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As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and money (and how happiness plays into the equation!) and share how we’re helping business owners weave together business growth with personal wealth.
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Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today.
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Saknas det avsnitt?
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Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethinking your plans.
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It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Candace Varner back to the show. She'll share five key questions to help assess your portfolio's tax efficiency.
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Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the current trends in financial influencers (Finfluencers) and the gold frenzy.
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From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve.
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When it comes to planning for your retirement, you've probably devoted ample time to considering your investment strategies. But have you given much thought to your tax strategies? If you haven’t been doing strategic tax planning, your portfolio may not be as tax-efficient as it could be. This week, discover five tips you can implement to help ensure taxes don’t erode your investment returns.
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!
This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.”
Have questions or topic suggestions?
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Join John as he details five mistakes every investor makes. From market timing to misunderstanding performance data, find out how to recognize and avoid these mistakes and put yourself in a better position to achieve long-term financial success. (2:07) Plus, learn why understanding the future of taxes may make you rethink your current tax strategy. (24:10)
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!
This show is designed to be informational in nature and does not constitute investment, tax or legal advice. Different types of investments involve varying degrees of risk, and there can be no assurance that future performance of any specific investment or investment strategy, including those discussed on this show, will be profitable or equal any historical performance levels. The information contained herein has been obtained from sources deemed reliable, but is not guaranteed.”
Have questions or topic suggestions?
Email us @ [email protected] -
In a world filled with financial advice and market predictions, it's easy to overlook the powerful impact our own behavior can have on our retirement outcomes. Tune in as John explores how our emotions play into our behavior and decision-making and how this invisible threat could impact your plans for retirement. (:30) Plus, the probate puzzle: what is it, and how can you avoid it? (13:25)
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 @ [email protected] -
We all dream of the day we can stop working and begin enjoying our retirement. But how do we know when that day will be? Join John as he shares six signs that indicate you’re prepared to retire (4:40). Plus, delve into the history of the 60/40 portfolio, how it’s evolved over the last six decades and what it means for you in 2024 (37:05).
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 @ [email protected] -
Things aren’t as bad as we think. Despite all the market ups and downs of the past few years, there are a lot of positive signs. Join John as he presents the argument for having financial optimism regarding your wealth and retirement. (2:13) Plus, hear from Creative Planning’s Chief Investment Officer, Jamie Battmer, about what we’ve seen so far in 2024 and what you should be focused on. (11:00)
To register for our webinar on April 23rd, What to Do With a Sudden Financial Inflow, please use this link: https://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio
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 @ [email protected] -
A whopping 47% of Americans feel “stuck in the middle” while caring for both their children and aging parents as part of the sandwich generation — and this situation can become a financial burden if not properly planned for. So whether you're the caregiver or the one being cared for, the best way to navigate this scenario is to understand the challenges and make appropriate adjustments to your financial plan. Find out more on this week's episode.
To register for our webinar on April 23rd, What to Do With a Sudden Financial Inflow, please use this link: https://event.on24.com/wcc/r/4540996/FB90279075561D8EFF8EF3B9281F67FD?partnerref=radio
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 @ [email protected] -
It’s a well-known practice to create financial plans based on age. And while there’s some good logic to it, it doesn’t always make sense. Planning instead by what phase of life you’re in provides a more tailored approach that recognizes your current needs and priorities and how those will evolve as you move into different phases over the years ahead. John explains what this approach looks like and how you can adapt your plan accordingly. (2:05) Plus, learn how to avoid falling victim to this year’s most common tax scams (37:06) and why asset allocation is only the first piece of the investment puzzle.(24:05)
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 @ [email protected] -
We often hear that the obvious answer is usually best. However, in the realm of retirement planning, the most obvious solutions AREN’T always the best choices. Join John as he illustrates common situations where an obvious choice could derail your retirement. (1:50) Plus, discover why we’re still discussing Bitcoin. (8:18)
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 @ [email protected] -
It's common for us to want to neatly compartmentalize our lives, seeking peace of mind through structure, but this practice can result in unintended consequences, particularly when it comes to our finances. Retirement planning isn’t black and white; rather, it's riddled with various shades of gray. Join John as he guides us through the prevalent pitfalls that could jeopardize our retirement if we don’t plan for the gray. (1:08) Plus, find out why diversification always means having to say you’re sorry. (24:11)
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 @ [email protected] -
Our emotions can often get the best of us. But when it comes to your finances, emotional reactions can have big implications. From avoiding critical investing mistakes (2:26) to having financial conversations with your spouse (40:30) and planning for retirement (15:22), join John as he gets insights from four special guests to help you navigate your finances with confidence. Plus, discover how high-net-worth families can plan for their unique circumstances (25:00).
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 @ [email protected] -
With each new generation comes more complex financial challenges to deal with. Yet savvy investors understand how to create a solid wealth plan to handle these changes — and potentially even use them to their advantage. Follow along with John as he breaks down how you, too, can navigate these complexities. (2:20) Plus, the reliability of annuities for guaranteed income. (14:24)
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 @ [email protected] -
Join John as he distinguishes fact from fiction and explores what it takes to become a millionaire in today's world. Is it about luck or the family you’re born into? Or do we all genuinely have control over our own financial destiny? (2:25) Plus, Creative Planning CEO Peter Mallouk joins the show to discuss the historical impact of presidential elections on the market and provide investing tips that can help set your portfolio up for long-term success despite the election’s outcome. (9:26)
To register for our webinar on March 19th, The Election and Your Portfolio: Critical Advice You Need to Know, please use this link: https://event.on24.com/wcc/r/4516086/CA65F3E88A91C91A21FBDEDA0D02DD67?partnerref=radio
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 @ [email protected] -
Over the past three weeks, we've followed the Smiths' financial journey, exploring goals like retirement, funding their grandchildren's educations and leaving a lasting legacy. In this episode, you’ll find out what changes are needed in the Smiths’ plan to achieve these objectives. (31:13) You’ll also learn the importance of a comprehensive wealth plan. Plus, join John and Creative Planning's Director of Tax Services for insights on maximizing tax advantages with IRAs, HSAs and 529 plans. (10:05)
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 @ [email protected] -
Continue to follow along with our case study of the Smiths as John digs into the next step of the planning process, where he examines their financials and explains how they’re progressing toward achieving their retirement goals. (7:46) Plus, we talk pensions (12:12) and Nvidia. (22:19)
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 @ [email protected] - Visa fler