Down the Middle

Don't Delay!

Episode Summary

This month, Peter Mallouk and Jonathan Clements discuss when you should make the choice to spend and why you should consider gifting to loved ones and charities during your lifetime. Plus, learn how to set up a legacy contact on your iPhone as well as the benefits of writing a letter of last instruction.

Episode Notes

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!

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