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: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

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:  <a href="http://www.creativeplanning.com/important-disclosure-information/" rel="nofollow" target="_blank">creativeplanning.com/important-disclosure-information/</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

Finding Happiness and Purpose With Your Money

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: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

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:  <a href="http://www.creativeplanning.com/important-disclosure-information/" rel="nofollow" target="_blank">creativeplanning.com/important-disclosure-information/</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

Key Ingredients for a Good Retirement

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

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:  <a href="http://www.creativeplanning.com/important-disclosure-information/" rel="nofollow" target="_blank">creativeplanning.com/important-disclosure-information/</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

How Likely Is a Government Debt Default?

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

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:  <a href="http://www.creativeplanning.com/important-disclosure-information/" rel="nofollow" target="_blank">creativeplanning.com/important-disclosure-information/</a> Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

Could the Dollar’s Reserve Currency Status Be in Jeopardy?

Regional Banks in Turmoil

Don't Delay!

Keeping Our Balance

Things Not to Do in 2023

New Year, New Hope

Bearing Up

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 investment philosophy, give monthly tips and more.

Lemons Into Lemonade

Back to School

Reasons to Be Optimistic

Episode 40 - Not Your Average Bear

Episode 39 - Why This Bear Market Is Different

Episode 38 - Coping With 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

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:  <a href="https://bit.ly/2DC250b" rel="nofollow" target="_blank">http://bit.ly/2DC250b</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio

Episode 36 - Russia, Ukraine, and the Markets

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:  <a href="https://bit.ly/2DC250b" rel="nofollow" target="_blank">http://bit.ly/2DC250b</a>Have questions or topic suggestions? Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

Episode 35 - It’s All About the Earnings

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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Listen to Peter’s and Jonathan’s recap of 2021: <a href="https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/" rel="nofollow" target="_blank">https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/</a>Learn more about tax-loss harvesting: <a href="https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/" rel="nofollow" target="_blank">https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/</a> 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:  <a href="https://bit.ly/2DC250b" rel="nofollow" target="_blank">http://bit.ly/2DC250b</a>Have questions or topic suggestions? Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

Episode 34 - 2022 Market Outlook: Predictably Unpredictable

Excellent!

Incredible conversations. Any person at all can benefit. Valuable insight from experts. Thanks a lot guys!

Incredible

Down the Middle

Time 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 monthHosted 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!

Time 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 monthHosted 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 8 - The How and Why of Diversifying Concentrated Stock Risk

Description: 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! Time Stamps [0:00] –What are some of the things Peter Mallouk notices when brining on assets from other advisors? [3:53] – Fiduciary standard. What does that mean? [8:36] – Tax planning &amp; tax law changes [14:17] – Peter Mallouk tip of the month [15:11] - Jonathan Clements tip of the month

Description: 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! Time Stamps [0:00] –What are some of the things Peter Mallouk notices when brining on assets from other advisors? [3:53] – Fiduciary standard. What does that mean? [8:36] – Tax planning &amp; tax law changes [14:17] – Peter Mallouk tip of the month [15:11] - Jonathan Clements tip of the month

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

Time 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 economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Time 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: <a href="http://bit.ly/2DC250b" rel="nofollow" target="_blank">http://bit.ly/2DC250b</a> 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!

Episode 7 – Paying for College

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!

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!

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!

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!

Episode 4 – How the Financial Media Maximizes Profits

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 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 stocks and tech companies are dominating[10:30] – Alphabet soup recovery types[14:23] – What you can do NOW![22:22] – Peter and Jonathan’s tips 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 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 stocks and tech companies are dominating[10:30] – Alphabet soup recovery types[14:23] – What you can do NOW![22:22] – Peter and Jonathan’s tips of the month Important legal disclosure: <a href="http://bit.ly/2DC250b" rel="nofollow" target="_blank">http://bit.ly/2DC250b</a>

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 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] – What the recovery may look like [10:50} – The value of diversification and bonds[12:39] – 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 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] – What the recovery may look like [10:50} – The value of diversification and bonds[12:39] – Peter Mallouk’s tip of the month[13:00] – Jonathan Clements’ tip of the month

Episode 13 - Coronavirus: How to Respond

[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 monthHosted 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!

[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 monthHosted 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 12 - Life Changes - Your Estate Plan Should, Too!

Time 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 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: http://bit.ly/2DC250b

Time 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 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: <a href="http://bit.ly/2DC250b" rel="nofollow" target="_blank">http://bit.ly/2DC250b</a>

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

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