Episode 11 - The Problem With New Year’s Resolutions…

Down the Middle

English - January 02, 2020 14:00 - 14 minutes - 13.6 MB - ★★★★★ - 122 ratings
Investing Business peter mallouk jonathan clements creative planning creative planning inc. wealth management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 10 - What We’ve Learned in 2019

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

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 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