Rethink Your Money

About 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

Publisher

John Hagensen

Category

business · education

Language

en

Explicit

No

First episode

17 Aug 2022

Latest episode

27 Jan 2025

Latest episodes

52 of 129 episodes have a transcript.

1. 

   27 Jan 2025TRANSCRIPT

   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.

2. 

   20 Jan 2025TRANSCRIPT

   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.

3. 

   13 Jan 2025TRANSCRIPT

   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.

Inside a recent episode

How Avoiding Costly Mistakes Can Help You Achieve Financial Success

Published 27 Jan 2025 · Transcript excerpt

[…] So in addition to market timing and active trading and misunderstanding performance and financial information and letting yourself get in the way, the final mistake is working with the wrong advisor. Hiring the wrong advisor, someone who's not a fiduciary or who doesn't take the time to understand your unique situation can lead to bad advice and costly mistakes. Go find an independent, certified financial planner. And while that doesn't guarantee you'll get great advice or have a wonderful outcome, it's a pretty good starting place. When trying to select between the over 300 ,000 financial professionals in America, these five mistakes are like turnovers and football, and avoiding them can have a huge impact on your financial outcome. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.9 / 5

73 ratings

Spotify

4.7 / 5

26 ratings

Podcast Authority Score: 56 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

77

Social presence

0

YouTube

0

Engagement

85

Contact Rethink Your Money

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.