<p>On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!</p>

On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!

<p>On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and&nbsp;apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of our nearly 250 CPAs to discuss year-end tax strategies. Join us for these insights and more!</p>

Year-End Tax Planning but With a View

There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on 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

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Self-Improvement

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Management

There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on 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

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Year-End Tax Planning but With a View

Year-End Tax Planning but With a View

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