From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7’s recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, 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!

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In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, 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

This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end.

Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, 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

The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previously. Peter and Jeff discuss the potential reasoning for this move as well as the outcome seen 100% of the time historically. Plus, Peter shares the news of Jonathan Clements’ recent passing.

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:
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Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathan’s continued health struggles.

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/

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Email us @ podcasts@creativeplanning.com

We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child.

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

In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement.

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/

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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