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] – When to claim Social Security
[10:27] – Coping with a financial emergency
[13:20] – Funding a Roth IRA
[14:00] – Biggest financial regrets
[16:50] – Peter Mallouk tip of the month
[17:35] – Jonathan Clements tip of the month