Podcasts about Creative Planning

Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

On this episode, Charlie and Peter examine how the bill recently passed by the Housecould further impact the national deficit and why addressing spending patterns is crucialfor long-term fiscal health.

In this episode of the Iowa Manufacturing Podcast, Todd Shores of Creative Planning breaks down the benefits of the Fractional CFO model, especially for manufacturers navigating uncertainty, staff turnover, or growth. Rather than relying on a single in-house person, companies gain a full team of experts with deep knowledge in finance, HR, ERP, AI, and operational strategy. Todd also shares how manufacturers are leveraging fractional services to implement more intelligent systems—from real-time reporting tools to ERP modernization—and why partnering with a trusted external team can boost both resilience and performance. Whether you're managing complexity or preparing for expansion, this conversation offers compelling reasons to rethink your finance function as a growth engine—not just a back-office task. Find this show on your favorite app: https://iowapodcast.com/from-financial-chaos-to-peace

With the recent downgrade on U.S. government debt by Moody's and a tax bill making its way through Congress that's projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences and how we can potentially balance the budget. Plus, learn about the Jonathan Clements Getting Going on Savings Initiative.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

With Warren Buffet announcing he'll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we've seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

With much debate still surrounding whether we're heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

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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 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

Tariffs may grab headlines, but what's the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio.

Today, Nicole continues to unpack do's and don'ts for market downturns— this time, she's joined by Peter Mallouk, President and CEO of award-winning wealth management firm Creative Planning. In this conversation, Nicole and Peter break down the smart (and not-so-smart) moves to make when the market's in the red. To learn more about Creative Planning and how they could help you meet your financial goals, visit: www.creativeplanning.com/nicole

Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities. 

As markets respond to the administration's sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

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 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

As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction.

On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility.

Jeff Kowal and Chaunsy Weisensel examine the additional services and resources offered through Creative Planning and the events that push people to meet with a financial advisor, Jeff discusses some common IRA questions, and shares things you can do now to make your estate simpler for your heirs.

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 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

On this episode, Charlie and Peter answer several questions they've received regarding the newly formed Department of Government Efficiency (DOGE), including whether DOGE cuts may tip the U.S. into a recession. Plus, an update on meme coin mania and a good reminder of why a diversified portfolio remains a sound investment strategy. 

As organizations adjust to changing political landscapes and workforce expectations, many are reconsidering their DEI strategies. While some past initiatives have led to unintended consequences—disengagement, frustration, or even backlash—true inclusion remains essential for building a productive and innovative workplace. In this episode, Sailu Timbo of Creative Planning shares actionable strategies to rethink and refine DEI efforts without throwing out the principles of inclusion. Rather than abandoning DEI altogether, businesses can shift their approach to ensure employees feel valued, engaged, and empowered. Sailu explains how to avoid common pitfalls while maintaining a strong culture that attracts top talent, drives collaboration, and fosters genuine belonging. This conversation is a must-listen for leaders looking. Hear the full show: https://iowapodcast.com/sailu-timbo-DEI   

When it comes to investing, it's not just knowing what you own but also why you own it. On this episode of Signal or Noise, Charlie and Peter discuss this and other valuable lessons from investor and philanthropist Peter Lynch, whose common sense investing wisdom should be a foundation of your wealth strategy. Plus, get Charlie and Peter's take on all the tariff talk. Is it a signal or just noise?

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. 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

Chaunsy Weisensel and Tom Krueger discuss the move to Creative Planning and the services available, share retirement advice for couples, and examine mistakes every investor makes and how to avoid them.

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 comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025.

On this episode of Signal or Noise, Charlie and Peter discuss five lessons learned from investor and author Howard Marks, whose writings are widely admired in the investment community. They'll share how Mark's lessons are practical advice that should be considered when evaluating your investing strategy, including how there's no such thing as a sure bet. Plus, get Charlie and Peter's take on the recent meme coin mania. Is it a signal or just noise?

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, discussing lessons from 2024 and key financial trends for 2025.

In this special episode of Joyfully Prepared, Wendi sits down with Dr. Danielle McGeough, professor, mom, recovering overachiever, and host of the Plan, Goal, Plan podcast. Together, they explore the art of planning as a joyful, playful, and restorative act that brings clarity, alignment, and purpose. From decorative planning with stickers to intentional journaling, Danielle shares how planning became her way to rediscover herself while managing life as a new mom.Wendi and Danielle also dive into the intersection of self-reliance and creativity, sharing personal stories about their transformative journeys. They discuss the value of learning skills, how to navigate mental resistance, and the importance of distinguishing between rest and restoration.This episode is filled with humor, practical insights, and heartfelt encouragement for moms (and anyone) looking to create a more intentional and fulfilling life. What You'll Learn in This Episode:How Danielle turned planning into a playful, restorative activity.Why self-reliance is a collaborative endeavor, not a solo journey.The difference between rest and restoration—and why both are essential.How learning a skill, like baking bread, can bring unexpected fulfillment.Overcoming mental resistance to create a life aligned with your values. Dr. Danielle McGeoughWebsite: https://www.plangoalplan.com/ Connect with Wendi:Email: wendi@joyfulprep.comInstagram: @joyfulprepperFacebook Group: Joyfully PreparedWebsite: https://joyfullyprepared.com/ Join the Conversation:How do you define resilience? Share with Wendi by email or in the Facebook group! Subscribe & Review:If you enjoyed this episode, subscribe to the podcast and leave a 5-star review. 

Do you need help making a strategy to meet your financial goals? You don't have to do it alone— that's what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals.  If you're ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole 

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 celebrate former President Jimmy Carter and his legacy.

On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise.

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.

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, 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

Let's harness the New Year energy and make 2025 a good year for our wealth, shall we? To help you do exactly that, Nicole sits down with Peter Mallouk, CEO of the award-wining wealth management and investment advisory firm Creative Planning. Peter shares what you can do to make your New Year's resolutions actually stick, and what common investing mistakes we should all leave in 2024. If you want some help making a strategy for your 2025 financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole 

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 taking risks.

On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025. 

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 abroad is an idea that intrigues you, tune in to this episode for valuable insights.

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 positive social and environmental change — an area of increased importance as you accumulate wealth. 

On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise? 

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 and more!

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 within a taxable account.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

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 personal investing insights — it's an interview you won't want to miss!

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 essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week's episode!

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 explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?

In this episode, hosts Tait Duryea and Ryan Gibson welcome back financial planning expert and pilot Jesse Reed to dive deep into market-based cash balance plans—a powerful retirement tool designed specifically for high-earning pilots facing 401(k) spillover limits. Jesse unpacks how pilots can strategically manage these plans to maximize retirement savings and minimize tax burdens. Tune in to learn how to navigate 401(k) limits, Roth and after-tax contribution strategies, and advanced tax planning insights.Jesse Reed is a seasoned financial advisor with Creative Planning, specializing in wealth management for airline professionals. With a background as both a financial planner and a pilot, Jesse has unique expertise in navigating complex airline contracts and retirement benefits. His insights on market-based cash balance plans, 401(k) limits, and tax-efficient investing make him one of the leading voices in financial planning for aviators. Jesse's practical approach provides pilots with the knowledge and tools to optimize their retirement strategies and achieve lasting financial security.

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 circumstances and appetite for risk. Plus, check out this week's interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls. 

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-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.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

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.

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 Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective.

On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24. This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/ Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In the second part of Nicole's conversation with Peter Mallouk (President and CEO of Creative Planning), they cover everything you need to know to enrich your future self: smart strategy for your retirement planning, protecting your assets in a trust and yes, your will.

Nicole does a deep dive into investing with Peter Mallouk, President and CEO of Creative Planning, an award-winning wealth management and investment advisory firm with over 300B assets under management or advisement. They cover everything from stocks, bonds, gold, real estate and even crypto. Whether you're a newbie investor, or work on Wall Street, you'll learn something helpful in this conversation. Plus, Peter shares what it was like co-writing a book with Tony Robbins.