Rethink Your Money

One of the biggest threats to your retirement isn’t market volatility; it’s your longevity. People are living longer, which means you’ll likely spend more years in retirement than you think. Join John as he outlines actions you should be taking now that could boost your savings, allowing you to feel secure during your slow down years and your retirement years, without sacrificing those plans you h...

Life is about the journey, not the destination. Likewise, investing shouldn’t be merely about the destination. Our money should be seen as a tool that empowers us throughout our life — not just a means to an end. Join John as he takes us through the six most important lessons we can follow when it comes to getting the most out of both our life and our investment journey. (1:06) Plus, Creative Plan...

Investor overconfidence — and, sometimes, incompetence — can often go unnoticed, eroding your hard-earned savings. This week, John explores how irrational decisions and inflated self-assurance can wreak havoc on your financial success. (2:16) He'll share pitfalls to watch out for (as well as how to successfully avoid them) and teach you how to navigate the unpredictable world of investing. Plus, f...

A complete financial plan is the road map for all your financial decisions and informs the actions you take today to help achieve your future financial goals. But if that plan is incomplete, your financial security is at risk. Join John as he guides you through the critical components of a financial plan so that you can find out what you may be missing. (Hint: A financial plan is more than just in...

It's 2024, and you want to get your finances started on the right foot. Join John as he guides you through his eight non-negotiable money moves for the new year. (2:50) From tried-and-true advice to strategies with a new perspective, learn how to jump-start your finances and set yourself up for financial security. Plus, rethink what life insurance can safeguard in your life. (30:06)   Presented by...

By now, most sports fans — and even casual observers — have heard about Shohei Ohtani’s historical $700 million contract with the Dodgers. While the numbers are staggering, what isn’t are the lessons we can learn about the time value of money and how to apply it to our personal finances for long-term success. (00:43) Join John as he explores not only this topic but also whether we should be rethin...

Looking back on 2023, which words will resonate in discussions about our finances and investments? John explores this question, examining how the events of the past year challenged our financial resilience and reshaped our mindset regarding wealth. (2:23) He also collaborates with Charlie Bilello, Creative Planning's Chief Market Strategist, to delve into the most significant surprises of 2023 (9:...

Every day we hear about world events and other issues we categorize as either good or bad. We tend to overemphasize the negative — but this mindset can be harmful to investors. Join John as he highlights positive signs globally and explains how acknowledging them can benefit your wealth. (4:10) Later he’s joined by Creative Planning Attorney Jerry Bell, who provides essential steps for when your s...

Navigating the sea of financial news can be overwhelming, with most of it merely adding to the noise. But fear not — John breaks down the essential retirement strategy that cuts through the clamor, teaching you how to discern what truly matters and leverage potential opportunities for your investments. (1:18) Plus, what valuable investment lessons we can learn from OpenAI's situation (5:03) and wh...

The wisest investors recognize that your needs should dictate your asset allocation — not your age. But how can you ensure the optimal mix? Join John as he guides us through various options and demonstrates how to seamlessly integrate them into your financial plan. (3:57) Additionally, uncover year-end tax planning secrets to maximize your savings, (17:38) and explore the perplexing money moves th...

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 the...

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...

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 in...

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 n...

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 l...

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 a...

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...

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 Man...

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 M...

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 ad...

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 Direc...

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 d...

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 j...

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)   Present...

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 Crea...