Advice on Building Wealth & Retirement Planning - A/B Conversations: CFP® Your Way Out Of It
A/B Conversations: CFP® Your Way Out Of It is a podcast where Certified Financial Planners™ break down everyday money questions, offering expert insights on financial planning, investing, retirement, and wealth-building strategies. Get the CFP® perspective on what truly matters in securing your financial future.
FAQ – What You’ll Get From This Podcast:
- What is financial planning, and why does it matter?
- How can I build wealth and secure my retirement?
- What are the biggest money mistakes to avoid?
- How do CFP® professionals think about investing and financial psychology?
- What strategies can help me navigate market ups and downs?
Advice on Building Wealth & Retirement Planning - A/B Conversations: CFP® Your Way Out Of It
Latest Episodes
Ep #166 - Maximizing Your Life vs. Maximizing Your Wealth
Why is it so difficult to spend money in retirement after spending decades learning how to save? In this episode of AB Conversations, Adam Werner and Ben Haas explore the psychology of retirement spending, defining “enough,” overcoming fear...
Ep #165 - Are You Too Confident About Your Financial Plan?
Overconfidence can be just as risky as a lack of confidence when it comes to your financial life. In this episode, Adam and Ben explore how overconfidence can influence investing, retirement planning, market timing, diversification, and the ass...
Ep #164 - What Warren Buffett's Estate Plan Can Teach Every Family
What can Warren Buffett teach us about estate planning? In this episode of A/B Conversations, Adam Werner and Ben Haas explore why estate planning is more than legal documents—it's about protecting your family, communicating your wishes, and cr...
Ep #163 - Bobby Bonilla Wasn't Crazy: A Financial Lesson in Delayed Gratification
What can a baseball contract teach us about financial planning? In this episode of AB Conversations, Adam and Ben break down the famous Bobby Bonilla Day story to explore the time value of money, the power of compounding, and the trade-offs beh...
Ep #162 - The Importance of Uncomfortable Conversations in Financial Planning (Part 2)
What happens when good financial planning requires uncomfortable conversations? In this episode of A/B Conversations, Adam Werner and Ben Haas discuss the challenges of navigating emotional investment decisions, retirement spending concerns, es...
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