Shows
Rethink Your MoneyPractical Tips to Reduce Portfolio TaxesWhen it comes to planning for your retirement, you've probably devoted ample time to considering your investment strategies. But have you given much thought to your tax strategies? If you haven’t been doing strategic tax planning, your portfolio may not be as tax-efficient as it could be. This week, discover five tips you can implement to help ensure taxes don’t erode your investment returns. 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...2024-05-2049 minRethink Your Money5 Mistakes Investors MakeJoin John as he details five mistakes every investor makes. From market timing to misunderstanding performance data, find out how to recognize and avoid these mistakes and put yourself in a better position to achieve long-term financial success. (2:07) Plus, learn why understanding the future of taxes may make you rethink your current tax strategy. (24:10)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 true. Plus, don’t miss his weekly interviews wi...2024-05-1347 minRethink Your MoneyThe Invisible Threat to Your RetirementIn a world filled with financial advice and market predictions, it's easy to overlook the powerful impact our own behavior can have on our retirement outcomes. Tune in as John explores how our emotions play into our behavior and decision-making and how this invisible threat could impact your plans for retirement. (:30) Plus, the probate puzzle: what is it, and how can you avoid it? (13:25) 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 y...2024-05-0648 minRethink Your Money6 Signs You’re Ready to RetireWe all dream of the day we can stop working and begin enjoying our retirement. But how do we know when that day will be? Join John as he shares six signs that indicate you’re prepared to retire (4:40). Plus, delve into the history of the 60/40 portfolio, how it’s evolved over the last six decades and what it means for you in 2024 (37:05).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 t...2024-04-2949 minRethink Your MoneyReasons Investors Can Have Financial OptimismThings aren’t as bad as we think. Despite all the market ups and downs of the past few years, there are a lot of positive signs. Join John as he presents the argument for having financial optimism regarding your wealth and retirement. (2:13) Plus, hear from Creative Planning’s Chief Investment Officer, Jamie Battmer, about what we’ve seen so far in 2024 and what you should be focused on. (11:00)To register for our webinar on April 23rd, What to Do With a Sudden Financial Inflow, please use this link: https://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF...2024-04-2247 minRethink Your MoneyThe Financial Pinch of the Sandwich GenerationA whopping 47% of Americans feel “stuck in the middle” while caring for both their children and aging parents as part of the sandwich generation — and this situation can become a financial burden if not properly planned for. So whether you're the caregiver or the one being cared for, the best way to navigate this scenario is to understand the challenges and make appropriate adjustments to your financial plan. Find out more on this week's episode. To register for our webinar on April 23rd, What to Do With a Sudden Financial Inflow, please use this link: https...2024-04-1547 minRethink Your MoneyBuilding a Financial Plan off Your Life Phase, Not Your AgeIt’s a well-known practice to create financial plans based on age. And while there’s some good logic to it, it doesn’t always make sense. Planning instead by what phase of life you’re in provides a more tailored approach that recognizes your current needs and priorities and how those will evolve as you move into different phases over the years ahead. John explains what this approach looks like and how you can adapt your plan accordingly. (2:05) Plus, learn how to avoid falling victim to this year’s most common tax scams (37:06) and why asset allocation is only the f...2024-04-0848 minRethink Your MoneyWhen the Obvious Choice Leads You AstrayWe often hear that the obvious answer is usually best. However, in the realm of retirement planning, the most obvious solutions AREN’T always the best choices. Join John as he illustrates common situations where an obvious choice could derail your retirement. (1:50) Plus, discover why we’re still discussing Bitcoin. (8:18)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 the...2024-04-0149 minRethink Your MoneyAll-or-Nothing Thinking Can Derail Your RetirementIt's common for us to want to neatly compartmentalize our lives, seeking peace of mind through structure, but this practice can result in unintended consequences, particularly when it comes to our finances. Retirement planning isn’t black and white; rather, it's riddled with various shades of gray. Join John as he guides us through the prevalent pitfalls that could jeopardize our retirement if we don’t plan for the gray. (1:08) Plus, find out why diversification always means having to say you’re sorry. (24:11) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts th...2024-03-2550 minRethink Your MoneyFinancial Lessons Unveiled: Insights From 4 Featured GuestsOur emotions can often get the best of us. But when it comes to your finances, emotional reactions can have big implications. From avoiding critical investing mistakes (2:26) to having financial conversations with your spouse (40:30) and planning for retirement (15:22), join John as he gets insights from four special guests to help you navigate your finances with confidence. Plus, discover how high-net-worth families can plan for their unique circumstances (25:00). 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 w...2024-03-1848 minRethink Your MoneyA Simple Wealth Strategy for a Complex WorldWith each new generation comes more complex financial challenges to deal with. Yet savvy investors understand how to create a solid wealth plan to handle these changes — and potentially even use them to their advantage. Follow along with John as he breaks down how you, too, can navigate these complexities. (2:20) Plus, the reliability of annuities for guaranteed income. (14:24) 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...2024-03-1142 minRethink Your Money5 Myths That Could Be Stalling Your Financial SuccessJoin John as he distinguishes fact from fiction and explores what it takes to become a millionaire in today's world. Is it about luck or the family you’re born into? Or do we all genuinely have control over our own financial destiny? (2:25) Plus, Creative Planning CEO Peter Mallouk joins the show to discuss the historical impact of presidential elections on the market and provide investing tips that can help set your portfolio up for long-term success despite the election’s outcome. (9:26)To register for our webinar on March 19th, The Election and Your Portfolio: Critical Advice You...2024-03-0447 minRethink Your MoneyInside Look: A Wealth Planning Case Study (Part 3 of 3)Over the past three weeks, we've followed the Smiths' financial journey, exploring goals like retirement, funding their grandchildren's educations and leaving a lasting legacy. In this episode, you’ll find out what changes are needed in the Smiths’ plan to achieve these objectives. (31:13) You’ll also learn the importance of a comprehensive wealth plan. Plus, join John and Creative Planning's Director of Tax Services for insights on maximizing tax advantages with IRAs, HSAs and 529 plans. (10:05) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challen...2024-02-2649 minRethink Your MoneyInside Look: A Wealth Planning Case Study (Part 2 of 3)Continue to follow along with our case study of the Smiths as John digs into the next step of the planning process, where he examines their financials and explains how they’re progressing toward achieving their retirement goals. (7:46) Plus, we talk pensions (12:12) and Nvidia. (22:19) 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...2024-02-1946 minRethink 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 minRethink Your MoneyCrafting a Wealth Plan to Last Your LifetimeOne of the biggest threats to your retirement isn’t market volatility; it’s your longevity. People are living longer, which means you’ll likely spend more years in retirement than you think. Join John as he outlines actions you should be taking now that could boost your savings, allowing you to feel secure during your slow down years and your retirement years, without sacrificing those plans you have. 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 gi...2024-02-0547 minRethink Your Money6 Lessons That Apply to Both Life and InvestingLife is about the journey, not the destination. Likewise, investing shouldn’t be merely about the destination. Our money should be seen as a tool that empowers us throughout our life — not just a means to an end. Join John as he takes us through the six most important lessons we can follow when it comes to getting the most out of both our life and our investment journey. (1:06) Plus, Creative Planning’s Chief Market Strategist, Charlie Bilello, is back on the show to talk about what could shock the stock market in 2024. (22:30) Presented by Creativ...2024-01-2949 minRethink Your MoneyYour Portfolio’s Greatest ThreatInvestor overconfidence — and, sometimes, incompetence — can often go unnoticed, eroding your hard-earned savings. This week, John explores how irrational decisions and inflated self-assurance can wreak havoc on your financial success. (2:16) He'll share pitfalls to watch out for (as well as how to successfully avoid them) and teach you how to navigate the unpredictable world of investing. Plus, find out what to watch out for with ETFs, including the new Bitcoin ETF. (24:26) 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 h...2024-01-2249 minRethink Your MoneyIs Your Financial Plan Incomplete?A complete financial plan is the road map for all your financial decisions and informs the actions you take today to help achieve your future financial goals. But if that plan is incomplete, your financial security is at risk. Join John as he guides you through the critical components of a financial plan so that you can find out what you may be missing. (Hint: A financial plan is more than just investments and taxes.) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to c...2024-01-1546 minRethink Your Money8 Non-Negotiable Money Moves in 2024It's 2024, and you want to get your finances started on the right foot. Join John as he guides you through his eight non-negotiable money moves for the new year. (2:50) From tried-and-true advice to strategies with a new perspective, learn how to jump-start your finances and set yourself up for financial security. Plus, rethink what life insurance can safeguard in your life. (30:06) 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...2024-01-0849 minRethink Your MoneyThe Important Money Lesson From OhtaniBy now, most sports fans — and even casual observers — have heard about Shohei Ohtani’s historical $700 million contract with the Dodgers. While the numbers are staggering, what isn’t are the lessons we can learn about the time value of money and how to apply it to our personal finances for long-term success. (00:43) Join John as he explores not only this topic but also whether we should be rethinking or reaffirming taking Social Security benefits early. (24:08) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challe...2023-12-2549 minRethink Your MoneyThe Word That Defined Our Wealth Journey in 2023Looking back on 2023, which words will resonate in discussions about our finances and investments? John explores this question, examining how the events of the past year challenged our financial resilience and reshaped our mindset regarding wealth. (2:23) He also collaborates with Charlie Bilello, Creative Planning's Chief Market Strategist, to delve into the most significant surprises of 2023 (9:56) and caution against placing undue trust in 2024 pundit predictions. (11:33)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...2023-12-1847 minRethink Your MoneyUnlocking Your Wealth With a Positive MindsetEvery day we hear about world events and other issues we categorize as either good or bad. We tend to overemphasize the negative — but this mindset can be harmful to investors. Join John as he highlights positive signs globally and explains how acknowledging them can benefit your wealth. (4:10) Later he’s joined by Creative Planning Attorney Jerry Bell, who provides essential steps for when your special needs child turns 18. (12:35) 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 g...2023-12-1148 minRethink Your MoneyThe Trick to Capitalizing on Financial HeadlinesNavigating the sea of financial news can be overwhelming, with most of it merely adding to the noise. But fear not — John breaks down the essential retirement strategy that cuts through the clamor, teaching you how to discern what truly matters and leverage potential opportunities for your investments. (1:18) Plus, what valuable investment lessons we can learn from OpenAI's situation (5:03) and where is the best place to save your money? (29:57) 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 bee...2023-12-0449 minRethink Your MoneyMastering the Art of Asset AllocationThe wisest investors recognize that your needs should dictate your asset allocation — not your age. But how can you ensure the optimal mix? Join John as he guides us through various options and demonstrates how to seamlessly integrate them into your financial plan. (3:57) Additionally, uncover year-end tax planning secrets to maximize your savings, (17:38) and explore the perplexing money moves that persist despite their lack of logic. (26:04) 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 rea...2023-11-2748 minRethink Your MoneyThe Path to Overcoming Financial MistakesNo one is immune to mistakes — not even the wealthiest investors. Living with our mistakes is inevitable, but compounding them isn’t. Join John as he shares some of the biggest mistakes he’s seen in his career and how to avoid them. (2:07) Also, discover a fresh perspective on market drawdowns (27:22) and how understanding the "why" behind your goals can give you the momentum you need to reach them. (43:43) 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 gi...2023-11-2048 minRethink Your MoneyHarmonizing Your Financial Expectations with Realistic SuccessIt’s perspective, not our circumstances, that should influence our emotions and resulting actions. If we forget this and let unrealistic expectations direct our financial actions, it can lead to poor investment decisions and unnecessary stress. Join John as he guides us through recalibrating our financial expectations and the power of perspective, including reasons to be optimistic going into 2024 (4:59). Plus, he explores the age-old question: does checking your statement more often impact your investment returns? (34:14) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to chal...2023-11-1349 minRethink Your MoneySecuring Your Portfolio From Global ConflictIn a world that can often feel chaotic, war has a way of injecting even more uncertainty into the mix. So, how should we navigate the financial landscape during ongoing events in the Middle East? Join John as he delves into historical market patterns during times of conflict and provides valuable strategies to help you chart a course through these turbulent times. (1:30) Also, how to bridge the income gap when you decide to retire early (6:01). Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to c...2023-11-0648 minRethink Your MoneyThe Threat to Your Wealth You Might be IgnoringAre you fixated on your investments' past performance rather than exploring their potential future impact? Ignoring this crucial aspect of your portfolio could lead to unexpected consequences for your future returns. Join John as he demystifies the concept of opportunity costs and their significance in wealth management. (1:44) Plus, Charlie Bilello joins the show to discuss the latest financial news and strategies you need to stay clear of. (13:33) 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 a...2023-10-3048 minRethink Your MoneyYour Essential End-of-Year Financial ChecklistSmart investors make their savviest moves in the fourth quarter, and it’s not too late for you to act. Join John as he shares key insights and tips on tax planning, budgeting, investment strategies and more to ensure you’re covered when it comes to end-of-year financial strategies. 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 special...2023-10-2343 minRethink Your MoneyHow Groupthink Can Ruin Your PortfolioWhen is it smart to follow the crowd, and when can it get you burned? Join John as he delves into the powerful influence of groupthink and how it can lead to unexpected pitfalls for even the savviest investors. Plus, are U.S. Treasuries really risk-free? 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 cov...2023-10-1648 minRethink Your Money5 Wealth-Building Strategies to Implement NOWIf you find yourself weary from the roller coaster ride of the stock market over the past 18 months, you're far from alone. Join John as he shares invaluable insights into the five most effective wealth-building strategies you can implement, regardless of the market's unpredictability. (2:20) Plus, discover essential advice for a seamless international relocation (10:40) and explore how childhood classic The Game of Life may surprisingly illuminate what truly matters in adulthood. (34:38) 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 h...2023-10-0948 minRethink Your MoneyMaximizing Your ROI While Minimizing Your HassleWe all know about return on investment (ROI), but what about our return on hassle? What actions are we taking when it comes to our finances that are causing unnecessary stress and diminishing our financial peace? (4:50) Plus, we'll delve into insights from the most recent Fed meeting and what they mean for you and the rest of the year. (13:26)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...2023-10-0248 minRethink Your MoneyProtecting Your Portfolio From PoliticsDoes your portfolio care about politics? It's a question we're all asking as we head into 2024. But even outside election years, understanding the relationship between the market and political dynamics is crucial. Join us as we explore how these two arenas intersect and what knowledge you need to make informed investment decisions year-round. 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 inte...2023-09-2548 minRethink Your Money3 Essential Questions to Drive Your Financial SuccessWhether you're facing a career shift, family changes or a spurt of personal growth, make sure your financial plan can adapt accordingly by asking these three crucial questions. (00:41) Plus, how can we rethink our reactions to market volatility? (26:50) 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 are...2023-09-1847 minRethink Your MoneyHow Successful Investors Outwit the "September Slump"Historically speaking, September is the weakest month for investing returns. Does that mean you need to change your portfolio strategy? (3:45) Plus, an analysis of the current state of the housing market and your comprehensive guide to Medicare enrollment to help ensure you make the right choices for your healthcare needs. (12:50) 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 Pla...2023-09-1149 minRethink Your MoneyHow to Master Your Financial PrioritiesNot all financial priorities are created equal. Find out the hierarchy you should follow and how correctly prioritizing your goals will play a crucial role in your future financial success. (1:36) Plus, Creative Planning Chief Market Strategist Charlie Bilello discusses winners and losers in the rising interest rate landscape, shedding light on the surprising resilience of the housing market and dispelling misconceptions about the impact of Fed policies on stocks. (10:48) 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 b...2023-09-0449 minRethink Your MoneyWhen Good Financial Intentions BackfireWhat happens when your financial intentions are good but lead to unintended consequences? John walks us through six of the costliest blind spots we have in our financial lives and shares how to avoid veering off-track. (1:30) Plus, Creative Planning President & CEO Peter Mallouk joins the show to discuss the most critical mistakes investors make and how these errors can put their portfolios into jeopardy. (8:00)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...2023-08-2844 minRethink Your MoneyThe Secret to Becoming a Successful InvestorWhat makes a successful investor? Hint: It’s not luck, nor is it timing. It’s a winning combination of traits, characteristics and habits — and John will reveal exactly which on this week’s episode. (48:00) Plus, don’t miss six surprising retirement expenses you might not be prepared for (24:13) and our deep dive into common tax misconceptions that could be costing you big bucks. (13:20) 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...2023-08-2150 minRethink 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.
Make sure to subscribe on our new fe...2022-08-1800 min