With the markets still fluctuating and inflation still high, John outlines eight steps you can take for a financially savvy 2023. He’s also joined by fellow Creative Planning Wealth Manager Carlos Lopez, who shares key takeaways for investors from last year's market volatility — and how you can apply these lessons to your 2023 investing strategy. Read more about keeping your financial plan up to date: https://creativeplanning.com/insights/new-year-new-goals/
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!
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