Is Cash Trash?
Down the Middle
English - March 29, 2024 19:39 - 13 minutes - 12.1 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
Join 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 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]