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
Sep 2, 2024 • 46min
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.
Aug 26, 2024 • 48min
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.
Aug 19, 2024 • 48min
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.
Aug 12, 2024 • 47min
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.
8 snips
Aug 6, 2024 • 39min
Important Mid-Year Financial Considerations
Scott Schuster, an expert in tax planning and investment strategies, breaks down essential mid-year financial assessments. He highlights upcoming tax changes and their impact on retirement planning, stressing the importance of strategic, tax-efficient withdrawals. Listeners learn effective tax loss harvesting techniques and the critical distinction between asset location and allocation. Additionally, Schuster shares insights on smart homebuying amidst fluctuating mortgage rates and how diversification can help navigate financial uncertainty.
Jul 29, 2024 • 47min
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.
Jul 22, 2024 • 47min
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.
Jul 15, 2024 • 47min
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.
Jul 8, 2024 • 48min
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.
Jul 1, 2024 • 46min
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.
