A/B Conversations: CFP® Your Way Out Of It
Benjamin Haas I Haas Financial Group
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.
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Episodes
Ep #122 - Executor Preparedness: What to Do Before You Need To
July 22, 2024
Ep #121 - You Can’t Delay Taxes Forever! Understanding RMD Rules
July 02, 2024
Ep #120 - Reviewing Podcast #36 - Should I Invest at Market All-Time Highs?
June 20, 2024
Ep #119 - Demystifying the Inherited IRA RMD Rules
June 04, 2024
Ep #118 - Discussing “What Will I Do All Day?” With Author Patrice Jenkins, PH.D.
May 21, 2024
Ep #117 - Emergencies and Opportunities: Assessing Where to Turn for Money In A Time of Need
May 09, 2024
Ep #116 - The Flourish Milestone Meeting: Reimagining What’s Possible
April 25, 2024
Ep #115 - Ready. Fire! Aim?! Plan Before You Invest with HFG
April 15, 2024
Ep #114 - Call it What it Is! Redefining Your Investment Buckets
March 26, 2024
Ep #113 - Helping Aging Parents Protect Assets When They Need Care
March 14, 2024
Ep #112 - Retirement Balancing Act: Spending Now vs. Saving For Later
February 28, 2024
Ep #111 - 5 Reasons to Hire a Tax Pro
February 13, 2024
Ep #110 - Can You Have Your Goose & Eat It Too?
January 25, 2024
Ep #109 - New Year. New Portfolio? Not So Fast!
January 10, 2024
Ep #108 - Thought Leaders vs. Thought Partners
December 18, 2023
Ep #107 - Combatting Worry by Actually Planning for Worst-Case Scenarios
November 07, 2023
Ep #106 - What is Likelihood of Success & How Can It Help Our Clients?
October 24, 2023
Ep #105 - Whiteboarding: Combining Emotions, Curiosity, & Math to Create Your Financial Plan
September 21, 2023
Ep #104 - Is It Really Possible to Avoid Taxation?
September 14, 2023
Ep #103 - Should I Buy or Rent My Fun?
August 14, 2023
Mid-Year Investment Outlook 2023
July 06, 2023
Paying For College Just Got A Lot Harder
June 21, 2023
What If I Live To Age 100?
May 26, 2023
Why It's Important To Audit Your Financial Plan
May 16, 2023
Ep # 98: The Dangers Of Benchmarking Against Others
April 28, 2023
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