All Episodes
Rethink Your Money — 129 episodes
How Avoiding Costly Mistakes Can Help You Achieve Financial Success
Financial Clarity for a Smarter 2025
Tax Blunders to Avoid in 2025
Investing Resolutions to Kick Off 2025
Estate Planning for Blended Families and Other Unique Situations
Financial Advice for American Expats and Cross-Border Families
Should You Consider Family Office Services?
A Highlight Reel of Our Favorite Financial Insights
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk
Year-End Estate Planning Essentials
Financial Strategies for Veterans and Their Families
Deciphering Private and Public Markets
2024: A Pivotal Year for Taxes
Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025
Practical Year-End Planning Tips for Every Income Level
Stick to the Basics: Year-End Investment Strategies
Year-End Tax Planning but With a View
Critical Year-End Planning Insights
Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes
Football, Finances and Winning Strategies
Achieving a Meaningful Retirement
Navigating Roth Conversions: the Good, the Bad and the Ugly
The Million-Dollar Question, Answered
What Do the Olympics and the Stock Market Have in Common?
Important Mid-Year Financial Considerations
The Most Important Routine for Your Financial Success
Love, Money and Index Funds
There’s No Such Thing as Summer Vacation for Investing
Shaping Your Legacy Through Your Finances
Looking to Create Wealth? Earn It!
Beyond the Headlines: Taking Charge of Your Financial Future
Trends That Are Changing Retirement
Did Someone Say “Election Year”?
The Powerful Impact of Cash
Burned by Do-It-Yourself Investing?
Practical Tips to Reduce Portfolio Taxes
5 Mistakes Investors Make
The Invisible Threat to Your Retirement
6 Signs You’re Ready to Retire
Reasons Investors Can Have Financial Optimism
The Financial Pinch of the Sandwich Generation
Building a Financial Plan off Your Life Phase, Not Your Age
When the Obvious Choice Leads You Astray
All-or-Nothing Thinking Can Derail Your Retirement
Financial Lessons Unveiled: Insights From 4 Featured Guests
A Simple Wealth Strategy for a Complex World
5 Myths That Could Be Stalling Your Financial Success
Inside Look: A Wealth Planning Case Study (Part 3 of 3)
Inside Look: A Wealth Planning Case Study (Part 2 of 3)
Inside Look: A Wealth Planning Case Study (Part 1 of 3)
Crafting a Wealth Plan to Last Your Lifetime
6 Lessons That Apply to Both Life and Investing
Your Portfolio’s Greatest Threat
Is Your Financial Plan Incomplete?
8 Non-Negotiable Money Moves in 2024
The Important Money Lesson From Ohtani
The Word That Defined Our Wealth Journey in 2023
Unlocking Your Wealth With a Positive Mindset
The Trick to Capitalizing on Financial Headlines
Mastering the Art of Asset Allocation
The Path to Overcoming Financial Mistakes
Harmonizing Your Financial Expectations with Realistic Success
Securing Your Portfolio From Global Conflict
The Threat to Your Wealth You Might be Ignoring
Your Essential End-of-Year Financial Checklist
How Groupthink Can Ruin Your Portfolio
5 Wealth-Building Strategies to Implement NOW
Maximizing Your ROI While Minimizing Your Hassle
Protecting Your Portfolio From Politics
3 Essential Questions to Drive Your Financial Success
How Successful Investors Outwit the "September Slump"
How to Master Your Financial Priorities
When Good Financial Intentions Backfire
The Secret to Becoming a Successful Investor
7 Investments You Should Think Twice About
Decoding the Market's Response to News Events
The Right Questions to Ask to Unlock Financial Growth
4 Tips to Secure Your Financial Future Before the Next Market Downturn
How to Conquer Your Financial Anxiety
The Benefits of Simplifying Your Financial Plan
Break Free From Financial Stagnation
Uncovering the Keys to Building and Sustaining Wealth
Crushing Your Summer Money Goals
How to Minimize Your Tax Bill in an Era of Rising Taxes
Finding the Thrill of Guilt-Free Spending in Retirement
Why the Past Year Should Make You Rethink Your Portfolio
Filling Your Tank With Wealth Building Fuel
What Should Be in Your Financial Toolbox?
The Undeniable Truths of Investing
A Blueprint for Maximizing Your Investments
3 Fundamental Rules for Financial Freedom
The Actions We Take That Crush Our Investments, and Why We Keep Doing Them
Risks Worth Taking — From Home Ownership to International Investing
5 Ways to Find Financial Success by Obtaining Peace With Your Money
Preparing Your Financial Plan for an Unpredictable Future
What You Can Learn from the Silicon Valley Bank Collapse
The Untold Advantages of Giving Your Money Purpose
A Simple Guide to Determine Your Retirement Readiness
Money Moves to Make With a Recession in Mind
The Top 10 Brutal Money Mistakes You May Be Making
How to Know if You Have the Right Financial Plan
The Secret to Stop Worrying About Your Money Once and For All
7 Tips for Taking Control of Your Finances
The 3 Decisions to Make Today for Future Financial Success
8 Actions to Take for a Financially Savvy 2023
The Only Financial Resolution You Need to Make
5 Money Lessons From 2022
Are You Ready for What the Future Holds?
10 Financial Moves to Make Before Ringing in 2023
The Importance of Staying Invested
The Power of Compounding
The Most Commonly Asked Financial Questions
Lessons We Can Learn From the Crypto Meltdown
A Guide to Successfully Navigating Bear Markets
Your Financial Plan and Rising Interest Rates
Why We’ll Be Financially Okay Regardless of the Party in Power
7 Tax Benefits Missed by Homeowners
When Is Quitting Better Than Having Perseverance?
Five Myths Promoted By Financial Advisors
Proactive Moves During a Bear Market
Finding Contentment With Your Money, Regardless of Circumstances
Five Common Investor Mistakes and How to Avoid Them
Is Cash King?
How to Thrive in a Bear Market
8 Must-Know Tips for Reducing Your Taxes
What the Inflation Reduction Act Means for You
Debunking the Biggest Personal Finance Myth
The Often-Forgotten Benefit of High Inflation
Introducing Rethink Your Money With John Hagensen