A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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?
Podcasting since 2020 • 155 episodes
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Latest Episodes
Ep #153 - The Behavioral Biases That Cost Clients the Most
Most long-term financial outcomes aren’t determined by picking the right investments. They’re determined by how people behave under stress, uncertainty, and emotion. Listen in as Adam and Ben discuss the very human and common biases that, when ...
•
20:01
Ep #152 - Your Estate Plan Probably Needs a Refresh. Here’s Why
Most people think estate planning is something you “finish.” In reality, it’s something you maintain as life, laws, assets, and relationships change. In this episode Adam and Ben reframe estate planning as a living, human document, not just a l...
•
20:03
Ep #151 - Modeling Generosity for the Next Generation
When we think about leaving a legacy, we should think about what that means holistically. Because a legacy is not just what we pass down financially, but what we model every day through generosity, values, and habits. In this episode, Adam and ...
•
19:11
Ep #150 - Finishing Strong: Smart Year-End Tax Moves
As we head toward the end of the year, it’s the perfect time to take stock, not just of your portfolio, but of your tax opportunities too. Year-end planning is about being proactive because small moves now can lead to meaningful savings later. ...
•
16:50
Ep 149: Filtering the Noise: How to Think Critically About What You Read
In a world full of headlines designed to stir emotion and sell subscriptions, how do you separate fact from fear? In this episode, Adam and Ben unpack the rise of financial newsletters and media voices that profit from panic or try to capitaliz...
•
17:52
