Down the Middle

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

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or top...

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or top...

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or top...

Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/ Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/   Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer l...

Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/ Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/ Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/   Hosted by Creative Planning Director of Financial...

Hear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/ Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/ Read more about different types of inflation: https://creativeplanning.com/education/l...

To read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/ , https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/ To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/ To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/...

Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or top...

Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects.  Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mall...

Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Finan...

Investors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher inflation and consider the implications. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect in...

Creative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark backed two cryptocurrencies and two individual stocks. Who will win? In this month's podcast, Peter and co-host Jonathan Clements discuss the two wagers. Hosted by Creative Planning Director of Financial E...

GameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they're also great examples of key behavioral finance phenomena.  Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look int...

The economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on f...

Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021.  Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Pl...

Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks.  Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discus...

Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs.   Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to mi...

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

In this episode, Peter and Jonathan discuss The election Have the markets really moved beyond COVID-19? Bond yields Record home sales   Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the mark...

Are Wall Street and Main Street disconnected? Elections and the markets. How to handle IRA beneficiaries under the new tax laws. We each give our tip of the month.   Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning is...

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a m...

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - li...

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble.    Time Stamps:  [0...

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability.    Time Stamps:  [0:00] – The Bear Market ra...