Financial Resolutions for 2025

With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.

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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.