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Life Changes – Your Estate Plan Should, Too!

Peter Mallouk

President & CEO

Jonathan Clements

Director of Financial Education
February 02, 2020

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!

Time Stamps:

[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


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More Episodes

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:

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.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



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