48 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 • 110 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.

    Don't Delay!

    Don't Delay!

    This month, Peter Mallouk and Jonathan Clements discuss when you should make the choice to spend and why you should consider gifting to loved ones and charities during your lifetime. Plus, learn how to set up a legacy contact on your iPhone as well as the benefits of writing a letter of last instruction.

    • 13 min
    Keeping Our Balance

    Keeping Our Balance

    This month, Peter Mallouk and Jonathan Clements offer their take on the classic 60/40 portfolio, discussing the relative merits of bonds, U.S. stocks and international shares. Plus, learn how timing your charitable donations can potentially result in a larger tax break.

    • 13 min
    Things Not to Do in 2023

    Things Not to Do in 2023

    This month, Peter Mallouk and Jonathan Clements take the road less traveled, giving you a list of what NOT to do in 2023. Plus, learn why early in the year is the best time to contribute to many investment vehicles.

    • 11 min
    New Year, New Hope

    New Year, New Hope

    This month, Peter Mallouk and Jonathan Clements discuss what’s in store for 2023 and how the bear market will end. Plus, learn what Sandra Bullock movies and bear markets have in common.

    • 11 min
    Bearing Up

    Bearing Up

    This month, Peter Mallouk and Jonathan Clements discuss investor sentiment 10 months into the current bear market, share why midterm elections aren’t cause for financial worry and provide useful tips for fraud prevention.

    • 11 min
    Lemons Into Lemonade

    Lemons Into Lemonade

    This month, Peter Mallouk and Jonathan Clements discuss how we ended up with high inflation, how stocks and bonds might fare in the decade ahead and how investors can benefit from today's market turmoil.

    • 12 min

Customer Reviews

4.9 out of 5
110 Ratings

110 Ratings

Gal from Nebraska ,

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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