A/B Conversations: CFP® Your Way Out Of It Podcast Artwork Image

A/B Conversations: CFP® Your Way Out Of It

Benjamin Haas I Haas Financial Group

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.
Episodes
What If I Live To Age 100?May 26, 2023
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Why It's Important To Audit Your Financial PlanMay 16, 2023
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Ep # 98: The Dangers Of Benchmarking Against OthersApril 28, 2023
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Ep # 97: Is The 4% Withdrawal Rule Dead? Take 2.April 17, 2023
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Ep # 96: When Trusts May Make Sense (and Don't) In Your Estate PlanMarch 27, 2023
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Ep # 95: Financial Planning For Couples Who Don't AgreeMarch 16, 2023
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Ep # 94: For God's Sake, Buy Insurance!March 08, 2023
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Ep # 93: Things That Make You Go Huh?February 21, 2023
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Ep # 92: Approaching Your Final Career Year? Get Ready For Retirement With This Checklist.February 07, 2023
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Ep # 91: What History Tells Us To Expect From Investments In 2023January 26, 2023
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Ep # 90: What Is A Financial Purpose Statement?January 12, 2023
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Ep # 89: The Best of Our 2022 PodcastsDecember 15, 2022
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Ep # 88: Your Year-End Financial ChecklistDecember 01, 2022
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Ep # 87: Flipping Your Mindset From Saver To SpenderNovember 16, 2022
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Ep # 86: Do Elections Matter For Investment Returns? No, but Yes!October 31, 2022
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Ep # 85: Emotions. The Silent Financial Planning Killer. October 17, 2022
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Ep # 84: 529 For College Savings? Not So Fast!October 04, 2022
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Ep # 83: Discussions For When The Social Security Election Decision Isn't Clear CutSeptember 20, 2022
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Ep # 82: How Would Your Life Change If You Won The Lottery?August 24, 2022
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Ep # 81: Helping Financial Advisors Enhance Client Outcomes with Brendan FrazierAugust 10, 2022
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Ep # 80: Financial Next Steps To Take After Losing A SpouseJuly 28, 2022
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Ep # 79: Midyear Investment Outlook 2022July 19, 2022
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Ep # 78: Shifting Focus From Control To Influence When PlanningJuly 06, 2022
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Ep # 77: How To Digest Sensationalized Financial Media HeadlinesJune 22, 2022
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Ep # 76: Making Lemonade - Time For A Roth Conversion?June 06, 2022
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