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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Peter Mallouk and his guest, Wealth Manager Dan Mathews, discuss how to manage the health insurance conundrum if you’re not working – and not yet Medicare-eligible. By planning, you can offset, at least partially, the financial impacts to your traditional healthcare benefits. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager Mike Giefer, discuss the roles of initiative and discipline in setting a firm financial foundation, and how starting young lets time work for you instead of against you. Listen in as we explore these topics in the latest podcast episode

Peter Mallouk and his guest, Wealth Manager Dan Mathews, separate FSA from HSA, and reveal how to get the most appropriate health insurance coverage for the lowest fixed cost. They also discuss the under-the-radar lifetime savings offered by an HSA. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Director of Financial Planning Jeff Stolper, discuss how earning interest on interest through the power of compounding builds savings. Though the concept is centuries old, the practice can work through anyone’s lifetime. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Tax Director Scott Hipp, discuss why income tax preparation should result from strategy, and not from form-filling. They explain that the client-preparer relationship should have year-round benefits and not just focus on an April 15-driven deadline. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager and Estate Attorney Ryan Dryer, discuss the opportunities and limits of asset gifting - and a commonly held myth. Though many people yearn to be generous, their overall financial plan is an important consideration before they act. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager Jerrod Pearce, CFP®, CPA, discuss why an investment’s tax implications should be a consideration, but not a motivation. They share the dangers of “falling in love” with a particular holding, and how that can paralyze us from acting to create a long-term, diversified portfolio. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager Andrew Horsman, discuss the sense of honor and peace of mind that come with a multi-generation financial plan. Having family members on the same financial page strengthens relationships, leaving more time for “real talk” instead of transactional conversations. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Managing Director Ryan Swartz, discuss how a needs-based portfolio can push back on the gravitational pull of a bear market. With bonds and alternate investments, investors can mitigate the double-whammy of depressed values and portfolio withdrawals during a down market. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Estate and Business Planning Attorney Seamus Smith, share planning tools designed for thoughtful and protective asset management and distribution after an owner’s death. Staging beneficiaries’ access to assets over time provides protections from life’s temptations and vulnerabilities. Listen as we explore these topics in the latest podcast episode.

Investing is subjective, and begins with having the proper perspective and two quantifiable measures. If you don’t know them, listen to Peter Mallouk and Wealth Manager Mike Giefer as they discuss an important guideline that can apply to anyone. They also answer the age-old question, “How should I be invested?”

Peter Mallouk and guest, Wealth Advisor Jay Beebe discuss why energy investments have changed significantly in the last 10 years. Has fracking technology changed the industry? Is there a limited supply of oil or has technology changed that? Hear Jay explain how a company’s decision on pricing oil is like a game of whack-a-mole. Listen in as Peter and Jay discuss this fascinating topic.

Hosted by Peter Mallouk, this podcast features Managing Director Brad Johnston. They discuss the needs of business owners, especially those running a family business. What tools can help save time and provide solutions? How can the Mayo Clinic inspire economic well-being?

Peter Mallouk and guest Gary Rossi, Vice President at Fidelity Security go deep into the world of cyber security. Who are the cyber criminals that we should be aware of? What are their most common tactics? More importantly, what steps can we take to make ourselves harder targets? Listen in as we explore this critical topic and hear Gary's top tips for improving your "digital hygiene".