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 • 140 episodes
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Latest Episodes
Ep #138 - Navigating Annuities: A Smart Buy or Not?
Have you been pitched an annuity, or do you have one and wonder if it’s still the right fit for your financial plan? In this podcast, Adam and Ben introduce what annuities are, where they may and may NOT fit into one’s plan, and how important i...
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17:18
Ep #137 - When Work Doesn’t Work: Can You Afford a Change?
What’s the point of having money if we are unhappy and unfulfilled? While earning money and saving is a necessary part of building wealth, there are times where the earning comes at a significant cost. Jobs can be stressful, cause anxiety, or t...
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17:51
Ep #136 - Why Ben and Adam HATE Market Volatility
Market volatility is always hard to go through. Expected or not, emotions run high, and the best thing we can do is stay in good communication with our clients. In this raw and (minimally prepared) podcast, listen in as Ben and Adam peel ba...
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19:08
Ep #135 - I’m Selling My Business and Retiring. What Comes Next?
Business owners are usually a special combination of good planners and good executers. You have to be able to survive the rigors of business ownership! But what happens once you decide to sell your business and retire? It’s almost like surr...
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21:09
Ep #134 - Recreating Retirement Paychecks - Where Planners Earn Their Keep
We’ve recently heard from clients that saving and having a “set it and forget it” investment strategy was the easy part of planning for retirement. As soon as they start to think about how they will turn savings into income, it starts to fe...
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17:08
