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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