Shows
Signal or Noise?7 Lessons From Jack BogleWould 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 br...
2024-06-1440 minSignal or Noise?There Will Be DrawdownsIn today's financial landscape, investors often find themselves grappling with numerous uncertainties. Are drawdowns a cause for concern? Is the traditional 60/40 portfolio still viable? And what's the smarter choice between homeownership and renting? Join Peter and Charlie as they provide insights and data to address these pressing questions. Additionally, discover Peter's most recommended book of all time, sharing wisdom that transcends the world of finance. Click on the link to hear Peter’s interview on the Tim Ferriss podcast: https://podcasts.apple.com/sk/podcast/356-peter-mallouk-exploring-the-worlds-of/id863897795?i=1000427869097 What does it take...
2023-11-0930 minSignal or Noise?10 Steps to Make Your First MillionBecoming a millionaire may take less work than you think — especially if you’re an investor with a long time horizon. Learn how to reach the million-dollar milestone with Peter and Charlie’s 10 simple steps. Plus, the tradeoffs of taking Social Security too early, why people do it and how you should think about your claiming strategy. And finally, the equity risk premium is the lowest it’s been in years — a 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 Bi...
2023-08-1830 min
Rethink Your Money7 Investments You Should Think Twice AboutJohn opens his portfolio, revealing seven popular investment types he doesn't own and sharing why you should carefully consider whether they're right for your objectives. (1:40) Plus, learn essential strategies for college planning, what you need to know about the U.S. credit rating downgrade (24:22), and where to find the silver linings in today’s often negative world. (46:08) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t mis...
2023-08-1449 minRethink Your MoneyDecoding the Market's Response to News EventsThis week, John unravels the intricate and mysterious relationship between the markets and headline news, answering why some events prompt steep declines (while others evoke hardly any response at all) and sharing how can you navigate these twists and turns with confidence. (3:00) Plus, take a deep dive into the technology sector, including the advent of ChatGPT and AI, and learn how you can position yourself to make the most of our rapidly changing world. (15:53) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge t...
2023-08-0749 minSignal or Noise?What Makes a Great Investor?The VIX is down, the S&P and NASDAQ are up, and lots of market strategists who called for a bear market in 2023 have been left scratching their heads. What’s a savvy investor to do amid this backdrop? Charlie and Peter have the answers. Plus, why you (probably) shouldn’t go to cash instead of investing and a critical look at our elected officials’ involvement in the stock market.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...
2023-08-0433 min
Down the MiddleFinding Happiness and Purpose With Your MoneyIn light of recent research, Peter Mallouk and Jonathan Clements revisit the age-old question of whether money can buy happiness and discuss the best way to spend one’s wealth. Plus, the case for umbrella insurance and a reminder to double-check your rental car insurance coverage. 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!Impo...
2023-07-3112 minRethink Your MoneyThe Right Questions to Ask to Unlock Financial GrowthWe've all heard the saying "ask and you shall receive," but what if you're asking the wrong questions? This week, John unveils the most important questions to set you up for long-term financial success. (24:25) Plus, learn how to avoid getting burned on investment income taxes (12:25) and hear the single most crucial money skill you should have to secure your financial future. (44:43) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to b...
2023-07-3149 minSignal or Noise?Biggest 2023 Surprise?The first half of 2023 has brought many surprises for investors, including the recession that never came, a hawkish Fed, and much more. Tune in to hear Charlie and Peter’s take on what these surprises tell us about the state of the markets and economy. Plus, how Taylor Swift is boosting the economy one record-breaking show at a time, and if the 10-year Treasury yield is a 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 Pe...
2023-07-2441 minRethink Your Money4 Tips to Secure Your Financial Future Before the Next Market DownturnWhen it comes to retirement planning, we often focus on savings rates and investment strategies, but what are you supposed to do when markets go south? Join host John as he guides us through actionable steps to safeguard our financial well-being in the face of unpredictable market conditions. (1:43) Plus, learn the critical documents every college student should have in place before they return to school (19:19) and how we can achieve better long-term outcomes when we focus on small achievements. (46:38) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines a...
2023-07-2450 minRethink Your MoneyHow to Conquer Your Financial AnxietyFeeling stressed about inflation, market volatility or uncertainty about the future? You're not alone. Financial anxiety is on the rise and wreaking havoc on many investors' nerves. Fortunately, John is here to provide the strategies you need to gain a sense of control over your finances. (8:46) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cove...
2023-07-1750 minRethink Your MoneyThe Benefits of Simplifying Your Financial PlanFind out why simplicity is the master key to financial success and what strategies you should be following to capitalize on it. (1:25) Plus, discover crucial scenarios where you'll need an estate planning attorney (13:42) and why following the herd may lead you off course — and onto a dangerously misguided financial path. (24:48) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Plann...
2023-07-1049 minSignal or Noise?How Much Do You Need to Retire?Peter and Charlie tackle timeless financial planning questions: How much do you really need to retire? Does money buy happiness? Plus, don’t miss their enlightening discussion about the Supreme Court’s latest rulings regarding student loan forgiveness and affirmative action. Finally, is the GDP a signal or is it 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 sho...
2023-07-0744 minRethink Your MoneyBreak Free From Financial StagnationReady to stop procrastinating and start living the life you've always dreamed of? Don't let another year slip by with stale financial goals and missed opportunities. Tune in to this week's episode as John unveils powerful secrets for recognizing and overcoming the various forms of procrastination that hold us back. (00:50) With the biggest wealth transfer in history on the horizon, there’s no time to waste. (8:37) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and rea...
2023-07-0350 minDown the MiddleKey Ingredients for a Good RetirementFrom good health to a thriving social network, Peter Mallouk and Jonathan Clements discuss several key ingredients for a good retirement. Plus, learn two things you should do with your bucket list right now.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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or top...
2023-06-3011 minRethink Your MoneyUncovering the Keys to Building and Sustaining WealthGrowing wealth is undoubtably important, but equally crucial are the strategies and tactics you have in place to protect your wealth in the long term. If implemented correctly, you’ll be enjoying your hard-earned financial success for years to come. This week, discover what actions you can take to remove financial worry and safeguard your wealth. (1:04) Plus, find out what you should be doing to protect your cherished jewelry pieces. (8:44) Lastly, learn how can you help guide and support your family on their long-term wealth journey. (37:50) Presented by Creative Planning, each week Host and Managing Dire...
2023-06-2650 minSignal or Noise?A New Bull Market?In this episode, Charlie and Peter delve into why your investing strategy shouldn't change whether we're in a bull or bear market and why you should avoid falling in love with winning stocks. Plus, are analyst forecasts useless, and is investor sentiment 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 at...
2023-06-2227 minRethink Your MoneyCrushing Your Summer Money GoalsThe weather is heating up and you're dreaming about your summer adventures. But before you start booking flights, find out what practical strategies you should employ to keep your financial goals in sight. (3:12) Plus, discover the best place to start when paying off credit card debt (42:50) and enjoy a peek behind the curtain to see how John invests his own personal wealth. (36:56) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know t...
2023-06-1948 minRethink Your MoneyHow to Minimize Your Tax Bill in an Era of Rising TaxesThe 2017 tax cuts are set to expire, which means we may see a dramatically different tax landscape soon. But just because taxes are likely going up doesn’t mean yours can’t go down. This week, John explores how you can achieve tax savings through strategic planning. (31:09) Plus, he gives practical insights on life insurance considerations and shares lessons we can learn from the past 12 months. (8:04) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaff...
2023-06-1243 minSignal or Noise?AI ExuberanceOn this episode, Charlie and Peter delve into the allure of picking single stocks like NVIDIA that show a run of outperformance, why it’s ultimately a flawed approach for the long-term investor and what to do instead. Plus, is the VIX a signal or is it 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 pa...
2023-06-0831 minSignal or Noise?Fears of DefaultIn this episode, Charlie Bilello and Peter Mallouk discuss debt default fears, what they think is the best long-term investment (hint: it's not real estate) and just how big Big Tech has gotten.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...
2023-06-0545 minSignal or Noise?A Crisis of ConfidenceTune in as Charlie Bilello and Peter Mallouk discuss the ripple effect of bank deposit fears, the cost of college, and if “don’t fight the Fed” is still reasonable advice. 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 in...
2023-06-0535 minSignal or Noise?End the Fed?Charlie Bilello joins Peter Mallouk for a new series where they discuss big topics in the market, investing and personal finance to help you separate the signal from the noise. Tune into episode one now for their insights on the top five wealth killers, Apple’s new high-yield savings option, and if the Fed should still exist in its current form.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 an...
2023-06-0531 minRethink Your MoneyFinding the Thrill of Guilt-Free Spending in RetirementThe toughest part of retirement can often be the transition from diligent saver to savvy spender. That’s why on this episode, John shares financial strategies, mindset shifts and practical tips to help you embrace the thrill of spending in order to enjoy a more fulfilling retirement journey. (1:30) Plus, John breaks down exactly what’s going on with the rising wave of Nvidia and the stock market (8:21) before exploring the ins and outs of Medicare (including planning, timelines and common questions). (12:45) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the h...
2023-06-0550 minRethink Your MoneyWhy the Past Year Should Make You Rethink Your PortfolioMarket volatility often prompts investors to rethink their strategy, but what are the critical elements you should focus on when it comes to assessing your portfolio's performance (10:00)? Plus, get answers to questions about the debt ceiling and find out whether you should be bracing for impact as we approach the deadline (39:20). Find out more on this week’s episode of Rethink Your Money. Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you kno...
2023-05-2950 minDown the MiddleHow Likely Is a Government Debt Default?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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-05-2608 minRethink Your MoneyFilling Your Tank With Wealth Building FuelThere’s one overarching rule we should all follow when it comes to building wealth. Find out what that rule is and how it can supercharge your savings on this week’s episode (2:45). Plus, we compare the performance of cash vs. stocks in a recession (28:50) and explain how you can get a tax break with a 1031 exchange (40:55). Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss...
2023-05-2248 minRethink Your MoneyWhat Should Be in Your Financial Toolbox?You wouldn’t want a toolbox filled with only hammers — you need other tools to get the job done! The same goes for your financial toolbox. The most successful investors use a variety of tools to combat the risks posed by inflation, volatility and rising interest rates in order to avoid running out of money. Find out what should be in your financial toolbox on this week’s episode (6:41). Plus, learn whether you’re more likely to make money in a bull or bear market (36:55). The answer may surprise you! Presented by Creative Planning, each week Host...
2023-05-1550 minRethink Your MoneyThe Undeniable Truths of InvestingThe sentiment “the smaller the gap between your expectations and reality, the happier your life will be” is true of investing. This week, John examines how to manage money-related expectations and find greater satisfaction with your wealth (1:26). Plus, learn how the definition of retirement is changing (24:35) and why the best returns you’ll get may come from the times you invest in yourself (46:10).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be tru...
2023-05-0849 minRethink Your MoneyA Blueprint for Maximizing Your InvestmentsWe don’t need to find the next Apple stock to hit it big when it comes to our investments. In fact, studies show the best blueprint for growth is simply diversification. Find out why — and how you can maximize this strategy — on this week’s episode (2:39). Plus, learn how knowing and owning your money story is one of the more liberating things you can do (10:46). Finally, John answers whether a quirk in the payment formula for Social Security will negatively impact recipients born in 1960 (42:14).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts thr...
2023-05-0150 minDown the MiddleCould the Dollar’s Reserve Currency Status Be in Jeopardy?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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-04-2811 minRethink Your Money3 Fundamental Rules for Financial FreedomWe're all looking for the best advice when it comes to our money, but sifting through all the noise can be overwhelming. This week, John reveals the three rules everyone should follow to make managing their financial life a cinch (1:00). Plus, John talks 401ks — including the biggest challenges and opportunities participants should be looking out for this year (14:37) — before outlining several risks of DIY investing (29:55).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know...
2023-04-2449 minRethink Your MoneyThe Actions We Take That Crush Our Investments, and Why We Keep Doing ThemAll of us — even those who practice wealth management for a living — are prone to the pitfalls of human emotion when it comes to investing. This week, we explore the four biggest culprits that can derail our financial success and how to combat them (1:56). Plus, Chief Valuation Officer Gary Pittsford joins the show to discuss the fear and anxiety around selling a business and the steps you can take to maximize your payout (11:09). Plus, John answers a handful of listener questions, entering the age-old debate on whether we should be happy or upset with a tax refund (46:22).Pres...
2023-04-1750 minRethink Your MoneyRisks Worth Taking — From Home Ownership to International InvestingYour home is likely the most valuable asset you own, but are you confident on the best way to incorporate it within your retirement plan? This week, John provides answers to the most common questions around home appreciation and downsizing so that you can make informed decisions now that won’t cost you later in life (2:29). Plus, John is joined by Chief Investment Officer Jim Williams to talk about the benefits of global allocation in your portfolio (13:25). And later, John plays a game of Rethink or Reaffirm on the topic of risk and volatility (36:04).Presented by Creative Pl...
2023-04-1051 minRethink Your Money5 Ways to Find Financial Success by Obtaining Peace With Your MoneyFinancial success shouldn’t be defined by how much you make but rather by how you think, feel and act when it comes to your money. Join John as he details five ways you can find peace around your money and live a more harmonious life (2:11). John also welcomes Creative Planning Wealth Manager Scott Schuster to break down the top money moves you should make during the different stages of retirement (11:00). Plus, you don’t want to miss what you need to know when it comes to risk and the stock market (28:25). Presented by Creative Planni...
2023-04-0343 minDown the MiddleRegional Banks in TurmoilHosted 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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-03-3014 minRethink Your MoneyPreparing Your Financial Plan for an Unpredictable FutureWhether it’s a bank failure, an overseas war or a pandemic, you never know when the next market shock will happen — but you CAN prepare your financial plan. This week, John walks us through minimizing the threat to our portfolio so that we can rest easier (1:15). Plus, with March Madness in full swing, Wealth Manager Dr. Dan Pallesen and Chartered Financial Analyst Kenny Gatliff join the show to analyze their NCAA brackets and examine how the biases we use in sports betting can bleed into investing (11:45). Presented by Creative Planning, each week Host and Manag...
2023-03-2749 minRethink Your MoneyWhat You Can Learn from the Silicon Valley Bank CollapseIn this jam-packed show, John covers the biggest financial story of 2023 so far: the SVB collapse and its fallout (3:19). Learn what happened, how the Fed and markets responded, and – most importantly – what you can do to minimize risk when it comes to your money. Plus, enjoy a lightning round of helpful tax tips to help you keep more of what you’ve earned ahead of the April 18 filing deadline (15:30). Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been giv...
2023-03-2049 minRethink Your MoneyThe Untold Advantages of Giving Your Money PurposeWe often find it’s easier to save for short-term goals than long-term goals. But it’s the long-term goals that can make the biggest impact on your financial success. This week John shares how one of his favorite techniques, zero-sum budgeting, can supercharge your ability to reach your retirement goals (3:37). He also outlines considerations for deciding whether to invest in a Roth IRA or 401k (42:14). And don't miss Creative Planning Wealth Manager Kim Riewerts, who joins the show to explore the behavioral differences between women and men investors and what we can all do to be more successful (14:32)....
2023-03-1349 minRethink Your MoneyA Simple Guide to Determine Your Retirement ReadinessDeciding it’s time to retire isn’t easy, but John's here to simplify this complex decision. You may be financially ready but not emotionally ready, or vice versa. So how can you be confident it’s time for the next chapter? Tune is as John explores the questions to ask and plans to have in place so that you can be confident in your decision. Episode Notes:Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have be...
2023-03-0649 minDown the MiddleDon't Delay!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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-02-2813 minRethink Your MoneyMoney Moves to Make With a Recession in MindFor months we've been hearing about a looming recession, but when will it happen? No one knows for sure, but what we do know is that there are steps you can take now to put yourself in a strong financial position to weather an impending storm (2:10). Plus, tax guru Ben Hake joins John to divulge which credits you can still capitalize on to help maximize your 2022 tax return (13:48).Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and...
2023-02-2749 minRethink Your MoneyThe Top 10 Brutal Money Mistakes You May Be MakingEveryone makes mistakes, and we work hard to correct them when we do. But what about the money mistakes we don’t know we’re making that can cause permanent damage to our finances? Join John as he shares how to recognize these mistakes and avoid repeating them (4:17). Plus, Creative Planning Wealth Manager Adam Hoopes joins the show to dissect the SECURE Act 2.0 and the significant benefits it could offer for your retirement (9:45). And on Rethink or Reaffirm, John tells you why following the herd may get you slaughtered (39:41). Presented by Creative Planning, each week Host...
2023-02-2048 minRethink Your MoneyHow to Know if You Have the Right Financial PlanWhen it comes to your wealth, it’s not just about having a plan, but having the right plan. This week, John outlines the questions you should ask to make sure you have a financial plan that meets your needs (1:58). Dr. Dan Pallesen also joins the show to give tips on having conversations with your spouse about money without sparking an argument (16:40). Finally, in a game of Rethink or Reaffirm, John examines the difference between a trusted contact and a power of attorney, and which one is best for your financial life (41:50).Presented by Creative Planning, each wee...
2023-02-1349 minRethink Your MoneyThe Secret to Stop Worrying About Your Money Once and For AllPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-02-0648 minDown the MiddleKeeping Our BalanceHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-01-3113 minRethink Your Money7 Tips for Taking Control of Your FinancesPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-01-3049 minRethink Your MoneyThe 3 Decisions to Make Today for Future Financial SuccessPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-01-2353 minRethink Your Money8 Actions to Take for a Financially Savvy 2023Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-01-1652 minRethink Your MoneyThe Only Financial Resolution You Need to MakePresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-01-0846 minRethink Your Money5 Money Lessons From 2022Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2023-01-0216 minDown the MiddleThings Not to Do in 2023Hosted 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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-12-3011 minRethink Your MoneyAre You Ready for What the Future Holds?Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-12-2652 minRethink Your Money10 Financial Moves to Make Before Ringing in 2023Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-12-1952 minRethink Your MoneyThe Importance of Staying InvestedPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-12-1252 minRethink Your MoneyThe Power of CompoundingPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-12-0553 minDown the MiddleNew Year, New HopeHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-11-3011 minRethink Your MoneyThe Most Commonly Asked Financial QuestionsPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-11-2852 minRethink Your MoneyLessons We Can Learn From the Crypto MeltdownPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-11-2153 minRethink Your MoneyA Guide to Successfully Navigating Bear MarketsPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-11-1450 minRethink Your MoneyYour Financial Plan and Rising Interest RatesPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-11-0751 minDown the MiddleBearing UpHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-10-3111 minRethink Your MoneyWhy We’ll Be Financially Okay Regardless of the Party in PowerPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-10-3150 minRethink Your Money7 Tax Benefits Missed by HomeownersPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-10-2451 minRethink Your MoneyWhen Is Quitting Better Than Having Perseverance?Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-10-1751 minRethink Your MoneyFive Myths Promoted By Financial AdvisorsPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-10-1049 minRethink Your MoneyProactive Moves During a Bear MarketPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-10-0342 minDown the MiddleLemons Into LemonadeHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-09-3012 minRethink Your MoneyFinding Contentment With Your Money, Regardless of CircumstancesPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-09-2649 minRethink Your MoneyIs Cash King?Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-09-1248 minRethink Your MoneyHow to Thrive in a Bear MarketPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-09-0647 minDown the MiddleBack to SchoolHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-08-3115 minRethink Your Money8 Must-Know Tips for Reducing Your TaxesPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-08-2950 minRethink Your MoneyWhat the Inflation Reduction Act Means for YouPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-08-2247 minRethink Your MoneyDebunking the Biggest Personal Finance MythPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-08-2248 minRethink Your MoneyThe Often-Forgotten Benefit of High InflationPresented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-08-2249 min
The Live Richly PodcastIntroducing Rethink Your Money with John Hagensen, presented by Creative Planning - August 17, 2022There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and many other areas that impact your financial life.
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2022-08-1800 minDown the MiddleReasons to Be OptimisticHosted 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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-07-2909 minDown the MiddleEpisode 40 - Not Your Average BearHosted 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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-06-2815 minDown the MiddleEpisode 39 - Why This Bear Market Is DifferentHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-05-3111 minDown the MiddleEpisode 38 - Coping With InflationHosted 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!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-04-2909 min
A Matter of TrustThe Ins and Outs of Limited Liability Corporations (LLCs)A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us at podcasts@creativeplanning.com
2022-04-1807 min
The Standard DeductionTaxation on Investment Income ExplainedThe Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2022-04-1308 minA Matter of TrustWhy You Should Add Your Revocable Living Trust to Your Insurance PoliciesLearn the differences between revocable and irrevocable trusts here: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us at podcasts@creativeplanning.com
2022-03-2104 minThe Standard DeductionItemized Deductions, Tax Credits, and More to Be Aware of This Tax SeasonListen to The Financial Considerations of Being Your Own Boss: https://creativeplanning.com/education/podcast/the-financial-considerations-of-being-your-own-boss/The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http://bit.ly/2D...
2022-03-1416 minA Matter of TrustEstate Planning Considerations for Unmarried CouplesListen to more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us at podcasts@creativeplanning.com
2022-02-2505 min
The Standard DeductionHome Sweet Home Sale ExclusionRead more about the current real estate market: https://creativeplanning.com/education/article/is-it-smart-to-buy-real-estate-right-now/The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http://bit.ly/2DC250b...
2022-02-1410 minA Matter of TrustEight New Year’s Estate Planning ResolutionsListen to some more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/Learn the difference between a revocable and an irrevocable trust: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250b
2022-01-1804 min
The Standard DeductionIt’s Tax Season – Don’t Panic!Read more about tax documents and deadlines: https://creativeplanning.com/education/article/2021-tax-filing-important-documents-and-deadlines/Make some new year’s tax resolutions: https://creativeplanning.com/education/article/five-new-years-tax-resolutions/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore rele...
2022-01-1013 minDown the MiddleEpisode 34 - 2022 Market Outlook: Predictably UnpredictableListen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/ 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!Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic sugge...
2022-01-0313 min
A Matter of Trust‘Tis the Season for GivingRead more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
2021-12-2004 min
The Standard DeductionAdding a Pinch of SALT to the Holiday SeasonHear more about the Build Back Better Act tax proposals: https://creativeplanning.com/education/podcast/tax-legislation-proposal-changes-life-comes-at-you-fast/Read more about the California SALT workaround: https://creativeplanning.com/education/article/california-latest-state-to-add-state-tax-workaround/Learn more about Festivus: https://youtu.be/HX55AzGku5Y?t=34 The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools an...
2021-12-1309 minDown the MiddleEpisode 33 - The Financial Lessons of 2021Hear more about inflation concerns: https://creativeplanning.com/education/podcast/episode-32-todays-retro-investor-worry-stagflation/Read more about NFTs and meme stocks: https://creativeplanning.com/education/letter/spacs-nfts-and-gamestop/Hear more about cryptocurrency: https://creativeplanning.com/education/podcast/episode-26-up-for-debate/ 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!Important Legal Disclosure: ht...
2021-12-0115 min
A Matter of TrustDodging Bullets: The Latest Estate Tax NewsRead more about the latest tax proposals: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-11-1504 min
The Standard DeductionTax Legislation Proposal Changes: Life Comes at You FastRead more about the latest tax updates: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/All of Creative Planning’s latest articles and podcasts can be found here: https://creativeplanning.com/education/Listen to more about the Child Tax Credit: https://creativeplanning.com/education/podcast/the-child-tax-credit/Follow Creative Planning on social media:LinkedInTwitterFacebookThe Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and...
2021-11-0813 minDown the MiddleEpisode 32 - Today’s Retro Investor Worry: StagflationHear more about inflation and the labor market: https://creativeplanning.com/education/podcast/episode-31-pumpkin-spice-economics-breaking-down-what-youre-seeing-with-labor-markets-and-inflation/Hear even more about inflation: https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/Read more about different types of inflation: https://creativeplanning.com/education/letter/inflation/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!Important Lega...
2021-11-0112 min
A Matter of TrustAdvanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)Read more about SLATs: https://creativeplanning.com/education/article/spousal-lifetime-access-trusts-slats/A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-10-1806 min
The Standard DeductionTax Reform: A Biannual Tradition Unlike Any OtherTo read more about the tax proposals: https://creativeplanning.com/education/article/2021-tax-legislation-update/To hear more about Roth conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/To see a Schoolhouse Rock flashback about the legislative process: https://youtu.be/OgVKvqTIttoTo reach out to us with podcast questions and feedback: podcasts@creativeplanning.com The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is...
2021-10-1110 minDown the MiddleEpisode 31 - Pumpkin Spice Economics: Breaking Down What You're Seeing With Labor Markets and InflationTo read and hear more about inflation: https://creativeplanning.com/education/letter/inflation/, https://creativeplanning.com/education/podcast/episode-29-inflation-still-heating-up/To hear more about Roth IRA conversions: https://creativeplanning.com/education/podcast/all-you-need-to-know-about-roth-ira-conversions/To learn more about the “backdoor” Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/ 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 ea...
2021-10-0413 min
The Standard DeductionAll You Need to Know About Roth IRA ConversionsLearn more about the backdoor Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/ The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.Important Legal Disclosure: http://bit.ly/2DC250b...
2021-09-2916 min