Down the Middle

Episode 33 - The Financial Lessons of 2021

Episode Summary

In this episode, Peter Mallouk and Jonathan Clements reflect on what we’ve learned this year about inflation, bonds, stock performance, NFTs and other newly popular investments. Perhaps the biggest lesson of all is you can’t guess the short-term direction of either the markets or politicians. For their monthly tips, they offer advice on using appreciated stock for your charitable gifts and why you should let your family know the reason for any monetary gifts you give them for the holidays.

Episode Notes

Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/

Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/

Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/

 

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

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com