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

Make your list, check it twice!  We're all ready to turn the page to 2021, right? Not so fast! We've got a list of "Year End Financial Planning Considerations" for a timely checklist on what should be handled before 12/31/2020. Tracking # 1-05085082 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For more i...

In this episode, we discuss creative ways to charitably give.  This includes gifts other than cash in order to avoid taxes.  Tracking # 1-05080907 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@haasfinanc...

In this episode, we discuss considerations when electing Social Security.  The decision will not be black and white and things could change.  Tracking # 1-05080905 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 a...

In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one.  We want to share our suggestions for someone who would be in the position of caring for a loved one's financial life. Tracking # 1-05079192 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 ev...

Welcome to A/B Conversations. A podcast where you get into the minds of a couple of Certified Financial Planners™ on how we think and feel about everyday financial planning questions. Our weekly podcast is committed to providing education on real life financial planning challenges and opportunities (and what should really matter most to you).  We hope that you will join our A/B conversation on Spo...

In this episode, we talk through the emotional and human nature of newfound wealth.  We will discuss how financial planning can help you navigate through this difficult life transition and make sure that you are considering all factors in your decisions. Tracking # 1-05071969 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the Show For...

In this episode, we discuss why it's important to prepare for the worst with the help of a financial planner.   Have those uncomfortable conversations Conduct scenario planning with us to see how the end result may look Gain financial confidence knowing that you've made rational decisions now Tracking # 1-05060398 Watch the YouTube Video here: https://youtu.be/peXEtN56ab0 Thanks for list...

In this episode we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors. Myth #1: Investing - I don't want to take any risk. We will address with our 3 Bucket Theory. Myth #2: Cash is King. Inflation is a problem for longevity if you are too conservative. Myth #3: The "I Love You Will&...

This episode's topic on the 4% rule comes from a listener question!  We will define the 4% withdrawal rule and give tips for developing a revenue stream and portfolio to support the 4% withdrawal rule in retirement.  You may also want to check out our video: How Should I Be Invested? Our Three Bucket Theory" YouTube link: https://youtu.be/UvAoICSWDbI Thanks for listening! If you want to...

In this episode, we will discuss the advisor options available to you depending on your expectation for level of engagement, financial planning approach, and your personal financial goals.  Haas Financial Group strives to provide a proactive, personal relationship while delivering unbiased, holistic and fiduciary advice. If you're not sure if you have the right advisor, give us a call to sche...

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, 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. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than...

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, 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. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than...

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, 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. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than...

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, 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. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than...