Peter Mallouk and Jeff Stolper

Down the Middle

Business EN ↓ 88 episodes

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

Author

Peter Mallouk and Jeff Stolper

Episodes

Episode 13 - Coronavirus: How to Respond 02.03.2020 14:34

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

Episode 12 - Life Changes - Your Estate Plan Should, Too! 02.02.2020 15:12

[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...

Episode 11 - The Problem With New Year’s Resolutions… 02.01.2020 14:50

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...

Episode 10 - What We’ve Learned in 2019 02.12.2019 18:52

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...

Episode 9 - When to Claim Social Security 01.11.2019 19:51

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...

Episode 8 - The How and Why of Diversifying Concentrated Stock Risk 01.10.2019 19:07

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...

Episode 7 – Paying for College 09.09.2019 21:55

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...

Episode 6 – How Much Does the President Affect the Economy? 01.08.2019 22:58

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

Episode 5 – Does Money Make You Happy? 01.07.2019 24:16

Episode 4 – How the Financial Media Maximizes Profits 01.06.2019 25:34

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...

Episode 3: Think You Know What You’re Invested In? Think Again. 30.04.2019 16:45

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...

Episode 2: How to Avoid Blowing Up Your Portfolio 16.04.2019 25:27

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

Episode 1: Welcome to Down the Middle 15.02.2019 21:14

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