Tax Blunders to Avoid in 2025

Rethink Your Money

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل two أعوام

المحتوى المقدم من Creative Planning and John Hagensen. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Creative Planning and John Hagensen أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

American Criminal

1
The Menendez Brothers | Five-Year Plan | 1 43:56

منذ 1 year43:56

التشغيل لاحقا

قوائم

إعجاب

احب

43:56

On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

منذ عام واحد 46:05

MP3•منزل الحلقة

The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and celebrate former President Jimmy Carter and his legacy.

129 حلقات

#MBA #Trading #Business #Podcasting Education #Self-Improvement #Creative Planning #John Hagensen #Wealth Management #Retirement Flight Plan #Live Richly #Financial Planning #Investing

Tax Blunders to Avoid in 2025

Rethink Your Money

published منذ عام واحد

MP3•منزل الحلقة

129 حلقات

#MBA #Trading #Business #Podcasting Education #Self-Improvement #Creative Planning #John Hagensen #Wealth Management #Retirement Flight Plan #Live Richly #Financial Planning #Investing

كل الحلقات

1
How Avoiding Costly Mistakes Can Help You Achieve Financial Success 46:21

منذ 5 weeks46:21

46:21

On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it comes to your finances. We also welcome back Chief Market Strategist Charlie Bilello to share his perspective on the 2024 markets and his predictions for 2025.…

1
Financial Clarity for a Smarter 2025 46:40

منذ 6 weeks46:40

46:40

This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, discussing lessons from 2024 and key financial trends for 2025.…

1
Tax Blunders to Avoid in 2025 46:05

منذ 7 weeks46:05

46:05

1
Investing Resolutions to Kick Off 2025 45:24

منذ 8 weeks45:24

45:24

As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.

1
Estate Planning for Blended Families and Other Unique Situations 48:53

منذ 10 weeks48:53

48:53

As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on taking risks.…

1
Financial Advice for American Expats and Cross-Border Families 45:58

منذ 11 weeks45:58

45:58

Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring abroad is an idea that intrigues you, tune in to this episode for valuable insights.…

1
Should You Consider Family Office Services? 46:32

منذ 12 weeks46:32

46:32

On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth.…

1
A Highlight Reel of Our Favorite Financial Insights 46:30

منذ 13 weeks46:30

46:30

We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement and more!…

1
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk 47:14

منذ 14 weeks47:14

47:14

With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his personal investing insights — it’s an interview you won’t want to miss!…

1
Year-End Estate Planning Essentials 45:24

منذ 15 weeks45:24

45:24

Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentials. Plus, is it actually possible to balance asset accumulation, enjoy life, be charitable and still be prepared for a retirement with increased longevity? Find out on this week’s episode!…

1
Financial Strategies for Veterans and Their Families 45:48

منذ 16 weeks45:48

45:48

This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?…

1
Deciphering Private and Public Markets 46:11

منذ 17 weeks46:11

46:11

On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstances and appetite for risk. Plus, check out this week’s interview with Chief Market Strategist Charlie Bilello for last-minute market insights you might want before heading to the polls.…

1
2024: A Pivotal Year for Taxes 42:06

منذ 18 weeks42:06

42:06

On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.…

1
Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025 46:36

منذ 19 weeks46:36

46:36

Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Business Services, Lee Roberts, for a discussion that puts the importance of strong year-end business planning into real perspective.…

1
Practical Year-End Planning Tips for Every Income Level 45:14

منذ 20 weeks45:14

45:14

As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money.…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.