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A Thousand Miles from Wall Street

Creative Planning

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Followers
25
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A Thousand Miles from Wall Street

A Thousand Miles from Wall Street

Creative Planning

0
Followers
25
Plays
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About Us

A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Latest Episodes

Episode 51 - The Long and Short of Institutional Investing

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss how institutional investment advisors manage their funds’ growth, withdrawals, and volatility, all simultaneously. They examine what has changed since the Great Recession, and what tenets are valued today. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 DEC 17
Comments
Episode 51 - The Long and Short of Institutional Investing

Episode 50 - Stretching the Limits of Gifting

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 DEC 7
Comments
Episode 50 - Stretching the Limits of Gifting

Episode 49 - The Real Estate Conundrum

Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss tax-advantaged real estate investing. They review the benefits of an Opportunity Zone fund, and how patience can add to the payoff. Listen in as we explore these topics in the latest podcast episode.

3 MIN2019 NOV 29
Comments
Episode 49 - The Real Estate Conundrum

Episode 48 - Connecting Capital to Causes

Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss High Net Worth individuals and their needs, which are not limited to dollars. They share how age and accomplishment can transition one’s chase for success into one of significance. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 NOV 27
Comments
Episode 48 - Connecting Capital to Causes

Episode 47 - In Time for the Giving Season

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss two popular charitable giving vehicles, personal foundations and donor-advised funds. While they’re often thought of similarly, there can be a strong difference depending on who’s to receive your gift. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 NOV 25
Comments
Episode 47 - In Time for the Giving Season

Episode 46 - Act Now! Avoid the Tax Season “Should Haves”

Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss year-end tax planning. They examine a recent tax law nuance that can enhance the deductibility of your charitable gifting. Listen in as we explore these topics in the latest podcast episode.

3 MIN2019 NOV 20
Comments
Episode 46 - Act Now! Avoid the Tax Season “Should Haves”

Episode 45 - Power Of Attorney – The Who, What And Why

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss financial Power of Attorney document types, and the appropriate time to use each. Like other estate planning documents, POAs need regular review as your needs may change . Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 NOV 15
Comments
Episode 45 - Power Of Attorney – The Who, What And Why

Episode 44 - The Client-Advisor Connection

Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss the essential qualities of a Wealth Manager - Client relationship. They examine the client journey, and how matchmaking influences the connection between client and wealth manager. Listen in as we explore these topics in the latest podcast episode.

6 MIN2019 NOV 12
Comments
Episode 44 - The Client-Advisor Connection

Episode 43 - Hazards of DIY Investing

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss the DIY trend among smaller institutional investors, and present the advantages of using an advisory firm instead. Can a board’s good intentions be sustained during times of transition, and especially among members? Listen in as we explore these topics in the latest podcast episode.

3 MIN2019 NOV 6
Comments
Episode 43 - Hazards of DIY Investing

Episode 42 - Family Peace is Priceless

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss how the “stuff” we collect and later share can be a potential source of disputes if not proactively addressed through wills or trusts. Listen in as we explore these topics in the latest podcast episode.

5 MIN2019 OCT 30
Comments
Episode 42 - Family Peace is Priceless

Latest Episodes

Episode 51 - The Long and Short of Institutional Investing

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss how institutional investment advisors manage their funds’ growth, withdrawals, and volatility, all simultaneously. They examine what has changed since the Great Recession, and what tenets are valued today. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 DEC 17
Comments
Episode 51 - The Long and Short of Institutional Investing

Episode 50 - Stretching the Limits of Gifting

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss 2019 financial gifting, and how the limits can be worked to the benefit of those who give and those who receive. They also share how the laws may soon change, affecting more people – and not to their advantage. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 DEC 7
Comments
Episode 50 - Stretching the Limits of Gifting

Episode 49 - The Real Estate Conundrum

Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss tax-advantaged real estate investing. They review the benefits of an Opportunity Zone fund, and how patience can add to the payoff. Listen in as we explore these topics in the latest podcast episode.

3 MIN2019 NOV 29
Comments
Episode 49 - The Real Estate Conundrum

Episode 48 - Connecting Capital to Causes

Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss High Net Worth individuals and their needs, which are not limited to dollars. They share how age and accomplishment can transition one’s chase for success into one of significance. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 NOV 27
Comments
Episode 48 - Connecting Capital to Causes

Episode 47 - In Time for the Giving Season

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss two popular charitable giving vehicles, personal foundations and donor-advised funds. While they’re often thought of similarly, there can be a strong difference depending on who’s to receive your gift. Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 NOV 25
Comments
Episode 47 - In Time for the Giving Season

Episode 46 - Act Now! Avoid the Tax Season “Should Haves”

Peter Mallouk and his guests, Director of Tax Services Candace Varner and Tax Director Ben Hake, discuss year-end tax planning. They examine a recent tax law nuance that can enhance the deductibility of your charitable gifting. Listen in as we explore these topics in the latest podcast episode.

3 MIN2019 NOV 20
Comments
Episode 46 - Act Now! Avoid the Tax Season “Should Haves”

Episode 45 - Power Of Attorney – The Who, What And Why

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss financial Power of Attorney document types, and the appropriate time to use each. Like other estate planning documents, POAs need regular review as your needs may change . Listen in as we explore these topics in the latest podcast episode.

4 MIN2019 NOV 15
Comments
Episode 45 - Power Of Attorney – The Who, What And Why

Episode 44 - The Client-Advisor Connection

Peter Mallouk and his guest, VP of Business Development Vince Clark, discuss the essential qualities of a Wealth Manager - Client relationship. They examine the client journey, and how matchmaking influences the connection between client and wealth manager. Listen in as we explore these topics in the latest podcast episode.

6 MIN2019 NOV 12
Comments
Episode 44 - The Client-Advisor Connection

Episode 43 - Hazards of DIY Investing

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss the DIY trend among smaller institutional investors, and present the advantages of using an advisory firm instead. Can a board’s good intentions be sustained during times of transition, and especially among members? Listen in as we explore these topics in the latest podcast episode.

3 MIN2019 NOV 6
Comments
Episode 43 - Hazards of DIY Investing

Episode 42 - Family Peace is Priceless

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss how the “stuff” we collect and later share can be a potential source of disputes if not proactively addressed through wills or trusts. Listen in as we explore these topics in the latest podcast episode.

5 MIN2019 OCT 30
Comments
Episode 42 - Family Peace is Priceless
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