A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
A/B Conversations: CFP® Your Way Out Of It is a podcast where Certified Financial Planners™ break down everyday money questions, offering expert insights on financial planning, investing, retirement, and wealth-building strategies. Get the CFP® perspective on what truly matters in securing your financial future.
FAQ – What You’ll Get From This Podcast:
- What is financial planning, and why does it matter?
- How can I build wealth and secure my retirement?
- What are the biggest money mistakes to avoid?
- How do CFP® professionals think about investing and financial psychology?
- What strategies can help me navigate market ups and downs?
Podcasting since 2020 • 150 episodes
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Latest Episodes
Ep 148 - The House as a Retirement Tool: Smart Ways to Tap Home Equity
For many retirees, the home is their single biggest asset. But is it just a place to live, or could it also strengthen a retirement plan? In this episode, Adam and Ben explore the strategic ways to tap home equity, from delaying Social Security...
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18:28
Ep 147 - Medicare Choices at Open Enrollment. Real Scenarios, Real Trade-Offs
Medicare Open Enrollment is more than a routine check-up. It’s your chance to make sure your coverage fits your life today. In this episode, Adam and Ben explore real-world scenarios - moving states, changing health, or even a financial windfal...
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16:05
Ep #146 - The Big Social Security Timing Debate
Social Security election options can be confusing, and when to elect is one of the biggest retirement questions out there. The answer isn’t always what the math alone tells you. In our latest podcast, Adam and Ben unpack the numbers, psychology...
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20:03
