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Rethink Your Money
John Hagensen
129 episodes
9 months ago
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
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Investing
Education,
Business,
Management,
Self-Improvement
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All content for Rethink Your Money is the property of John Hagensen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Education,
Business,
Management,
Self-Improvement
Episodes (20/129)
Rethink Your Money
How Avoiding Costly Mistakes Can Help You Achieve Financial Success
On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025.
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9 months ago
46 minutes 21 seconds

Rethink Your Money
Financial Clarity for a Smarter 2025
This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, discussing lessons from 2024 and key financial trends for 2025.
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9 months ago
46 minutes 40 seconds

Rethink Your Money
Tax Blunders to Avoid in 2025
The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and celebrate former President Jimmy Carter and his legacy.
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10 months ago
46 minutes 5 seconds

Rethink Your Money
Investing Resolutions to Kick Off 2025
As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.
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10 months ago
45 minutes 24 seconds

Rethink Your Money
Estate Planning for Blended Families and Other Unique Situations
As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on taking risks.
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10 months ago
48 minutes 53 seconds

Rethink Your Money
Financial Advice for American Expats and Cross-Border Families
Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring abroad is an idea that intrigues you, tune in to this episode for valuable insights.
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11 months ago
45 minutes 58 seconds

Rethink Your Money
Should You Consider Family Office Services?
On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth.
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11 months ago
46 minutes 32 seconds

Rethink Your Money
A Highlight Reel of Our Favorite Financial Insights
We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more!
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11 months ago
46 minutes 30 seconds

Rethink Your Money
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk
With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it’s an interview you won’t want to miss!
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11 months ago
47 minutes 14 seconds

Rethink Your Money
Year-End Estate Planning Essentials
Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week’s episode!
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11 months ago
45 minutes 24 seconds

Rethink Your Money
Financial Strategies for Veterans and Their Families
This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?
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1 year ago
45 minutes 48 seconds

Rethink Your Money
Deciphering Private and Public Markets
On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstances and appetite for risk. Plus, check out this week’s interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls.
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1 year ago
46 minutes 11 seconds

Rethink Your Money
2024: A Pivotal Year for Taxes
On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.
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1 year ago
42 minutes 6 seconds

Rethink Your Money
Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025
Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective.
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1 year ago
46 minutes 36 seconds

Rethink Your Money
Practical Year-End Planning Tips for Every Income Level
As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money.
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1 year ago
45 minutes 14 seconds

Rethink Your Money
Stick to the Basics: Year-End Investment Strategies
On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With the end of year fast approaching and the election only weeks away, this is an episode you won’t want to miss.
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1 year ago
45 minutes 44 seconds

Rethink Your Money
Year-End Tax Planning but With a View
On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!
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1 year ago
46 minutes 34 seconds

Rethink Your Money
Critical Year-End Planning Insights
On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.
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1 year ago
47 minutes 50 seconds

Rethink Your Money
Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes
Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder to learn about the changes coming to Medicare in 2025. All this and more on this week’s episode.
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1 year ago
47 minutes 17 seconds

Rethink Your Money
Football, Finances and Winning Strategies
On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future.
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1 year ago
47 minutes 16 seconds

Rethink Your Money
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