Podcast Episodes
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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, 8 months ago
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, 10 months ago
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, 10 months ago
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, 11 months ago
Episode 6 – How Much Does the President Affect the Economy?
Episode 6
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into top…
7 years, 1 month ago
Episode 5 – Does Money Make You Happy?
Episode 5
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into top…
7 years, 2 months ago
Episode 4 – How the Financial Media Maximizes Profits
Episode 4
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look …
7 years, 3 months ago
Episode 3: Think You Know What You’re Invested In? Think Again.
Episode 3
Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a…
7 years, 4 months ago
Episode 2: How to Avoid Blowing Up Your Portfolio
Episode 2
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look …
7 years, 4 months ago
Episode 1: Welcome to Down the Middle
Episode 1
Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock mar…
7 years, 6 months ago