Rethink Your Money John Hagensen

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)

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

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)

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)

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)

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).