51 episodes
A Thousand Miles from Wall Street Creative Planning
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- Business
A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
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Episode 51 - The Long and Short of Institutional Investing
Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss how institutional investment advisors manage their funds’ growth, withdrawals, and volatility, all simultaneously. They examine what has changed since the Great Recession, and what tenets are valued today. Listen in as we explore these topics in the latest podcast episode.
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Episode 50 - Stretching the Limits of Gifting
Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage. Listen in as we explore these topics in the latest podcast episode.
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Episode 49 - The Real Estate Conundrum
Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss tax-advantaged real estate investing. They review the benefits of an Opportunity Zone fund, and how patience can add to the payoff. Listen in as we explore these topics in the latest podcast episode.
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Episode 48 - Connecting Capital to Causes
Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss High Net Worth individuals and their needs, which are not limited to dollars. They share how age and accomplishment can transition one’s chase for success into one of significance. Listen in as we explore these topics in the latest podcast episode.
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Episode 47 - In Time for the Giving Season
Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss two popular charitable giving vehicles, personal foundations and donor-advised funds. While they’re often thought of similarly, there can be a strong difference depending on who’s to receive your gift. Listen in as we explore these topics in the latest podcast episode.
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Episode 46 - Act Now! Avoid the Tax Season “Should Haves”
Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss year-end tax planning. They examine a recent tax law nuance that can enhance the deductibility of your charitable gifting. Listen in as we explore these topics in the latest podcast episode.
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