Podcasts / Down the Middle

Episode 12 – Life Changes – Your Estate Plan Should, Too!

[0:00] – When to revisit your estate plan and beneficiary designations

[4:40] – What life insurance is – and isn’t

[7:00] – How to spend February 29, your extra day this year

[11:40] – Jonathan Clements’ tip of the month

[13:30] – Peter Mallouk’s 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!

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING