EPISODE · Jun 1, 2019 · 25 MIN
Episode 4 – How the Financial Media Maximizes Profits
from Down the Middle · host Peter Mallouk & Jonathan Clements
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look into surprises clients encounter as Creative Planning onboards assets recommended by former advisors. Included is an in-depth discussion on suitability standards, used by most of the large brokerage houses compared to the fiduciary standard, used by Creative Planning all the time! Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products!
What this episode covers
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at the financial media and what the media’s goals and responsibilities are. Included is an in-depth discussion on types of financial advisors, and some estate planning considerations as you select how to pass on assets to your loved ones. Plus, you won’t want to miss each of their monthly tips! Join us as we explore tax law updates, tax planning strategies and ways to avoid surprises from purchasing investment products! Time Stamps [0:00] – Perspective on Financial Media [7:40] – Fee-only advisors vs. Fee-based advisors vs. commission-based advisors [18:26] – Estate Planning [23:50] – Peter Mallouk tip of the month [24:23] - Jonathan Clements tip of the month Important legal disclosure: http://bit.ly/2DC250b
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Episode 4 – How the Financial Media Maximizes Profits
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