Rethink Your Money John Hagensen

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.

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.

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.

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.

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.

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)