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Some people think, others say, and rarely do you find someone who thinks, says, and does. Our special guest today is that rare individual and he is super-fast at all three. He is an entrepreneur, philanthropist, financial advisor, podcast host, and proud father and husband.
John Hagensen serves as a Managing Director and Partner at Creative Planning, overseeing offices in Arizona and North Dakota, and works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including tax planning, retirement, employee benefits and estate planning. He also hosts “Rethink Your Money,” a weekly radio show and podcast, and has authored two books, including his most recent, “The Retirement Flight Plan.”
John brings to his clients more than 13 years of professional experience. Prior to joining Creative, he was the founder and Managing Partner of a national registered independent advisory firm. An airline pilot prior to entering the financial industry, John applies the precision, detail, and quality judgment he used as an aviator to his wealth management approach.
He earned a Bachelor of Science in biblical studies from Corban University, has a Master of Science in financial services from the Institute of Business & Finance and obtained a professional certification in Strategic Decision and Risk Management from Stanford University. John has a lot of letters or credentials after his name, just know he is CERTIFIED as an expert in FINANCIAL PLANNING™, FUNDS™, ESTATE AND TRUST, TAX, and INCOME ™.
On today’s podcast, John shares more about his unique and successful journey, making the transition from being a business owner, best practices for wealth creation, and aligning purpose and money.
Some people think, others say, and rarely do you find someone who thinks, says, and does. Our special guest today is that rare individual and he is super-fast at all three. He is an entrepreneur, philanthropist, financial advisor, podcast host, and proud father and husband.
John Hagensen serves as a Managing Director and Partner at Creative Planning, overseeing offices in Arizona and North Dakota, and works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including tax planning, retirement, employee benefits and estate planning. He also hosts “Rethink Your Money,” a weekly radio show and podcast, and has authored two books, including his most recent, “The Retirement Flight Plan.”
John brings to his clients more than 13 years of professional experience. Prior to joining Creative, he was the founder and Managing Partner of a national registered independent advisory firm. An airline pilot prior to entering the financial industry, John applies the precision, detail, and quality judgment he used as an aviator to his wealth management approach.
He earned a Bachelor of Science in biblical studies from Corban University, has a Master of Science in financial services from the Institute of Business & Finance and obtained a professional certification in Strategic Decision and Risk Management from Stanford University. John has a lot of letters or credentials after his name, just know he is CERTIFIED as an expert in FINANCIAL PLANNING™, FUNDS™, ESTATE AND TRUST, TAX, and INCOME ™.
On today’s podcast, John shares more about his unique and successful journey, making the transition from being a business owner, best practices for wealth creation, and aligning purpose and money.