Down the Middle

• All About Alternatives

  Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return.Hosted by Creative Planning’s 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 @ [email protected]

  --------  

  13:37
• How Trump Administration Policies May Affect the Economy

  The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions. Hosted by Creative Planning’s 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 @ [email protected]

  --------  

  13:17
• Financial Resolutions for 2025

  With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.Hosted by Creative Planning’s 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 @ [email protected]

  --------  

  10:59
• What Investors Can Expect in 2025

  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, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund within a taxable account.Hosted by Creative Planning’s 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 @ [email protected]

  --------  

  17:43
• Financial Moves to Consider Before Year-End

  With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.Hosted by Creative Planning’s 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 @ [email protected]

  --------  

  12:19

Más podcasts de Economía y empresa

Podcasts a la moda de Economía y empresa

Acerca de Down the Middle