Down the Middle
61 episodes - English - Latest episode: 27 days ago - ★★★★★ - 122 ratingsDown the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
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Episodes
Is Cash Trash?
March 29, 2024 19:39 - 13 minutes - 12.1 MBJoin Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs. Hosted by Creative Planning Director of Financial Education, Jonathan Clemen...
A Book for Everyone
February 27, 2024 20:42 - 9 minutes - 8.54 MBInvesting may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Pet...
Remarkable Market Resilience
January 30, 2024 18:17 - 12 minutes - 11.8 MBAs we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. Hoste...
What to Expect in the Year Ahead
December 29, 2023 15:54 - 11 minutes - 10.9 MBWith the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a cl...
Risks We Face in 2024
November 30, 2023 17:51 - 11 minutes - 10.5 MBInvesting is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President...
4 Key Questions
October 31, 2023 14:47 - 11 minutes - 10.4 MBFrom worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a reminder about paying down debt and advice for staying calm in the face of market volatility. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discus...
Are Interest Rates Keeping the Market Down?
September 28, 2023 20:28 - 8 minutes - 7.65 MBOver the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month’s episode.Plus, Peter encourages listeners to “celebrate along the way” — and discusses the sad news prompting his advice. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discu...
Is College Worth the Cost?
August 31, 2023 17:22 - 12 minutes - 11.8 MBThis month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children’s educations and whether students should get a job while in college. Plus, get tips for 529 plans and learn why you should always look into travel medical insurance when going abroad. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that ...
Finding Happiness and Purpose With Your Money
July 31, 2023 18:59 - 12 minutes - 11.3 MBIn light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions ...
Key Ingredients for a Good Retirement
June 30, 2023 13:50 - 11 minutes - 10.3 MBFrom good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket list right now. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t ...
How Likely Is a Government Debt Default?
May 26, 2023 00:05 - 8 minutes - 7.64 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Could the Dollar’s Reserve Currency Status Be in Jeopardy?
April 28, 2023 18:30 - 11 minutes - 10.1 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]...
Regional Banks in Turmoil
March 30, 2023 15:11 - 14 minutes - 13 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]...
Don't Delay!
February 28, 2023 16:52 - 13 minutes - 12.6 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Keeping Our Balance
January 31, 2023 17:09 - 13 minutes - 12.1 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Things Not to Do in 2023
December 30, 2022 15:52 - 11 minutes - 11 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]...
New Year, New Hope
November 30, 2022 18:56 - 11 minutes - 10.4 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Bearing Up
October 31, 2022 14:41 - 11 minutes - 10.5 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Lemons Into Lemonade
September 30, 2022 13:30 - 12 minutes - 11.1 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Back to School
August 31, 2022 18:38 - 15 minutes - 13.8 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Reasons to Be Optimistic
July 29, 2022 16:40 - 9 minutes - 9.16 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]...
Episode 40 - Not Your Average Bear
June 28, 2022 21:04 - 15 minutes - 13.8 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]...
Episode 39 - Why This Bear Market Is Different
May 31, 2022 20:43 - 11 minutes - 10.8 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Episode 38 - Coping With Inflation
April 29, 2022 17:09 - 9 minutes - 9.14 MBHosted 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-information/ Have questions or topic suggestions? Email us @ [email protected]
Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio
March 31, 2022 19:58 - 13 minutes - 12.3 MBHosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ [email protected]
Episode 36 - Russia, Ukraine, and the Markets
March 01, 2022 21:29 - 15 minutes - 13.9 MBHosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ [email protected]
Episode 35 - It’s All About the Earnings
February 01, 2022 20:41 - 13 minutes - 12.7 MBHosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ [email protected]
Episode 34 - 2022 Market Outlook: Predictably Unpredictable
January 03, 2022 19:20 - 13 minutes - 12.3 MBListen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/ Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/ Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial plannin...
Episode 33 - The Financial Lessons of 2021
December 01, 2021 19:11 - 15 minutes - 13.9 MBHear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/ Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/ Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/ Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer loo...
Episode 32 - Today’s Retro Investor Worry: Stagflation
November 01, 2021 19:44 - 12 minutes - 11.8 MBHear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/ Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/ Read more about different types of inflation: https://creativeplanning.com/education/letter/inflation/ Hosted by Creative Planning Director of Financial Education, Jonathan Clemen...
Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation
October 04, 2021 20:01 - 13 minutes - 12.1 MBTo read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/ To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/ To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/ Hosted by Creative Planning D...
Episode 30 - Are We Overdue for a Market Correction?
September 01, 2021 14:35 - 11 minutes - 10.2 MBHosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ [email protected]
Episode 29 - Inflation: Still Heating Up
August 02, 2021 09:07 - 15 minutes - 14.4 MBInflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, Down the Middle takes a closer look into topics that affect investors. Included are in-dep...
Episode 28 - Is Real Estate a Good Investment?
July 02, 2021 13:56 - 18 minutes - 16.8 MBPundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Financial Education. Hosted by Creative Planning Director of Financial Education, Jonathan Clements...
Episode 27 - Up, Up and Away
June 01, 2021 13:00 - 15 minutes - 14.6 MBInvestors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher inflation and consider the implications. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the ma...
Episode 26 - Up for Debate
May 03, 2021 12:45 - 15 minutes - 13.9 MBCreative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark backed two cryptocurrencies and two individual stocks. Who will win? In this month's podcast, Peter and co-host Jonathan Clements discuss the two wagers. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into ...
Episode 25 - Investors Gone Wild
April 01, 2021 12:30 - 12 minutes - 11.5 MBGameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they're also great examples of key behavioral finance phenomena. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues,...
Episode 24 - Fun and Gains
March 01, 2021 13:30 - 19 minutes - 17.7 MBThe economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of the...
Episode 23 - The Long and the Short of It
January 29, 2021 18:47 - 22 minutes - 21 MBPeter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit...
Episode 22 - What Not to Do in 2021
January 04, 2021 13:00 - 19 minutes - 17.5 MBPeter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss e...
Episode 21 - 2020: Lessons Learned and Reaffirmed
December 01, 2020 14:41 - 19 minutes - 17.8 MBPeter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit.ly/2DC250b Have quest...
Episode 20 - The Unfolding Election and the Markets
November 04, 2020 18:12 - 9 minutes - 8.77 MBThe election results are unfolding and the markets are shrugging. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us...
Episode 19 - The Election, Bond Yields, the Never Ending Coronavirus
October 01, 2020 14:59 - 19 minutes - 18.2 MBIn this episode, Peter and Jonathan discuss The election Have the markets really moved beyond COVID-19? Bond yields Record home sales Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure:...
Episode 18 - Main St. and Wall St., Election Impact and the Markets
September 01, 2020 11:00 - 22 minutes - 21 MBAre Wall Street and Main Street disconnected? Elections and the markets. How to handle IRA beneficiaries under the new tax laws. We each give our tip of the month. Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!...
Episode 17 - In Case of Emergency
August 01, 2020 21:47 - 21 minutes - 19.9 MBHosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their em...
Episode 16 - What the Market Cares About
July 01, 2020 14:46 - 19 minutes - 18 MBHosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - like the end of a calendar quarter or year - can miss the point of rebalancing altogether. Tim...
Episode 15 - The One Reason to Own Bonds
June 01, 2020 12:00 - 18 minutes - 17.4 MBHosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble. Time Stamps: [0:00] – Bear Market rally from S&P decline of 34% [3:27] – Pandemic’s effect on corporate ear...
Episode 14 - Coronavirus: The Market Impact and Planning Opportunities
May 01, 2020 13:10 - 24 minutes - 22.3 MBHosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability. Time Stamps: [0:00] – The Bear Market rally, and why it’s happening [3:10] – The when - not if - of recovery [7:00] – How large-cap...
Episode 13 - Coronavirus: How to Respond
March 02, 2020 21:25 - 14 minutes - 13.4 MBHosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month! Time Stamps: [0:00] – Coronavirus and its effects on markets [4:16] – Investor responses to the coronavirus [6:10] –...
Episode 12 - Life Changes - Your Estate Plan Should, Too!
February 02, 2020 15:52 - 15 minutes - 14 MB[0:00] – When to revisit your estate plan and beneficiary designations [4:40] – What life insurance is - and isn’t [7:00] – How to spend February 29, your extra day this year [11:40] – Jonathan Clements’ tip of the month [13:30] – Peter Mallouk’s tip of the month Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial plan...