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

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] – The dangers of calendar-based wealth management

[11:00] – Harvest tax losses all year long, if needed

[11:40] – Peter Mallouk’s tip of the month

[13:00] – Jonathan Clements’ tip of the month

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

Subscribe to our podcasts
A 1000 Miles from Wall Street
Subscribe to our podcasts
Down the Middle

Related Content

We have representatives near you,
so we'll meet you wherever you are.

Request A Meeting

OR CALL US AT

(866) 273-2848

Resources for investors who want
to make more informed choices.

Read More

PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING