Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why New Year’s-driven behavioral and financial goal-setting often fails, and how success can be supported instead. They also discuss how dynamic market conditions - and not the calendar - should guide you when you’re rebalancing a portfolio or harvesting tax losses.
Time Stamps:
[0:00] – Happy New Year, and Happy Birthday, Jonathan!
[0:35] – New Year’s resolutions – why they fail, and how they can succeed
[7:00] – The dangers of calendar-based wealth management
[11:00] – Harvest tax losses all year long, if needed
[11:40] – Peter Mallouk’s tip of the month
[13:00] - Jonathan Clements’ tip of the month
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: http://bit.ly/2DC250b