61 episodes

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.

Down the Middle Peter Mallouk & Jonathan Clements

    • Business
    • 4.9 • 124 Ratings

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.

    Is Cash Trash?

    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
    A Book for Everyone

    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
    Remarkable Market Resilience

    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.

    • 12 min
    What to Expect in the Year Ahead

    What to Expect in the Year Ahead

    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.

    • 11 min
    Risks We Face in 2024

    Risks We Face in 2024

    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.

    • 11 min
    4 Key Questions

    4 Key Questions

    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.

    • 11 min

Customer Reviews

4.9 out of 5
124 Ratings

124 Ratings

Chanel and Mia's Mom ,

Thank you gentlemen.

Clear financial advise from two intelligent gentlmen. Thanks for keeping it non-political too.

Dan_in_Gilbert ,

My guiding light

I’m always so grateful when a new episode drops. Peter and Jonathan have an amazing ability to make sense of all the noise surrounding economics, current events, and personal finance. It’s like I can reset with each episode. Thank you for your work in this space!

rlindsay11 ,

Great podcast

Simple and to the point. Highly recommend.

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