The Live Richly Podcast

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. Make sure to subscribe on our new feed: Apple: https://podcasts.apple.com/us/podcast/rethink-your-money/id1638978691 Spotify: https://open.spotify.com/show/2Gm52JeNme9b49SfXyVZkL Important Legal Disclosure: https://protect-us.mimecast.com/s/X1EPC73yBLCVMQGNfNJ-eK?domain=creativeplanning.com/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

John has an exciting new podcast in development that is set to launch later this year! While "Live Richly" as you know it is going away, do not unsubscribe so that you will be notified when the new show is available. Thank you for the past several years of our discussion around life meeting money!

Reject The Home Team Bias - March 25, 2022 by The Live Richly Podcast

Sources: Nerd Wallet, The Tim Ferris podcast, Morningstar, The Wall Street Journal

Sources: Creative Planning, Ben Carlson, Morningstar, Kiplinger, USA Today

On today's podcast, John discusses how to deal with known and unknown risks.

On today's podcast, John discusses a variety of topics around the recent market volatility.

On today's podcast John discusses the following topics: Goals don't equal desired outcomes. Structure trumps discipline. Matthew 6:34 Often the best move is no move. Certainty isn't all that it's cracked up to be. ARK's fall from grace Life settlements. 2020 was a stock pickers dream scenario and 2021 had historically low negative volatility. Sources: Jason Zweig. The Wall Street Journal. Craig Groeschel. Morningstar. Ben Carlson.

On today's podcast, John discusses the following: - Legitimate diversification - What an investor's goal for returns should be - Proverbs 12:15 and 24:6 - Betterment shows how valuable nudges can be for investor behavior. - Rule of 55 - How to best predict your future behavior - Why the government is paralyzed by the advancement of crypto. - Is 2020's fiscal and monetary response representative of a new playbook? Sources: The Daily Wire, Morgan Housel, Morningstar, Kiplinger.com

Today's podcast hits on how to pivot into an incredible 2022 and how to learn from 2021. Sources: HumbleDollar.com, IrrelevantInvestor.com

Today's podcast discusses the 4 key differences for accumulating and retaining wealth. Sources: JP Morgan, Morningstar, Fox Business, CNBC, diffen.com, Department of Labor

On today's podcast John discusses a dozen money moves to consider prior to retirement. Sources: Kiplinger.com

Today's Thanksgiving Day podcast hits on the following: -Turkey Bowl Injuries -1 Chronicles 16:34. Give Thanks in All Things -Kiplinger Financial Topics for Thanksgiving Weekend -10 Little Known Thanksgiving Facts Sources: Kiplinger.com, Bestlifeonline.com, WSJ, Morningstar

Today's FBomb hits on a variety of considerations to potentially reduce your taxes. Sources: TurboTax.com, Kiplinger, Morningstar

Today's F-Bomb discusses the following: - Happy Veteran's Day - The Stock Market Says the Pandemic is Over - Gold is Still Awful - What's a Simple 401k? - 457 Plans - Be a Scout not a Soldier - 1 Thessalonians 5:16 - Money Helps, but Won't Make us Happy - 10-Year end Moves to Lower Your Taxes - Semifinals against our league's "Aaron Rodgers" Sources: Animal Spirits Podcast, Kiplinger, WSJ, Morningstar

Today's Fbomb discusses the following: - Kiplinger.com on the threat of inflation on retirees - It's not transitory - Rules for money: The Jones' aren't as rich as you think they are. - Philippians 4:8 - The value of meditation and how quieting yourself can lead to a 25B empire (JK Rowling) - Estate Planning Scenario. How do joint bank accounts get accessed during a disagreement between the two owners? - Business Entity Planning Scenario. How do Partnerships Work? - Don't forget about COBRA coverage - Retirement Planning Scenario on 60-day rollover rules - Most mistakes are due to one or a combination of 3 factors Sources: Kiplinger, Consumer Reports, Morningstar, Calculatemywealth.com, Dr. Daniel Crosby

Today's FBomb discusses the following: - Eisenhower Decision Matrix - The 5 Wrong Questions to Ask your Financial Adviser - James 1:17. God owns everything. - Parent Corner - How mutual funds are taxed and other options - 4 Big Banks Issue Stock Market Warnings - How to balance past, present, future for financial success Sources: Kiplinger, WSJ, Edelman

Today's podcast discusses the following: - Forecasts are for weathermen - Disneyland is NOT the happiest place on earth - Defense wins championships - Proverbs 27:17 - Elevate by changing your reference point - 28/36 Rule - A framework for proper healthy savings rates - Women are still better than men at humility Sources: Kiplinger, David Mclelen, Peter Mallouk, Dr. Daniel Crosby, WSJ, The Ric Edelman Show

Today's F-Bomb discusses the following: -Longevity in 2021 and the financial implications -Financial History Review -Everything Roth IRA (and 401k) -Rule For Money -4 Ways to have more satisfaction with your money -Proverbs 16:16 -Dividends aint what you think they are Sources: The Long View by Morningstar, Dr. Daniel Crosby, Kiplinger, WSJ

Today's F-Bomb discusses the following: -Life is more about reactions than actions -House Ways and Means Committee Tax Proposal -Schwab caught on their deception -Ephesians 4:2 -John's NFL week 1 takeaways -All time highs...so what!? -Ray Dalio can't figure it out so why can you or I? -8.3% increase on consumer goods from August-August -International valuations relative to US have never been more attractive Sources: WSJ, Charles Schwab, Investment News, USA Today, Forbes, Vanguard