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Down the Middle

著者: Peter Mallouk & Jonathan Clements
  • サマリー

  • Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
    2023
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  • A Life Update
    2024/06/28

    In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice.

    Hosted by Creative Planning’s 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!

    Important Legal Disclosure:

    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?

    Email us @ podcasts@creativeplanning.com

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    12 分
  • Raising Money-Savvy Kids
    2024/05/29

    “Do as I say, not as I do” doesn’t work in most scenarios — and it certainly doesn’t work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical financial literacy lessons that can help the next generation learn fiscal responsibility.

    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!

    Important Legal Disclosure:

    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?

    Email us @ podcasts@creativeplanning.com

    続きを読む 一部表示
    14 分
  • Unlocking the Secrets of Retirement
    2024/04/30

    Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about mortgage recasting and when it may be beneficial for you to consider it.

    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!

    Important Legal Disclosure:

    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?

    Email us @ podcasts@creativeplanning.com

    続きを読む 一部表示
    14 分

あらすじ・解説

Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
2023

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