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

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

Benjamin Haas

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 # 60: Health Before Wealth. Tips For Improving Healthspan with Stevyn Guinnip, MSEd, CWCDecember 03, 2021 Episode artwork Ep # 59: More Than Just Finances: Other Surprising Results From The 4 Pillars Of Retirement Study by Edward JonesNovember 29, 2021 Episode artwork Ep # 58: Using Your Money To Help Loved OnesNovember 12, 2021 Episode artwork Ep # 57: The Tax Benefits Of Investment LossesNovember 02, 2021 Episode artwork Ep # 56: Considering A Big Purchase In RetirementNovember 01, 2021 Episode artwork Ep # 55: Planning Focuses When Growing WealthOctober 25, 2021 Episode artwork Ep # 54: Strategies To Protect Your SavingsOctober 18, 2021 Episode artwork Ep # 53: Don't Fall Into Open Enrollment. Tackle It Head On!October 11, 2021 Episode artwork Ep # 52: What Is Your Net Worth and Why Is It Important To Know?October 07, 2021 Episode artwork Ep # 51: How Do We Get Compensated?September 27, 2021 Episode artwork Ep # 50: Is Long-Term Care Right For Your Retirement Plan?September 23, 2021 Episode artwork Ep # 49: Our Bread & Butter - Retirement Planning 101September 15, 2021 Episode artwork Ep # 48: Is Real Estate A Good Investment?September 07, 2021 Episode artwork Ep # 47: Estate Planning 101: What Documents, Who To Appoint, and Why It's CrucialAugust 27, 2021 Episode artwork Ep # 46: Is Holding Too Much Cash A Missed Opportunity?August 23, 2021 Episode artwork Ep # 45: Breaking The Ice Around Family FinancesAugust 16, 2021 Episode artwork Ep # 44: Navigating The Financial Impact Of A Job ChangeAugust 12, 2021 Episode artwork Ep # 43: 5 Bold Predictions For What Financial Advising Will Look Like In 2025August 03, 2021 Episode artwork Ep # 42: Estate Planning Ideas When Children Are Not The HeirsJuly 27, 2021 Episode artwork Ep # 41: Tax Free Is The Way For Me! Roth IRA Strategies For All.July 12, 2021 Episode artwork Ep # 40: Mid-Year 2021 Investment ReviewJuly 07, 2021 Episode artwork Ep # 39: Making The Early Retirement Leap? Healthcare Costs Aren't Cheap!June 28, 2021 Episode artwork Ep # 38: Recognizing That Our Biases Affect Our Financial DecisionsJune 23, 2021 Episode artwork Ep # 37: Consideration and Education On Inflation Information June 15, 2021 Episode artwork Ep # 36: Should I Invest When Markets Are At All-Time Highs?June 08, 2021 Episode artwork