Best John Hagensen Podcasts (2024)

1
Achieving a Meaningful Retirement 45:58

4h ago45:58

45:58

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.…

1
Navigating Roth Conversions: the Good, the Bad and the Ugly 48:12

7d ago48:12

48:12

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.By Jesse Reed, Creative Planning, John Hagensen

1
The Million-Dollar Question, Answered 47:42

14d ago47:42

47:42

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 y…

1
What Do the Olympics and the Stock Market Have in Common? 47:17

21d ago47:17

47:17

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 opi…

1
Important Mid-Year Financial Considerations 38:37

27d ago38:37

38:37

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 af…

1
The Most Important Routine for Your Financial Success 46:32

1M ago46:32

46:32

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 intervie…

1
Love, Money and Index Funds 46:31

1M ago46:31

46:31

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.…

1
There’s No Such Thing as Summer Vacation for Investing 47:29

2M ago47:29

47:29

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 …

1
Shaping Your Legacy Through Your Finances 47:43

2M ago47:43

47:43

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 in…

1
Looking to Create Wealth? Earn It! 46:23

2M ago46:23

46:23

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…

1
Beyond the Headlines: Taking Charge of Your Financial Future 49:08

2M ago49:08

49:08

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.…

1
Trends That Are Changing Retirement 48:59

3M ago48:59

48:59

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 rethi…

1
Did Someone Say “Election Year”? 41:56

3M ago41:56

41:56

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 Canda…

1
The Powerful Impact of Cash 47:25

3M ago47:25

47:25

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 …

1
Burned by Do-It-Yourself Investing? 47:28

3M ago47:28

47:28

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.…

1
Practical Tips to Reduce Portfolio Taxes 49:41

4M ago49:41

49:41

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 ensu…

1
5 Mistakes Investors Make 47:23

4M ago47:23

47:23

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.…

1
The Invisible Threat to Your Retirement 48:47

4M ago48:47

48:47

In a world filled with financial advice and market predictions, it's easy to overlook the powerful impact our own behavior can have on our retirement outcomes. Tune in as John explores how our emotions play into our behavior and decision-making and how this invisible threat could impact your plans for retirement. (:30) Plus, the probate puzzle: wha…

1
6 Signs You’re Ready to Retire 49:48

4M ago49:48

49:48

We all dream of the day we can stop working and begin enjoying our retirement. But how do we know when that day will be? Join John as he shares six signs that indicate you’re prepared to retire (4:40). Plus, delve into the history of the 60/40 portfolio, how it’s evolved over the last six decades and what it means for you in 2024 (37:05). Presented…

1
Reasons Investors Can Have Financial Optimism 47:13

4M ago47:13

47:13

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…

1
The Financial Pinch of the Sandwich Generation 47:42

5M ago47:42

47:42

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 chall…

1
Building a Financial Plan off Your Life Phase, Not Your Age 48:24

5M ago48:24

48:24

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 ahea…

1
When the Obvious Choice Leads You Astray 49:42

5M ago49:42

49:42

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) Presented by Creative Pla…

1
All-or-Nothing Thinking Can Derail Your Retirement 50:09

5M ago50:09

50:09

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 pi…

1
Financial Lessons Unveiled: Insights From 4 Featured Guests 48:29

6M ago48:29

48:29

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 you…

1
A Simple Wealth Strategy for a Complex World 42:00

6M ago42:00

42:00

With each new generation comes more complex financial challenges to deal with. Yet savvy investors understand how to create a solid wealth plan to handle these changes — and potentially even use them to their advantage. Follow along with John as he breaks down how you, too, can navigate these complexities. (2:20) Plus, the reliability of annuities …

1
5 Myths That Could Be Stalling Your Financial Success 47:40

6M ago47:40

47:40

Join John as he distinguishes fact from fiction and explores what it takes to become a millionaire in today's world. Is it about luck or the family you’re born into? Or do we all genuinely have control over our own financial destiny? (2:25) Plus, Creative Planning CEO Peter Mallouk joins the show to discuss the historical impact of presidential ele…

1
Inside Look: A Wealth Planning Case Study (Part 3 of 3) 49:55

6M ago49:55

49:55

Over the past three weeks, we've followed the Smiths' financial journey, exploring goals like retirement, funding their grandchildren's educations and leaving a lasting legacy. In this episode, you’ll find out what changes are needed in the Smiths’ plan to achieve these objectives. (31:13) You’ll also learn the importance of a comprehensive wealth …

1
Inside Look: A Wealth Planning Case Study (Part 2 of 3) 46:23

7M ago46:23

46:23

Continue to follow along with our case study of the Smiths as John digs into the next step of the planning process, where he examines their financials and explains how they’re progressing toward achieving their retirement goals. (7:46) Plus, we talk pensions (12:12) and Nvidia. (22:19) Presented by Creative Planning, each week Host and Managing Dir…

1
Inside Look: A Wealth Planning Case Study (Part 1 of 3) 48:23

7M ago48:23

48:23

Is your financial plan truly complete, or could it be missing something? Over the next three weeks, join John as he uses a common client situation to walk you through what a complete wealth plan should include and how having one can dramatically impact your retirement outlook. (8:54) Plus, Creative Planning Attorney Annie Rogers joins the show to c…

1
Crafting a Wealth Plan to Last Your Lifetime 47:23

7M ago47:23

47:23

One of the biggest threats to your retirement isn’t market volatility; it’s your longevity. People are living longer, which means you’ll likely spend more years in retirement than you think. Join John as he outlines actions you should be taking now that could boost your savings, allowing you to feel secure during your slow down years and your retir…

1
6 Lessons That Apply to Both Life and Investing 49:24

7M ago49:24

49:24

Life is about the journey, not the destination. Likewise, investing shouldn’t be merely about the destination. Our money should be seen as a tool that empowers us throughout our life — not just a means to an end. Join John as he takes us through the six most important lessons we can follow when it comes to getting the most out of both our life and …

1
Your Portfolio’s Greatest Threat 49:43

7M ago49:43

49:43

Investor overconfidence — and, sometimes, incompetence — can often go unnoticed, eroding your hard-earned savings. This week, John explores how irrational decisions and inflated self-assurance can wreak havoc on your financial success. (2:16) He'll share pitfalls to watch out for (as well as how to successfully avoid them) and teach you how to navi…

1
Is Your Financial Plan Incomplete? 46:31

8M ago46:31

46:31

A complete financial plan is the road map for all your financial decisions and informs the actions you take today to help achieve your future financial goals. But if that plan is incomplete, your financial security is at risk. Join John as he guides you through the critical components of a financial plan so that you can find out what you may be mis…

1
8 Non-Negotiable Money Moves in 2024 49:25

8M ago49:25

49:25

It's 2024, and you want to get your finances started on the right foot. Join John as he guides you through his eight non-negotiable money moves for the new year. (2:50) From tried-and-true advice to strategies with a new perspective, learn how to jump-start your finances and set yourself up for financial security. Plus, rethink what life insurance …

1
The Important Money Lesson From Ohtani 49:36

8M ago49:36

49:36

By now, most sports fans — and even casual observers — have heard about Shohei Ohtani’s historical $700 million contract with the Dodgers. While the numbers are staggering, what isn’t are the lessons we can learn about the time value of money and how to apply it to our personal finances for long-term success. (00:43) Join John as he explores not on…

1
The Word That Defined Our Wealth Journey in 2023 47:50

9M ago47:50

47:50

Looking back on 2023, which words will resonate in discussions about our finances and investments? John explores this question, examining how the events of the past year challenged our financial resilience and reshaped our mindset regarding wealth. (2:23) He also collaborates with Charlie Bilello, Creative Planning's Chief Market Strategist, to del…

1
Unlocking Your Wealth With a Positive Mindset 48:44

9M ago48:44

48:44

Every day we hear about world events and other issues we categorize as either good or bad. We tend to overemphasize the negative — but this mindset can be harmful to investors. Join John as he highlights positive signs globally and explains how acknowledging them can benefit your wealth. (4:10) Later he’s joined by Creative Planning Attorney Jerry …

1
The Trick to Capitalizing on Financial Headlines 49:03

9M ago49:03

49:03

Navigating the sea of financial news can be overwhelming, with most of it merely adding to the noise. But fear not — John breaks down the essential retirement strategy that cuts through the clamor, teaching you how to discern what truly matters and leverage potential opportunities for your investments. (1:18) Plus, what valuable investment lessons …

1
Mastering the Art of Asset Allocation 48:27

9M ago48:27

48:27

The wisest investors recognize that your needs should dictate your asset allocation — not your age. But how can you ensure the optimal mix? Join John as he guides us through various options and demonstrates how to seamlessly integrate them into your financial plan. (3:57) Additionally, uncover year-end tax planning secrets to maximize your savings,…

1
The Path to Overcoming Financial Mistakes 48:44

10M ago48:44

48:44

No one is immune to mistakes — not even the wealthiest investors. Living with our mistakes is inevitable, but compounding them isn’t. Join John as he shares some of the biggest mistakes he’s seen in his career and how to avoid them. (2:07) Also, discover a fresh perspective on market drawdowns (27:22) and how understanding the "why" behind your goa…

1
Harmonizing Your Financial Expectations with Realistic Success 49:51

10M ago49:51

49:51

It’s perspective, not our circumstances, that should influence our emotions and resulting actions. If we forget this and let unrealistic expectations direct our financial actions, it can lead to poor investment decisions and unnecessary stress. Join John as he guides us through recalibrating our financial expectations and the power of perspective, …

1
Securing Your Portfolio From Global Conflict 48:39

10M ago48:39

48:39

In a world that can often feel chaotic, war has a way of injecting even more uncertainty into the mix. So, how should we navigate the financial landscape during ongoing events in the Middle East? Join John as he delves into historical market patterns during times of conflict and provides valuable strategies to help you chart a course through these …

1
The Threat to Your Wealth You Might be Ignoring 48:26

10M ago48:26

48:26

Are you fixated on your investments' past performance rather than exploring their potential future impact? Ignoring this crucial aspect of your portfolio could lead to unexpected consequences for your future returns. Join John as he demystifies the concept of opportunity costs and their significance in wealth management. (1:44) Plus, Charlie Bilell…

1
Your Essential End-of-Year Financial Checklist 43:10

11M ago43:10

43:10

Smart investors make their savviest moves in the fourth quarter, and it’s not too late for you to act. Join John as he shares key insights and tips on tax planning, budgeting, investment strategies and more to ensure you’re covered when it comes to end-of-year financial strategies. Presented by Creative Planning, each week Host and Managing Directo…

1
How Groupthink Can Ruin Your Portfolio 48:38

11M ago48:38

48:38

When is it smart to follow the crowd, and when can it get you burned? Join John as he delves into the powerful influence of groupthink and how it can lead to unexpected pitfalls for even the savviest investors. Plus, are U.S. Treasuries really risk-free? Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through…

1
5 Wealth-Building Strategies to Implement NOW 48:45

11M ago48:45

48:45

If you find yourself weary from the roller coaster ride of the stock market over the past 18 months, you're far from alone. Join John as he shares invaluable insights into the five most effective wealth-building strategies you can implement, regardless of the market's unpredictability. (2:20) Plus, discover essential advice for a seamless internati…

1
Maximizing Your ROI While Minimizing Your Hassle 48:06

11M ago48:06

48:06

We all know about return on investment (ROI), but what about our return on hassle? What actions are we taking when it comes to our finances that are causing unnecessary stress and diminishing our financial peace? (4:50) Plus, we'll delve into insights from the most recent Fed meeting and what they mean for you and the rest of the year. (13:26) Pres…

1
Protecting Your Portfolio From Politics 48:02

11M ago48:02

48:02

Does your portfolio care about politics? It's a question we're all asking as we head into 2024. But even outside election years, understanding the relationship between the market and political dynamics is crucial. Join us as we explore how these two arenas intersect and what knowledge you need to make informed investment decisions year-round. Prese…

1
3 Essential Questions to Drive Your Financial Success 47:24

12M ago47:24

47:24

Whether you're facing a career shift, family changes or a spurt of personal growth, make sure your financial plan can adapt accordingly by asking these three crucial questions. (00:41) Plus, how can we rethink our reactions to market volatility? (26:50) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through …

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John Hagensen Podcasts

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