https://simplecast.com Rethink Your Money There’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. Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com 2023 - Rethink Your Money en Mon, 27 Jan 2025 08:05:00 +0000 Mon, 27 Jan 2025 08:05:12 +0000 https://rethink-your-money.simplecast.com Rethink Your Money https://image.simplecastcdn.com/images/100b76a0-757a-4a7e-9db9-115aa882e067/16478fd0-8ffb-4967-a9f4-74c218cce0bc/3000x3000/podcast-cover-art-inspiration-option-3.jpg?aid=rss_feed https://rethink-your-money.simplecast.com episodic There’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. Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com John Hagensen false https://feeds.simplecast.com/RB_3HG2N wealth management, creative planning inc, john hagensen, creative planning, retirement flight plan, live richly, financial planning, investing Creative Planning podcasts@creativeplanning.com 90fa45a4-67c4-45a7-a195-e2f2ab7753f3 How Avoiding Costly Mistakes Can Help You Achieve Financial Success On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025.

]]> Mon, 27 Jan 2025 08:05:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/how-avoiding-costly-mistakes-can-help-you-achieve-financial-success-zsjUiz3U On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025.

]]> How Avoiding Costly Mistakes Can Help You Achieve Financial Success Charlie Bilello, John Hagensen, Creative Planning 00:46:21 On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025. On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 128 96be966c-3c04-4bef-bbd0-0bce383e46ef Financial Clarity for a Smarter 2025 This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, discussing lessons from 2024 and key financial trends for 2025.

]]> Mon, 20 Jan 2025 08:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Jamie Battmer, Creative Planning) https://rethink-your-money.simplecast.com/episodes/financial-clarity-for-a-smarter-2025-FWHxOFll This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, discussing lessons from 2024 and key financial trends for 2025.

]]> Financial Clarity for a Smarter 2025 John Hagensen, Jamie Battmer, Creative Planning 00:46:40 This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, discussing lessons from 2024 and key financial trends for 2025. This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, discussing lessons from 2024 and key financial trends for 2025. natural disaster, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 127 b214d5f1-076e-4250-a6cd-694127205e81 Tax Blunders to Avoid in 2025 The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and celebrate former President Jimmy Carter and his legacy.

]]> Mon, 13 Jan 2025 08:05:00 +0000 podcasts@creativeplanning.com (Ben Hake, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/tax-blunders-to-avoid-in-2025-bEMXZFec The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and celebrate former President Jimmy Carter and his legacy.

]]> Tax Blunders to Avoid in 2025 Ben Hake, Creative Planning, John Hagensen 00:46:05 The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and celebrate former President Jimmy Carter and his legacy. The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and celebrate former President Jimmy Carter and his legacy. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, tax season, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 126 c0d1b4ed-e92a-4786-bdd1-ab64b365ed6c Investing Resolutions to Kick Off 2025 As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.

]]> Mon, 6 Jan 2025 08:05:00 +0000 podcasts@creativeplanning.com (Kenny Gatliff, John Hagensen, Creative Planning, Jonathan Clements, Charlie Bilello, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/investing-resolutions-to-kick-off-2025-ymbfvJit As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.

]]> Investing Resolutions to Kick Off 2025 Kenny Gatliff, John Hagensen, Creative Planning, Jonathan Clements, Charlie Bilello, Peter Mallouk 00:45:24 As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right. As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, resolutions, financial resolutions, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 125 1f7dcb14-f6a7-4f94-aa66-3b90b31c66f4 Estate Planning for Blended Families and Other Unique Situations As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on taking risks.

]]> Mon, 23 Dec 2024 08:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Seamus Smith) https://rethink-your-money.simplecast.com/episodes/estate-planning-for-blended-families-and-other-unique-situations-9gh5aSLR As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on taking risks.

]]> Estate Planning for Blended Families and Other Unique Situations John Hagensen, Creative Planning, Seamus Smith 00:48:53 As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on taking risks. As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on taking risks. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 124 22b9999c-c3f1-4e17-8af1-74b265ecba91 Financial Advice for American Expats and Cross-Border Families Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring abroad is an idea that intrigues you, tune in to this episode for valuable insights. ]]> Mon, 16 Dec 2024 08:05:00 +0000 podcasts@creativeplanning.com (Peter Sengelmann, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/financial-advice-for-american-expats-and-cross-border-families-kYh9YzxX Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring abroad is an idea that intrigues you, tune in to this episode for valuable insights. ]]> Financial Advice for American Expats and Cross-Border Families Peter Sengelmann, Creative Planning, John Hagensen 00:45:58 Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring abroad is an idea that intrigues you, tune in to this episode for valuable insights. Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring abroad is an idea that intrigues you, tune in to this episode for valuable insights. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 123 7f9ef797-baf7-4a97-b585-91e76e752126 Should You Consider Family Office Services? On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth. 

]]> Mon, 9 Dec 2024 08:05:00 +0000 podcasts@creativeplanning.com (Brenna Saunders, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/should-you-consider-family-office-services-UEs84xz_ On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth. 

]]> Should You Consider Family Office Services? Brenna Saunders, John Hagensen, Creative Planning 00:46:32 On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth. On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth. family office, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 122 bff35137-6004-447a-8518-6a21326da319 A Highlight Reel of Our Favorite Financial Insights We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more!

]]> Mon, 2 Dec 2024 08:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Dr. Dan Pallesen, Charlie Bilello, Candace Varner, Peter Mallouk, Jameson Moulder, Kenny Gatliff) https://rethink-your-money.simplecast.com/episodes/a-highlight-reel-of-our-favorite-financial-insights-gAURT29F We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more!

]]> A Highlight Reel of Our Favorite Financial Insights John Hagensen, Creative Planning, Dr. Dan Pallesen, Charlie Bilello, Candace Varner, Peter Mallouk, Jameson Moulder, Kenny Gatliff 00:46:30 We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more! We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more! john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 121 74b6de6a-12ca-4b38-b2a9-7653f2be6e8f The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it’s an interview you won’t want to miss!

]]> Mon, 25 Nov 2024 08:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/the-financial-impact-of-gratitude-an-interview-with-creative-planning-ceo-peter-mallouk-tILscYQ3 With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it’s an interview you won’t want to miss!

]]> The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk John Hagensen, Creative Planning, Peter Mallouk 00:47:14 With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it’s an interview you won’t want to miss! With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it’s an interview you won’t want to miss! john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, gratitude, thanksgiving, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 120 9bc1fa5e-fe13-44e0-a5e4-2e73a3719eb6 Year-End Estate Planning Essentials Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week’s episode!

]]> Mon, 18 Nov 2024 08:05:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, Peter Mallouk, Chrissy Knopke, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/year-end-estate-planning-essentials-DZeC_3c0 Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week’s episode!

]]> Year-End Estate Planning Essentials Charlie Bilello, Peter Mallouk, Chrissy Knopke, Creative Planning, John Hagensen 00:45:24 Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week’s episode! Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week’s episode! tarriffs, john hagensen, diversification, economy, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 119 9aa4c4a8-7c67-43cf-94f0-e23d38b0a17f Financial Strategies for Veterans and Their Families This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?

]]> Mon, 11 Nov 2024 08:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Tony Favela) https://rethink-your-money.simplecast.com/episodes/financial-strategies-for-veterans-and-their-families-3EN7pbdm This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?

]]> Financial Strategies for Veterans and Their Families Creative Planning, John Hagensen, Tony Favela 00:45:48 This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype? This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype? veteran, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, veterans, retirement, veteran benefits, taxes, tax strategy, financial plan, investing, education, investments false full 118 294efef5-7151-45d7-9330-b4e9d73fab51 Deciphering Private and Public Markets On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstances and appetite for risk. Plus, check out this week’s interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls. 

]]> Mon, 4 Nov 2024 08:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Charlie Bilello, Creative Planning) https://rethink-your-money.simplecast.com/episodes/deciphering-private-and-public-markets-ozpalq0u On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstances and appetite for risk. Plus, check out this week’s interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls. 

]]> Deciphering Private and Public Markets John Hagensen, Charlie Bilello, Creative Planning 00:46:11 On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstances and appetite for risk. Plus, check out this week’s interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls. On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstances and appetite for risk. Plus, check out this week’s interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls. john hagensen, diversification, stocks, public markets, social security, wealth, creative planning, tax planning, election, private markets, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 117 e835e871-1972-4de9-a72b-37775c87971b 2024: A Pivotal Year for Taxes On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.

]]> Mon, 28 Oct 2024 07:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Ben Hake) https://rethink-your-money.simplecast.com/episodes/2024-a-pivotal-year-for-taxes-h3hdsrD6 On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.

]]> 2024: A Pivotal Year for Taxes Creative Planning, John Hagensen, Ben Hake 00:42:06 On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan. On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 116 ea0643ec-16f4-4261-931e-317dd8bf668c Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025 Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective.

]]> Mon, 21 Oct 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Lee Roberts) https://rethink-your-money.simplecast.com/episodes/protect-your-finances-from-the-unexpected-plus-business-planning-tips-for-2025-vYi7pq9s Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective.

]]> Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025 John Hagensen, Creative Planning, Lee Roberts 00:46:36 Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective. Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective. john hagensen, business owner, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, business services, financial wisdom, business, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 115 38d48f36-c12f-48ee-a845-2d1829e57439 Practical Year-End Planning Tips for Every Income Level As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money.

]]> Mon, 14 Oct 2024 07:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, Dr. Dan Pallesen, John Hagensen) https://rethink-your-money.simplecast.com/episodes/practical-year-end-planning-tips-for-every-income-level-ID2l0Ds6 As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money.

]]> Practical Year-End Planning Tips for Every Income Level Creative Planning, Dr. Dan Pallesen, John Hagensen 00:45:14 As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money. As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money. john hagensen, diversification, stocks, behavioral finance, social security, wealth, creative planning, tax planning, election, inflation, 401k, planning, financial wisdom, finance, financial strategies, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 114 e60d4c54-3cda-4e3d-b1a1-a5cdfcdc4dc3 Stick to the Basics: Year-End Investment Strategies On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss.

]]> Mon, 7 Oct 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Jamie Battmer) https://rethink-your-money.simplecast.com/episodes/stick-to-the-basics-year-end-investment-strategies-YyJCYaVx On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss.

]]> Stick to the Basics: Year-End Investment Strategies John Hagensen, Creative Planning, Jamie Battmer 00:45:44 On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss. On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss. john hagensen, year-end, investment strategy, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 113 0fc57a13-f1d1-45d9-8a2b-30f8121c7c79 Year-End Tax Planning but With a View On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!

]]> Mon, 30 Sep 2024 07:05:00 +0000 podcasts@creativeplanning.com (Keli Wike, Charlie Bilello, John Hagensen, Peter Mallouk, Creative Planning) https://rethink-your-money.simplecast.com/episodes/year-end-tax-planning-but-with-a-view-SK00EcLt On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!

]]> Year-End Tax Planning but With a View Keli Wike, Charlie Bilello, John Hagensen, Peter Mallouk, Creative Planning 00:46:34 On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more! On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more! john hagensen, year-end, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, strategy, peter mallouk, 401k, planning, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 112 089372ce-86e5-440d-b00d-b0e61766f1da Critical Year-End Planning Insights On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.

]]> Mon, 23 Sep 2024 07:05:00 +0000 podcasts@creativeplanning.com (Ryan Swartz, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/critical-year-end-planning-insights-KBrTV5Cx On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.

]]> Critical Year-End Planning Insights Ryan Swartz, John Hagensen, Creative Planning 00:47:50 On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year. On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year. john hagensen, diversification, stocks, year end planning, social security, wealth, creative planning, tax planning, election, inflation, 401k, planning, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, omaha, investing, education, investments false full 111 67abba76-b3cb-41cd-a5b0-f8cea3690a2b Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder to learn about the changes coming to Medicare in 2025. All this and more on this week’s episode.

]]> Mon, 16 Sep 2024 07:05:00 +0000 podcasts@creativeplanning.com (Jameson Moulder, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/unlocking-millionaire-status-and-preparing-for-upcoming-medicare-changes-1u78VGkQ Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder to learn about the changes coming to Medicare in 2025. All this and more on this week’s episode.

]]> Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes Jameson Moulder, John Hagensen, Creative Planning 00:47:17 Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder to learn about the changes coming to Medicare in 2025. All this and more on this week’s episode. Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder to learn about the changes coming to Medicare in 2025. All this and more on this week’s episode. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, medicare, education, investments false full 110 57ede2e9-8904-4790-bac0-11a58546c7b2 Football, Finances and Winning Strategies On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future.

]]> Mon, 9 Sep 2024 07:05:00 +0000 podcasts@creativeplanning.com (Lawrence Tynes, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/football-finances-and-winning-strategies-4J3lXuhF On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future.

]]> Football, Finances and Winning Strategies Lawrence Tynes, John Hagensen, Creative Planning 00:47:16 On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future. On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, football, tax strategy, nfl, financial plan, debt, investing, education, investments false full 109 9dd158f7-201b-4f62-a2b9-f2ad2c7ec9e2 Achieving a Meaningful Retirement Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan.

]]> Mon, 2 Sep 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Ben Hake) https://rethink-your-money.simplecast.com/episodes/achieving-a-meaningful-retirement-LCrQ9W3Z Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan.

]]> Achieving a Meaningful Retirement John Hagensen, Creative Planning, Ben Hake 00:45:58 Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan. Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, retirement planning, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, retirement review, tax strategy, financial independence, financial plan, investing, education, investments false full 108 f91c8b18-3873-46a4-829d-ea205e5e1f6a Navigating Roth Conversions: the Good, the Bad and the Ugly On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.

]]> Mon, 26 Aug 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Jesse Reed, Creative Planning) https://rethink-your-money.simplecast.com/episodes/navigating-roth-conversions-the-good-the-bad-and-the-ugly-AsPdUTfA On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.

]]> Navigating Roth Conversions: the Good, the Bad and the Ugly John Hagensen, Jesse Reed, Creative Planning 00:48:12 On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination. On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, aviation, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, roth conversions, financial plan, investing, education, investments false full 107 e844916e-02ec-47f1-be6b-b1122f39ddfe The Million-Dollar Question, Answered Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six years in a row!) on why it could be beneficial to treat your kids uniquely when establishing an estate plan.

]]> Mon, 19 Aug 2024 07:05:00 +0000 podcasts@creativeplanning.com (Jessica Culpepper, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/the-million-dollar-question-answered-kZBZI5WA Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six years in a row!) on why it could be beneficial to treat your kids uniquely when establishing an estate plan.

]]> The Million-Dollar Question, Answered Jessica Culpepper, John Hagensen, Creative Planning 00:47:42 Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six years in a row!) on why it could be beneficial to treat your kids uniquely when establishing an estate plan. Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six years in a row!) on why it could be beneficial to treat your kids uniquely when establishing an estate plan. john hagensen, charitable giving, diversification, stocks, social security, wealth, creative planning, tax planning, election, donor advised funds, inflation, giving, 401k, financial wisdom, finance, market volatility, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, bear market, financial plan, investing, education, investments false full 106 17fe4a2a-864b-4a54-9cb5-fa9e1c36a9fd What Do the Olympics and the Stock Market Have in Common? On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opinion on the impending rate cut.

]]> Mon, 12 Aug 2024 07:05:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/what-do-the-olympics-and-the-stock-market-have-in-common-6Ge6oUkH On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opinion on the impending rate cut.

]]> What Do the Olympics and the Stock Market Have in Common? Charlie Bilello, John Hagensen, Creative Planning 00:47:17 On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opinion on the impending rate cut. On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opinion on the impending rate cut. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, charlie bilello, finance, financial, stock market, money, estate planning, olympics, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 105 8888800f-1c51-4152-9c44-2c6e68757a2b Important Mid-Year Financial Considerations It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you.

]]> Tue, 6 Aug 2024 16:40:00 +0000 podcasts@creativeplanning.com (Creative Planning, Scott Schuster, John Hagensen) https://rethink-your-money.simplecast.com/episodes/important-mid-year-financial-considerations-0KalyGC9 It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you.

]]> Important Mid-Year Financial Considerations Creative Planning, Scott Schuster, John Hagensen 00:38:37 It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you. It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 104 4b07dc98-337a-4c56-92f1-3fd3ee8e135a The Most Important Routine for Your Financial Success In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an interview you won’t want to miss.

]]> Mon, 29 Jul 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Dr. Dan Pallesen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/the-most-important-routine-for-your-financial-success-e2CXDJLS In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an interview you won’t want to miss.

]]> The Most Important Routine for Your Financial Success John Hagensen, Dr. Dan Pallesen, Creative Planning 00:46:32 In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an interview you won’t want to miss. In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an interview you won’t want to miss. john hagensen, diversification, stocks, behavioral finance, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, routine, housing market, retirement, routines, taxes, tax strategy, financial plan, investing, education, investments false full 103 b73bc8df-f66b-426a-ab1d-d4738d70e192 Love, Money and Index Funds Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year.

]]> Mon, 22 Jul 2024 07:05:00 +0000 podcasts@creativeplanning.com (Stephanie Trentham, John Hagensen, Peter Mallouk, Creative Planning) https://rethink-your-money.simplecast.com/episodes/love-money-and-index-funds-mPUVYwR4 Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year.

]]> Love, Money and Index Funds Stephanie Trentham, John Hagensen, Peter Mallouk, Creative Planning 00:46:31 Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year. Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, index funds, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, indexing, investing, education, investments false full 102 1f9e1cab-28b2-452c-96bd-8a0735116ca3 There’s No Such Thing as Summer Vacation for Investing Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning Chief Investment Officer Jamie Battmer for a second quarter market update.

]]> Mon, 15 Jul 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Jamie Battmer, Peter Mallouk & Jonathan Clements) https://rethink-your-money.simplecast.com/episodes/theres-no-such-thing-as-summer-vacation-for-investing-gUqmicZ6 Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning Chief Investment Officer Jamie Battmer for a second quarter market update.

]]> There’s No Such Thing as Summer Vacation for Investing John Hagensen, Jamie Battmer, Peter Mallouk & Jonathan Clements 00:47:29 Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning Chief Investment Officer Jamie Battmer for a second quarter market update. Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning Chief Investment Officer Jamie Battmer for a second quarter market update. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 101 30ef14c3-9f46-4cc3-9157-a9d63b9e6b35 Shaping Your Legacy Through Your Finances Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my interview with estate planning guru Chrissy Knopke.

]]> Mon, 8 Jul 2024 07:05:00 +0000 podcasts@creativeplanning.com (Chrissy Knopke, John Hagensen) https://rethink-your-money.simplecast.com/episodes/shaping-your-legacy-through-your-finances-r8odyKb1 Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my interview with estate planning guru Chrissy Knopke.

]]> Shaping Your Legacy Through Your Finances Chrissy Knopke, John Hagensen 00:47:43 Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my interview with estate planning guru Chrissy Knopke. Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my interview with estate planning guru Chrissy Knopke. john hagensen, diversification, florida, stocks, social security, kansas, wealth, creative planning, tax planning, alabama, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 100 3bce9874-7dd6-4edb-9b42-3f3621be5264 Looking to Create Wealth? Earn It! As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and money (and how happiness plays into the equation!) and share how we’re helping business owners weave together business growth with personal wealth.

]]> Mon, 1 Jul 2024 07:05:00 +0000 podcasts@creativeplanning.com (Adam Tillman, John Hagensen) https://rethink-your-money.simplecast.com/episodes/looking-to-create-wealth-earn-it-8T_3qRRB As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and money (and how happiness plays into the equation!) and share how we’re helping business owners weave together business growth with personal wealth.

]]> Looking to Create Wealth? Earn It! Adam Tillman, John Hagensen 00:46:23 As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and success (and how happiness plays into the equation!) and share how we’re helping business owners weave together business growth with personal wealth. As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and success (and how happiness plays into the equation!) and share how we’re helping business owners weave together business growth with personal wealth. john hagensen, business owner, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, business, finance, financial, stock market, money, estate planning, retirement, taxes, tax strategy, financial plan, succession planning, investing, education, investments false full 99 40dc4f7a-db43-42e1-9fc0-ebba80052afb Beyond the Headlines: Taking Charge of Your Financial Future Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today.

]]> Mon, 24 Jun 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Charlie Bilello) https://rethink-your-money.simplecast.com/episodes/beyond-the-headlines-taking-charge-of-your-financial-future-HZ9hMX8k Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today.

]]> Beyond the Headlines: Taking Charge of Your Financial Future John Hagensen, Charlie Bilello 00:49:08 Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today. Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, charlie bilello, finance, financial, stock market, money, estate planning, housing market, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 98 fbc8f30d-e48d-445c-8c64-d414f610969b Trends That Are Changing Retirement Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethinking your plans.

]]> Mon, 17 Jun 2024 07:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, Jerry Bell, John Hagensen) https://rethink-your-money.simplecast.com/episodes/trends-that-are-changing-retirement-H1KEf8UV Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethinking your plans.

]]> Trends That Are Changing Retirement Creative Planning, Jerry Bell, John Hagensen 00:48:59 Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethinking your plans. Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethinking your plans. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 97 dd9db24d-de7f-4ac3-922b-efe99c783f7c Did Someone Say “Election Year”? It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

]]> Mon, 10 Jun 2024 07:05:00 +0000 podcasts@creativeplanning.com (Candace Varner, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/did-someone-say-election-year-LI4oDk_I It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.

]]> Did Someone Say “Election Year”? Candace Varner, Creative Planning, John Hagensen 00:41:56 It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency. It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 96 2a14a101-4bfd-4f0e-90ad-de6cbd27de16 The Powerful Impact of Cash Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the current trends in financial influencers (Finfluencers) and the gold frenzy.

]]> Mon, 3 Jun 2024 07:05:00 +0000 podcasts@creativeplanning.com (Guest, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-powerful-impact-of-cash-BmHfWXPA Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the current trends in financial influencers (Finfluencers) and the gold frenzy.

]]> The Powerful Impact of Cash Guest, Creative Planning, John Hagensen 00:47:25 Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the current trends in financial influencers (Finfluencers) and the gold frenzy. Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the current trends in financial influencers (Finfluencers) and the gold frenzy. john hagensen, diversification, stocks, social security, wealth, tax planning, election, inflation, 401k, financial wisdom, finance, financial, stock market, money, estate planning, retirement, taxes, tax strategy, financial plan, investing, education, investments false full 95 602b0a98-4b5e-42c9-afaf-106004322f3d Burned by Do-It-Yourself Investing? From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve.

]]> Mon, 27 May 2024 07:05:00 +0000 podcasts@creativeplanning.com (Tony Favela, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/burned-by-do-it-yourself-investing-XMDsYvOT From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve.

]]> Burned by Do-It-Yourself Investing? Tony Favela, Creative Planning, John Hagensen 00:47:28 From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve. From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 94 57f231a3-df17-47a9-94a5-f0a198df81e9 Practical Tips to Reduce Portfolio Taxes When 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 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!

 

This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.”

 

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com                                                                                                              

]]> Mon, 20 May 2024 07:05:00 +0000 podcasts@creativeplanning.com (Anpu Stephens, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/practical-tips-to-reduce-portfolio-taxes-raFNq20r When 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 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!

 

This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.”

 

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com                                                                                                              

]]> Practical Tips to Reduce Portfolio Taxes Anpu Stephens, John Hagensen, Creative Planning 00:49:41 When 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. When 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. john hagensen, creative planning, inflation, financial wisdom, stock market, investing, investments false full 93 867d0d7b-fb42-4705-8686-85480f15f819 5 Mistakes Investors Make Join 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 with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.”

 

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

                                                                                                                                  

]]> Mon, 13 May 2024 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Dr. Dan Pallesen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/5-mistakes-investor-make-b0bvEaQ5 Join 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 with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.”

 

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

                                                                                                                                  

]]> 5 Mistakes Investors Make John Hagensen, Dr. Dan Pallesen, Creative Planning 00:47:23 Join 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) Join 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) estate planning', john hagensen, stocks, wealth, creative planning, tax planning, election, diviersification, inflation, peter mallouk, 401k, financial wisdom, investor mistakes, finance, stock market, money, retirement, taxes, financial education, investing, investments false full 92 aacb5723-f413-4208-b1b4-baee00aeda40 The Invisible Threat to Your Retirement In 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 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

]]> Mon, 6 May 2024 07:00:00 +0000 podcasts@creativeplanning.com (Annie Rogers, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/the-invisible-threat-to-your-retirement-4xlwxHqj In 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 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

]]> The Invisible Threat to Your Retirement Annie Rogers, John Hagensen, Creative Planning 00:48:47 In 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) In 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) financial planning, john hagensen, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, money, estate planning, financial education, investments false full 91 990b6e14-aea2-442a-a4d4-010ff1d2266e 6 Signs You’re Ready to Retire We 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 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

]]> Mon, 29 Apr 2024 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Ben Hake) https://rethink-your-money.simplecast.com/episodes/6-signs-youre-ready-to-retire-U_z_9yd8 We 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 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

]]> 6 Signs You’re Ready to Retire John Hagensen, Creative Planning, Ben Hake 00:49:48 We 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). We 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). john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 90 7252ce3f-5e85-48a6-804c-e1bf90926bef Reasons Investors Can Have Financial Optimism Things 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/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio 

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

]]> Mon, 22 Apr 2024 07:00:00 +0000 podcasts@creativeplanning.com (Jamie Battmer, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/reasons-investors-can-have-financial-optimism-03gToLxJ Things 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/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio 

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!

 

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]]> Reasons Investors Can Have Financial Optimism Jamie Battmer, John Hagensen, Creative Planning 00:47:13 Things 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) Things 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) john hagensen, diversification, social security, wealth, creative planning, election, inflation, financial wisdom, stock market, money, estate planning, retirement, k, tax strategy, financial education, investing, investments false full 89 3ec3fd1f-2500-4802-9cb1-1096021135b5 The Financial Pinch of the Sandwich Generation A 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://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio 

 

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!

 

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]]> Mon, 15 Apr 2024 07:05:00 +0000 podcasts@creativeplanning.com (Dr. Dan Pallesen, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/the-financial-pinch-of-the-sandwich-generation-aJtAVike A 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://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio 

 

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!

 

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]]> The Financial Pinch of the Sandwich Generation Dr. Dan Pallesen, John Hagensen, Creative Planning 00:47:42 A 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://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio A 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://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, dr. dan pallesen, finance, stock market, money, estate planning, retirement, taxes, financial education, investing, investments false full 88 1180c342-28ed-4ef8-b402-04d91e6fb557 Building a Financial Plan off Your Life Phase, Not Your Age It’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 first piece of the investment puzzle.(24:05)

 

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 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: 
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]]> Mon, 8 Apr 2024 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Creative Planning, Chrissy Knopke) https://rethink-your-money.simplecast.com/episodes/building-a-financial-plan-off-your-life-phase-not-your-age-q3H_KLZB It’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 first piece of the investment puzzle.(24:05)

 

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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Building a Financial Plan off Your Life Phase, Not Your Age John Hagensen, Creative Planning, Chrissy Knopke 00:48:24 It’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 first piece of the investment puzzle.(24:05) It’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 first piece of the investment puzzle.(24:05) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, tax scams, inflation, 401k, financial wisdom, finance, stock market, money, estate planning, retirement, taxes, financial education, financial plan, investing false full 87 575a02fd-74ea-4829-90a5-46e8f4e67b8f When the Obvious Choice Leads You Astray We 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 they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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Have questions or topic suggestions? 
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]]> Mon, 1 Apr 2024 07:05:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/when-the-obvious-choice-leads-you-astray-I5OxpStX We 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 they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

Important Legal Disclosure: 
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Have questions or topic suggestions? 
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]]> When the Obvious Choice Leads You Astray Charlie Bilello, Creative Planning, John Hagensen 00:49:42 We 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) We 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) john hagensen, stocks, diver, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, charlie bilello, week in charts, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 86 94321d76-2a47-43a5-ab7b-c6605917e247 All-or-Nothing Thinking Can Derail Your Retirement It'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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Mon, 25 Mar 2024 07:05:00 +0000 podcasts@creativeplanning.com (Stacy Lewis, John Hagensen) https://rethink-your-money.simplecast.com/episodes/all-or-nothing-thinking-can-derail-your-retirement-iO2tK7DS It'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 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: 
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Have questions or topic suggestions? 
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]]> All-or-Nothing Thinking Can Derail Your Retirement Stacy Lewis, John Hagensen 00:50:09 It'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) It'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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, inflation, 401k, financial wisdom, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 85 d65e233e-ae68-4e5e-8b3a-d922bea4eeaa Financial Lessons Unveiled: Insights From 4 Featured Guests Our 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 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: 
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]]> Mon, 18 Mar 2024 07:05:00 +0000 podcasts@creativeplanning.com (Scott Schuster, Peter Mallouk, John Hagensen, Creative Planning, Jessica Culpepper, Dr. Dan Pallesen) https://rethink-your-money.simplecast.com/episodes/financial-lessons-unveiled-insights-from-4-featured-guests-Hcly51Dv Our 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Financial Lessons Unveiled: Insights From 4 Featured Guests Scott Schuster, Peter Mallouk, John Hagensen, Creative Planning, Jessica Culpepper, Dr. Dan Pallesen 00:48:29 Our 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). Our 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). john hagensen, charitable giving, stocks, wealth, creative planning, 401k, financial wisdom, money, estate planning, retirement, high net worth, tax strategy, financial education, financial plan, investing, investments false full 84 0bccb6e5-f21f-4a80-9860-e44b4aa24149 A Simple Wealth Strategy for a Complex World With 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’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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Mon, 11 Mar 2024 07:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Candace Varner) https://rethink-your-money.simplecast.com/episodes/a-simple-wealth-strategy-for-a-complex-world-tu1swd6T With 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’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: 
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Have questions or topic suggestions? 
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]]> A Simple Wealth Strategy for a Complex World Creative Planning, John Hagensen, Candace Varner 00:42:00 With 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) With 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) john hagensen, stocks, social security, wealth, creative planning, tax planning, election, diviersification, inflation, 401k, financial wisdom, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 83 670c345c-b3f1-4502-8030-594764659f72 5 Myths That Could Be Stalling Your Financial Success Join 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 Need to Know, please use this link: https://event.on24.com/wcc/r/4516086/CA65F3E88A91C91A21FBDEDA0D02DD67?partnerref=radio

 

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: 
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Have questions or topic suggestions? 
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]]> Mon, 4 Mar 2024 08:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/5-myths-that-could-be-stalling-your-financial-success-qLVhVftB Join 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 Need to Know, please use this link: https://event.on24.com/wcc/r/4516086/CA65F3E88A91C91A21FBDEDA0D02DD67?partnerref=radio

 

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: 
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Have questions or topic suggestions? 
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]]> 5 Myths That Could Be Stalling Your Financial Success Creative Planning, John Hagensen, Peter Mallouk 00:47:40 Join 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) Join 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, election, peter mallouk, financial wisdom, financial eduction, stock market, money, estate planning, retirement, taxes, tax strategy, financial plan, investing, money simplified, investments false full 82 19efa0d0-307b-443d-a110-7c30a79404ff Inside 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 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!

 

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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Mon, 26 Feb 2024 08:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Ben Hake) https://rethink-your-money.simplecast.com/episodes/inside-look-a-wealth-planning-case-study-part-3-of-3-g7Oj9PVU 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 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: 
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Have questions or topic suggestions? 
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]]> Inside Look: A Wealth Planning Case Study (Part 3 of 3) Creative Planning, John Hagensen, Ben Hake 00:49:55 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) 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) retirement strategies, financial planning, john hagensen, creative planning, tax planning, 401k, finance, stock market, money, estate planning, retirement, investments false full 81 68c5656a-0bb8-4180-973c-47c5c2506cf7 Inside 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, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 19 Feb 2024 08:00:00 +0000 podcasts@creativeplanning.com (Nic Santana, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/inside-look-a-wealth-planning-case-study-part-2-of-3-9AqorPJb 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, estate planning and many other areas that impact your financial life!

 

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]]> Inside Look: A Wealth Planning Case Study (Part 2 of 3) Nic Santana, Creative Planning, John Hagensen 00:46:23 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) 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, finance, stock market, money, estate planning, reitrmenent, taxes, tax strategy, financial education, financial plan, investing, investments false full 80 97489fc9-0b13-4578-9cee-5b722df236a5 Inside 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 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!

 

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]]> Mon, 12 Feb 2024 08:00:00 +0000 podcasts@creativeplanning.com (Annie Rogers, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/inside-look-a-wealth-planning-case-study-part-1-of-3-pmNP97Hn 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 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: 
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Have questions or topic suggestions? 
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]]> Inside Look: A Wealth Planning Case Study (Part 1 of 3) Annie Rogers, John Hagensen, Creative Planning 00:48:23 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) 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) financial planning, john hagensen, diversification, stocks, social security, wealth, inflation, stock strategy, financial wisdom, finance, stock market, money, estate planning, financial strategy, retirement, tax strategy, investing, investments false full 79 e460a38a-b6da-4a85-bc5b-d7a6e05fd1b8 Crafting a Wealth Plan to Last Your Lifetime One 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 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!

 

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]]> Mon, 5 Feb 2024 08:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Dr. Dan Pallesen) https://rethink-your-money.simplecast.com/episodes/crafting-a-wealth-plan-to-last-your-lifetime-LNM8m00l One 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 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: 
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Have questions or topic suggestions? 
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]]> Crafting a Wealth Plan to Last Your Lifetime Creative Planning, John Hagensen, Dr. Dan Pallesen 00:47:23 One 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. One 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. financial planning, john hagensen, dr. dan p, diversification, social security, wealth, creative planning, tax planning, financial wisdom, stock market, money, estate planning, retirement, stock, taxes, tax strategy, financial education, investing false full 78 ec0a8d5b-c808-4a71-92ec-db2e1a0eda6f 6 Lessons That Apply to Both Life and Investing Life 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 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: 
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Have questions or topic suggestions? 
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]]> Mon, 29 Jan 2024 08:00:00 +0000 podcasts@creativeplanning.com (Charlie Bilello, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/6-lessons-that-apply-to-both-life-and-investing-_BidhV7u Life 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 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: 
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Have questions or topic suggestions? 
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]]> 6 Lessons That Apply to Both Life and Investing Charlie Bilello, Creative Planning, John Hagensen 00:49:24 Life 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) Life 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, charlie bilello, week in charts, stock market, money, estate planning, 6finance, retirement, taxes, tax strategy, financial education, investments false full 77 49780e0a-4b36-4c9b-8c69-408a8ab2e1e8 Your Portfolio’s Greatest Threat Investor 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 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: 
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Have questions or topic suggestions? 
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]]> Mon, 22 Jan 2024 08:00:00 +0000 podcasts@creativeplanning.com (Kenny Gatliff, John Hagensen, Creative Planning) https://rethink-your-money.simplecast.com/episodes/your-portfolios-greatest-threat-PgEyfRcX Investor 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Your Portfolio’s Greatest Threat Kenny Gatliff, John Hagensen, Creative Planning 00:49:43 Investor 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) Investor 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) financial planning, tax, investment strategy, creative planning, 401k, etfs, stock market, estate planning, investments', financial strategy, bitcoin, tax strategy, financial education false full 76 e8bbb170-e912-42bf-a868-8e5e943f083c Is 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Mon, 15 Jan 2024 08:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Ryan Swartz) https://rethink-your-money.simplecast.com/episodes/is-your-financial-plan-incomplete-u1jtzREo 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Is Your Financial Plan Incomplete? Creative Planning, John Hagensen, Ryan Swartz 00:46:31 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.) 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.) financial planning, wealth path analysis, diversification, social security, wealth, creative planning, inflation, 401k, finance, stock market, money, estate planning, retirement, tax strategy, financial education, investments false full 75 bc4f009e-b289-43ed-8d46-e42e5000f39d 8 Non-Negotiable Money Moves in 2024 It'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 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!

 

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Have questions or topic suggestions? 
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]]> Mon, 8 Jan 2024 08:05:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Candace Varner) https://rethink-your-money.simplecast.com/episodes/8-non-negotiable-money-moves-in-2024-yB6Cq5As It'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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> 8 Non-Negotiable Money Moves in 2024 Creative Planning, John Hagensen, Candace Varner 00:49:25 It'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) It'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) financial planning, john hagensen, diversification, stocks, social security, wealth, tax planning, inflation, 401k, financial wisdom, valuation, finance, stock market, money, retirement, financial education, investing, investments false full 74 d6713a6f-e49e-4062-abb1-4ba6f0ad7baf The Important Money Lesson From Ohtani By 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

 

]]> Mon, 25 Dec 2023 08:00:00 +0000 podcasts@creativeplanning.com (Creative, John Hagensen, Gary Pittsford) https://rethink-your-money.simplecast.com/episodes/the-important-money-lesson-from-ohtani-KHUlSlEg By 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 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: 
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Have questions or topic suggestions? 
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]]> The Important Money Lesson From Ohtani Creative, John Hagensen, Gary Pittsford 00:49:36 By 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) By 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) john hagensen, diversification, stocks, social security, wealth, creative planning, inflation, 401k, financial wisdom, valuation, gary pittsford, finance, stock market, money, retirement, business owners, taxes, tax strategy, financial education false full 73 e2d04709-f638-40ef-a1b0-f729caf4dc95 The Word That Defined Our Wealth Journey in 2023 Looking 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> Mon, 18 Dec 2023 08:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, John Hagensen, Charlie Bilello) https://rethink-your-money.simplecast.com/episodes/the-word-that-defined-our-wealth-journey-in-2023-47pz75El Looking 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 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: 
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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

]]> The Word That Defined Our Wealth Journey in 2023 Creative Planning, John Hagensen, Charlie Bilello 00:47:50 Looking 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) Looking 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) diversification, stocks, wealth, tax planning, market commentary, inflation, financial wisdom, week in charts, finance, money, estate planning, retirement, year in review, taxes, investing, investments false full 72 96cb241e-3151-4df2-a609-fe36fd0f904e Unlocking Your Wealth With a Positive Mindset Every 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 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: 
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]]> Mon, 11 Dec 2023 08:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Jerry Bell) https://rethink-your-money.simplecast.com/episodes/unlocking-your-wealth-with-a-positive-mindset-bDLbxmve Every 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 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!

 

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]]> Unlocking Your Wealth With a Positive Mindset John Hagensen, Jerry Bell 00:48:44 Every 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) Every 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) special needs, financial planning, john hagensen, diversification, jerry bell, stocks, wealth, creative planning, inflation, strategy, 401k, valuation, stock market, money, estate planning, social dsecurity, investing false full 71 e028e016-f3f9-474b-a96e-8be2cc738bec The Trick to Capitalizing on Financial Headlines Navigating 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 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!

 

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]]> Mon, 4 Dec 2023 08:00:00 +0000 podcasts@creativeplanning.com (Maggie Fisher, Creat, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-trick-to-capitalizing-on-financial-headlines-C3TIWeQA Navigating 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 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!

 

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]]> The Trick to Capitalizing on Financial Headlines Maggie Fisher, Creat, John Hagensen 00:49:03 Navigating 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) Navigating 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, money, estate planning, maggie fisher, retirement, taxes, investing, investments false full 70 63bbe101-7305-4b47-a91a-5890b2c27b8a Mastering the Art of Asset Allocation The 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 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!

 

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]]> Mon, 27 Nov 2023 08:00:00 +0000 podcasts@creativeplanning.com (Noelle Caldwell, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/mastering-the-art-of-asset-allocation-yuOJnuY8 The 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 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!

 

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]]> Mastering the Art of Asset Allocation Noelle Caldwell, Creative Planning, John Hagensen 00:48:27 The 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) The 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) financial planning, john hagensen, diversification, stocks, wealth, creative planning, 401k, stock market, money, estate planning, retirement, taxes, tax strategy, investments false full 69 716a11ee-342a-4945-bf42-6efd58045e65 The Path to Overcoming Financial Mistakes No 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 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!

 

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]]> Mon, 20 Nov 2023 08:00:00 +0000 podcasts@creativeplanning.com (Dr. Dan Pallesen, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-path-to-overcoming-financial-mistakes-ylAsmf5n No 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 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!

 

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]]> The Path to Overcoming Financial Mistakes Dr. Dan Pallesen, Creative Planning, John Hagensen 00:48:44 No 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) No 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, finance, stock market, money, dan pallesen, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 68 ff9bbaf3-c11a-456b-842c-118a6b2a12fd Harmonizing Your Financial Expectations with Realistic Success It’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 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!

 

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]]> Mon, 13 Nov 2023 08:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Kenny Gatliff, creative planning) https://rethink-your-money.simplecast.com/episodes/harmonizing-your-financial-expectations-with-realistic-success-32xw4u62 It’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 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!

 

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]]> Harmonizing Your Financial Expectations with Realistic Success John Hagensen, Kenny Gatliff, creative planning 00:49:51 It’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) It’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) financial planning, tax, john hagensen, diversification, social security, wealth, tax planning, inflation, 401k, financial wisdom, valuation, finance, stock market, money, estate planning, taxes, financial education, retirment, investing false full 67 51beb63b-d121-4a9e-9d84-8268befa1ce7 Securing Your Portfolio From Global Conflict In 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 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!

 

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]]> Mon, 6 Nov 2023 08:00:00 +0000 podcasts@creativeplanning.com (Lenny Best, Creative Planning, John Hagensen) https://rethink-your-money.simplecast.com/episodes/securing-your-portfolio-from-global-conflict-wAuRCK_f In 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 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!

 

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]]> Securing Your Portfolio From Global Conflict Lenny Best, Creative Planning, John Hagensen 00:48:39 In 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). In 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). john hagensen, investment strategy, diversification, stocks, social security, wealth, creative planning, inflation, retirement planning, 401k, financial wisdom, valuation, finacial strategy, money, estate planning, tax strategy, lenny best false full 66 c62c47d3-2812-4149-9384-c9ae2dad4acc The Threat to Your Wealth You Might be Ignoring Are 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 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!

 

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]]> Mon, 30 Oct 2023 07:00:00 +0000 podcasts@creativeplanning.com (Creative Planning, Charlie Bilello, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-threat-to-your-wealth-you-might-be-ignoring-C8zdVTlD Are 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 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!

 

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Have questions or topic suggestions? 
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]]> The Threat to Your Wealth You Might be Ignoring Creative Planning, Charlie Bilello, John Hagensen 00:48:26 Are 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) Are 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) tax, investment strategy, retirement strategy, investment, stocks, wealth, retirement planning, financial wisdom, week in charts, finance, financial, stock market, money, financial strategy, tax strategy, investing false full 65 16cf50d8-23fa-4c45-9dbd-b542dceb8110 Your Essential End-of-Year Financial Checklist Smart 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 specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 23 Oct 2023 07:00:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, John Hagensen) https://rethink-your-money.simplecast.com/episodes/your-essential-end-of-year-financial-checklist-XywksltR Smart 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 specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Your Essential End-of-Year Financial Checklist Peter Mallouk, John Hagensen 00:43:10 Smart 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. Smart 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. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, peter mallouk, 401k, financial wisdom, valuation, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 64 db0c951d-6c56-4703-9665-4675a8d635c3 How Groupthink Can Ruin Your Portfolio When 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 cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 16 Oct 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Annie Rogers) https://rethink-your-money.simplecast.com/episodes/how-groupthink-can-ruin-your-portfolio-kx_Fd_WK When 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 cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> How Groupthink Can Ruin Your Portfolio John Hagensen, Annie Rogers 00:48:38 When 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? When 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? diversification, stocks, social security, wealth, creative planning, tax planning, trusts, inflation, 401k, annie rogers, financial wisdom, valuation, finance, stock market, money, estate planning, retirement, revocable trust, john, taxes, tax strategy, financial education, financial plan, irrevocable trust, investing, investments false full 63 81beac86-8329-422a-b07d-79163c7d9395 5 Wealth-Building Strategies to Implement NOW If 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 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!

 

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]]> Mon, 9 Oct 2023 07:00:00 +0000 podcasts@creativeplanning.com (David Kuenzi, John Hagensen) https://rethink-your-money.simplecast.com/episodes/5-wealth-building-strategies-to-implement-now-9Jr62Nfs If 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 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!

 

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]]> 5 Wealth-Building Strategies to Implement NOW David Kuenzi, John Hagensen 00:48:45 If 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) If 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) divirsification, john hagensen, international, stocks, social security, wealth, creative planning, tax planning, david kuenzi, expats, inflation, 401k, financial wisdom, valuation, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 62 67b0afe5-1873-4795-bd66-634a321bc657 Maximizing Your ROI While Minimizing Your Hassle We 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 miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 2 Oct 2023 07:00:00 +0000 podcasts@creativeplanning.com (Lee Roberts, John Hagensen) https://rethink-your-money.simplecast.com/episodes/maximizing-your-roi-while-minimizing-your-hassle-9Du_PGWk We 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 miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Maximizing Your ROI While Minimizing Your Hassle Lee Roberts, John Hagensen 00:48:06 We 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) We 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, business services, financial wisdom, valuation, finance, stock market, money, estate planning, lee roberts, retirement, business owners, taxes, tax strategy, financial education, financial plan, investing, investments false full 61 682f6fab-4b01-4a87-918f-ab78344f1f85 Protecting Your Portfolio From Politics Does 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 interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 25 Sep 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Ben Hake) https://rethink-your-money.simplecast.com/episodes/protecting-your-portfolio-from-politics-LVuijzAN Does 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 interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Protecting Your Portfolio From Politics John Hagensen, Ben Hake 00:48:02 Does 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. Does 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. john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, investor mistakes, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, politics, financial plan, ben hake, investing, investments false full 60 74c9ee5f-8613-4b98-bc7a-20a69cb778f3 3 Essential Questions to Drive Your Financial Success Whether 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 areas that impact your financial life!

 

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]]> Mon, 18 Sep 2023 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Dr. Dan Pallesen) https://rethink-your-money.simplecast.com/episodes/3-essential-questions-to-drive-your-financial-success-NBHgqyhN Whether 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 areas that impact your financial life!

 

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]]> 3 Essential Questions to Drive Your Financial Success John Hagensen, Dr. Dan Pallesen 00:47:24 Whether 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) Whether 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) john hagensen, diversification, stocks, behavioral finance, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, finance, stock market, money, dan pallesen, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 59 e5e42d3b-7bef-4acb-b66d-71326a51b12f How 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 Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 11 Sep 2023 07:05:00 +0000 podcasts@creativeplanning.com (Jameson Moulder, John Hagensen) https://rethink-your-money.simplecast.com/episodes/how-successful-investors-outwit-the-september-slump-O5G6QL5r 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 Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> How Successful Investors Outwit the "September Slump" Jameson Moulder, John Hagensen 00:49:24 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) 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, finance, stock market, money, estate planning, retirement, inesting, taxes, tax strategy, financial education, jameson moulder, medicare, investments false full 58 6e750ca8-967b-48b9-b7f1-cbdcdb3d4c3e How to Master Your Financial Priorities Not 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 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!

 

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]]> Mon, 4 Sep 2023 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Charlie Bilello) https://rethink-your-money.simplecast.com/episodes/how-to-master-your-financial-priorities-7yvJGUy3 Not 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 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!

 

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]]> How to Master Your Financial Priorities John Hagensen, Charlie Bilello 00:49:02 Not 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) Not 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) john hagensen, signal or noise, diversification, stocks, social security, wealth, creative planning, tax planning, 401k, financial wisdom, valuation, investor mistakes, charlie bilello, week in charts, finance, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, inflation', financial plan, investing, investments false full 57 ab5e9f76-5d8e-4900-8d2e-cd077e58fb8a When Good Financial Intentions Backfire What 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 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!

 

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]]> Mon, 28 Aug 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/when-good-financial-intentions-backfire-MWF9nsJE What 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 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!

 

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]]> When Good Financial Intentions Backfire John Hagensen, Peter Mallouk 00:44:06 What 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) What 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, peter mallouk, 401k, financial wisdom, valuation, investor mistakes, finance, rethink your money, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 56 69864916-acb9-450f-98d1-c111bd3515a3 The Secret to Becoming a Successful Investor What 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 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!

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]]> Mon, 21 Aug 2023 07:05:00 +0000 podcasts@creativeplanning.com (Candace Varner, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-secret-to-becoming-a-successful-investor-TaOgIOt0 What 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 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!

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]]> The Secret to Becoming a Successful Investor Candace Varner, John Hagensen 00:50:55 What 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) What 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) candace varner, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, financial wisdom, valuation, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, k, taxes, tax strategy, financial education, financial plan, investing, investments false full 55 a20972c7-a98a-44ef-a6a9-e83e5dab79a1 7 Investments You Should Think Twice About John 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 miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 14 Aug 2023 07:05:00 +0000 podcasts@creativeplanning.com (Jerry Bell, John Hagensen) https://rethink-your-money.simplecast.com/episodes/7-investments-you-should-think-twice-about-HxugbjS3 John 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 miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> 7 Investments You Should Think Twice About Jerry Bell, John Hagensen 00:49:42 John 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) John 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) special needs, john hagensen, diversification, jerry bell, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, financial plan, investing, investments false full 54 ad90141f-9e8a-4558-b4ab-6d9d2e703052 Decoding the Market's Response to News Events This 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 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!

 

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]]> Mon, 7 Aug 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Kenny Gatliff) https://rethink-your-money.simplecast.com/episodes/decoding-the-markets-response-to-news-events-8HtZmd48 This 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 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!

 

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]]> Decoding the Market's Response to News Events John Hagensen, Kenny Gatliff 00:49:31 This 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) This 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) kenny gatliff, john hagensen, diversification, stocks, social security, wealth, tech stocks, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, finance, stock market, money, estate planning, retirement, tax strategy, financial education, investing, investments false full 53 d5dcb2e0-e9a0-4c6d-ab73-33a40b7754ef The Right Questions to Ask to Unlock Financial Growth We'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 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!

 

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]]> Mon, 31 Jul 2023 07:00:00 +0000 podcasts@creativeplanning.com (Ben Hake, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-right-questions-to-ask-to-unlock-financial-growth-oQC5G6QI We'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 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!

 

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]]> The Right Questions to Ask to Unlock Financial Growth Ben Hake, John Hagensen 00:49:39 We'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) We'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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, taxable gains, 401k, financial wisdom, valuation, finance, rethink your money, stock market, money, estate planning, retirement, taxes, financial plan, ben hake, investing, investments false full 52 1617b30d-040a-40ca-a653-cd4747360576 4 Tips to Secure Your Financial Future Before the Next Market Downturn When 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 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!

 

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]]> Mon, 24 Jul 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Megan Kelly) https://rethink-your-money.simplecast.com/episodes/4-tips-to-secure-your-financial-future-before-the-next-market-downturn-DP2oxALQ When 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 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!

 

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]]> 4 Tips to Secure Your Financial Future Before the Next Market Downturn John Hagensen, Megan Kelly 00:50:06 When 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) When 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) bull market, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, bear market, financial plan, megan kelly, investing, college student estate planning, investments false full 51 c1fe641f-3bf2-4590-9d82-f3fa909cd352 How to Conquer Your Financial Anxiety Feeling 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 cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 17 Jul 2023 07:05:00 +0000 podcasts@creativeplanning.com (Dr. Dan Pallesen, John Hagensen) https://rethink-your-money.simplecast.com/episodes/how-to-conquer-your-financial-anxiety-95erzt0d Feeling 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 cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> How to Conquer Your Financial Anxiety Dr. Dan Pallesen, John Hagensen 00:50:14 Feeling 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) Feeling 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, financial behavior, 401k, financial wisdom, valuation, finance, market volatility, rethink your money, stock market, money, dan pallesen, estate planning, retirement, taxes, financial education, financial plan, investing, investments false full 50 914a5e61-6afd-4c67-9301-bb747cc32d3c The Benefits of Simplifying Your Financial Plan Find 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 Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> Mon, 10 Jul 2023 07:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Chrissy Knopke) https://rethink-your-money.simplecast.com/episodes/the-benefits-of-simplifying-your-financial-plan-lMBw68Gq Find 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 Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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]]> The Benefits of Simplifying Your Financial Plan John Hagensen, Chrissy Knopke 00:49:53 Find 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) Find 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) john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, 401k, financial wisdom, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, chrissy knopke, taxes, tax strategy, financial plan, investing, investments false full 49 434138c3-4b3d-44c5-ae79-e1cfc6e0cdb1 Break Free From Financial Stagnation Ready 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 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!

 

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]]> Mon, 3 Jul 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Gary Pittsford) https://rethink-your-money.simplecast.com/episodes/break-free-from-financial-stagnation-8_KCF9Sw Ready 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 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!

 

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]]> Break Free From Financial Stagnation John Hagensen, Gary Pittsford 00:50:29 Ready 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) Ready 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) bull market, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, gary pittsford, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, bear market, financial plan, investing, investments false full 48 5924f5b0-659c-4cff-bd6c-32ee2affe072 Uncovering the Keys to Building and Sustaining Wealth Growing 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 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!

 

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]]> Mon, 26 Jun 2023 07:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Candace Varner) https://rethink-your-money.simplecast.com/episodes/uncovering-the-keys-to-building-and-sustaining-wealth-3hOI4WEt Growing 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 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: 
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Have questions or topic suggestions? 
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]]> Uncovering the Keys to Building and Sustaining Wealth John Hagensen, Candace Varner 00:50:00 Growing 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) Growing 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) candace varner, bull market, john hagensen, diversification, stocks, gains, social security, wealth, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, tax strategy, financial education, bear market, financial plan, investing, financial widsdom, investments false full 47 11cf2800-8a7c-43de-a482-d6d1f6ef6256 Crushing Your Summer Money Goals The 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 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!

 

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]]> Mon, 19 Jun 2023 07:05:00 +0000 podcasts@creativeplanning.com (Creative Planning) https://rethink-your-money.simplecast.com/episodes/crushing-your-summer-money-goals-bq9COHSc The 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 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!

 

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Have questions or topic suggestions? 
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]]> Crushing Your Summer Money Goals Creative Planning 00:48:40 The 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) The 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) false full 46 cebcae71-55c6-4f82-a241-4334e0629f94 How to Minimize Your Tax Bill in an Era of Rising Taxes The 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 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!

 

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Have questions or topic suggestions? 
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]]> Mon, 12 Jun 2023 07:10:00 +0000 podcasts@creativeplanning.com (John Hagensen, Kenny Gatliff) https://rethink-your-money.simplecast.com/episodes/how-to-minimize-your-tax-bill-in-an-era-of-rising-taxes-k2Xs3pLh The 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 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!

 

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Have questions or topic suggestions? 
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]]> How to Minimize Your Tax Bill in an Era of Rising Taxes John Hagensen, Kenny Gatliff 00:43:21 The 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) The 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) kenny gatliff, bull market, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, year in review, taxes, financial education, bear market, financial plan, investing, investments false full 45 44572819-b3c4-4f25-8d60-27f37be5e170 Finding the Thrill of Guilt-Free Spending in Retirement The 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 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!

 

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Have questions or topic suggestions? 
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]]> Mon, 5 Jun 2023 07:00:00 +0000 podcasts@creativeplanning.com (Jameson Moulder, John Hagensen) https://rethink-your-money.simplecast.com/episodes/finding-the-thrill-of-guilt-free-spending-in-retirement-hkUmF2P5 The 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 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!

 

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Have questions or topic suggestions? 
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]]> Finding the Thrill of Guilt-Free Spending in Retirement Jameson Moulder, John Hagensen 00:50:21 The 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) The 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) bull market, market volatilty, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, yearly planning, finance, rethink your money, stock market, money, estate planning, retirement, taxes, financial education, bear market, financial plan, jameson moulder, investing, medicare, investments false full 44 bc1ecfa2-4bf5-47f8-b2eb-7bf29dac990a Why the Past Year Should Make You Rethink Your Portfolio Market 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 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!

 

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]]> Mon, 29 May 2023 07:00:00 +0000 podcasts@creativeplanning.com (Sean Granere, John Hagensen) https://rethink-your-money.simplecast.com/episodes/why-the-past-year-should-make-you-rethink-your-portfolio-Nrb4z0He Market 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 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!

 

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Have questions or topic suggestions? 
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]]> Why the Past Year Should Make You Rethink Your Portfolio Sean Granere, John Hagensen 00:50:01 Market 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. Market 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. bull market, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation'valuation, inflation, 401k, sean granere, financial wisdom, valuation, yearly planning, finance, rethink your money, stock market, money, estate planning, market volatiltiy, retirement, financial education', taxes, bear market, financial plan, investing, investments false full 43 02188870-e0ea-48ef-8ab2-144b6fbb7ab4 Filling Your Tank With Wealth Building Fuel There’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 his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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Have questions or topic suggestions? 
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]]> Mon, 22 May 2023 05:05:00 +0000 podcasts@creativeplanning.com (Jessica Culpepper, John Hagensen) https://rethink-your-money.simplecast.com/episodes/filling-your-tank-with-wealth-building-fuel-NL6XKLKA There’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 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: 
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]]> Filling Your Tank With Wealth Building Fuel Jessica Culpepper, John Hagensen 00:48:59 There’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). There’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). bull market, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, jessica culpepper, inflation, 401k, financial wisdom, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, high net worth, taxes, financial education, beat market, investing, investments false full 42 70318c19-6b7f-4e2e-9530-387e41f7b0e1 What 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 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!

 

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]]> Mon, 15 May 2023 07:00:00 +0000 podcasts@creativeplanning.com (Creative Planning) https://rethink-your-money.simplecast.com/episodes/what-should-be-in-your-financial-toolbox-yIIKgh13 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 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!

 

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]]> What Should Be in Your Financial Toolbox? Creative Planning 00:50:26 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! 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! bull market, john hagensen, diversification, creative planning, inflation, 401k, annie rogers, financial wisdom, finance, rethink your money, money, estate planning, single estate planning, retirement, financial education, bear market, financial plan, investing, investments false full 41 61513b33-04fc-4655-b51b-2b2583936a28 The Undeniable Truths of Investing The 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 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!

 

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]]> Mon, 8 May 2023 05:05:00 +0000 podcasts@creativeplanning.com (John Baker, Peter Mallouk, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-undeniable-truths-of-investing-pamQ8oPS The 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 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!

 

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]]> The Undeniable Truths of Investing John Baker, Peter Mallouk, John Hagensen 00:49:48 The 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). The 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). john baker, john hagensen, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, valuarion, financial education, financial plan, setting expectations, investing, investments false full 40 ac9d8633-81d6-4813-b7ad-e8ddb704c52d A Blueprint for Maximizing Your Investments We 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 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!

 

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]]> Mon, 1 May 2023 05:05:00 +0000 podcasts@creativeplanning.com (Dr. Dan Pallesen, John Hagensen) https://rethink-your-money.simplecast.com/episodes/a-blueprint-for-maximizing-your-investments-tNvTQcOJ We 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 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!

 

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]]> A Blueprint for Maximizing Your Investments Dr. Dan Pallesen, John Hagensen 00:50:34 We 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). We 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). crypto, john hagensen, heloc, diversification, stocks, social security, wealth, creative planning, tax planning, inflation, 401k, financial wisdom, valuation, dr. dan pallesen, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, money stories, taxes, money story, financial education, financial plan, investing, investments false full 39 1d3a0a9d-339e-44bc-9473-754c80688e98 3 Fundamental Rules for Financial Freedom We'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 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!

 

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]]> Mon, 24 Apr 2023 05:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Rick Unser) https://rethink-your-money.simplecast.com/episodes/3-fundamental-rules-for-financial-freedom-e0CoylRn We'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 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!

 

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]]> 3 Fundamental Rules for Financial Freedom John Hagensen, Rick Unser 00:49:12 We'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). We'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). john hagensen, stocks, wealth, creative planning, tax planning, inflation, rick unser, financial wisdom, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, financial education, financial plan, investing, 104k, investments false full 38 0eb2e4d4-eba5-40ec-b6a6-b4d2977e92e8 The Actions We Take That Crush Our Investments, and Why We Keep Doing Them All 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).

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!

 

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]]> Mon, 17 Apr 2023 05:05:00 +0000 podcasts@creativeplanning.com (Rick Unser, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-actions-we-take-that-crush-our-investments-and-why-we-keep-doing-them-s5Ujtd7F All 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).

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!

 

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]]> The Actions We Take That Crush Our Investments, and Why We Keep Doing Them Rick Unser, John Hagensen 00:50:03 All 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). All 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). john hagensen, stocks, wealth, creative planning, tax planning, inflation, 401k, rick unser, financial wisdom, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, financial education, financial plan, succession planning, investing false full 37 2199086c-85aa-4b0b-90b6-7255fa64811d Risks Worth Taking — From Home Ownership to International Investing Your 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 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!

 

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]]> Mon, 10 Apr 2023 05:05:00 +0000 podcasts@creativeplanning.com (Jim Williams, John Hagensen) https://rethink-your-money.simplecast.com/episodes/risks-worth-taking-from-home-ownership-to-international-investing-cVPwlPCX Your 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 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!

 

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]]> Risks Worth Taking — From Home Ownership to International Investing Jim Williams, John Hagensen 00:51:50 Your 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). Your 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). creative planning', international investing, john hagensen, stocks, wealth, jim williams, tax planning, inflation'valuation, 401k, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, emerging markets, retirement, taxes, financial education, financial plan, investing, investments false full 36 02ac5918-c790-4d73-a47b-2b2b5428650b 5 Ways to Find Financial Success by Obtaining Peace With Your Money Financial 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 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!

 

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]]> Mon, 3 Apr 2023 05:05:00 +0000 podcasts@creativeplanning.com (Scott Schuster, John Hagensen) https://rethink-your-money.simplecast.com/episodes/5-ways-to-find-financial-success-by-obtaining-peace-with-your-money-XQBLDBUn Financial 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 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!

 

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]]> 5 Ways to Find Financial Success by Obtaining Peace With Your Money Scott Schuster, John Hagensen 00:43:36 Financial 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). Financial 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). john hagensen, wealth path analysis, stocks, behavioral finance, wealth, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, scott schuster, taxes, financial education, financial plan, investing, investments false full 35 23112e4a-43e9-4844-885d-ab0905d3bfc5 Preparing Your Financial Plan for an Unpredictable Future Whether 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 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!

 

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]]> Mon, 27 Mar 2023 05:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Dr. Dan Pallesen, Kenny Gatliff) https://rethink-your-money.simplecast.com/episodes/preparing-your-financial-plan-for-an-unpredictable-future-t6rFW_zr Whether 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 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!

 

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]]> Preparing Your Financial Plan for an Unpredictable Future John Hagensen, Dr. Dan Pallesen, Kenny Gatliff 00:49:17 Whether 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). Whether 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). kenny gatliff, silicon valley bank, john hagensen, stocks, svb, wealth, creative planning, tax planning, bracketology, inflation, 401k, valuation, dr. dan pallesen, yearly planning, financial eductaion, finance, market volatility, rethink your money, stock market, money, estate planning, behaviorial finance, retirement, m, taxes, financial education, financial plan, investing, investments false full 34 27f1b0cc-dc8d-4d6c-9646-c8cbd0b01350 What You Can Learn from the Silicon Valley Bank Collapse In 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 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!

 

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]]> Mon, 20 Mar 2023 05:05:00 +0000 podcasts@creativeplanning.com (Kim Riewerts, John Hagensen) https://rethink-your-money.simplecast.com/episodes/what-you-can-learn-from-the-silicon-valley-bank-collapse-AbHxZJ2W In 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 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!

 

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]]> What You Can Learn from the Silicon Valley Bank Collapse Kim Riewerts, John Hagensen 00:49:01 In 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). In 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). kim riewerts, silicon valley bank, john hagensen, stocks, svb, bank run, wealth, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, financial education, financial plan, investing, investments false full 33 47a54aae-742a-472f-848b-28acffe99ebc The Untold Advantages of Giving Your Money Purpose We 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).

 

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!

 

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]]> Mon, 13 Mar 2023 05:05:00 +0000 podcasts@creativeplanning.com (Kim Riewerts, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-untold-advantages-of-giving-your-money-purpose-LkeHp4Eb We 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).

 

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!

 

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]]> The Untold Advantages of Giving Your Money Purpose Kim Riewerts, John Hagensen 00:49:40 We 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). We 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). roth, kim riewerts, john hagensen, stocks, wealth, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, financial education, financial plan, investing, investments false full 32 79f20286-7469-4bfc-a8ae-00a54dabeb90 A Simple Guide to Determine Your Retirement Readiness Deciding 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 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!

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]]> Mon, 6 Mar 2023 06:05:00 +0000 podcasts@creativeplanning.com (Creative Planning) https://rethink-your-money.simplecast.com/episodes/a-simple-guide-to-determine-your-retirement-readiness-RKa_1Xuc Deciding 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 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!

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]]> A Simple Guide to Determine Your Retirement Readiness Creative Planning 00:49:17 Deciding 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. Deciding 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. false full 31 57747f10-f6cb-4072-bcef-b2e3ff507386 Money Moves to Make With a Recession in Mind For 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 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!

 

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]]> Mon, 27 Feb 2023 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Ben Hake) https://rethink-your-money.simplecast.com/episodes/money-moves-to-make-with-a-recession-in-mind-fCtQkNVP For 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 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!

 

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]]> Money Moves to Make With a Recession in Mind John Hagensen, Ben Hake 00:49:09 For 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). For 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). john hagensen, stocks, recession, behavioral finance, wealth, creative planning, tax planning, inflation, 401k, energy credits, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, retirement, taxes, financial education, financial plan, ben hake, investing, investments false full 30 b9b452cd-a0c1-436f-a896-27dbd8e51e51 The Top 10 Brutal Money Mistakes You May Be Making Everyone 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 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!

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]]> Mon, 20 Feb 2023 06:05:00 +0000 podcasts@creativeplanning.com (Adam Hoopes, John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-top-10-brutal-money-mistakes-you-may-be-making-57717zVC Everyone 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 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!

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]]> The Top 10 Brutal Money Mistakes You May Be Making Adam Hoopes, John Hagensen 00:48:33 Everyone 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). Everyone 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). ', john hagensen, stocks, behavioral finance, wealth, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, estate planning, secure act, retirement, adam hoopes, taxes, financial education, financial plan, investing, investments false full 29 83eeb991-b471-4d87-a23e-bd913f093ac4 How to Know if You Have the Right Financial Plan When 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 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!

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]]> Mon, 13 Feb 2023 06:05:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, John Hagensen, Dr. Dan Pallesen) https://rethink-your-money.simplecast.com/episodes/how-to-know-if-you-have-the-right-financial-plan-F5xU38f2 When 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 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!

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]]> How to Know if You Have the Right Financial Plan Peter Mallouk, John Hagensen, Dr. Dan Pallesen 00:49:16 When 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. When 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. john hagensen, stocks, wealth, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, money, retirement, taxes, financial education, financial plan, dr dan pallesen, investing, behavioral fiance, investments false full 28 0cfc04ec-cd03-4d8c-bb9e-e24ff5566ddd The Secret to Stop Worrying About Your Money Once and For All 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!

 

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]]> Mon, 6 Feb 2023 06:05:00 +0000 podcasts@creativeplanning.com (Megan Kelly, John Hagensen, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/the-secret-to-stop-worrying-about-your-money-once-and-for-all-BuEm6Yzd 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!

 

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]]> The Secret to Stop Worrying About Your Money Once and For All Megan Kelly, John Hagensen, Peter Mallouk 00:48:47 There is a lot we can’t control when it comes to our finances, but that doesn’t mean we should be consumed with worry . Join John this week as he examines the best ways to deal with fear and uncertainty surrounding our wealth. Plus, Creative Planning estate planning attorney Megan Kelly drops in to discuss how the newly passed SECURE 2.0 Act could affect your estate plan. There is a lot we can’t control when it comes to our finances, but that doesn’t mean we should be consumed with worry . Join John this week as he examines the best ways to deal with fear and uncertainty surrounding our wealth. Plus, Creative Planning estate planning attorney Megan Kelly drops in to discuss how the newly passed SECURE 2.0 Act could affect your estate plan. john hagensen, stocks, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, estate planning, secure 2.0 act, retirement, taxes, financial education, financial plan, megan kelly, investing, investments false full 27 9066b174-426d-4b29-938e-50d24a221d91 7 Tips for Taking Control of Your Finances 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!

 

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]]> Mon, 30 Jan 2023 06:05:00 +0000 podcasts@creativeplanning.com (Kenny Gatliff, John Hagensen) https://rethink-your-money.simplecast.com/episodes/7-tips-for-taking-control-of-your-finances-q68hY6a2 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!

 

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]]> 7 Tips for Taking Control of Your Finances Kenny Gatliff, John Hagensen 00:49:49 This week John shares important steps we should take to get control of our finances and reap the benefits of effective money management. He also talks with Creative Planning Investment Manager and Chartered Financial Analyst® Kenny Gatliff about what to be aware of when investing this year. Plus, should we be rethinking the saying “it takes money to make money”? This week John shares important steps we should take to get control of our finances and reap the benefits of effective money management. He also talks with Creative Planning Investment Manager and Chartered Financial Analyst® Kenny Gatliff about what to be aware of when investing this year. Plus, should we be rethinking the saying “it takes money to make money”? kenny gatliff, john hagensen, stocks, creative planning, tax planning, inflation'valuation, 401k, yearly planning, finance, market volatility, rethink your money, stock market, estate planning, secure act, retirement, taxes, financial education, financial plan, investing, investments false full 26 8d0ca784-5ff5-4fe9-8372-36eac45bfbf9 The 3 Decisions to Make Today for Future Financial Success 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!

 

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]]> Mon, 23 Jan 2023 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Candace Varner) https://rethink-your-money.simplecast.com/episodes/the-3-decisions-to-make-today-for-future-financial-success-oQg3kPxU 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!

 

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]]> The 3 Decisions to Make Today for Future Financial Success John Hagensen, Candace Varner 00:53:51 What decisions can we make today that our future selves will thank us for? This week, John examines this question and discusses what can still be done to get the most out of your 2022 tax filing with Creative Planning Tax Director Candace Varner. What decisions can we make today that our future selves will thank us for? This week, John examines this question and discusses what can still be done to get the most out of your 2022 tax filing with Creative Planning Tax Director Candace Varner. candace varner, john hagensen, stocks, creative planning, tax planning, inflation, 401k, valuation, yearly planning, finance, market volatility, rethink your money, stock market, estate planning, secure act, retirement, taxes, financial education, financial plan, investing, investments false full 25 cdcec7f0-de44-445d-912d-85bbfb77ea98 8 Actions to Take for a Financially Savvy 2023 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!

 

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]]> Mon, 16 Jan 2023 06:05:00 +0000 podcasts@creativeplanning.com (Carlos Lopez, John Hagensen) https://rethink-your-money.simplecast.com/episodes/8-actions-to-take-for-a-financially-savvy-2023-3tdNkkji 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!

 

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]]> 8 Actions to Take for a Financially Savvy 2023 Carlos Lopez, John Hagensen 00:52:49 With the markets still fluctuating and inflation still high, John outlines eight steps you can take for a financially savvy 2023. He’s also joined by fellow Creative Planning Wealth Manager Carlos Lopez, who shares key takeaways for investors from last year's market volatility — and how you can apply these lessons to your 2023 investing strategy. Read more about keeping your financial plan up to date: https://creativeplanning.com/insights/new-year-new-goals/ With the markets still fluctuating and inflation still high, John outlines eight steps you can take for a financially savvy 2023. He’s also joined by fellow Creative Planning Wealth Manager Carlos Lopez, who shares key takeaways for investors from last year's market volatility — and how you can apply these lessons to your 2023 investing strategy. Read more about keeping your financial plan up to date: https://creativeplanning.com/insights/new-year-new-goals/ financial planning, john hagensen, stocks, creative planning, tax planning, inflation, 401k, volatility, valuation, finance, market volatility, rethink your money, stock market, estate planning, secure act, carlos lopez, retirement, taxes, financial plan, investing, investments false full 24 451a99d2-f78d-41b3-91e5-304f51f478ba The Only Financial Resolution You Need to Make 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!

 

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]]> Sun, 8 Jan 2023 21:00:00 +0000 podcasts@creativeplanning.com (Dr. Dan Pallesen, John Hagensen) https://rethink-your-money.simplecast.com/episodes/https-humbledollarcom-2023-01-nine-retirement-myths-qb3C_WZu 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!

 

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]]> The Only Financial Resolution You Need to Make Dr. Dan Pallesen, John Hagensen 00:46:13 It’s the start of a new year, and resolutions are on the mind — especially financial ones. But how do you know which to prioritize? This week, John reveals the ONLY financial resolution you need to make this year, and financial psychologist Dr. Dan Pallesen joins the conversation to give practical tips and tricks on how to make your resolution stick. It’s the start of a new year, and resolutions are on the mind — especially financial ones. But how do you know which to prioritize? This week, John reveals the ONLY financial resolution you need to make this year, and financial psychologist Dr. Dan Pallesen joins the conversation to give practical tips and tricks on how to make your resolution stick. john hagensen, wealth path analysis, stocks, behavioral finance, secure act 2.0, creative planning, tax planning, inflation, 401k, valuation, dr. dan pallesen, yearly planning, resolutions, finance, rethink your money, stock market, estate planning, retirement, taxes, financial education, financial plan, investing, investments false full 23 750df558-dfd2-4e04-9279-45516a1b3996 5 Money Lessons From 2022 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!

 

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]]> Mon, 2 Jan 2023 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen) https://rethink-your-money.simplecast.com/episodes/what-does-the-secure-act-20-mean-for-you-_yumfE43 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!

 

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]]> 5 Money Lessons From 2022 John Hagensen 00:16:00 As we say goodbye to 2022, John breaks down five money lessons he learned during the year. Plus, John gives an overview of the SECURE 2.0 Act (which was just passed by Congress) and examines how this piece of legislation will play a role in your retirement. As we say goodbye to 2022, John breaks down five money lessons he learned during the year. Plus, John gives an overview of the SECURE 2.0 Act (which was just passed by Congress) and examines how this piece of legislation will play a role in your retirement. john hagensen, stocks, year end planning, secure act 2.0, creative planning, tax planning, inflation, 401k, valuation, finance, rethink your money, stock market, estate planning, secure act, retirement, taxes, financial education, financial plan, investing false full 22 5e3fdb06-620b-4443-98ff-7d799c5b44a5 Are 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!

 

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]]> Mon, 26 Dec 2022 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Annie Rogers) https://rethink-your-money.simplecast.com/episodes/are-you-ready-for-what-the-future-holds-EXsOJt7R 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!

 

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]]> Are You Ready for What the Future Holds? John Hagensen, Annie Rogers 00:52:24 If you’re in your 40s or 50s, you’re part of the ever-growing sandwich generation — which means you may find yourself facing significant financial challenges, such as saving for retirement, paying for your children’s college educations and helping to cover the medical and/or senior living expenses of aging parents. This week, John discusses how to juggle these priorities and take steps toward a more secure financial future. Read More About How to Make Learning About Saving Fun for Kids: https://creativeplanning.com/insights/10-simple-ways-to-teach-your-children-about-money-5/ If you’re in your 40s or 50s, you’re part of the ever-growing sandwich generation — which means you may find yourself facing significant financial challenges, such as saving for retirement, paying for your children’s college educations and helping to cover the medical and/or senior living expenses of aging parents. This week, John discusses how to juggle these priorities and take steps toward a more secure financial future. Read More About How to Make Learning About Saving Fun for Kids: https://creativeplanning.com/insights/10-simple-ways-to-teach-your-children-about-money-5/ elder care, john hagensen, stocks, year end planning, creative planning, tax planning, inflation, 401k, annie rogers, valuation, finance, rethink your money, stock market, estate planning, sandwich generation, retirement, taxes, financial education, financial plan, investing, ltc, investments false full 21 e03ddda0-4bc5-4579-b3ed-369c4db51af5 10 Financial Moves to Make Before Ringing in 2023 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!

 

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]]> Mon, 19 Dec 2022 06:05:00 +0000 podcasts@creativeplanning.com (Adam Jones, John Hagensen) https://rethink-your-money.simplecast.com/episodes/10-financial-moves-to-make-before-ringing-in-2023-TFMZd3dX 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!

 

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]]> 10 Financial Moves to Make Before Ringing in 2023 Adam Jones, John Hagensen 00:52:42 As 2022 draws to a close, there are still a few financial planning moves you can make to set yourself up for the year ahead. Plus, John examines the concept of getting rich versus staying rich and the mindset change that goes along with it. See John’s Santa photo here: https://creativeplanning.com/wp-content/uploads/2022/12/GiantSantaJohn.jpg As 2022 draws to a close, there are still a few financial planning moves you can make to set yourself up for the year ahead. Plus, John examines the concept of getting rich versus staying rich and the mindset change that goes along with it. See John’s Santa photo here: https://creativeplanning.com/wp-content/uploads/2022/12/GiantSantaJohn.jpg john hagensen, stocks, year end planning, creative planning, tax planning, inflation, cybersecuirty, 401k, valuation, finance, rethink your money, stock market, retirement, afam jones, taxes, financial education, financial plan, technology services, investing, investments false full 20 0878a43a-896e-4113-8d6e-517d8651f387 The Importance of Staying Invested 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!

 

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]]> Mon, 12 Dec 2022 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Micah Lawson, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/the-importance-of-staying-invested-qfuCLtbd 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!

 

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]]> The Importance of Staying Invested John Hagensen, Micah Lawson, Peter Mallouk 00:52:47 After a year of market volatility, high inflation, and crypto crashes, it’s understandable to be hesitant about investing — but John’s here to tell you why it’s more important than ever to stay invested. Plus, Director of Client Services Micah Lawson joins the show to discuss what you need to know about the new IRS 401(k) limits. Read more on the new retirement plan limits for 2023: https://creativeplanning.com/insights/irs-announces-retirement-plan-limits-for-2023/ After a year of market volatility, high inflation, and crypto crashes, it’s understandable to be hesitant about investing — but John’s here to tell you why it’s more important than ever to stay invested. Plus, Director of Client Services Micah Lawson joins the show to discuss what you need to know about the new IRS 401(k) limits. Read more on the new retirement plan limits for 2023: https://creativeplanning.com/insights/irs-announces-retirement-plan-limits-for-2023/ ', micah lawson, stocks, year end planning, creative planning, tax planning, inflation, valuation, finance, rethink your money, stock market, john jahensen, retirement, k, taxes, financial education, financial plan, investing, investments false full 19 f5fb8c17-ce51-4838-b7e4-aa1cdba97e36 The Power of Compounding 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!

 

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]]> Mon, 5 Dec 2022 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen, Jerry Bell) https://rethink-your-money.simplecast.com/episodes/the-power-of-compounding-V4a_qMny 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!

 

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]]> The Power of Compounding John Hagensen, Jerry Bell 00:53:54 On this week’s episode, John talks about the power of compounding and how this frequently underestimated, misunderstood concept and be one of the most powerful tools you have when it comes to your retirement. Plus, 6 time honored retirement tips to help you boost your savings. Read more about preparing for the 2025 Tax Sunset: https://creativeplanning.com/insights/preparing-for-the-2025-tax-sunset/ Read more about charitable giving: https://creativeplanning.com/insights/charitable-giving/ On this week’s episode, John talks about the power of compounding and how this frequently underestimated, misunderstood concept and be one of the most powerful tools you have when it comes to your retirement. Plus, 6 time honored retirement tips to help you boost your savings. Read more about preparing for the 2025 Tax Sunset: https://creativeplanning.com/insights/preparing-for-the-2025-tax-sunset/ Read more about charitable giving: https://creativeplanning.com/insights/charitable-giving/ john hagensen, jerry bell, stocks, year end planning, creative planning, tax planning, inflation, valuation, finance, rethink your money, stock market, cryptocurrency, retirement, taxes, financial education, financial plan, investing, investments false full 18 e8756236-595e-4a0e-a33f-a54abb69f403 The Most Commonly Asked Financial Questions 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!

 

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]]> Mon, 28 Nov 2022 06:05:00 +0000 podcasts@creativeplanning.com (John Hagensen) https://rethink-your-money.simplecast.com/episodes/the-most-commonly-asked-financial-questions-QWtRxQi_ 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!

 

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]]> The Most Commonly Asked Financial Questions John Hagensen 00:52:11 With the holiday season upon us — and the end of the year rapidly approaching — John answers the most common questions he’s heard this year, including how much cash to have in your portfolio, when it makes sense to pay for long-term care, what steps you should take before December 31 and how to talk with family members about finances. With the holiday season upon us — and the end of the year rapidly approaching — John answers the most common questions he’s heard this year, including how much cash to have in your portfolio, when it makes sense to pay for long-term care, what steps you should take before December 31 and how to talk with family members about finances. john hagensen, stocks, year end planning, creative planning, tax planning, gratitude, inflation, taces, valuation, finance, rethink your money, stock market, retirement, financial education, financial plan, investing, investments false full 17 cc4754a2-e0bc-4851-836d-6e3082ce7448 Lessons We Can Learn From the Crypto Meltdown 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!

 

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]]> Mon, 21 Nov 2022 13:00:00 +0000 podcasts@creativeplanning.com (Nancy Metzger, John Hagensen) https://rethink-your-money.simplecast.com/episodes/lessons-we-can-learn-from-the-crypto-meltdown-hp4k9Ioe 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!

 

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]]> Lessons We Can Learn From the Crypto Meltdown Nancy Metzger, John Hagensen 00:53:09 This week, John shares the story behind the current crypto meltdown and the lessons we can learn from it. He’s also joined by Creative Planning International Wealth Manager Nancy Metzger to discuss the tax implications and financial nuances that go along with living abroad. Read more about protecting your wealth from common threats: https://creativeplanning.com/insights/protect-your-wealth-from-four-common-threats/ This week, John shares the story behind the current crypto meltdown and the lessons we can learn from it. He’s also joined by Creative Planning International Wealth Manager Nancy Metzger to discuss the tax implications and financial nuances that go along with living abroad. Read more about protecting your wealth from common threats: https://creativeplanning.com/insights/protect-your-wealth-from-four-common-threats/ nancy metzger, john hagensen, international, stocks, year end planning, creative planning, tax planning, inflation, ftx, valuation, finance, rethink your money, stock market, cryptocurrency, retirement, taxes, financial education, financial plan, investing, investments, living abroad false full 16 6fdeb6b3-0481-4fe4-a565-e2b6a0041dae A Guide to Successfully Navigating Bear Markets 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!

 

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]]> Mon, 14 Nov 2022 13:00:00 +0000 podcasts@creativeplanning.com (Laura McKnight, John Hagensen) https://rethink-your-money.simplecast.com/episodes/a-guide-to-successfully-navigating-bear-markets-AVPtDAIs 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!

 

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]]> A Guide to Successfully Navigating Bear Markets Laura McKnight, John Hagensen 00:50:49 On this week’s show, John provides a checklist for successfully navigating the year-long bear market and talks about the valuable lessons you can learn from recent individual stock crashes. Plus, John speaks with Creative Planning’s Managing Director of Practice Development, Laura McKnight, about donor-advised funds and how charitable giving can be an important part of your financial plan. Read more about donor-advised funds: https://creativeplanning.com/insights/donor-advised-funds/ On this week’s show, John provides a checklist for successfully navigating the year-long bear market and talks about the valuable lessons you can learn from recent individual stock crashes. Plus, John speaks with Creative Planning’s Managing Director of Practice Development, Laura McKnight, about donor-advised funds and how charitable giving can be an important part of your financial plan. Read more about donor-advised funds: https://creativeplanning.com/insights/donor-advised-funds/ rethink you money, john hagensen, laura mcknight, stocks, social security, creative planning, tax planning, inflation, valuation, finance, stock market, taxes, financial education, investing, investments false full 15 6fed7dc2-3aa6-4408-9fe2-f88af02dc78c Your Financial Plan and Rising Interest Rates 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!

 

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]]> Mon, 7 Nov 2022 13:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Candace Varner) https://rethink-your-money.simplecast.com/episodes/your-financial-plan-and-rising-interest-rates-j5GsxSME 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!

 

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]]> Your Financial Plan and Rising Interest Rates John Hagensen, Candace Varner 00:51:21 On this week’s show, John discusses what to expect from the current bear market. Plus, Creative Planning’s Tax Director stops by to share year-end tax planning tips. Read more on planning around rising interest rates: https://creativeplanning.com/insights/a-planners-guide-to-rising-interest-rates/ Read about Roth conversions: https://creativeplanning.com/insights/roth-conversions/ On this week’s show, John discusses what to expect from the current bear market. Plus, Creative Planning’s Tax Director stops by to share year-end tax planning tips. Read more on planning around rising interest rates: https://creativeplanning.com/insights/a-planners-guide-to-rising-interest-rates/ Read about Roth conversions: https://creativeplanning.com/insights/roth-conversions/ candace varner, investment, stocks, creative planning, tax planning, inflation, valuation, finance, wealth management, rethink your money, stock market, investment planning, john hagensne, taxes, financial education, financial plan, investing, year-end tax planning false full 14 94145e0c-f1a7-43b8-98dd-7eff630791ce Why We’ll Be Financially Okay Regardless of the Party in Power 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!

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]]> Mon, 31 Oct 2022 12:00:00 +0000 podcasts@creativeplanning.com (Peter Mallouk, John Hagensen, Amanda Burge) https://rethink-your-money.simplecast.com/episodes/why-well-be-financially-okay-regardless-of-the-party-in-power-VkIlYYMI 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!

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]]> Why We’ll Be Financially Okay Regardless of the Party in Power Peter Mallouk, John Hagensen, Amanda Burge 00:50:05 This week, John discusses the financial impact of midterm elections, why staying invested is paramount to your success and how to protect yourself or loved ones from the growing concern of financial elder abuse. Read more about the market and elections: https://creativeplanning.com/insights/why-well-be-financially-okay-regardless-of-the-party-in-power/ Read about six financial moves you can make this fall: https://creativeplanning.com/insights/6-financial-moves-to-make-this-fall/ Read more on the factors to consider when dividing assets during a divorce: https://creativeplanning.com/insights/beyond-the-account-balance-factors-to-consider-when-dividing-assets-in-a-divorce/ This week, John discusses the financial impact of midterm elections, why staying invested is paramount to your success and how to protect yourself or loved ones from the growing concern of financial elder abuse. Read more about the market and elections: https://creativeplanning.com/insights/why-well-be-financially-okay-regardless-of-the-party-in-power/ Read about six financial moves you can make this fall: https://creativeplanning.com/insights/6-financial-moves-to-make-this-fall/ Read more on the factors to consider when dividing assets during a divorce: https://creativeplanning.com/insights/beyond-the-account-balance-factors-to-consider-when-dividing-assets-in-a-divorce/ john hagensen, stocks, creative planning, inflation, valuation, finance, rethink your money, stock market, elder law, elder abuse, taxes, financial education, financial plan, elections, investing, investments false full 13 a0826d17-fbf2-4f36-8b17-9c4780429fe3 7 Tax Benefits Missed by Homeowners 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!

 

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]]> Mon, 24 Oct 2022 13:00:00 +0000 podcasts@creativeplanning.com (Jesse Reed, John Hagensen) https://rethink-your-money.simplecast.com/episodes/7-tax-benefits-missed-by-homeowners-NhJJTRsE 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!

 

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]]> 7 Tax Benefits Missed by Homeowners Jesse Reed, John Hagensen 00:51:52 Join John this week as he discusses the seven tax benefits often missed by homeowners, how to avoid the most common mistakes made by prospective clients and the two most important things every American should have for retirement. He’s also joined by Creative Planning Wealth Manager and former Top Gun Aviator Jesse Reed to discuss hardships that come with a lack of financial planning and what you can do now to avoid them. Read more about the tax benefits to homeownership: https://creativeplanning.com/insights/are-you-reaping-the-many-tax-benefits-of-owning-a-home/ Join John this week as he discusses the seven tax benefits often missed by homeowners, how to avoid the most common mistakes made by prospective clients and the two most important things every American should have for retirement. He’s also joined by Creative Planning Wealth Manager and former Top Gun Aviator Jesse Reed to discuss hardships that come with a lack of financial planning and what you can do now to avoid them. Read more about the tax benefits to homeownership: https://creativeplanning.com/insights/are-you-reaping-the-many-tax-benefits-of-owning-a-home/ john hagensen, stocks, top gun, creative planning, inflation, valuation, finance, aviation, rethink your money, stock market, taxes, financial education, financial plan, jesse reed, investing, investments false full 12 d9df5a52-b6d2-4ca5-ae1d-6f312fcba8ff When 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!

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]]> Mon, 17 Oct 2022 13:00:00 +0000 podcasts@creativeplanning.com (Ben Hake, John Hagensen) https://rethink-your-money.simplecast.com/episodes/when-is-quitting-better-than-having-perseverance-IgxT6Ah1 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!

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]]> When Is Quitting Better Than Having Perseverance? Ben Hake, John Hagensen 00:51:07 On this week’s show, John explores when quitting may be better than having perseverance, discusses how recent events affect our financial decision-making and shares option strategies that may boost income. Plus, Creative Planning Tax Director Ben Hake joins the show to share the most important aspects of the upcoming expiration of the Tax Cuts and Jobs Act. On this week’s show, John explores when quitting may be better than having perseverance, discusses how recent events affect our financial decision-making and shares option strategies that may boost income. Plus, Creative Planning Tax Director Ben Hake joins the show to share the most important aspects of the upcoming expiration of the Tax Cuts and Jobs Act. john hagensen, stocks, creative planning, inflation, valuation, finance, rethink your money, stock market, taxes, financial education, financial plan, ben hake, 2025 tax cutas, investing, jobs act, investments false full 11 d3abac44-579f-4138-874e-a9e5c6615ab4 Five Myths Promoted By Financial Advisors 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!

 

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]]> Mon, 10 Oct 2022 17:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Chrissy Knopke, Peter Mallouk) https://rethink-your-money.simplecast.com/episodes/five-myths-promoted-by-financial-advisors-iDzFMUdN 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!

 

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]]> Five Myths Promoted By Financial Advisors John Hagensen, Chrissy Knopke, Peter Mallouk 00:49:22 This week, John shares five myths promoted by financial advisors, discusses the truth about whole life insurance and provides an outlook for bonds now that interest rates have jumped. Plus, John is joined by a Creative Planning Estate Planning Attorney, Chrissy Knopke, to discuss how to assign beneficiary designations most efficiently to specific assets. This week, John shares five myths promoted by financial advisors, discusses the truth about whole life insurance and provides an outlook for bonds now that interest rates have jumped. Plus, John is joined by a Creative Planning Estate Planning Attorney, Chrissy Knopke, to discuss how to assign beneficiary designations most efficiently to specific assets. john hagensen, stocks, social security, creative planning, bonds, inflation, peter mallouk, valuation, finance, rethink your money, stock market, estate planning, beneficiaries, chrissy knopke, taxes, financial education, financial plan, investing, investments false full 10 eb0889bc-8190-427e-9d9a-c481e46f51b8 Proactive Moves During a Bear Market 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!

 

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]]> Mon, 3 Oct 2022 17:00:00 +0000 podcasts@creativeplanning.com (Dr. Dan Pallesen, John Hagensen) https://rethink-your-money.simplecast.com/episodes/proactive-moves-during-a-bear-market-IRkITFYW 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!

 

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]]> Proactive Moves During a Bear Market Dr. Dan Pallesen, John Hagensen 00:42:24 This week, John examines proactive tax, estate and financial planning moves that are fully within your control and more effective to execute during a bear market. Plus, Creative Planning Private Wealth Manager Dr. Dan Pallesen is back with John to talk about status quo bias and how it can negatively impact our financial decisions. Get your FREE Wealth Path Analysis: https://creativeplanning.com/offer This week, John examines proactive tax, estate and financial planning moves that are fully within your control and more effective to execute during a bear market. Plus, Creative Planning Private Wealth Manager Dr. Dan Pallesen is back with John to talk about status quo bias and how it can negatively impact our financial decisions. Get your FREE Wealth Path Analysis: https://creativeplanning.com/offer estate palnning, john hagensen, wealth path analysis, stocks, behavioral finance, social security, creative planning, inflation, valuation, finance, rethink your money, stock market, taxes, financial education, financial plan, investing, investments false full 9 79f6b63d-c6b3-41ba-9418-48b423b2a147 Finding Contentment With Your Money, Regardless of Circumstances 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!

 

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]]> Mon, 26 Sep 2022 17:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Candace Varner) https://rethink-your-money.simplecast.com/episodes/finding-contentment-with-your-money-regardless-of-circumstances-mzK4nzH0 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!

 

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]]> Finding Contentment With Your Money, Regardless of Circumstances John Hagensen, Candace Varner 00:49:03 This week, John shares five steps to finding contentment with your money, regardless of your current circumstances. Plus, Creative Planning’s Director of Tax, Candace Varner, CPA, joins John to talk about health savings accounts (HSAs), one of the most underutilized tax benefits available. Read more on properly planning for longevity: https://creativeplanning.com/insights/are-you-properly-planning-for-longevity/ Read more on the overlooked benefits of health savings accounts (HSAs): https://creativeplanning.com/insights/four-overlooked-benefits-of-health-savings-accounts-hsas/ This week, John shares five steps to finding contentment with your money, regardless of your current circumstances. Plus, Creative Planning’s Director of Tax, Candace Varner, CPA, joins John to talk about health savings accounts (HSAs), one of the most underutilized tax benefits available. Read more on properly planning for longevity: https://creativeplanning.com/insights/are-you-properly-planning-for-longevity/ Read more on the overlooked benefits of health savings accounts (HSAs): https://creativeplanning.com/insights/four-overlooked-benefits-of-health-savings-accounts-hsas/ john hagensen, stocks, social security, hsa, creative planning, inflation'valuation, heath savings accounts, peter mallouk, finance, rethink your money, stock market, estate planning, business owners, taxes, financial education, financial plan, investing, investments false full 8 82de701b-9322-4005-ada3-a230f0706b42 Five Common Investor Mistakes and How to Avoid Them 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!

]]> Mon, 19 Sep 2022 17:00:00 +0000 podcasts@creativeplanning.com (Jerry Bell, John Hagensen) https://rethink-your-money.simplecast.com/episodes/five-common-investor-mistakes-and-how-to-avoid-them-F_58kE_9 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!

]]> Five Common Investor Mistakes and How to Avoid Them Jerry Bell, John Hagensen 00:48:43 This week, John shares five common investor mistakes and how to avoid them as well as the two most important action items to lead you into financial success. He’s also joined by Estate Planning Attorney Jerry Bell, JD, for a discussion on taking care of loved ones with special needs. Read more about determining who should inherit your wealth: https://creativeplanning.com/insights/determining-who-should-inherit-your-wealth/ Read more on the five considerations for choosing a special needs trustee: https://creativeplanning.com/insights/how-to-choose-a-special-needs-trustee-5-considerations/ This week, John shares five common investor mistakes and how to avoid them as well as the two most important action items to lead you into financial success. He’s also joined by Estate Planning Attorney Jerry Bell, JD, for a discussion on taking care of loved ones with special needs. Read more about determining who should inherit your wealth: https://creativeplanning.com/insights/determining-who-should-inherit-your-wealth/ Read more on the five considerations for choosing a special needs trustee: https://creativeplanning.com/insights/how-to-choose-a-special-needs-trustee-5-considerations/ special needs, john hagensen, ovesting, stocks, social security, creative planning, inflation, valuation, finance, rethink your money, stock market, estate planning, taxes, financial education, financial plan, inventments false full 7 4f1bc0d6-aada-4f00-8573-ae22c529885d Is 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!

 

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]]> Mon, 12 Sep 2022 17:00:00 +0000 podcasts@creativeplanning.com (Jim Williams, John Hagensen) https://rethink-your-money.simplecast.com/episodes/is-cash-king-ePoSEABn 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!

 

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]]> Is Cash King? Jim Williams, John Hagensen 00:48:30 Join John this week as he examines whether or not cash is king and all things alternative investments. Plus, John is joined by Creative Planning’s Chief Investment Officer, Jim Williams, to discuss all things alternative investments. Read more about why cash is not an investment strategy here: https://creativeplanning.com/insights/cash-is-not-an-investment-strategy/ Join John this week as he examines whether or not cash is king and all things alternative investments. Plus, John is joined by Creative Planning’s Chief Investment Officer, Jim Williams, to discuss all things alternative investments. Read more about why cash is not an investment strategy here: https://creativeplanning.com/insights/cash-is-not-an-investment-strategy/ alternative investements, john hagensen, stocks, creative planning, inflation, finances, peter mallouk, financial, rethink your money, stock market, taxes, financial education, cash, investing, investments false full 6 d49001e0-ec8f-4b69-be52-3265b88ba1d1 How to Thrive in a Bear Market 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!

 

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]]> Tue, 6 Sep 2022 17:00:00 +0000 podcasts@creativeplanning.com (Gary Pittsford, John Hagensen) https://rethink-your-money.simplecast.com/episodes/how-to-thrive-in-a-bear-market-Y9Ee9o4I 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!

 

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]]> How to Thrive in a Bear Market Gary Pittsford, John Hagensen 00:47:24 Join John this week as he discusses how to thrive during this bear market, avoiding the biggest mistakes around Social Security, and the impact our perspective has when it comes to peace around our financial situation. Plus, John is joined by Creative Planning’s Chief Valuation Officer, Gary Pittsford, who breaks down what to do with the proceeds from a business sale. Hear more on investment buckets here: https://creativeplanning.com/insights/four-buckets-for-financial-planning/ Join John this week as he discusses how to thrive during this bear market, avoiding the biggest mistakes around Social Security, and the impact our perspective has when it comes to peace around our financial situation. Plus, John is joined by Creative Planning’s Chief Valuation Officer, Gary Pittsford, who breaks down what to do with the proceeds from a business sale. Hear more on investment buckets here: https://creativeplanning.com/insights/four-buckets-for-financial-planning/ john hagensen, stocks, social security, creative planning, inflation, valuation, finance, rethink your money, stock market, business owners, taxes, financial education, financial plan, investing, investments false full 5 ed4af44e-ea4a-4ddd-b47a-7189b26d92ca 8 Must-Know Tips for Reducing Your Taxes 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!

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]]> Mon, 29 Aug 2022 17:00:00 +0000 podcasts@creativeplanning.com (Zach Cox, John Hagensen) https://rethink-your-money.simplecast.com/episodes/8-must-know-tips-for-reducing-your-taxes-a6XDCZ5z 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!

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]]> 8 Must-Know Tips for Reducing Your Taxes Zach Cox, John Hagensen 00:50:03 In this episode, John discusses the latest on student loan forgiveness, provides eight tips for reducing your taxes and details the unprecedented state of the housing market. Plus, John breaks down how to make the most of your 401(k). Read more on inflation here: https://creativeplanning.com/insights/the-inflation-reduction-act-of-2022/ In this episode, John discusses the latest on student loan forgiveness, provides eight tips for reducing your taxes and details the unprecedented state of the housing market. Plus, John breaks down how to make the most of your 401(k). Read more on inflation here: https://creativeplanning.com/insights/the-inflation-reduction-act-of-2022/ john hagensen, creative planning, student loan fogiveness, inflation, 401k, finance, rethink your money, stock market, estate planning, taxes, financial education, financial plan, gift tax, investing, investments false full 4 7f1d00df-1a66-45b7-84dd-b7405703dcdf What the Inflation Reduction Act Means for You 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!

 

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]]> Mon, 22 Aug 2022 15:00:00 +0000 podcasts@creativeplanning.com (david kuenzi, John Hagensen) https://rethink-your-money.simplecast.com/episodes/what-the-inflation-reduction-act-means-for-you-yW6sDipp 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!

 

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]]> What the Inflation Reduction Act Means for You david kuenzi, John Hagensen 00:47:07 On this week’s episode, John walks you through the primary aspects you need to know about the newly signed Inflation Reduction Act and how long-term odds of success improve during bear markets. Plus, John talks with David Kuenzi, a CERTIFIED FINANCIAL PLANNER™ professional at Creative Planning, about the complexities of retiring abroad. On this week’s episode, John walks you through the primary aspects you need to know about the newly signed Inflation Reduction Act and how long-term odds of success improve during bear markets. Plus, John talks with David Kuenzi, a CERTIFIED FINANCIAL PLANNER™ professional at Creative Planning, about the complexities of retiring abroad. john hagensen, investment, creative planning, inflation, retirement planning, inflation reduction act, rethink your money, stock market, taxes, investing, international travel false full 3 512a215b-d569-4975-9369-4ad7c3f2503e Debunking the Biggest Personal Finance Myth 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!

 

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]]> Mon, 22 Aug 2022 15:00:00 +0000 podcasts@creativeplanning.com (Don Recker, John Hagensen) https://rethink-your-money.simplecast.com/episodes/debunking-the-biggest-personal-finance-myth-zk_KaXlx 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!

 

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]]> Debunking the Biggest Personal Finance Myth Don Recker, John Hagensen 00:48:00 In this week’s episode, John debunks the biggest, most impactful personal finance myth and covers the three rules you must know and follow for investment success. Plus, how do you avoid being scammed by a shady advisor? Also, don’t miss John’s interview with the Director of Corporate Retirement Plans at Creative Planning, Don Recker, as he shares what you need to know about the new lifetime income illustration requirement on 401(k) quarterly statements. In this week’s episode, John debunks the biggest, most impactful personal finance myth and covers the three rules you must know and follow for investment success. Plus, how do you avoid being scammed by a shady advisor? Also, don’t miss John’s interview with the Director of Corporate Retirement Plans at Creative Planning, Don Recker, as he shares what you need to know about the new lifetime income illustration requirement on 401(k) quarterly statements. invetsing, rethink you money, financial planning, john hagensen, creative planning, inflation, 401k, live richly, finance, stock market, estate planning, financial education, financial plan false full 1 e125f3ec-951a-4813-91e2-5c26f954f6f9 The Often-Forgotten Benefit of High Inflation 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!

 

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]]> Mon, 22 Aug 2022 15:00:00 +0000 podcasts@creativeplanning.com (John Hagensen, Annie Rogers) https://rethink-your-money.simplecast.com/episodes/the-often-forgotten-benefit-of-high-inflation-yWntPg6P 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!

 

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]]> The Often-Forgotten Benefit of High Inflation John Hagensen, Annie Rogers 00:49:51 This week, John discusses the often-forgotten benefit of high inflation, the most important trait in order to be successful with your money and how one man’s oversight led to a huge windfall for his ex-wife. Plus, John is joined by Annie Rogers, Estate Planning Attorney at Creative Planning, to discuss the actions one should take after the loss of a spouse. This week, John discusses the often-forgotten benefit of high inflation, the most important trait in order to be successful with your money and how one man’s oversight led to a huge windfall for his ex-wife. Plus, John is joined by Annie Rogers, Estate Planning Attorney at Creative Planning, to discuss the actions one should take after the loss of a spouse. financial planning, creative planning, tax planning, inflation, live richly, rethink your money, stock market, estate planning, taxes, financial education, investing, investments false full 2 dd977971-4eec-47ef-a06f-da4ec9e7498e Introducing Rethink Your Money With John Hagensen 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!

]]> Wed, 17 Aug 2022 15:56:31 +0000 podcasts@creativeplanning.com (John Hagensen) https://rethink-your-money.simplecast.com/episodes/introducing-rethink-your-money-with-john-hagensen-presented-by-creative-planning-MUHZecoR 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!

]]> Introducing Rethink Your Money With John Hagensen John Hagensen 00:00:43 There’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. Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com There’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. Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com financial planning, john hagensen, tax planning, inflation, live richly, rethink your money, stock market, estate planning, investment planning, taxes, financial education, investing false trailer