Down the Middle

Peter Mallouk & Jonathan Clements
  • 4.9 (129)
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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. OCT 31

    Financial Moves to Consider Before Year-End

    With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.

    12 min

  2. SEP 30

    Don't Let Uncertainty Derail Your Portfolio

    Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement.

    13 min

  3. AUG 29

    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

  4. JUL 31

    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

  5. JUN 28

    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

  6. MAY 29

    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

  7. APR 30

    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

  8. MAR 29

    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
See All (68)

4.9
out of 5
129 Ratings

About

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.

Information

  • Creator
    Peter Mallouk & Jonathan Clements
  • Years Active
    2019 - 2024
  • Episodes
    68
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Down the Middle

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