PLAY PODCASTS
Five Myths Promoted By Financial Advisors
Episode 10

Five Myths Promoted By Financial Advisors

This week, John shares five myths promoted by financial advisors, discusses the truth about whole life insurance and provides an outlook for bonds now that interest rates have jumped. Plus, John is joined by a Creative Planning Estate Planning Attorney, Chrissy Knopke, to discuss how to assign beneficiary designations most efficiently to specific assets.

Rethink Your Money · John Hagensen, Chrissy Knopke, Peter Mallouk

October 10, 202249m 22s

Show Notes

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 @ [email protected]

Topics

john hagensenstockssocial securitycreative planningbondsinflationpeter malloukvaluationfinancerethink your moneystock marketestate planningbeneficiarieschrissy knopketaxesfinancial educationfinancial planinvestinginvestments