Down the Middle

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month! Time Stamps:  [0:00] – Cor...

[0:00] – When to revisit your estate plan and beneficiary designations [4:40] – What life insurance is - and isn’t [7:00] – How to spend February 29, your extra day this year [11:40] – Jonathan Clements’ tip of the month [13:30] – Peter Mallouk’s tip of the month Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer...

Time Stamps: [0:00] – Happy New Year, and Happy Birthday, Jonathan! [0:35] – New Year’s resolutions – why they fail, and how they can succeed [7:00] – The dangers of calendar-based wealth management [11:00] – Harvest tax losses all year long, if needed [11:40] – Peter Mallouk’s tip of the month [13:00] - Jonathan Clements’ tip of the month   Hosted by Creative Planning Director of Financial Educat...

Time Stamps:  [0:00] – What’s going on in Great Britain? [1:15] – The escalating Private Equity market [5:15] – How REITs can rule in real estate investing [7:25] – Why the time may be right for a Roth IRA conversion [10:00] – Tax-impacting moves to make by December 31 – Don’t Delay! [11:10] – Strategic uses for a Donor Advised Fund [12:10] – Why not to miss your IRA’s full annual Required Minimum...

Time Stamps: [0:00] – When to claim Social Security [10:27] – Coping with a financial emergency [13:20] – Funding a Roth IRA  [14:00] – Biggest financial regrets [16:50] - Peter Mallouk tip of the month [17:35] - Jonathan Clements tip of the month   SHOW NOTES Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer loo...

Time Stamps [0:00] – Strategies to mitigate concentrated stock risk [6:20] – Company stock in a 401k plan [9:08] – The right approach to generate retirement income [16:00] - Peter Mallouk tip of the month [17:34] - Jonathan Clements tip of the month Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topi...

Time Stamps [0:00] - Paying for college [5:41] - College debt [14:37] - Biases people have from childhood [18:30] - Peter Mallouk tip of the month [20:06] - Jonathan Clements tip of the month Important legal disclosure: http://bit.ly/2DC250b Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that...

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

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

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by C...

Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standa...

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their mo...

Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their mont...