Podcast Episodes

Episode 16 - What the Market Cares About

Episode 16

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at wher…

5 years, 9 months ago

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Episode 15 - The One Reason to Own Bonds

Episode 15

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the …

5 years, 10 months ago

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Episode 14 - Coronavirus: The Market Impact and Planning Opportunities

Episode 14

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at lock…

5 years, 11 months ago

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Episode 13 - Coronavirus: How to Respond

Episode 13

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavi…

6 years, 1 month ago

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Episode 12 - Life Changes - Your Estate Plan Should, Too!

Episode 12

[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, y…

6 years, 2 months ago

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Episode 11 - The Problem With New Year’s Resolutions…

Episode 11

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] – T…

6 years, 3 months ago

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Episode 10 - What We’ve Learned in 2019

Episode 10

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 invest…

6 years, 4 months ago

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Episode 9 - When to Claim Social Security

Episode 9

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…

6 years, 5 months ago

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Episode 8 - The How and Why of Diversifying Concentrated Stock Risk

Episode 8

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 retire…

6 years, 6 months ago

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Episode 7 – Paying for College

Episode 7

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
[2…

6 years, 7 months ago

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