Rethink Your Money

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 posit...

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...

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...

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...

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 Direct...

Ready to stop procrastinating and start living the life you've always dreamed of? Don't let another year slip by with stale financial goals and missed opportunities. Tune in to this week's episode as John unveils powerful secrets for recognizing and overcoming the various forms of procrastination that hold us back. (00:50) With the biggest wealth transfer in history on the horizon, there’s no time...

Growing wealth is undoubtably important, but equally crucial are the strategies and tactics you have in place to protect your wealth in the long term. If implemented correctly, you’ll be enjoying your hard-earned financial success for years to come. This week, discover what actions you can take to remove financial worry and safeguard your wealth. (1:04) Plus, find out what you should be doing to p...

The weather is heating up and you're dreaming about your summer adventures. But before you start booking flights, find out what practical strategies you should employ to keep your financial goals in sight. (3:12) Plus, discover the best place to start when paying off credit card debt (42:50) and enjoy a peek behind the curtain to see how John invests his own personal wealth. (36:56)   Presented by...

The 2017 tax cuts are set to expire, which means we may see a dramatically different tax landscape soon. But just because taxes are likely going up doesn’t mean yours can’t go down. This week, John explores how you can achieve tax savings through strategic planning. (31:09) Plus, he gives practical insights on life insurance considerations and shares lessons we can learn from the past 12 months. (...

The toughest part of retirement can often be the transition from diligent saver to savvy spender. That’s why on this episode, John shares financial strategies, mindset shifts and practical tips to help you embrace the thrill of spending in order to enjoy a more fulfilling retirement journey. (1:30) Plus, John breaks down exactly what’s going on with the rising wave of Nvidia and the stock market (...

Market volatility often prompts investors to rethink their strategy, but what are the critical elements you should focus on when it comes to assessing your portfolio's performance (10:00)? Plus, get answers to questions about the debt ceiling and find out whether you should be bracing for impact as we approach the deadline (39:20). Find out more on this week’s episode of Rethink Your Money.   Pres...

There’s one overarching rule we should all follow when it comes to building wealth. Find out what that rule is and how it can supercharge your savings on this week’s episode (2:45). Plus, we compare the performance of cash vs. stocks in a recession (28:50) and explain how you can get a tax break with a 1031 exchange (40:55).   Presented by Creative Planning, each week Host and Managing Director Jo...

You wouldn’t want a toolbox filled with only hammers — you need other tools to get the job done! The same goes for your financial toolbox. The most successful investors use a variety of tools to combat the risks posed by inflation, volatility and rising interest rates in order to avoid running out of money. Find out what should be in your financial toolbox on this week’s episode (6:41). Plus, lear...

The sentiment “the smaller the gap between your expectations and reality, the happier your life will be” is true of investing. This week, John examines how to manage money-related expectations and find greater satisfaction with your wealth (1:26). Plus, learn how the definition of retirement is changing (24:35) and why the best returns you’ll get may come from the times you invest in yourself (46:...

We don’t need to find the next Apple stock to hit it big when it comes to our investments. In fact, studies show the best blueprint for growth is simply diversification. Find out why — and how you can maximize this strategy — on this week’s episode (2:39). Plus, learn how knowing and owning your money story is one of the more liberating things you can do (10:46). Finally, John answers whether a qu...

We're all looking for the best advice when it comes to our money, but sifting through all the noise can be overwhelming. This week, John reveals the three rules everyone should follow to make managing their financial life a cinch (1:00). Plus, John talks 401ks — including the biggest challenges and opportunities participants should be looking out for this year (14:37) — before outlining several ri...

All of us — even those who practice wealth management for a living — are prone to the pitfalls of human emotion when it comes to investing. This week, we explore the four biggest culprits that can derail our financial success and how to combat them (1:56). Plus, Chief Valuation Officer Gary Pittsford joins the show to discuss the fear and anxiety around selling a business and the steps you can tak...

Your home is likely the most valuable asset you own, but are you confident on the best way to incorporate it within your retirement plan? This week, John provides answers to the most common questions around home appreciation and downsizing so that you can make informed decisions now that won’t cost you later in life (2:29). Plus, John is joined by Chief Investment Officer Jim Williams to talk abou...

Financial success shouldn’t be defined by how much you make but rather by how you think, feel and act when it comes to your money. Join John as he details five ways you can find peace around your money and live a more harmonious life (2:11). John also welcomes Creative Planning Wealth Manager Scott Schuster to break down the top money moves you should make during the different stages of retirement...

Whether it’s a bank failure, an overseas war or a pandemic, you never know when the next market shock will happen — but you CAN prepare your financial plan. This week, John walks us through minimizing the threat to our portfolio so that we can rest easier (1:15). Plus, with March Madness in full swing, Wealth Manager Dr. Dan Pallesen and Chartered Financial Analyst Kenny Gatliff join the show to a...

In this jam-packed show, John covers the biggest financial story of 2023 so far: the SVB collapse and its fallout (3:19). Learn what happened, how the Fed and markets responded, and – most importantly – what you can do to minimize risk when it comes to your money. Plus, enjoy a lightning round of helpful tax tips to help you keep more of what you’ve earned ahead of the April 18 filing deadline (15...

We often find it’s easier to save for short-term goals than long-term goals. But it’s the long-term goals that can make the biggest impact on your financial success. This week John shares how one of his favorite techniques, zero-sum budgeting, can supercharge your ability to reach your retirement goals (3:37). He also outlines considerations for deciding whether to invest in a Roth IRA or 401k (42...

Deciding it’s time to retire isn’t easy, but John's here to simplify this complex decision. You may be financially ready but not emotionally ready, or vice versa. So how can you be confident it’s time for the next chapter? Tune is as John explores the questions to ask and plans to have in place so that you can be confident in your decision.   Episode Notes: Presented by Creative Planning, each wee...

For months we've been hearing about a looming recession, but when will it happen? No one knows for sure, but what we do know is that there are steps you can take now to put yourself in a strong financial position to weather an impending storm (2:10). Plus, tax guru Ben Hake joins John to divulge which credits you can still capitalize on to help maximize your 2022 tax return (13:48). Presented by C...

Everyone makes mistakes, and we work hard to correct them when we do. But what about the money mistakes we don’t know we’re making that can cause permanent damage to our finances? Join John as he shares how to recognize these mistakes and avoid repeating them (4:17). Plus, Creative Planning Wealth Manager Adam Hoopes joins the show to dissect the SECURE Act 2.0 and the significant benefits it coul...