Episode 12 - Life Changes - Your Estate Plan Should, Too! - a podcast by Peter Mallouk & Jonathan Clements

[0:00] – When to revisit your estate plan and beneficiary designations

[4:40] – What life insurance is - and isn’t

[7:00] – How to spend February 29, your extra day this year

[11:40] – Jonathan Clements’ tip of the month

[13:30] – Peter Mallouk’s tip of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Further episodes of Down the Middle

Further podcasts by Peter Mallouk & Jonathan Clements

Website of Peter Mallouk & Jonathan Clements