Down the Middle
64 episodes - English - Latest episode: 16 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
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...
Episode 11 - The Problem With New Year’s Resolutions…
January 02, 2020 14:00 - 14 minutes - 13.6 MBTime 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 int...
Episode 10 - What We’ve Learned in 2019
December 02, 2019 18:49 - 18 minutes - 17.3 MBTime 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 Distribution [13:00] – How a Qualified Charitable Distribution can be a difference-make...
Episode 9 - When to Claim Social Security
November 01, 2019 11:00 - 19 minutes - 18.2 MBTime 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 look into topics that affect investors. Included are in-depth discussions on financial plan...
Episode 8 - The How and Why of Diversifying Concentrated Stock Risk
October 01, 2019 15:36 - 19 minutes - 17.6 MBTime 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 topics that affect investors. Included are in-depth discussions on financial planning issues, ...
Episode 7 – Paying for College
September 09, 2019 14:12 - 21 minutes - 20.1 MBTime 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 affect investors. Included are in-depth discussions on financial planning issues, the eco...
Episode 6 – How Much Does the President Affect the Economy?
August 01, 2019 13:37 - 22 minutes - 21.1 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!
Episode 5 – Does Money Make You Happy?
July 01, 2019 13:47 - 24 minutes - 22.3 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!
Episode 4 – How the Financial Media Maximizes Profits
June 01, 2019 12:54 - 25 minutes - 35.1 MBHosted 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 ...
Episode 3: Think You Know What You’re Invested In? Think Again.
April 30, 2019 19:26 - 16 minutes - 23 MBDescription: 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 t...
Episode 2: How to Avoid Blowing Up Your Portfolio
April 16, 2019 20:38 - 25 minutes - 35 MBHosted 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 monthly tips! Join us as we explore what academics have learned and improve your own investing str...
Episode 1: Welcome to Down the Middle
February 15, 2019 23:32 - 21 minutes - 29.2 MBHosted 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 monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your ...