Hosted by Creative Planning 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

Keeping Our Balance

Hosted by Creative Planning 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

Things Not to Do in 2023

New Year, New Hope

Bearing Up

Lemons Into Lemonade

Back to School

Hosted by Creative Planning 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 

Reasons to Be Optimistic

Episode 40 - Not Your Average Bear

Episode 39 - Why This Bear Market Is Different

Episode 38 - Coping With Inflation

Hosted by Creative Planning 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio

Episode 36 - Russia, Ukraine, and the Markets

Episode 35 - It’s All About the Earnings

Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/ Hosted by Creative Planning 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Episode 34 - 2022 Market Outlook: Predictably Unpredictable

Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/ Hosted by Creative Planning 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Episode 33 - The Financial Lessons of 2021

Hear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/Read more about different types of inflation: https://creativeplanning.com/education/letter/inflation/Hosted by Creative Planning 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Episode 32 - Today’s Retro Investor Worry: Stagflation

To read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/ Hosted by Creative Planning 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation

Episode 30 - Are We Overdue for a Market Correction?

Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects. Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, Down the Middle 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Episode 29 - Inflation: Still Heating Up

Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part consumption and part investment, and the roles it can play within your overall financial picture. Also, Peter describes the motivation behind Creative Planning’s new financial education center, Pathway Financial Education. Hosted by Creative Planning 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: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Down the Middle

Down the Middle

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