Down the Middle®
Peter Mallouk
Jonathan Clements
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
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)
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
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.
The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio
Peter Mallouk and Jonathan Clements discuss whether we are on our way into a recession, those hit hardest by recent inflationary pressure and the role of bonds in your portfolio.
Itemized Deductions, Tax Credits, and More to Be Aware of This Tax Season
In this episode, Tax Directors Candace Varner and Ben Hake discuss several deductions and credits you may be eligible for this tax season (including charitable donations, medical expenses, childcare, etc.). They also give specific tips for lowering your tax bill...
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,...
Why You Should Add Your Revocable Living Trust to Your Insurance Policies
In this month’s podcast, Attorneys Annie Rogers and Chrissy Knopke discuss how and why you should add your revocable living trust as an insured on your auto, home, life, and other insurance policies. They also share a real-life example of what could happen when you...
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
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
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.)
