Shows
Rethink 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 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 min