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. Time St...
Jul 01, 2020•20 min•Ep. 16
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. Time Stamps: [0:00] – Bear Market rally from S&P decline of 34% [3:27] – Pandemic’s effect on corporate earnings [6...
Jun 01, 2020•19 min•Ep. 15
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. Time Stamps: [0:00] – The Bear Market rally, and why it’s happening [3:10] – The when - not if - of recovery [7:00] – How large-cap stocks and t...
May 01, 2020•24 min•Ep. 14
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month! Time Stamps: [0:00] – Coronavirus and its effects on markets [4:16] – Investor responses to the coronavirus [6:10] – What the ...
Mar 02, 2020•15 min•Ep. 13
[0:00] – When to revisit your estate plan and beneficiary designations [4:40] – What life insurance is - and isn’t [7:00] – How to spend February 29, your extra day this year [11:40] – Jonathan Clements’ tip of the month [13:30] – Peter Mallouk’s tip of the month 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 issu...
Feb 02, 2020•15 min•Ep. 12
Time Stamps: [0:00] – Happy New Year, and Happy Birthday, Jonathan! [0:35] – New Year’s resolutions – why they fail, and how they can succeed [7:00] – The dangers of calendar-based wealth management [11:00] – Harvest tax losses all year long, if needed [11:40] – Peter Mallouk’s tip of the month [13:00] - Jonathan Clements’ tip of the month Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that ...
Jan 02, 2020•15 min•Ep. 11
Time Stamps: [0:00] – What’s going on in Great Britain? [1:15] – The escalating Private Equity market [5:15] – How REITs can rule in real estate investing [7:25] – Why the time may be right for a Roth IRA conversion [10:00] – Tax-impacting moves to make by December 31 – Don’t Delay! [11:10] – Strategic uses for a Donor Advised Fund [12:10] – Why not to miss your IRA’s full annual Required Minimum Distribution [13:00] – How a Qualified Charitable Distribution can be a difference-maker at tax time...
Dec 02, 2019•19 min•Ep. 10
Time Stamps: [0:00] – When to claim Social Security [10:27] – Coping with a financial emergency [13:20] – Funding a Roth IRA [14:00] – Biggest financial regrets [16:50] - Peter Mallouk tip of the month [17:35] - Jonathan Clements tip of the month SHOW NOTES 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, th...
Nov 01, 2019•20 min•Ep. 9
Time Stamps [0:00] – Strategies to mitigate concentrated stock risk [6:20] – Company stock in a 401k plan [9:08] – The right approach to generate retirement income [16:00] - Peter Mallouk tip of the month [17:34] - Jonathan Clements tip of the month 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 econom...
Oct 01, 2019•19 min•Ep. 8
Time Stamps [0:00] - Paying for college [5:41] - College debt [14:37] - Biases people have from childhood [18:30] - Peter Mallouk tip of the month [20:06] - Jonathan Clements tip of the month Important legal disclosure: http://bit.ly/2DC250b 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 th...
Sep 09, 2019•22 min•Ep. 7
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!
Aug 01, 2019•23 min•Ep. 6
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!
Jul 01, 2019•24 min•Ep. 5
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as w...
Jun 01, 2019•26 min•Ep. 4
Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips!...
Apr 30, 2019•17 min•Ep. 3
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strateg...
Apr 16, 2019•25 min•Ep. 2
Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your own ...
Feb 15, 2019•21 min•Ep. 1
