EPISODE · Jan 2, 2020 · 14 MIN
Episode 11 - The Problem With New Year’s Resolutions…
from Down the Middle · host Jonathan Clements, Peter Mallouk
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
What this episode covers
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.
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Episode 11 - The Problem With New Year’s Resolutions…
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