Best John Hagensen Podcasts (2024)

1
Reasons Investors Can Have Financial Optimism 47:13

4d 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

12d 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

19d 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

27d 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

1M 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
Episode 17: Musings with Peter Singer 1:01:41

1M ago1:01:41

1:01:41

When the book The Life You Can Save: Acting Now to End World Poverty was first published in 2009, it completely changed (and re-ignited) the conversation around poverty, ethics, and philanthropy. Clearly it affected Musings host Charlie Bresler, who, after reading the book, ultimately approached its author about starting a non-profit based around p…

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

1M 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

2M 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
Episode 16: Musings with Caroline Teti 44:15

2M ago44:15

44:15

Most of us in the west have our first pair of shoes long before we can actually walk. Not true for Caroline Teti, who had her first pair of shoes at 12, when it was time to go to high school. From a very early age, Caroline understood the importance of education for finding a way out of the limitations that come from poverty — fewer choices, poorer…

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

2M 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

2M 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

2M 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
Episode 15: Musings with Dylan Matthews 46:39

3M ago46:39

46:39

One of its first three employees, journalist Dylan Matthews is a senior correspondent and head writer for Future Perfect at Vox. For those unfamiliar, Future Perfect tells stories about people and organizations “finding the best ways to do good.” Dylan came across Peter Singer’s book The Life You Can Save at a formative age, helping cement his inte…

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

3M 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

3M 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

3M 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

3M 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
Episode 14: Musings with Will Rayward-Smith 51:35

3M ago51:35

51:35

Will Rayward-Smith has spent his adult life learning about the effects of climate change. Fortunately, unlike many who feel overwhelmed by the climate crisis, Will has dived in to help bring about lasting change. A specialist in decarbonization and transitioning to clean energy with a PhD in Clean Energy from Cambridge, Will understands the urgency…

1
Is Your Financial Plan Incomplete? 46:31

3M 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
Episode 13: Musings on Season 1 6:09

4M ago6:09

6:09

What drives us to do good things? And what dissuades us from doing those good things, even if we generally believe ourselves to be good people? This has been the topic underlying Season One of the Musings podcast, and Charlie has had some truly fascinating conversations on that question. In Season Two, Charlie plans to look at a different perspecti…

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

4M 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

4M 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

4M 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

5M 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
Episode 12: Musings with Nicholas D'Agosto 43:14

5M ago43:14

43:14

The “mildly talented” (100% his term, not ours) actor, Nick D’Agosto tweeted enthusiastically about The Life You Can Save, and when the team saw the tweet, they jumped on it! They reached out and connected Nick and Charlie, and a friendship was formed. Nick invited Charlie to appear on his (Nick’s) podcast, “God & Other Delicacies,” and now Charlie…

1
The Trick to Capitalizing on Financial Headlines 49:03

5M 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
Episode 11: Musings with Michael Faye 33:04

5M ago33:04

33:04

It seems almost ridiculously simple: when donors give money directly to recipients, poverty goes down. Michael Faye, co-founder of GiveDirectly and Segovia, and CEO of Taptap Send, came to this “cash works” realization in the early 2000s. Michael was working on his PhD in Business Economics at Harvard University, evaluating ways to help bring about…

1
Mastering the Art of Asset Allocation 48:27

5M 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

5M 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
Episode 10: Musings with John Hagensen 45:15

6M ago45:15

45:15

“Money, although it won't make us happy in and of itself, is an incredibly powerful tool in our lives, when we use it in alignment with things that matter to us. Because whether we like it or not, money is needed and necessary to accomplish things that matter.” John Hagensen, Managing Director at wealth management firm Creative Planning, probably h…

1
Harmonizing Your Financial Expectations with Realistic Success 49:51

6M 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
Episode 9: Musings with Marcus Daniell 40:42

6M ago40:42

40:42

The only thing more high-impact than tennis champion Marcus Daniell’s serve is his philanthropy and his mission to encourage other athletes to give. An Olympic bronze medallist with five ATP titles, Marcus realized he had a unique opportunity to help the less-fortunate not only by donating but by using his platform to spread the word. In 2020, he c…

1
Securing Your Portfolio From Global Conflict 48:39

6M 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

6M 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
Episode 8: Musings with Ankur Shah Delight 1:01:01

6M ago1:01:01

1:01:01

“Typical tech nerd”? Whatever that is, Ankur Shah Delight probably doesn’t fit the definition. The once-math and computer science student is now an Executive Coach with Momentum Lab, where he helps people discover themselves through finding a purpose that truly aligns with their values. Of Eastern Indian heritage and one of the few students of colo…

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

6M 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
Episode 7: Musings with Ingrid Srinath 40:18

6M ago40:18

40:18

Am I even making a difference? Is helping one cause, one kid, or one family going to make a difference that lasts? In this episode, Charlie welcomes Ingrid Srinath’s musing on this topic. She shares that making a difference is a combination of giving now, advocating for policy change, and building the ecosystem that can support both of those. Ingri…

1
How Groupthink Can Ruin Your Portfolio 48:38

6M 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
Episode 6: Musings with Daniel Petre AO 42:15

7M ago42:15

42:15

Daniel Petre is an insightful no-nonsense conversational partner, so be ready for some frank talk in these musings. A former Microsoft executive, who worked closely with Bill Gates and later founded several highly successful venture capital funds. Daniel has worked and lived among high-powered, monied individuals. He has been struck by how “old ric…

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

7M 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
Episode 5: Musings with Neela Saldanha 47:56

7M ago47:56

47:56

Is it possible for life to be both fulfilling and moral? How do we strike a balance between our obligations to others and living a pleasurable life? In this conversation, Charlie and Neela Saldana, a fellow board member of The Life You Can Save, muse on how cultural differences, religion, identity, education, wealth, family upbringing, even travel …

1
Maximizing Your ROI While Minimizing Your Hassle 48:06

7M 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
Episode 4: Musings with Elaine Wynn 41:37

7M ago41:37

41:37

From bingo to the Bellagio, Elaine Wynn’s life hasn’t followed what one might term a “conventional” path. She and her now-ex-husband Steve Wynn were introduced by their fathers when both were very young. They started their lives together running Steve’s father’s bingo business; a series of opportunities took them to Las Vegas, where they built some…

1
Protecting Your Portfolio From Politics 48:02

7M 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
Episode 3: Musing with Josh Greene 43:14

7M ago43:14

43:14

In this episode, guest Professor Joshua Greene and host Charlie Bresler hit upon an important question — and have somewhat different answers. Many of us claim to be pretty “moral” human beings with an admirable set of values. But do we always live up to it? Obviously not, or we likely wouldn’t need police or lawyers or jails. The question Josh and …

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

7M 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 …

1
How Successful Investors Outwit the "September Slump" 49:24

8M ago49:24

49:24

Historically speaking, September is the weakest month for investing returns. Does that mean you need to change your portfolio strategy? (3:45) Plus, an analysis of the current state of the housing market and your comprehensive guide to Medicare enrollment to help ensure you make the right choices for your healthcare needs. (12:50) Presented by Crea…

1
How to Master Your Financial Priorities 49:02

8M ago49:02

49:02

Not all financial priorities are created equal. Find out the hierarchy you should follow and how correctly prioritizing your goals will play a crucial role in your future financial success. (1:36) Plus, Creative Planning Chief Market Strategist Charlie Bilello discusses winners and losers in the rising interest rate landscape, shedding light on the…

1
Episode 2: Musings with Michael Schur 53:20

8M ago53:20

53:20

Musing with Michael (Mike) Schur is a bit like playing chess with Garry Kasparov. No matter what conversational move you make, he has a counter that will likely stun you. No wonder his book is called How to Be Perfect: The Correct Answer to Every Moral Question… In this episode, host Charlie Bresler is musing with Michael Schur. Creator of the crit…

1
Episode 1: Musings with José Gonzáles 39:03

8M ago39:03

39:03

If you enjoy the introductory music that begins our show, you’ll really love this episode — host Charlie Bresler is talking with composer and musician José González, who generously agreed to allow his music to grace Musings on Ourselves and Other Strangers. José has had a fascinating history: his parents fled the dictatorship in their native Argent…

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John Hagensen Podcasts

Podcasts Worth a Listen

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