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 #159 - Simplifying Financial Complexity: Consolidation, Coordination, and Peace of Mind
In this episode, Ben and Adam discuss how life and finances can feel overwhelming as accounts, policies, passwords, and paperwork accumulate over time, often from job changes or intentional “safety net” complexity that eventually stops serving ...
Ep #158 - The Cost of Waiting: Why Doing Nothing Is Still a Decision
Most financial plans don’t fall apart because of bad advice. They fall apart because good advice never gets acted on. In this episode, Adam and Ben explore why even the most successful people struggle to follow through on financial decisions fr...
Ep #157 - Longevity Is a Gift. It’s Also a Planning Problem.
Wouldn’t it be stressful to feel like you’re going to live longer than your plan was built for? In this episode, Adam and Ben explore longevity risk through a different lens. Not just the math of running out of money, but the mindset of spendin...
Ep #156 - Second Marriages, Adult Children, and Thoughtful Estate Planning
Second marriages are about new beginnings and a fresh start. They also bring financial complexity. In this episode, Adam and Ben talk through the estate planning dynamics facing blended families with adult children. How do you merge financial l...
Ep #155 - Illiquid Investments: Smart Strategy or Expensive Mistake?
Have you ever been pitched an “alternative” investment opportunity that felt exclusive, different, or just a little too compelling to pass up? In our latest episode, Adam and Ben unpack the real planning dynamics behind private placements a...
