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How to Avoid Blowing Up Your Portfolio

Peter Mallouk

President & CEO

Jonathan Clements

Director of Financial Education
April 16, 2019

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strategies!

Time Stamps

[0:00] – What was it like in the early days of Creative Planning, particularly after multiple recessions, including 2008?

[4:27] – Behavioral Finance. What types of mistakes have academics identified that leads investors to do damage to themselves? How can you avoid them?

[11:20] – Real Estate Investments

[22:43] – Peter Mallouk Tip of the Month

[23:20] – Jonathan Clements Tip of the Month

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More Episodes

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Hear more on inflation here:

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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.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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