preparing for next year. More about guest Candace Varner: http://bit.ly/2Q3lxY8 More about guest Ben Hake: http://bit.ly/2JHFi6x Important legal disclosure: http://bit.ly/2DC250b candace varner, tax, creative planning, peter mallouk, tax season, tax preparation, ben hake no full 2 5f3ef260-f13e-402d-bd17-9cee90576c50 Episode 1 - China Trade Tariff Negotiations Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b

]]> Fri, 10 May 2019 20:29:13 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Jay Beebe) https://a-thousand-miles-from-wall-street.simplecast.com/episodes/episode-1-china-trade-tariff-negotiatio-mxTE3Wdt Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b

]]> Episode 1 - China Trade Tariff Negotiations Creative Planning, Peter Mallouk, Jay Beebe 00:03:50 Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Advisor, about the current state of the US & China trade tariff negotiations and how he approaches the conversations with his clients, and how it relates to Creative Plannings long-term strategy in the market place. To learn more about our guest Wealth Manager, Jay Beebe, visit: http://bit.ly/30bFn8v Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Advisor, about the current state of the US & China trade tariff negotiations and how he approaches the conversations with his clients, and how it relates to Creative Plannings long-term strategy in the market place. To learn more about our guest Wealth Manager, Jay Beebe, visit: http://bit.ly/30bFn8v tariff negotiation, tariffs, china no full 1