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
Ep #122 - Executor Preparedness: What to Do Before You Need ToJuly 22, 2024
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Ep #121 - You Can’t Delay Taxes Forever! Understanding RMD RulesJuly 02, 2024
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Ep #120 - Reviewing Podcast #36 - Should I Invest at Market All-Time Highs?June 20, 2024
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Ep #119 - Demystifying the Inherited IRA RMD RulesJune 04, 2024
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Ep #118 - Discussing “What Will I Do All Day?” With Author Patrice Jenkins, PH.D. May 21, 2024
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Ep #117 - Emergencies and Opportunities: Assessing Where to Turn for Money In A Time of NeedMay 09, 2024
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Ep #116 - The Flourish Milestone Meeting: Reimagining What’s PossibleApril 25, 2024
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Ep #115 - Ready. Fire! Aim?! Plan Before You Invest with HFGApril 15, 2024
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Ep #114 - Call it What it Is! Redefining Your Investment BucketsMarch 26, 2024
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Ep #113 - Helping Aging Parents Protect Assets When They Need CareMarch 14, 2024
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Ep #112 - Retirement Balancing Act: Spending Now vs. Saving For LaterFebruary 28, 2024
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Ep #111 - 5 Reasons to Hire a Tax ProFebruary 13, 2024
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Ep #110 - Can You Have Your Goose & Eat It Too?January 25, 2024
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Ep #109 - New Year. New Portfolio? Not So Fast!January 10, 2024
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Ep #108 - Thought Leaders vs. Thought PartnersDecember 18, 2023
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Ep #107 - Combatting Worry by Actually Planning for Worst-Case ScenariosNovember 07, 2023
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Ep #106 - What is Likelihood of Success & How Can It Help Our Clients?October 24, 2023
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Ep #105 - Whiteboarding: Combining Emotions, Curiosity, & Math to Create Your Financial PlanSeptember 21, 2023
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Ep #104 - Is It Really Possible to Avoid Taxation?September 14, 2023
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Ep #103 - Should I Buy or Rent My Fun?August 14, 2023
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Mid-Year Investment Outlook 2023July 06, 2023
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Paying For College Just Got A Lot HarderJune 21, 2023
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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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