Episodios

  • 10 Ways to Save on Your Taxes
    Apr 2 2026

    10 Ways to Save on Your Taxes

    From maxing out your retirement accounts to working with a proactive tax planner, Peter and Charlie share 10 ways to potentially pay less in taxes.

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    27 m
  • The Fog of War
    Mar 19 2026

    The Fog of War

    With the U.S. involved in military conflict, Peter and Charlie discuss rising uncertainty — and what it could mean for oil, consumers, stocks, inflation, interest rates and Fed policy.

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    27 m
  • The State of the Markets
    Feb 26 2026

    Peter and Charlie discuss the stock market, the bond market, the Fed, inflation, the economy and more on this special episode of Signal or Noise.

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    32 m
  • The Ultimate Guide to Volatility and Corrections
    Jan 22 2026

    With the markets once again experiencing volatility, Peter and Charlie walk through what’s causing fear today and discuss what investors should expect in terms of volatility, corrections and drawdowns. Plus, learn what you should do when these periods occur.

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    18 m
  • 6 Questions for 2026
    Jan 9 2026

    From anticipated Fed rate cuts to the staying power of international stocks, Charlie and Peter cover six topics on the minds of investors as we kick off 2026. Plus, discover where you can see Peter and Charlie live by attending a regional CONNECT26 event.

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    34 m
  • The Ultimate Financial Checklist for Peace of Mind
    Dec 18 2025

    After hearing many stories from clients this year about how Creative Planning helped them navigate the loss of their parent or spouse, Charlie and Peter share seven actions that can help create financial peace of mind for you and your loved ones.

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    27 m
  • 7 Lessons From 2025
    Dec 4 2025

    From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.

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    26 m
  • The Great Divergence: Consumer Gloom vs. Market Boom
    Nov 21 2025

    In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?

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    23 m