Episodes

  • 7 Lessons From Jack Bogle
    Jun 14 2024

    Would you keep a 401k payout if you weren’t the intended beneficiary? Peter and Charlie share the story of a seven-figure signature and the lesson we can all learn from it in this episode of Signal or Noise. They also discuss seven key insights from the pioneer of index fund investing, "Saint" Jack Bogle, and provide data to help you navigate your investments during an election year.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Request your FREE Wealth Path Analysis here: https://creativeplanning.com/charlie/

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    41 mins
  • An Economic Reality Check
    Jun 3 2024

    A new survey shows many Americans aren’t feeling positive about the economy, the stock market or employment — but the data tells a different story. Join Peter and Charlie as they discuss why perception and reality aren't matching up. They also explore some recently proposed tax incentives for home buyers and the implications such policies would have on the housing market. Plus, get insights into the resurgence of meme stocks and more in this episode of Signal or Noise.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    39 mins
  • 10 Lessons From Warren Buffett
    May 20 2024

    Warren Buffett earned an estimated $10 billion dollars from investments he made during the global financial crisis in 2008. How did he achieve such remarkable success? Join Peter and Charlie in episode 26 of Signal or Noise as they uncover ten insightful lessons investors can learn from the "Oracle of Omaha." They also explore why negativity often fuels online media consumption and whether "Dr. Copper" reaching an all-time high is a signal or just noise.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    53 mins
  • Not All Risk Is Rewarded
    May 4 2024

    With the Federal Reserve signaling a prolonged period of higher interest rates, Peter and Charlie assess the potential ramifications for investors on this episode of Signal or Noise. They also discuss the growing national debt and its impact on taxation policies, delve into the risks associated with long-duration bonds and analyze the unprecedented correlation between stocks and bonds.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    23 mins
  • Facing Your Biggest Retirement Fears
    Apr 26 2024

    The amount of money Americans believe they need for retirement has markedly increased in recent years. Peter and Charlie delve into historical data from the Great Depression to the dot-com bubble, demonstrating that a diversified portfolio can withstand even the most difficult periods of market turbulence. They also explore America's fascination with the lottery, drawing parallels between gambling and risky investments, and share their insights on the recent stock market pullback.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    29 mins
  • Everything Is Awesome
    Apr 5 2024

    In a soaring market, are we truly in a stock picker’s paradise? Join Peter and Charlie as they discuss the series of all-time market highs we witnessed in quarter one, examining pivotal insights from Tesla’s and Apple’s performance data. They also delve into the Federal Reserve’s potential rate cuts and the looming shadow of national debt. Plus, don’t miss Charlie’s vision to simplify tax returns on episode 23 of Signal or Noise.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    47 mins
  • 5 Millionaire Myths
    Mar 23 2024

    You may be surprised to learn that most millionaires come from families with average or below-average income and built their wealth independently. On episode 22 of Signal or Noise, Peter and Charlie discuss five common misconceptions about millionaires that may be keeping you from building wealth. They also share helpful tax tips, provide insights around retirement withdrawals and delve into the National Association of Realtors’ recent settlement. Lastly, they provide perspective on the current unemployment rate and what it may mean for the economy in 2024.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    48 mins
  • Lessons From Japan's Lost Decades
    Mar 1 2024

    Join Peter and Charlie on Episode 21 of Signal or Noise as they delve into the contentious issue of minimum wage — they may not see eye to eye, but they both agree a $50 per hour minimum wage isn’t the answer. They also discuss lessons investors can take away from Japan’s first all-time market high since 1989 and have a candid discussion around the great retirement wave. Lastly, Peter and Charlie explore record market concentration and consider whether this is a signal or merely a sign of the continued dominance of large caps over small caps.

    Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    35 mins