Down the Middle

By: Peter Mallouk & Jonathan Clements
  • Summary

  • 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.
    2023
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Episodes
  • What Investors Can Expect in 2025
    Nov 26 2024

    With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account.

    Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    18 mins
  • Financial Moves to Consider Before Year-End
    Oct 31 2024

    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.

    Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

    Show More Show Less
    12 mins
  • Don't Let Uncertainty Derail Your Portfolio
    Sep 30 2024

    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.

    Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?

    Email us @ podcasts@creativeplanning.com

    Show More Show Less
    13 mins

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