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Exposing industry myths for truth seekers who are fed up with outdated, out-of-touch financial advice

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Latest Episode

Featured Episodes

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Year-End Tax Planning but With a View

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Critical Year-End Planning Insights

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Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes

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Football, Finances and Winning Strategies

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Achieving a Meaningful Retirement

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Navigating Roth Conversions: the Good, the Bad and the Ugly

Meet the Host — John Hagensen

Righting What's Wrong With the Financial Advice Industry

Once a broker, now a fiduciary, host John Hagensen sets out to challenge the financial advice you may have been given and reaffirm what you know to be true. As husband to Brittany and dad to seven kids, he knows firsthand how unpredictable life can be — and how practical financial planning helps keep it all in balance.

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Awards & Recognition

Barrons

Top RIA Firms (2019-2024)*

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Top RIA Firms (2014-2020)*

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Top RIA Firms (2024)*

“Creative Planning is at the vanguard of a profound shift in finance.”

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Why not give your wealth a second look?

 

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