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

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.

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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.

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

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Watch the YouTube Video here:
https://youtu.be/peXEtN56ab0

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 [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.

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". Poses unintended consequences of not having a deeper plan.

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 [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.

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 schedule your free complimentary consultation!

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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 [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.

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 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 [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.

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 answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

If you're thinking about paying off your mortgage, it's best to consider the domino effect your decision may have on other parts of your financial plan.  In this episode, we discuss steps to take to determine if this is the right choice for you.

Things to consider: 

• Why do you want to pay it off?
• Determine where the money is coming from.
• Review any tax implications of your decision.
• Think about the dominos of how your decision effects other parts of your plan.
• Engage your financial planner prior to making a final decision.

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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 [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.

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 answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

Listen in on our conversation, focused on the impact that the election could have to your financial plan.  This is not a political conversation.  We will share historical facts, resources and tips to financially navigate through the election and beyond.  

What you'll learn in today's episode:

• Historically, market prefers divided government, but not by much.
• Speeches do not equal policy.  Time will tell on gets enacted.
• Politics is one of many variables that can move the markets up or down.
• "Stay diversified", regardless of your political hopes or affiliations.
• Fun Fact: Market has predicted the winner of the election in 20 of the last 23 presidential elections.
• If you're not sure if you are diversified, call Haas Financial Group (484)648-4040.  We can help!

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 [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.

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 answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

In this episode, we share a few tips to take that first step with financial planning and why it's important to do so. If you are having trouble getting started due to over-complicating behavior, listening to too many headlines, or have trouble making investment choices, this podcast is for you! 

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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 [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.

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 answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

In this opening episode, Adam and Ben talk about what they do as Financial Planners and break down how we can work for you and help you plan for your future financial goals. Listen in to learn about the fundamentals of the process and key life events that may trigger the need for financial planning help.

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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 [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.