Rethink Your Money
John Hagensen
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
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com
Episodes
Mentioned books
Nov 11, 2024 • 46min
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?
Nov 4, 2024 • 46min
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.
Oct 28, 2024 • 42min
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.
Oct 21, 2024 • 47min
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.
Oct 14, 2024 • 45min
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.
Oct 7, 2024 • 46min
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.
Sep 30, 2024 • 47min
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!
Sep 23, 2024 • 48min
Critical Year-End Planning Insights
Join Managing Director Ryan Swartz, a CERTIFIED FINANCIAL PLANNER™, as he uncovers crucial year-end planning strategies. Discover common financial misconceptions and the importance of personalized financial advice. Ryan emphasizes proactive steps like tax harvesting and reviewing subscriptions to maximize returns. He also discusses the significance of seeking a second opinion from fiduciary advisors and shares valuable tips for parents of college students regarding budgeting and financial literacy. Tune in for essential insights!
Sep 16, 2024 • 47min
Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes
In this discussion, Jameson Moulder, the Creative Planning Director of Medicare, shares his expertise on navigating the upcoming Medicare changes in 2025. The conversation highlights critical mistakes that can hinder achieving millionaire status, such as poor savings habits and lifestyle inflation. Moulder also explains the complexities of Medicare costs and the impact of income on premiums. Listeners will gain insights on effective investing strategies and the importance of informed decision-making for financial health.
Sep 9, 2024 • 47min
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.
