Peter Mallouk interviews Brenna Saunders, Creative Planning Wealth Manager about gifting strategies related to wealth transfer across multiple generations, avoiding the estate tax, and sustained charitable giving. Listen in as we explore how to maximize the benefit of your monetary gifts in the most tax efficient manner.

More about guest Wealth Manager, Brenna Saunders: http://bit.ly/2XAkimt

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Brett Broyles, Creative Planning Wealth Manager about behavioral mistakes investors make that sometimes derail their financial plan. We all have tendencies to remember more recent events better than what we have learned in the past. Join in as we explore how to avoid making mistakes due to recent market conditions skewing your judgement on our latest episode.

More about guest Wealth Manager, Brett Broyles: http://bit.ly/2VWRbYT

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Annie Rogers, Creative Planning Attorney about what the probate court system is and how to avoid it. The passing of loved ones is a difficult time. Having an estate plan set up to avoid excess costs, public asset transfer, and a long and tedious process is ideal. Join in for our discussion in our latest episode.

More about guest Wealth Manager, Annie Rogers: http://bit.ly/2wp83gF

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Tim Sutton, Creative Planning Wealth Manager about why international companies are still an important part of a diversified portfolio when United States markets have been doing well. Join in for our discussion in our latest episode.

More about guest Wealth Manager, Tim Sutton: http://bit.ly/2QnECV7

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager and Annie Rogers, Creative Planning Attorney about when you should establish a Trust, remembering to move assets into the Trust and how to ensure you have your estate in order so your wishes are followed and loved ones are cared for. Estate regulations, tax laws, and life situations change constantly so reviewing your overall plan regularly is an important part of financial stability. Join in for our discussion in our latest episode.

More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB

More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Manager about the continued expansion of the global economy and how the valuation of currency affects companies’ earnings as profits are translated from international currency to US Dollars.

More about guest Wealth Manager, Jay Beebe: http://bit.ly/30bFn8v

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about things to contemplate when selecting a trustee for your estate plan. Dive into what to consider, how each relationship would work, and what would function best for your situation.

More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season, updates to withholding information and what you can do in the off season.

More about guest Candace Varner: http://bit.ly/2Q3lxY8

More about guest Ben Hake: http://bit.ly/2JHFi6x

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Jay Beebe, Creative Planning Wealth Advisor, about the impact of currency, exchange rates, and how capital flows around the globe.

More about guest Wealth Manager, Jay Beebe: http://bit.ly/30bFn8v

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season and things people need to do to prepare for the next tax season. Yes, we know its summer but NOW is a great time to start preparing for next year.

More about guest Candace Varner: http://bit.ly/2Q3lxY8

More about guest Ben Hake: http://bit.ly/2JHFi6x

Important legal disclosure: http://bit.ly/2DC250b