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 #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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Ep #161 - The Importance of Uncomfortable Conversations in Financial Planning (Part 1)
Some of the most important financial planning conversations are also the most difficult. In this episode of A/B Conversations, Adam Werner and Ben Haas discuss why avoiding uncomfortable topics—such as retirement readiness, estate planning, fam...
Ep #160 - The Hidden Challenges of Downsizing the Family Home in Retirement
In this episode of A/B Conversations, Adam and Ben tackle a massive, often emotional part of retirement planning: the family home. They discuss how the default assumption of "aging in place" can sometimes backfire if a spouse passes away, maint...
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...
