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Down the Middle

48 Episodes

14 minutes | Feb 28, 2023
Don't Delay!
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
13 minutes | Jan 31, 2023
Keeping Our Balance
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
12 minutes | Dec 30, 2022
Things Not to Do in 2023
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!   Important Legal Disclosure: creativeplanning.com/important-disclosure-information/   Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
11 minutes | Nov 30, 2022
New Year, New Hope
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
11 minutes | Oct 31, 2022
Bearing Up
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
12 minutes | Sep 30, 2022
Lemons Into Lemonade
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
15 minutes | Aug 31, 2022
Back to School
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
10 minutes | Jul 29, 2022
Reasons to Be Optimistic
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!   Important Legal Disclosure: creativeplanning.com/important-disclosure-information/   Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com  
15 minutes | Jun 28, 2022
Episode 40 - Not Your Average Bear
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!   Important Legal Disclosure: creativeplanning.com/important-disclosure-information/   Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
12 minutes | May 31, 2022
Episode 39 - Why This Bear Market Is Different
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
10 minutes | Apr 29, 2022
Episode 38 - Coping With Inflation
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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
13 minutes | Mar 31, 2022
Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio
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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
15 minutes | Mar 1, 2022
Episode 36 - Russia, Ukraine, and the Markets
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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
14 minutes | Feb 1, 2022
Episode 35 - It’s All About the Earnings
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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com
13 minutes | Jan 3, 2022
Episode 34 - 2022 Market Outlook: Predictably Unpredictable
Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/ Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/   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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com
15 minutes | Dec 1, 2021
Episode 33 - The Financial Lessons of 2021
Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/ Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/ Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/   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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
13 minutes | Nov 1, 2021
Episode 32 - Today’s Retro Investor Worry: Stagflation
Hear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/ Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/ Read more about different types of inflation: https://creativeplanning.com/education/letter/inflation/ 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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
13 minutes | Oct 4, 2021
Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation
To read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/ To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/ To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/   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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
11 minutes | Sep 1, 2021
Episode 30 - Are We Overdue for a Market Correction?
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! Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
16 minutes | Aug 2, 2021
Episode 29 - Inflation: Still Heating Up
Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can have long-term detrimental effects on your portfolio, and what you can do to help mitigate its effects.  Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, Down the Middle 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: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
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