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What We’ve Learned in 2019

Peter Mallouk

President & CEO

Jonathan Clements

Director of Financial Education
December 02, 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] – What’s going on in Great Britain?

[1:15] – The escalating Private Equity market

[5:15] – How REITs can rule in real estate investing

[7:25] – Why the time may be right for a Roth IRA conversion

[10:00] – Tax-impacting moves to make by December 31 – Don’t Delay!

[11:10] – Strategic uses for a Donor Advised Fund

[12:10] – Why not to miss your IRA’s full annual Required Minimum Distribution

[13:00] – How a Qualified Charitable Distribution can be a difference-maker at tax time

[13:50] – Using non-performing assets to your advantage

[14:10] – The risk associated with making a late-year, large-sum mutual fund investment

[15:05] – Peter Mallouk’s tip of the month

[17:05] – Jonathan Clements’ tip of the month

Let’s Talk

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

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