Podcast Episodes
Back to SearchFinancial Resolutions for 2025
Episode 70
With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share se…
1 year, 8 months ago
What Investors Can Expect in 2025
Episode 69
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…
1 year, 9 months ago
Financial Moves to Consider Before Year-End
Episode 68
With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and …
1 year, 10 months ago
Don't Let Uncertainty Derail Your Portfolio
Episode 67
Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many invest…
1 year, 11 months ago
What's "Normal" for the Stock Market?
Episode 66
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 di…
2 years ago
A Game Plan for Giving
Episode 65
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 an…
2 years, 1 month ago
A Life Update
Episode 64
In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through the…
2 years, 2 months ago
Raising Money-Savvy Kids
Episode 63
“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 Jonat…
2 years, 3 months ago
Unlocking the Secrets of Retirement
Episode 62
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…
2 years, 4 months ago
Is Cash Trash?
Episode 61
Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appeal…
2 years, 5 months ago