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PODCASTS

Down the Middle®

Peter Mallouk

President of Creative Planning

Jonathan Clements

Director of Financial Education

Financial Markets & Investment Philosophy Podcast with Jonathan Clements & Peter Mallouk

Creative Planning President, Peter Mallouk and Director of Financial Education, Jonathan Clements’ Down the Middle is a monthly podcast series where Peter Mallouk and Jonathan Clements discuss recent market events, Creative Planning investment philosophy, give monthly tips and more.

Coping With Inflation

Coping With Inflation

This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk.

Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/

The Ins and Outs of Limited Liability Corporations (LLCs)

The Ins and Outs of Limited Liability Corporations (LLCs)

Run a business or own a rental property? In this podcast, Attorneys Annie Rogers and Chrissy Knopke discuss the pros and cons of LLCs as well as specific criteria for ensuring you maximize your limited liability protection.

Taxation on Investment Income Explained

Taxation on Investment Income Explained

Let Tax Directors Candace Varner and Ben Hake help you avoid surprises on Tax Day! Listen as they discuss the ins and outs of taxation on many common types of investment income (including interest income, capital gains distributions and several types of dividends) as well as the importance — and timing — of K-1s.

Russia, Ukraine, and the Markets

Russia, Ukraine, and the Markets

This month, Peter Mallouk and Jonathan Clements discuss recent developments related to Russia’s attack on Ukraine and what they could mean for global markets. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk,...

Estate Planning Considerations for Unmarried Couples

Estate Planning Considerations for Unmarried Couples

It’s important to understand that common-law marriage is a thing of the past. If you’re in a committed relationship but not married, you’ll want to listen to this month’s podcast by Attorneys Annie Rogers and Chrissy Knopke to learn how to ensure you and your partner are taken care of if the unexpected occurs.

Home Sweet Home Sale Exclusion

Home Sweet Home Sale Exclusion

In this episode, Tax Directors Candace Varner and Ben Hake are joined by their colleague, Amy McCue, to explain how you could exclude a portion of the gains in your home’s value on your taxes if you’ve recently sold it (or are considering it in this hot seller’s market). As usual, Ben makes things complicated.

It’s All About the Earnings

It’s All About the Earnings

2022 has seen the return of market volatility and concern about interest rate hikes. What should an investor make of it? In this episode, Peter Mallouk and Jonathan Clements offer perspective on recent events and discuss where they see value in the markets. (Hint: It’s still not meme stocks and NFTs.)

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021