Down the Middle

Latest Episodes:

Episode 2: How to Avoid Blowing Up Your Portfolio Apr 16, 2019

Show notes

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 accompany both bull and bear markets. Included is an in-depth analysis on if Real Estate is a good investment and the polarizing effect it has on client advice. Plus, you won’t want to miss each of their monthly tips! Join us as we explore what academics have learned and improve your own investing strategies!

Time Stamps

[0:00] - What was it like in the early days of Creative Planning, particularly after multiple recessions, including 2008?

[4:27] – Behavioral Finance. What types of mistakes have academics identified that leads investors to do damage to themselves? How can you avoid them?

[11:20] – Real Estate Investments

[22:43] – Peter Mallouk Tip of the Month

[23:20] – Jonathan Clements Tip of the Month

Episode 1: Welcome to Down the Middle Feb 15, 2019

Show notes

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 Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run. Plus, you won’t want to miss each of their monthly tips! Join us as we explore how Jack Bogle changed the industry and lessons to improve your own investing strategies!

Time Stamps

0:00 - Welcome to Down the Middle

1:15 – What is on the mind of Creative Planning clients; what are they worrying about?

1:54 – Recent market shifts. What’s going on here?

3:49 – Are stocks too expensive?

7:18 – Why is my portfolio not invested in all US Large Cap stocks?

12:37 – Jack Bogle

18:00 – Peter Mallouk Monthly Tip

18:52 – Jonathan Clements Monthly Tip