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!
[0:00] – Strategies to mitigate concentrated stock risk
[6:20] – Company stock in a 401k plan
[9:08] – The right approach to generate retirement income
[16:00] – Peter Mallouk tip of the month
[17:34] – Jonathan Clements tip of the month