Podcasts by Down the Middle

Episode 4 – How the Financial Media Maximizes Profits from 2023-12-13T18:23:28.642317

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative ...

Episode 5 – Does Money Make You Happy? from 2023-12-13T18:23:28.639128

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-de...

Episode 6 – How Much Does the President Affect the Economy? from 2023-12-13T18:23:28.635692

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-de...

Episode 7 – Paying for College from 2023-12-13T18:23:28.588685

Time Stamps
[0:00] - Paying for college
[5:41] - College debt
[14:37] - Biases people have from childhood
[18:30] - Peter Mallouk tip of the month
[20:06] - Jonatha...

Episode 8 - The How and Why of Diversifying Concentrated Stock Risk from 2023-12-13T18:23:28.584937

Time Stamps

[0:00] – Strategies to mitigate concentrated stock risk

[6:20] – Company stock in a 401k plan

[9:08] – The right approach to generate retirement in...

Episode 9 - When to Claim Social Security from 2023-12-13T18:23:28.579734

Time Stamps:

[0:00] – When to claim Social Security

[10:27] – Coping with a financial emergency

[13:20] – Funding a Roth IRA 

[14:00] – Biggest financial...

Episode 10 - What We’ve Learned in 2019 from 2023-12-13T18:23:28.572889

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

Episode 11 - The Problem With New Year’s Resolutions… from 2023-12-13T18:23:28.564539

Time Stamps:

[0:00] – Happy New Year, and Happy Birthday, Jonathan!

[0:35] – New Year’s resolutions – why they fail, and how they can succeed

[7:00] – The dang...

Episode 12 - Life Changes - Your Estate Plan Should, Too! from 2023-12-13T18:23:28.549289

[0:00] – When to revisit your estate plan and beneficiary designations

[4:40] – What life insurance is - and isn’t

[7:00] – How to spend February 29, your extra day this year

[...

Episode 13 - Coronavirus: How to Respond from 2023-12-13T18:23:28.544094

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts...

Episode 14 - Coronavirus: The Market Impact and Planning Opportunities from 2023-12-13T18:23:28.491861

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncer...

Episode 15 - The One Reason to Own Bonds from 2023-12-13T18:23:28.486911

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. Th...

Episode 16 - What the Market Cares About from 2023-12-13T18:23:28.482487

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covi...

Episode 17 - In Case of Emergency from 2023-12-13T18:23:28.478218

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are s...

Episode 18 - Main St. and Wall St., Election Impact and the Markets from 2023-12-13T18:23:28.473723

Are Wall Street and Main Street disconnected?

Elections and the markets.

How to handle IRA beneficiaries under the new tax laws.

We each give our tip of the month.

Episode 19 - The Election, Bond Yields, the Never Ending Coronavirus from 2023-12-13T18:23:28.469174

In this episode, Peter and Jonathan discuss

• The election
• Have the markets really moved beyond COVID-19?
• Bond yields
• Record home sales

Hoste...

Episode 20 - The Unfolding Election and the Markets from 2023-12-13T18:23:28.464766

The election results are unfolding and the markets are shrugging. 

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this ...

Episode 21 - 2020: Lessons Learned and Reaffirmed from 2023-12-13T18:23:28.453030

Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs.

Hosted by Creative Planning Director of Financial Education, Jonathan Clement...

Episode 22 - What Not to Do in 2021 from 2023-12-13T18:23:28.447460

Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks....

Episode 24 - Fun and Gains from 2023-12-13T18:23:28.394356

The economy is up, bonds are down and stocks are waffling. But what should investors do? Creative Planning's Peter Mallouk and Jonathan Clements take a look at the latest market action.

Ho...

Episode 25 - Investors Gone Wild from 2023-12-13T18:23:28.389744

GameStop. Bitcoin. AMC. Special purpose acquisition companies. NFTs. These aren't just the hottest topics on Wall Street. As Creative Planning's Peter Mallouk and Jonathan Clements discuss, they...

Episode 26 - Up for Debate from 2023-12-13T18:23:28.384973

Creative Planning's Peter Mallouk and billionaire Mark Cuban have two bets going, with the winner determined by performance over the next 10 years. Peter put his money on the S&P 500, while Mark...

Episode 27 - Up, Up and Away from 2023-12-13T18:23:28.379044

Investors' latest fear: rampant inflation. Should we be worried--and what does it mean for our finances? Creative Planning's Peter Mallouk and Jonathan Clements look at the evidence of higher in...

Episode 28 - Is Real Estate a Good Investment? from 2023-12-13T18:23:28.373785

Pundits have recently been slapping the “bubble” label on the real estate market. Should you be worried? Creative Planning’s Peter Mallouk and Jonathan Clements discuss how real estate is part c...

Episode 29 - Inflation: Still Heating Up from 2023-12-13T18:23:28.368198

Inflation continues to top investors' worries. But is it transitory or here to stay? Creative Planning's Peter Mallouk and Jonathan Clements discuss the different types of inflation, which can h...

Episode 30 - Are We Overdue for a Market Correction? from 2023-12-13T18:23:28.363121

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-...

Episode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and Inflation from 2023-12-13T18:23:28.357722

To read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, Listen

Episode 32 - Today’s Retro Investor Worry: Stagflation from 2023-12-13T18:23:28.352285

Hear more about inflation and the labor market: Listen

Episode 33 - The Financial Lessons of 2021 from 2023-12-13T18:23:28.348636

Hear more about inflation concerns: https://creativeplanning.com/education/podcast/ep...

Episode 34 - 2022 Market Outlook: Predictably Unpredictable from 2023-12-13T18:23:28.343837

Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/...

Episode 35 - It’s All About the Earnings from 2023-12-13T18:23:28.298497

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-...

Episode 36 - Russia, Ukraine, and the Markets from 2023-12-13T18:23:28.268734

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-...

Risks We Face in 2024 from 2023-11-30T17:51:40

Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible deve...

4 Key Questions from 2023-10-31T14:47:14

From worries about political upheaval to the viability of the traditional balanced portfolio, Peter Mallouk and Jonathan Clements tackle four key questions currently on investors’ minds. Plus, a...

Are Interest Rates Keeping the Market Down? from 2023-09-28T20:28:34

Over the past 21 months, higher interest rates have hurt stock returns. But will that continue? Peter Mallouk and Jonathan Clements tackle this question on this month’s episode.Plus, Peter encou...

Is College Worth the Cost? from 2023-08-31T17:22:45

This month, Peter Mallouk and Jonathan Clements discuss what factors help make a college degree “worth it,” when parents should pay for their children’s educations and whether students should ge...

Finding Happiness and Purpose With Your Money from 2023-07-31T18:59:03

In light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case fo...

Key Ingredients for a Good Retirement from 2023-06-30T13:50

From good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket li...

How Likely Is a Government Debt Default? from 2023-05-26T00:05

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-...

Could the Dollar’s Reserve Currency Status Be in Jeopardy? from 2023-04-28T18:30:35

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-...

Regional Banks in Turmoil from 2023-03-30T15:11:09

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-...

Don't Delay! from 2023-02-28T16:52:31

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-...

Keeping Our Balance from 2023-01-31T17:09:17

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-...

Things Not to Do in 2023 from 2022-12-30T15:52:19

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-...

New Year, New Hope from 2022-11-30T18:56:22

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-...

Bearing Up from 2022-10-31T14:41:19

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-...

Lemons Into Lemonade from 2022-09-30T13:30

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-...

Back to School from 2022-08-31T18:38:42

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-...

Reasons to Be Optimistic from 2022-07-29T16:40:20

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-...

Episode 40 - Not Your Average Bear from 2022-06-28T21:04:52

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-...

Episode 39 - Why This Bear Market Is Different from 2022-05-31T20:43:52

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-...

Episode 38 - Coping With Inflation from 2022-04-29T17:09:13

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-...

Episode 37 - The Potential Recession, the Personal Impact of Inflation and the Role of Bonds in Your Portfolio from 2022-03-31T19:58:20

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-...

Episode 23 - The Long and the Short of It from 2021-01-29T18:47:57

Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. 

Hosted by Creative Planning Director of Financial Education...

Episode 3: Think You Know What You’re Invested In? Think Again. from 2019-04-30T19:26:44

Description: Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter...

Episode 2: How to Avoid Blowing Up Your Portfolio from 2019-04-16T20:38

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into behavioral mistakes investors make that ...

Episode 1: Welcome to Down the Middle from 2019-02-15T23:32

Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many C...