Rethink Your Money

John Hagensen
  • 5.0 (72)
  • INVESTING
  • UPDATED WEEKLY
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

  1. 19 HR. AGO

    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.

    46 min

  2. JAN 20

    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.

    47 min

  3. JAN 13

    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.

    46 min

  4. JAN 6

    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.

    45 min

  5. 12/23/2024

    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.

    49 min

  6. 12/16/2024

    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.

    46 min

  7. 12/09/2024

    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.

    47 min

  8. 12/02/2024

    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!

    47 min
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Trailer

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About

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

Information

  • Creator
    John Hagensen
  • Years Active
    2022 - 2025
  • Episodes
    129
  • Rating
    Clean
  • Copyright
    © 2023 - Rethink Your Money
  • Show Website
    Rethink Your Money

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