A/B Conversations: CFP® Your Way Out Of It

By 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.

  1. 1.
    Ep # 37: Consideration and Education On Inflation Information
    20:35
  2. 2.
    Ep # 36: Should I Invest When Markets Are At All-Time Highs?
    21:39
  3. 3.
    Ep # 35: Hey Business Owner. Why Don't You Have A Financial Planner Yet?
    25:06
  4. 4.
    Ep # 34: Attaining Confidence In Your Medicare Elections with Anthony Minetola
    30:02
  5. 5.
    Ep #33: How We Help You Get Unstuck
    19:46
  6. 6.
    Ep # 32: Defining Your Goals Is Hard. Start With Sharing Your Why.
    15:46
  7. 7.
    Ep # 31: Will The Biden Tax Proposal Affect You?
    20:29
  8. 8.
    Ep #30: What Are Our Investment Philosophies?
    20:38
  1. 9.
    Ep # 29: At What Point Am I Ready To Hire A Financial Planner?
    16:00
  2. 10.
    Ep # 28: What Does Financial Independence Mean To You?
    14:50
  3. 11.
    Ep #27: COVID-19 Planning Lessons Re(Learned): One Year Later
    13:37
  4. 12.
    Ep # 26: Should I Or Shouldn't I? The Fear Of Missing Out
    12:50
  5. 13.
    Ep # 25: Why You Should Pay Attention To Your Pension Election
    16:34
  6. 14.
    Ep #24: Securing Your Retirement Parachute
    15:45
  7. 15.
    Ep # 23: Should Grandparents Own 529 Plans For Grandkids?
    19:46
  8. 16.
    Ep #22: The Problem With Self-Diagnosing Your Financial Life
    21:24
  9. 17.
    Ep #21: If's, And's, and But's - Probably Constitutes A Trust
    14:14
  10. 18.
    Ep #20: I Have This Annuity Thing. Now What?
    18:07
  11. 19.
    Ep #19: Do Credentials Matter When Seeking Financial Planning Advice?
    18:22
  12. 20.
    Ep # 18: Do Elections Matter To My Financial Plan - Take 2
    15:53
  13. 21.
    Ep # 17: Why It's Important To Have A Retirement Transition Plan
    13:44
  14. 22.
    Ep # 16: What Does The Initial Meeting Look Like?
    15:43
  15. 23.
    Ep # 15: Goal Setting in 2021 with Katie McKenna
    24:34
  16. 24.
    Ep #14: Smarter Charitable Gifting Big & Small
    21:43
  17. 25.
    Ep # 13: Making Your Financial Planning Checklist
    16:06
  18. 26.
    Ep #12: Giving Tuesday
    13:13
  19. 27.
    Ep #11: Winning The Social Security Game
    16:25
  20. 28.
    Ep #10: Caring For Aging Parents
    21:31
  21. 29.
    Introduction to A/B Conversations: CFP® Your Way Out Of It
    2:13
  22. 30.
    Ep #9: Managing An Unexpected Inheritance
    17:28
  23. 31.
    Ep #8: Accepting The Certainty Of Uncertainty
    11:34
  24. 32.
    Ep #7: Pennsylvania Dutch Myth Busting
    17:32
  25. 33.
    Ep #6: How Do I Know If I Have The Right Advisor?
    16:13
  26. 34.
    Ep #5: Is the 4% Withdrawal Rule Dead?
    16:59
  27. 35.
    Should I Pay Off My Mortgage?
    10:14
  28. 36.
    What Is Financial Planning Anyway?
    13:02
  29. 37.
    Do Elections Matter To My Financial Plan?
    12:16
  30. 38.
    Do People Over-Complicate Financial Planning?
    13:13

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