Explore every episode of the podcast Down the Middle
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Keys to a Happier Life | 30 juin 2025 | 00:16:55 | |
In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| The Federal Budget Deficit | 30 mai 2025 | 00:15:21 | |
With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| Seizing Opportunities Amid Market Volatility | 30 avr. 2025 | 00:10:26 | |
Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| U.S. Stocks: Where Do We Go From Here? | 31 mars 2025 | 00:12:34 | |
The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| All About Alternatives | 28 févr. 2025 | 00:13:37 | |
Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| How Trump Administration Policies May Affect the Economy | 03 févr. 2025 | 00:13:17 | |
The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions.
Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| Financial Resolutions for 2025 | 31 déc. 2024 | 00:10:59 | |
With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| What Investors Can Expect in 2025 | 26 nov. 2024 | 00:17:43 | |
With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| Financial Moves to Consider Before Year-End | 31 oct. 2024 | 00:12:19 | |
With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| Don't Let Uncertainty Derail Your Portfolio | 30 sept. 2024 | 00:12:40 | |
Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement. Hosted by Creative Planning’s 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: Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com | |||
| What's "Normal" for the Stock Market? | 29 août 2024 | 00:14:49 | |
The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| A Game Plan for Giving | 31 juil. 2024 | 00:11:08 | |
Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen. Hosted by Creative Planning’s 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: Have questions or topic suggestions? | |||
| A Life Update | 28 juin 2024 | 00:12:25 | |
In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice. Hosted by Creative Planning’s 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 @ podcasts@creativeplanning.com | |||
| Raising Money-Savvy Kids | 29 mai 2024 | 00:13:47 | |
“Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility. 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 @ podcasts@creativeplanning.com | |||
| Unlocking the Secrets of Retirement | 30 avr. 2024 | 00:13:31 | |
Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it. 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 @ podcasts@creativeplanning.com | |||
| Is Cash Trash? | 29 mars 2024 | 00:13:10 | |
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 @ podcasts@creativeplanning.com | |||
| A Book for Everyone | 27 févr. 2024 | 00:09:19 | |
Investing 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, 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 @ podcasts@creativeplanning.com | |||
| Remarkable Market Resilience | 30 janv. 2024 | 00:12:51 | |
As 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. 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: Have questions or topic suggestions? | |||
| What to Expect in the Year Ahead | 29 déc. 2023 | 00:11:51 | |
With 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 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: Have questions or topic suggestions? | |||
| Risks We Face in 2024 | 30 nov. 2023 | 00:11:30 | |
Investing 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, 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: Have questions or topic suggestions? | |||
| 4 Key Questions | 31 oct. 2023 | 00:11:22 | |
From 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 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: Have questions or topic suggestions? | |||
| Are Interest Rates Keeping the Market Down? | 28 sept. 2023 | 00:08:21 | |
Over 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 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: Have questions or topic suggestions? | |||
| Is College Worth the Cost? | 31 août 2023 | 00:12:52 | |
This 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 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: Have questions or topic suggestions? | |||
| Finding Happiness and Purpose With Your Money | 31 juil. 2023 | 00:12:23 | |
In 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 on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: Have questions or topic suggestions? | |||
| Key Ingredients for a Good Retirement | 30 juin 2023 | 00:11:13 | |
From 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 want to miss each of their monthly tips! Important Legal Disclosure: Have questions or topic suggestions? | |||
| How Likely Is a Government Debt Default? | 26 mai 2023 | 00:08:20 | |
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: Have questions or topic suggestions? | |||
| Could the Dollar’s Reserve Currency Status Be in Jeopardy? | 28 avr. 2023 | 00:11:01 | |
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:
Have questions or topic suggestions? | |||
| Regional Banks in Turmoil | 30 mars 2023 | 00:14:11 | |
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:
Have questions or topic suggestions? | |||
| Don't Delay! | 28 févr. 2023 | 00:13:46 | |
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: Have questions or topic suggestions? | |||
| Keeping Our Balance | 31 janv. 2023 | 00:13:15 | |
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: Have questions or topic suggestions? | |||
| Things Not to Do in 2023 | 30 déc. 2022 | 00:11:59 | |
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:
Have questions or topic suggestions? | |||
| New Year, New Hope | 30 nov. 2022 | 00:11:16 | |
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: Have questions or topic suggestions? | |||
| Bearing Up | 31 oct. 2022 | 00:11:25 | |
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: Have questions or topic suggestions? | |||
| Lemons Into Lemonade | 30 sept. 2022 | 00:12:03 | |
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: Have questions or topic suggestions? | |||
| Back to School | 31 août 2022 | 00:15:00 | |
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: Have questions or topic suggestions? | |||
| Reasons to Be Optimistic | 29 juil. 2022 | 00:09:57 | |
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:
Have questions or topic suggestions?
| |||
| Episode 40 - Not Your Average Bear | 28 juin 2022 | 00:15:01 | |
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:
Have questions or topic suggestions? | |||
| Episode 39 - Why This Bear Market Is Different | 31 mai 2022 | 00:11:47 | |
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: Have questions or topic suggestions? | |||
| Episode 38 - Coping With Inflation | 29 avr. 2022 | 00:09:58 | |
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: Have questions or topic suggestions? | |||
| Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio | 31 mars 2022 | 00:13:29 | |
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: Have questions or topic suggestions? | |||
| Episode 36 - Russia, Ukraine, and the Markets | 01 mars 2022 | 00:15:08 | |
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: Have questions or topic suggestions? | |||
| Episode 35 - It’s All About the Earnings | 01 févr. 2022 | 00:13:54 | |
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: Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com | |||
| Episode 34 - 2022 Market Outlook: Predictably Unpredictable | 03 janv. 2022 | 00:13:28 | |
Listen 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 planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com | |||
| Episode 33 - The Financial Lessons of 2021 | 01 déc. 2021 | 00:15:14 | |
Hear 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 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: Have questions or topic suggestions? | |||
| Episode 32 - Today’s Retro Investor Worry: Stagflation | 01 nov. 2021 | 00:12:50 | |
Hear 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 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: Have questions or topic suggestions? | |||
| Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation | 04 oct. 2021 | 00:13:13 | |
To 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 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: Have questions or topic suggestions? | |||
| Episode 30 - Are We Overdue for a Market Correction? | 01 sept. 2021 | 00:11:06 | |
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: Have questions or topic suggestions? | |||
| Episode 29 - Inflation: Still Heating Up | 02 août 2021 | 00:15:46 | |
Inflation 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-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: Have questions or topic suggestions? | |||
| Episode 28 - Is Real Estate a Good Investment? | 02 juil. 2021 | 00:18:21 | |
Pundits 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, 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: Have questions or topic suggestions? | |||
| Episode 27 - Up, Up and Away | 01 juin 2021 | 00:15:58 | |
Investors' 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 markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclosure: Have questions or topic suggestions? | |||