Rethink Your Money

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

When is it smart to follow the crowd, and when can it get you burned? Join John as he delves into the powerful influence of groupthink and how it can lead to unexpected pitfalls for even the savviest investors. Plus, are U.S. Treasuries really risk-free? 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

If you find yourself weary from the roller coaster ride of the stock market over the past 18 months, you're far from alone. Join John as he shares invaluable insights into the five most effective wealth-building strategies you can implement, regardless of the market's unpredictability. (2:20) Plus, discover essential advice for a seamless international relocation (10:40) and explore how childhood classic The Game of Life may surprisingly illuminate what truly matters in adulthood. (34:38) 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 

We all know about return on investment (ROI), but what about our return on hassle? What actions are we taking when it comes to our finances that are causing unnecessary stress and diminishing our financial peace? (4:50) Plus, we'll delve into insights from the most recent Fed meeting and what they mean for you and the rest of the year. (13:26)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

Does your portfolio care about politics? It's a question we're all asking as we head into 2024. But even outside election years, understanding the relationship between the market and political dynamics is crucial. Join us as we explore how these two arenas intersect and what knowledge you need to make informed investment decisions year-round.  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

Whether you're facing a career shift, family changes or a spurt of personal growth, make sure your financial plan can adapt accordingly by asking these three crucial questions. (00:41) Plus, how can we rethink our reactions to market volatility? (26:50) 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! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com