Inside Look: A Wealth Planning Case Study (Part 1 of 3)

Is your financial plan truly complete, or could it be missing something? Over the next three weeks, join John as he uses a common client situation to walk you through what a complete wealth plan should include and how having one can dramatically impact your retirement outlook. (8:54) Plus, Creative Planning Attorney Annie Rogers joins the show to clear up some common misconceptions about estate planning and show you how to ensure your needs are met. (13:47)

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