Down the Middle

By: Peter Mallouk & Jonathan Clements
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  • 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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Economics Management Management & Leadership Personal Development Personal Finance Personal Success
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Episodes
  • All About Alternatives

    All About Alternatives
    Feb 28 2025

    Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.

    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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    14 mins
  • How Trump Administration Policies May Affect the Economy

    How Trump Administration Policies May Affect the Economy
    Feb 3 2025

    The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions.

    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
  • Financial Resolutions for 2025

    Financial Resolutions for 2025
    Dec 31 2024

    With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.

    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
    11 mins

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