Down the Middle

Peter Mallouk & Jonathan Clements
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Podcast de 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 investment philosophy, give monthly tips and more.

  1. 29 AGO

    What's "Normal" for the Stock Market?

    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.

    15 min

  2. 31 JUL

    A Game Plan for Giving

    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.

    11 min

  3. 28 JUN

    A Life Update

    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.

    12 min

  4. 29 MAY

    Raising Money-Savvy Kids

    “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.

    14 min

  5. 30 ABR

    Unlocking the Secrets of Retirement

    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.

    14 min

  6. 29 MAR

    Is Cash Trash?

    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.

    13 min

  7. 27 FEB

    A Book for Everyone

    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.

    9 min

  8. 30 ENE

    Remarkable Market Resilience

    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.

    13 min
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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.

Información

  • Creador
    Peter Mallouk & Jonathan Clements
  • Años de actividad
    2019 - 2024
  • Episodios
    66
  • Clasificación
    Apto
  • Copyright
    © 2023
  • Mostrar sitio web
    Down the Middle

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