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

Have you ever thought about retiring at the same time as your spouse? Part of our job is figuring out if retiring at the same time is financially possible, but it’s also making sure that both partners are ready to commit to the next phase of life. There’s a lot of things to consider other than the financials. Are you emotionally and mentally ready to make that transition to retirement? And, often times couples have not even seriously discussed retirement timelines with eachother.  Our goal is to ask questions so we may understand our clients' unique situations as we move through our retirement planning process.  Listen to Ben and Adam discuss the variables and potential trade offs that go into making this huge decision together. 

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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 our financial planning process, we assess any products you may own, such as life insurance or annuities. Next, we provide education on the implications of being contracted to that product. Our goal is to review if there are better options available to you, ultimately to decide if you should be doing something different.  If you are unable to move away from the product, we discuss ways in which it may fit into your financial plan to help align your financial life in a way that helps you reach your broader financial goals. Tune in to listen to Ben and Adam go through all the details of what to do with your old products! 

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If you want to be notified when the next episode will be released, you can:

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

Contact Us:
Email us at [email protected]

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.

Whether you’re about to get married or you’re coming from previous relationship and entering a new one, there’s a lot of financial questions that ensue. Is it best to keep your financial lives separate, intertwined, or somewhere in the middle? There isn’t an easy answer and it depends on you feel, but there is some financial planning that should occur no matter what the result is! Take a listen to Adam and Ben giving a few ideas of what you should be considering when bringing two financial lives together. 

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If you want to be notified when the next episode will be released, you can:

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

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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.

The stock market is off to a rocky start in 2022. How can we be opportunistic with a market that is flat or down?  It's all about perspective!  Listen to Ben and Adam talk about strategies for turning a down market into something positive for your portfolio in this podcast episode. 

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

Contact Us:
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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 podcast episode we explore the concept of the Final Financial Plan.  The Final Financial Plan is essentially a roadmap for those that are left to help settle the estate, such as the executor or trustee.  It lays out where any important information is and how to access financial accounts.  This document serves as a guide for organizing any wishes that typically wouldn't be put in a will.  It is not a legal document but really just adds instruction and clarity to the estate settlement process.  Listen to Ben and Adam give all the details of what is included in a Final Financial Plan and why it is important for estate planning in this podcast episode.

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If you want to be notified when the next episode will be released, you can:

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

Contact Us:
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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 if you can't come up with well-defined financial goals?  In this podcast, we discuss ways to help get you on the right path without having a perfectly defined endpoint in mind at the beginning.  In our planning process we focus on aligning your behaviors to the values that matter most to you. 

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

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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’s the best way to go about saving money? The pecking order of savings, like many things in financial planning, is dependent on an individual's situation.   During our financial planning process we will have to make certain assumptions, especially around taxes and compensation later in life, but we focus on doing the most efficient thing that we can, while still offering some flexibility.  Diversification of savings for accessibility and taxes in the future is key.  We have a process to go through this with you.  Listen to us discuss our process for defining a pecking order of savings for someone in this podcast episode.

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

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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.

You can weather the storms in the market when they happen by having all of your fundamentals in place. This includes “bucketing” your assets and staying the course in your financial plan and blocking out all the noise that occurs while investing. 

Ben and Adam talk about different ways to feel confident with your investments by recapping 2021’s market environment and staying the course as we enter into 2022 not knowing what the market will do. 

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If you want to be notified when the next episode will be released, you can:

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

Contact Us:
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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.

We have a special guest, Stevyn Guinnip, on this episode of A/B Conversations!

Stevyn Guinnip, MSEd, CWC is the CEO and Wellthy Advisor at Grow Wellthy™.  She is also the creator of the Wellth Academy™.  She grew up a financial advisor's daughter & enjoyed 20 years as an exercise physiologist and certified wellness coach in the US & Australia. Now Stevyn has blended the world of finance & fitness, helping financial professionals and their clients earn back their health so they can retire ‘wellthy.’

Listen to Ben and Stevyn discuss how the health and wellness industry is closely tied to the finance industry and why health should become part of your retirement portfolio. You'll also have the opportunity to hear Stevyn's personal journey, as well as, gain insights on small things you can do now to improve your "healthspan" so you can fully enjoy retirement in the future.   

Connecting with Stevyn:
LinkedIn:  https://www.linkedin.com/in/stevyn-guinnip/
Website: https://growwellthy.com


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If you want to be notified when the next episode will be released, you can:

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

Contact Us:
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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.

Recently, Edward Jones put out the 4 Pillars of Retirement study, which was comprised of health, purpose, family, and finance.  In this podcast episode, Adam and Ben discuss the findings, some of which were surprising.  Throughout the survey results it was abundantly clear that the first three pillars held more weight than the wealth or finance side of retirement.  In fact, did you know that 96% of retirees said that health is more important than wealth in retirement?   

Listen to us discuss the full results and how we believe the human side of finances plays an important role in financial planning and our process.

Full study here:  https://www.edwardjones.com/sites/default/files/acquiadam/2021-06/Four-Pillars-US-Report-June-2021.pdf

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If you want to be notified when the next episode will be released, you can:

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For more insights on everyday financial planning questions,  go to www.haasfinancialgroup.com

Contact Us:
Email us at [email protected]

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.