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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Email us @ podcasts@creativeplanning.com