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