Podcasts / Down the Middle

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
A Matter of Trust
Subscribe to our podcasts
Down the Middle
Subscribe to our podcasts
The 411 On 401K
Subscribe to our podcasts
The Standard Deduction

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, CREATIVE PLANNING