Rethink Your Money

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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

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!

Important Legal Disclosure: 
creativeplanning.com/important-disclosure-information/

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