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 #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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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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