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Paying for College

Peter Mallouk Portrait

Peter Mallouk

President & CEO
Jonathan Clements Portrait

Jonathan Clements

Director of Financial Education
PUBLISHED
September 09, 2019

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] – Paying for college

[5:41] – College debt

[14:37] – Biases people have from childhood

[18:30] – Peter Mallouk tip of the month

[20:06] – Jonathan Clements tip of the month

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Find out how Creative Planning can help you maximize your wealth.

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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