5 Lessons From “Money, Simplified”

From why you should own the haystack to why you shouldn’t fear new market highs, Peter and Charlie discuss five key lessons from Peter’s recently re-released book, Money, Simplified.

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.

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.

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. 

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.

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.

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.

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.

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?

In this episode, Charlie and Peter examine whether we’re in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.