Advice on Building Wealth & Retirement Planning - A/B Conversations: CFP® Your Way Out Of It

Hosted by Benjamin Haas I Haas Financial Group

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Episodes

170

Latest episode

Oct 2026

Language

EN-US

About the show

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?

Listen to episodes

60 recent

October 21, 202615 min

Ep# 168 - Retirement Sweet Spot: The Intersection of Time, Money, and Health

You've spent decades saving for retirement, but are you comfortable spending the money you've worked so hard to build? On this episode of AB Conversations, Adam Werner and Ben Haas explore the psychology of retirement spending, the “Die With Zero” philosophy, and how to balance enjoying life today with protecting your financial future. Learn how retirement planning can help you make the most of your money, health, and time while preparing for unexpected expenses. Ticket #T011535 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

September 23, 202620 min

Ep #167 - Social Security: One Decision and a Whole Lot of Dominoes

Social Security claiming is more than a simple break-even-age calculation. In this episode of A/B Conversations, Adam Werner and Ben Haas explore the factors that can influence when to claim Social Security, including retirement income, survivor benefits, taxes, Medicare premiums, life insurance, legacy goals, and personal priorities. Ticket #T011395 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

September 10, 202620 min

Ep #166 - Maximizing Your Life vs. Maximizing Your Wealth

Why is it so difficult to spend money in retirement after spending decades learning how to save? In this episode of AB Conversations, Adam Werner and Ben Haas explore the psychology of retirement spending, defining “enough,” overcoming fear and uncertainty, and using wealth to create a more fulfilling life. Ticket #T011363 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

August 26, 202618 min

Ep #165 - Are You Too Confident About Your Financial Plan?

Overconfidence can be just as risky as a lack of confidence when it comes to your financial life. In this episode, Adam and Ben explore how overconfidence can influence investing, retirement planning, market timing, diversification, and the assumptions we make about the future—and why having a second opinion can help uncover financial blind spots. Ticket #T011326 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

July 29, 202619 min

Ep #164 - What Warren Buffett's Estate Plan Can Teach Every Family

What can Warren Buffett teach us about estate planning? In this episode of A/B Conversations, Adam Werner and Ben Haas explore why estate planning is more than legal documents—it's about protecting your family, communicating your wishes, and creating a plan that evolves as your life changes. Learn how thoughtful planning today can help prevent confusion, conflict, and costly mistakes tomorrow. Ticket #T011197 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

July 16, 202618 min

Ep #163 - Bobby Bonilla Wasn't Crazy: A Financial Lesson in Delayed Gratification

What can a baseball contract teach us about financial planning? In this episode of AB Conversations, Adam and Ben break down the famous Bobby Bonilla Day story to explore the time value of money, the power of compounding, and the trade-offs behind every financial decision. From retirement savings and Roth conversions to paying off debt and planning for the future, learn how today's choices can create dramatically different outcomes down the road. Ticket #T011010 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

July 1, 202619 min

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, estate planning discussions, and family dynamics. Learn why honest conversations, thoughtful guidance, and long-term perspective are essential for making confident financial decisions. Ticket # T010977 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

June 17, 202620 min

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, family dynamics, and financial risks—can lead to costly consequences down the road. Learn how honest conversations, proactive planning, and addressing challenges head-on can help create a stronger financial future and greater peace of mind. Ticket #T010942 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

June 3, 202615 min

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, maintenance becomes a burden, or health challenges force a sudden move. The hosts explore the reality that downsizing isn't always the financial windfall people expect, the importance of communicating with adult children before assuming they want to inherit the house, and the potential tax traps that can arise when needing upfront cash to move into senior living. Ultimately, they emphasize the importance of "putting your own life vest on first"—making the housing choices that serve you best, and proactively planning your next move before a curveball forces your hand. #T010913 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

May 22, 202614 min

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 people. They describe how too many accounts create burdens around beneficiary designations, estate settlement, withdrawals, taxes, required minimum distributions, and major purchase decisions, and how complexity can shift work onto executors and beneficiaries because each institution requires its own claims process. The hosts emphasize the value of coordination—having someone “playing point guard”—to help clients see everything, consolidate where appropriate, and follow through on implementation. They recommend proactively assessing and organizing finances before major transitions like illness, dementia, or death, using moving and unpacking as an analogy for making clear instructions and reducing stress for heirs and for personal peace of mind. Listen in as they break down how to declutter your financial life. Ticket #T010880 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

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