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Financial Clarity for a Smarter 2025
Episode 127

Financial Clarity for a Smarter 2025

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.

Rethink Your Money · John Hagensen, Jamie Battmer, Creative Planning

January 20, 202546m 40s

Show Notes

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.

Topics

natural disasterjohn hagensendiversificationstockssocial securitywealthcreative planningtax planninginflation401kfinancial wisdomfinancefinancialstock marketmoneyestate planninghousing marketretirementtaxestax strategyfinancial planinvestingeducationinvestments