Afleveringen
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Summer is heating up, and so are the markets. This month, Peter and Jeff break down two of Wall Streetâs hottest topics: the boom in private credit and the return of the IPO. Whatâs fueling the frenzy, whereâs the risk and what should investors watch? Get the answers to these questions plus their tips of the month.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât want to miss each of their monthly tips!
Important Legal Disclosure:
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The stock market just hit another record high; so did your grocery bill. Thatâs the K-shaped economy in one sentence. One American is getting richer, while the other canât keep up with rent. Peter and Jeff dig into whoâs actually winning, why the gap keeps widening and what it means for your paycheck, your portfolio and your plans. Stick around for their tips of the month.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât want to miss each of their monthly tips!
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?
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Zijn er afleveringen die ontbreken?
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Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the ongoing conflict with Iran and what it may mean for investors. Plus, get their tips of the month.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât 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] -
After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United Statesâ favor long term and discuss where else investors are going with their dollars. Plus, get their tips of the month.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât 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] -
Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus, learn why you should consider maintaining insurance outside your workplace.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât 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] -
From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion â and later $5 trillion â market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7âs recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât 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] -
In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7âs recent pullback and low consumer sentiment before offering their tips of the month.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât 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] -
This month, Peter and Jeff discuss two trending topics â the government shutdown and the likelihood of a recession â and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end.
Hosted by Creative Planningâs Director of Financial Planning, Jeff Stolper, 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 wonât 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] -
The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs â something thatâs occurred only 20 times previously. Peter and Jeff discuss the potential reasoning for this move as well as the outcome seen 100% of the time historically. Plus, Peter shares the news of Jonathan Clementsâ recent passing.
Hosted by Creative Planningâs 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 wonât 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] -
Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathanâs finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathanâs continued health struggles.
Hosted by Creative Planningâs 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 wonât 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] -
We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child.
Hosted by Creative Planningâs 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 wonât 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] -
In recent decades, thereâs been a lot of academic research on the topic of happiness â and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement.
Hosted by Creative Planningâs 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 wonât 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] -
With the recent downgrade on U.S. government debt by Moodyâs and a tax bill making its way through Congress thatâs projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative.
Hosted by Creative Planningâs 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 wonât 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] -
Why do many feel this yearâs stock market volatility rivals much worse declines of the past? And why are the marketâs moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month.
Hosted by Creative Planningâs 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 wonât 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] -
The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month.
Hosted by Creative Planningâs 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 wonât 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] -
Peter and Jonathan discuss what defines an âalternative investmentâ 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 Planningâs 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 wonât 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] -
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 Planningâs 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 wonât 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] -
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 Planningâs 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 wonât want to miss each of their monthly tips!
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?
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With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes â cash, bonds, stocks and private investments â 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 Planningâs 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 wonât 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] -
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 Planningâs 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 wonât 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] - Laat meer zien
