Shows
Rethink Your MoneyInside Look: A Wealth Planning Case Study (Part 1 of 3)Is your financial plan truly complete, or could it be missing something? Over the next three weeks, join John as he uses a common client situation to walk you through what a complete wealth plan should include and how having one can dramatically impact your retirement outlook. (8:54) Plus, Creative Planning Attorney Annie Rogers joins the show to clear up some common misconceptions about estate planning and show you how to ensure your needs are met. (13:47) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to c...2024-02-1248 min