Best Peter Mallouk Podcasts (2025)

1
Seizing Opportunities Amid Market Volatility 10:26

12d ago10:26

10:26

Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and Presi…

1
U.S. Stocks: Where Do We Go From Here? 12:34

1M ago12:34

12:34

The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month. Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and Pr…

1
All About Alternatives 13:37

2M ago13:37

13:37

Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return. Hosted by Creative Planning’s Director of Financial Education, Jonathan…

1
How Trump Administration Policies May Affect the Economy 13:17

3M ago13:17

13:17

The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions. Hos…

1
How Avoiding Costly Mistakes Can Help You Achieve Financial Success 46:21

4M ago46:21

46:21

On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it come…

1
Financial Clarity for a Smarter 2025 46:40

4M ago46:40

46:40

This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, di…

1
Tax Blunders to Avoid in 2025 46:05

4M ago46:05

46:05

The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and cel…

1
Investing Resolutions to Kick Off 2025 45:24

4M ago45:24

45:24

As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.By Kenny Gatliff, John Hagensen, Creative Planning, Jonathan Clements, Charlie Bilello, Peter Mallouk

1
Financial Resolutions for 2025 10:59

4M ago10:59

10:59

With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements. Hosted by Creative Planning’s Director of Financial Education, Jon…

1
Estate Planning for Blended Families and Other Unique Situations 48:53

5M ago48:53

48:53

As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on ta…

1
Financial Advice for American Expats and Cross-Border Families 45:58

5M ago45:58

45:58

Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring a…

1
Should You Consider Family Office Services? 46:32

5M ago46:32

46:32

On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create p…

1
A Highlight Reel of Our Favorite Financial Insights 46:30

5M ago46:30

46:30

We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement a…

1
What Investors Can Expect in 2025 17:43

6M ago17:43

17:43

With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund withi…

1
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk 47:14

6M ago47:14

47:14

With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his persona…

1
Year-End Estate Planning Essentials 45:24

6M ago45:24

45:24

Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentia…

1
Financial Strategies for Veterans and Their Families 45:48

6M ago45:48

45:48

This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explor…

1
Deciphering Private and Public Markets 46:11

6M ago46:11

46:11

On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstanc…

1
Financial Moves to Consider Before Year-End 12:19

6M ago12:19

12:19

With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-en…

1
2024: A Pivotal Year for Taxes 42:06

7M ago42:06

42:06

On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.…

1
Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025 46:36

7M ago46:36

46:36

Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Busine…

1
Practical Year-End Planning Tips for Every Income Level 45:14

7M ago45:14

45:14

As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financ…

1
Stick to the Basics: Year-End Investment Strategies 45:44

7M ago45:44

45:44

On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With…

1
Don't Let Uncertainty Derail Your Portfolio 12:40

7M ago12:40

12:40

Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you shou…

1
Year-End Tax Planning but With a View 46:34

7M ago46:34

46:34

On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of…

1
Critical Year-End Planning Insights 47:50

8M ago47:50

47:50

On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals,…

1
Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes 47:17

8M ago47:17

47:17

Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder …

1
Football, Finances and Winning Strategies 47:16

8M ago47:16

47:16

On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future.…

1
Achieving a Meaningful Retirement 45:58

8M ago45:58

45:58

Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan.…

1
What's "Normal" for the Stock Market? 14:49

9M ago14:49

14:49

The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash. Hosted…

1
Navigating Roth Conversions: the Good, the Bad and the Ugly 48:12

9M ago48:12

48:12

On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.By John Hagensen, Jesse Reed, Creative Planning

1
The Million-Dollar Question, Answered 47:42

9M ago47:42

47:42

Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six y…

1
What Do the Olympics and the Stock Market Have in Common? 47:17

9M ago47:17

47:17

On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opi…

1
Important Mid-Year Financial Considerations 38:37

9M ago38:37

38:37

It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could af…

1
A Game Plan for Giving 11:08

10M ago11:08

11:08

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen. Hosted by Crea…

1
The Most Important Routine for Your Financial Success 46:32

10M ago46:32

46:32

In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an intervie…

1
Love, Money and Index Funds 46:31

10M ago46:31

46:31

Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year.…

1
There’s No Such Thing as Summer Vacation for Investing 47:29

10M ago47:29

47:29

Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning …

1
Shaping Your Legacy Through Your Finances 47:43

10M ago47:43

47:43

Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my in…

1
Looking to Create Wealth? Earn It! 46:23

11M ago46:23

46:23

As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and money (and how happiness plays into the equation!) and share…

1
A Life Update 12:25

11M ago12:25

12:25

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 Presid…

1
Beyond the Headlines: Taking Charge of Your Financial Future 49:08

11M ago49:08

49:08

Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today.…

1
Trends That Are Changing Retirement 48:59

11M ago48:59

48:59

Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethi…

1
Did Someone Say “Election Year”? 41:56

11M ago41:56

41:56

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Canda…

1
The Powerful Impact of Cash 47:25

11M ago47:25

47:25

Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the …

1
Raising Money-Savvy Kids 13:47

12M ago13:47

13:47

“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, J…

1
Burned by Do-It-Yourself Investing? 47:28

12M ago47:28

47:28

From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve.…

1
Practical Tips to Reduce Portfolio Taxes 49:41

12M ago49:41

49:41

When it comes to planning for your retirement, you've probably devoted ample time to considering your investment strategies. But have you given much thought to your tax strategies? If you haven’t been doing strategic tax planning, your portfolio may not be as tax-efficient as it could be. This week, discover five tips you can implement to help ensu…

1
5 Mistakes Investors Make 47:23

12M ago47:23

47:23

Join John as he details five mistakes every investor makes. From market timing to misunderstanding performance data, find out how to recognize and avoid these mistakes and put yourself in a better position to achieve long-term financial success. (2:07) Plus, learn why understanding the future of taxes may make you rethink your current tax strategy.…

1
The Invisible Threat to Your Retirement 48:47

1y ago48:47

48:47

In a world filled with financial advice and market predictions, it's easy to overlook the powerful impact our own behavior can have on our retirement outcomes. Tune in as John explores how our emotions play into our behavior and decision-making and how this invisible threat could impact your plans for retirement. (:30) Plus, the probate puzzle: wha…

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Peter Mallouk Podcasts

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