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

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.  

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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.

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.

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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.

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. 

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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.

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.

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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.

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. 

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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.

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. 

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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.

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.

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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.

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.

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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.

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.

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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.

Most financial plans don’t fall apart because of bad advice. They fall apart because good advice never gets acted on. In this episode, Adam and Ben explore why even the most successful people struggle to follow through on financial decisions from time to time. From cash sitting on the sidelines to delayed Roth conversions, outdated estate plans, and missed opportunities, they unpack how inaction quietly becomes one of the biggest risks in a plan. They also talk about the real reasons behind procrastination; feeling overwhelmed, being fearful of outcomes, and the desire to avoid regret are just a few. Listen in as they share how thoughtful planning can help break the cycle of inaction.

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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.