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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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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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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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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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Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan.
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On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.
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Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six years in a row!) on why it could be beneficial to treat your kids uniquely when establishing an estate plan.
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On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opinion on the impending rate cut.
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It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could affect you.
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In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an interview you won’t want to miss.
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Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year.
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Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning Chief Investment Officer Jamie Battmer for a second quarter market update.
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Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my interview with estate planning guru Chrissy Knopke.
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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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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.”
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