Historically speaking, September is the weakest month for investing returns. Does that mean you need to change your portfolio strategy? (3:45) Plus, an analysis of the current state of the housing market and your comprehensive guide to Medicare enrollment to help ensure you make the right choices for your healthcare needs. (12:50) 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

Not all financial priorities are created equal. Find out the hierarchy you should follow and how correctly prioritizing your goals will play a crucial role in your future financial success. (1:36) Plus, Creative Planning Chief Market Strategist Charlie Bilello discusses winners and losers in the rising interest rate landscape, shedding light on the surprising resilience of the housing market and dispelling misconceptions about the impact of Fed policies on stocks. (10:48) 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

What happens when your financial intentions are good but lead to unintended consequences? John walks us through six of the costliest blind spots we have in our financial lives and shares how to avoid veering off-track. (1:30) Plus, Creative Planning President & CEO Peter Mallouk joins the show to discuss the most critical mistakes investors make and how these errors can put their portfolios into jeopardy. (8:00)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

What makes a successful investor? Hint: It’s not luck, nor is it timing. It’s a winning combination of traits, characteristics and habits — and John will reveal exactly which on this week’s episode. (48:00) Plus, don’t miss six surprising retirement expenses you might not be prepared for (24:13) and our deep dive into common tax misconceptions that could be costing you big bucks. (13:20) 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 

John opens his portfolio, revealing seven popular investment types he doesn't own and sharing why you should carefully consider whether they're right for your objectives. (1:40) Plus, learn essential strategies for college planning, what you need to know about the U.S. credit rating downgrade (24:22), and where to find the silver linings in today’s often negative world. (46:08) 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

This week, John unravels the intricate and mysterious relationship between the markets and headline news, answering why some events prompt steep declines (while others evoke hardly any response at all) and sharing how can you navigate these twists and turns with confidence. (3:00) Plus, take a deep dive into the technology sector, including the advent of ChatGPT and AI, and learn how you can position yourself to make the most of our rapidly changing world. (15:53) 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've all heard the saying "ask and you shall receive," but what if you're asking the wrong questions? This week, John unveils the most important questions to set you up for long-term financial success. (24:25) Plus, learn how to avoid getting burned on investment income taxes (12:25) and hear the single most crucial money skill you should have to secure your financial future. (44:43) 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

When it comes to retirement planning, we often focus on savings rates and investment strategies, but what are you supposed to do when markets go south? Join host John as he guides us through actionable steps to safeguard our financial well-being in the face of unpredictable market conditions. (1:43) Plus, learn the critical documents every college student should have in place before they return to school (19:19) and how we can achieve better long-term outcomes when we focus on small achievements. (46:38) 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

Feeling stressed about inflation, market volatility or uncertainty about the future? You're not alone. Financial anxiety is on the rise and wreaking havoc on many investors' nerves. Fortunately, John is here to provide the strategies you need to gain a sense of control over your finances. (8:46)  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

Find out why simplicity is the master key to financial success and what strategies you should be following to capitalize on it. (1:25) Plus, discover crucial scenarios where you'll need an estate planning attorney (13:42) and why following the herd may lead you off course — and onto a dangerously misguided financial path. (24:48) 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