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Down the Middle

Down 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 ... Read more

Ranked #1

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Episode 8 - The How and Why of Diversifying Concentrated Stock Risk

Episode 8 - The How and Why of Diversifying Concentrated Stock Risk

Time Stamps[0:00] – Strategies to mitigate concentrated stock risk[6:20] – Company stock in a 401k plan[9:08] – The righ... Read more

1 Oct 2019

19mins

Ranked #2

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Episode 3: Think You Know What You’re Invested In? Think Again.

Episode 3: Think You Know What You’re Invested In? Think Again.

Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk... Read more

30 Apr 2019

16mins

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Ranked #3

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Episode 7 – Paying for College

Episode 7 – Paying for College

Time Stamps [0:00] - Paying for college [5:41] - College debt [14:37] - Biases people have from childhood [18:30] - Pete... Read more

9 Sep 2019

21mins

Ranked #4

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Episode 5 – Does Money Make You Happy?

Episode 5 – Does Money Make You Happy?

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast... Read more

1 Jul 2019

24mins

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Ranked #5

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Episode 4 – How the Financial Media Maximizes Profits

Episode 4 – How the Financial Media Maximizes Profits

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s... Read more

1 Jun 2019

25mins

Ranked #6

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Episode 6 – How Much Does the President Affect the Economy?

Episode 6 – How Much Does the President Affect the Economy?

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast... Read more

1 Aug 2019

22mins

Ranked #7

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Episode 14 - Coronavirus: The Market Impact and Planning Opportunities

Episode 14 - Coronavirus: The Market Impact and Planning Opportunities

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s ... Read more

1 May 2020

24mins

Ranked #8

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Episode 13 - Coronavirus: How to Respond

Episode 13 - Coronavirus: How to Respond

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s ... Read more

2 Mar 2020

14mins

Ranked #9

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

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

[0:00] – When to revisit your estate plan and beneficiary designations[4:40] – What life insurance is - and isn’t[7:00] ... Read more

2 Feb 2020

15mins

Ranked #10

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

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

Time Stamps:[0:00] – Happy New Year, and Happy Birthday, Jonathan![0:35] – New Year’s resolutions – why they fail, and h... Read more

2 Jan 2020

14mins

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