19 episodes

Creative Planning President, Peter Mallouk and Director of Financial Education, Jonathan Clements' Down the Middle is a monthly podcast series where Peter Mallouk and Jonathan Clements discuss recent market events, Creative Planning investment philosophy, give monthly tips and more.

Down The Middle Peter Mallouk & Jonathan Clements

    • Investing
    • 4.9 • 46 Ratings

Creative Planning President, Peter Mallouk and Director of Financial Education, Jonathan Clements' Down the Middle is a monthly podcast series where Peter Mallouk and Jonathan Clements discuss recent market events, Creative Planning investment philosophy, give monthly tips and more.

    Episode 19 - The Election, Bond Yields, the Never Ending Coronavirus

    Episode 19 - The Election, Bond Yields, the Never Ending Coronavirus

    In this episode, Peter and Jonathan discuss
    • The election
    • Have the markets really moved beyond COVID-19?
    • Bond yields
    • Record home sales

    • 19 min
    Episode 18 - Main St. and Wall St., Election Impact and the Markets

    Episode 18 - Main St. and Wall St., Election Impact and the Markets

    Are Wall Street and Main Street disconnected?

    Elections and the markets.

    How to handle IRA beneficiaries under the new tax laws.

    We each give our tip of the month.

    • 22 min
    Episode 17 - In Case of Emergency

    Episode 17 - In Case of Emergency

    Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their employment or their ability to meet their monthly expenses.

    • 21 min
    Episode 16 - What the Market Cares About

    Episode 16 - What the Market Cares About

    Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times - like the end of a calendar quarter or year - can miss the point of rebalancing altogether.

    • 19 min
    Episode 15 - The One Reason to Own Bonds

    Episode 15 - The One Reason to Own Bonds

    Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble.

    • 18 min
    Episode 14 - Coronavirus: The Market Impact and Planning Opportunities

    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 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.

    • 24 min

Customer Reviews

4.9 out of 5
46 Ratings

46 Ratings

mE 1001 ,

Excellent!

Great content and entertaining.

Jose Nińo ,

Incredible

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

Top Podcasts In Investing

Listeners Also Subscribed To