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Exposing industry myths for truth seekers who are fed up with outdated, out-of-touch financial advice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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Should You Consider Family Office Services?

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A Highlight Reel of Our Favorite Financial Insights

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The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk

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Year-End Estate Planning Essentials

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Financial Strategies for Veterans and Their Families

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Deciphering Private and Public Markets

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

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Top RIA Firms
2019-2024

Awarded each September, based on data from a 12-month period through June 30.

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Charitable Champion
2023-2024

Awarded each July, based on activities from a 12-month period through December 31.

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Top RIA Firms
2024

Awarded each July, based on data from a 12-month period through December 31.

“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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