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 • 136 episodes
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Latest Episodes
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...
•
17:08
Ep #133 - Back to the Future: How Our Bold Predictions for the Financial Advising Industry Held Up
Adam and Ben made five “bold” predictions on the future of the advising industry back in Episode 43. Four years later, it turns out those predictions were not so bold! Listen in as they reflect on what has changed and is continuing to change fo...
•
25:57
Ep - #132 - How to Handle a Promotion or Large Bonus At Work
So you received a bump in pay at work, a promotion, or some lump sum bonus. Maybe now you’re asking, “How do I handle this newfound money/income?” Listen in as Adam and Ben discuss this situation as an opportunity to involve your fina...
•
16:21
Ep - #131 Tune Out The Noise
Being well-informed is a good thing. No one wants to make costly mistakes because they weren’t paying attention to important things or got bad intel along the way. But is it possible to have too much information? Listen to Adam and Ben disc...
•
19:45
Ep #130 - 2025 Mindset Reset and Reflection with Life Coach Katie McKenna
We all know that New Year’s Resolutions often fail. But studies always show how important goal setting can be. How can we set big goals and focus on big things when life feels hard and there are so many other fires in our lives that need to be ...
•
22:09
