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INSIGHTS

Podcasts

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Down the Middle®

Financial Markets & Investment Philosophy Podcast with Jonathan Clements & Peter Mallouk

Creative Planning President, Peter Mallouk and Director of Financial Education, Jonathan Clements’ Down the Middle is a monthly podcast series where Peter Mallouk and Jonathan Clements discuss recent market events, Creative Planning investment philosophy, give monthly tips and more.

A Matter of Trust Podcast Cover Art

A Matter of Trust®

An Estate Planning Podcast with Annie Rogers, Christina Knopke & Peter Mallouk

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

The Standard Deduction Podcast Cover Art

The Standard Deduction®

A Tax Podcast with Candace Varner, Ben Hake & Peter Mallouk

The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team..

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021