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 # 74: Investment Losses Hurt. Avoid These 5 Mistakes!May 10, 2022 Episode artwork Ep # 73: Tips When Financially and Emotionally Sandwiched Between Supporting Kids and ParentsApril 20, 2022 Episode artwork Ep # 72: Giving While Living: Helping Family Beyond Just Writing A CheckApril 13, 2022 Episode artwork Ep # 71: How Do I Lower My Tax Bill?March 28, 2022 Episode artwork Ep # 70: Who Knew Your Spouse's Age Could Complicate Retirement Planning?March 22, 2022 Episode artwork Ep # 69: Managing Investments By Myself. Should I or Shouldn't I?March 15, 2022 Episode artwork Special Episode: Our Take On What Russian Aggression Means For Your InvestmentsFebruary 28, 2022 Episode artwork Ep # 68: Can I Afford To Retire At The Same Time As My Spouse?February 25, 2022 Episode artwork Ep # 67: What Should I Do With My Old Products?February 18, 2022 Episode artwork Ep # 66: Bringing Two Financial Lives TogetherFebruary 08, 2022 Episode artwork Ep # 65: Best Ideas For Being Opportunistic in 2022February 04, 2022 Episode artwork Ep # 64: The Concept Of The Final Financial PlanJanuary 14, 2022 Episode artwork Ep # 63: How To Plan When You Don't Have A Well-Defined Goal.January 12, 2022 Episode artwork Ep # 62: Where Should I Save? Here's The Pecking Order.December 19, 2021 Episode artwork Ep # 61: 2021 Year End Investment ReviewDecember 10, 2021 Episode artwork 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