A/B Conversations: CFP® Your Way Out Of It
A podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you.
Ep # 74: Investment Losses Hurt. Avoid These 5 Mistakes!
May 10, 2022
Ep # 73: Tips When Financially and Emotionally Sandwiched Between Supporting Kids and Parents
April 20, 2022
Ep # 72: Giving While Living: Helping Family Beyond Just Writing A Check
April 13, 2022
Ep # 71: How Do I Lower My Tax Bill?
March 28, 2022
Ep # 70: Who Knew Your Spouse's Age Could Complicate Retirement Planning?
March 22, 2022
Ep # 69: Managing Investments By Myself. Should I or Shouldn't I?
March 15, 2022
Special Episode: Our Take On What Russian Aggression Means For Your Investments
February 28, 2022
Ep # 68: Can I Afford To Retire At The Same Time As My Spouse?
February 25, 2022
Ep # 67: What Should I Do With My Old Products?
February 18, 2022
Ep # 66: Bringing Two Financial Lives Together
February 08, 2022
Ep # 65: Best Ideas For Being Opportunistic in 2022
February 04, 2022
Ep # 64: The Concept Of The Final Financial Plan
January 14, 2022
Ep # 63: How To Plan When You Don't Have A Well-Defined Goal.
January 12, 2022
Ep # 62: Where Should I Save? Here's The Pecking Order.
December 19, 2021
Ep # 61: 2021 Year End Investment Review
December 10, 2021
Ep # 60: Health Before Wealth. Tips For Improving Healthspan with Stevyn Guinnip, MSEd, CWC
December 03, 2021
Ep # 59: More Than Just Finances: Other Surprising Results From The 4 Pillars Of Retirement Study by Edward Jones
November 29, 2021
Ep # 58: Using Your Money To Help Loved Ones
November 12, 2021
Ep # 57: The Tax Benefits Of Investment Losses
November 02, 2021
Ep # 56: Considering A Big Purchase In Retirement
November 01, 2021
Ep # 55: Planning Focuses When Growing Wealth
October 25, 2021
Ep # 54: Strategies To Protect Your Savings
October 18, 2021
Ep # 53: Don't Fall Into Open Enrollment. Tackle It Head On!
October 11, 2021
Ep # 52: What Is Your Net Worth and Why Is It Important To Know?
October 07, 2021
Ep # 51: How Do We Get Compensated?
September 27, 2021
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