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The Word That Defined Our Wealth Journey in 2023

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Manage episode 390130083 series 3419234
Indhold leveret af Creative Planning and John Hagensen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Creative Planning and John Hagensen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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 delve into the most significant surprises of 2023 (9:56) and caution against placing undue trust in 2024 pundit predictions. (11:33)

Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

  continue reading

118 episoder

Artwork
iconDel
 
Manage episode 390130083 series 3419234
Indhold leveret af Creative Planning and John Hagensen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Creative Planning and John Hagensen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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 delve into the most significant surprises of 2023 (9:56) and caution against placing undue trust in 2024 pundit predictions. (11:33)

Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

  continue reading

118 episoder

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