Don't Delay!

This month, Peter Mallouk and Jonathan Clements discuss when you should make the choice to spend and why you should consider gifting to loved ones and charities during your lifetime. Plus, learn how to set up a legacy contact on your iPhone as well as the benefits of writing a letter of last instruction.

Om Podcasten

Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.