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Episode 4 – How the Financial Media Maximizes Profits
Down the Middle
English - June 01, 2019 12:54 - 25 minutes - 35.1 MB - ★★★★★ - 122 ratingsInvesting 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 3: Think You Know What You’re Invested In? Think Again.
Next Episode: Episode 5 – Does Money Make You Happy?
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 Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!