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

[email protected] (John Hagensen, Jamie Battmer, Creative Planning)

Financial Clarity for a Smarter 2025

JAN 20, 202546 MIN
Rethink Your Money

Financial Clarity for a Smarter 2025

JAN 20, 202546 MIN

Description

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.