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How the Financial Media Maximizes Profits

Peter Mallouk Portrait

Peter Mallouk

President & CEO
Jonathan Clements Portrait

Jonathan Clements

Director of Financial Education
PUBLISHED
June 01, 2019

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!

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More Episodes

Reasons to Be Optimistic

This month, Peter Mallouk and Jonathan Clements discuss today’s widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance.

Not Your Average Bear

This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn’t work.

Why This Bear Market Is Different

This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance.

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/

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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