Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks.
Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks.
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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Email us @ podcasts@creativeplanning.com