• A Book for Everyone

  • Feb 27 2024
  • Length: 9 mins
  • Podcast

A Book for Everyone

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  • Summary

  • Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.

    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:

    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?

    Email us @ podcasts@creativeplanning.com
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