Podcasts / Discussions with our Investment Leaders

Recognizing and Refuting Common Tax Misconceptions
Peter Mallouk and co-hosts, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss common tax misconceptions as the extended July 15 filing deadline approaches. They reveal clients’ oft-asked questions, and why some are non-issues after all.  Listen in as we explore these…
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Episode 24
Roth vs. Pre Tax
The 411 On 401K
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Episode 12
Asset Allocation
The 411 On 401K
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Episode 10
Debt Management
The 411 On 401K
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Episode 9
Creating A Budget
The 411 On 401K
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Episode 4
Money Market Risk
The 411 On 401K
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Episode 1
Start With A Will
A Matter of Trust
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Episode 51
The Long and Short of Institutional Investing
A 1000 Miles from Wall Street
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Episode 50
Stretching the Limits of Gifting
A 1000 Miles from Wall Street
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Episode 49
The Real Estate Conundrum
A 1000 Miles from Wall Street
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Episode 48
Connecting Capital to Causes
A 1000 Miles from Wall Street
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Episode 47
In Time for the Giving Season
A 1000 Miles from Wall Street
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Episode 45
Power Of Attorney The Who, What And Why
A 1000 Miles from Wall Street
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Episode 44
The Client Advisor Connection
A 1000 Miles from Wall Street
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Episode 43
Hazards of DIY Investing
A 1000 Miles from Wall Street
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Episode 42
Family Peace is Priceless
A 1000 Miles from Wall Street
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Episode 41
The Often Overlooked Benefits of HSA Accounts
A 1000 Miles from Wall Street
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Episode 40
Just Get Started
A 1000 Miles from Wall Street
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Episode 38
Power of Compounding Interest
A 1000 Miles from Wall Street
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Episode 37
Benefits of Fixed Pricing on Tax Preparation
A 1000 Miles from Wall Street
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Episode 36
Gifting Assets
A 1000 Miles from Wall Street
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Episode 35
Not Letting Taxes Dictate Investment Decisions
A 1000 Miles from Wall Street
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Episode 34
Benefits of Family Wealth Planning
A 1000 Miles from Wall Street
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Episode 33
Drawing from Portfolios in Retirement
A 1000 Miles from Wall Street
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Episode 30
Energy Investments
A 1000 Miles from Wall Street
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Episode 7
Paying for College
Down the Middle
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Episode 29
Why Continuity is Key for Business Owners
A 1000 Miles from Wall Street
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Episode 26
529 Plan Pitfalls
A 1000 Miles from Wall Street
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Episode 25
529 Plan Overview
A 1000 Miles from Wall Street
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Episode 23
Government Employee Retirement Planning Tips
A 1000 Miles from Wall Street
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Episode 22
Itemized vs Standard Deductions
A 1000 Miles from Wall Street
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Episode 21
Using a True Fiduciary as an Advisor
A 1000 Miles from Wall Street
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Episode 20
Healthcare POA & Living Wills
A 1000 Miles from Wall Street
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Episode 19
Precious Metals
A 1000 Miles from Wall Street
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Episode 18
Estate Planning Guardianship
A 1000 Miles from Wall Street
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Episode 17
Loss Aversion
A 1000 Miles from Wall Street
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Episode 16
What to Consider Before Retiring
A 1000 Miles from Wall Street
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Episode 15
Why Have Bonds in Portfolios?
A 1000 Miles from Wall Street
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Episode 14
Household Financial Planning Survey Results
A 1000 Miles from Wall Street
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Episode 13
Importance of a Financial Plan
A 1000 Miles from Wall Street
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Episode 12
Starting Your Financial Planning Journey
A 1000 Miles from Wall Street
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Episode 11
Gifting Strategies
A 1000 Miles from Wall Street
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Episode 10
Recency Bias
A 1000 Miles from Wall Street
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Episode 9
Avoiding the Probate Court System
A 1000 Miles from Wall Street
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Episode 8
Why You Need a Global Portfolio
A 1000 Miles from Wall Street
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Episode 7
Remember to Fund Your Trust
A 1000 Miles from Wall Street
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Episode 6
Currency Fluctuations
A 1000 Miles from Wall Street
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Episode 5
Selecting a Trustee
A 1000 Miles from Wall Street
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Episode 4
Tax Law Updates
A 1000 Miles from Wall Street
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Episode 3
Global Investment Environment
A 1000 Miles from Wall Street
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Episode 2
Prepare for Tax Season Now
A 1000 Miles from Wall Street
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Episode 1
China Trade Tariff Negotiations
A 1000 Miles from Wall Street
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PETER MALLOUKPRESIDENT, CREATIVE PLANNING