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

Wouldn’t it be stressful to feel like you’re going to live longer than your plan was built for? In this episode, Adam and Ben explore longevity risk through a different lens. Not just the math of running out of money, but the mindset of spending, the uncertainty that comes with a 30+ year retirement, and the challenge of balancing security with actually enjoying life. They walk through how retirement really unfolds over time, why spending isn’t linear, and how thoughtful planning can create a dynamic portfolio withdrawal plan. From guardrails and income floors to the role of long-term care, this conversation is about building a plan that adapts as life changes. Because a good plan shouldn’t just help your money last. It should help you live. 

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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.

Second marriages are about new beginnings and a fresh start. They also bring financial complexity. In this episode, Adam and Ben talk through the estate planning dynamics facing blended families with adult children. How do you merge financial lives while honoring what each of you built separately? How do you protect your new spouse without unintentionally disinheriting your children? And how do you prevent conflict down the road? Listen in as they explore the conversations that need to happen, the estate planning structures that matter, and the small details that can have big consequences. 

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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.

Have you ever been pitched an “alternative” investment opportunity that felt exclusive, different, or just a little too compelling to pass up? In our latest episode, Adam and Ben unpack the real planning dynamics behind private placements and illiquid investments. Why are we drawn to them? How do we convince ourselves it’s a good idea to invest even when something feels slightly off? And what separates legitimate alternative investing from fraud? Listen in as Adam and Ben share real-world examples, red flags to watch for, and who alternative investments may actually be appropriate for and who they’re not.  

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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 wealthiest people we meet don’t have portfolios that send them a monthly paycheck. Their wealth lives in businesses, real estate, farmland, or valuable art and collectibles. They don’t have a net worth problem, they have a liquidity problem. In retirement, the question becomes “How do I actually turn this into income?” In this episode, Adam and Ben unpack the planning challenges of illiquid wealth. When should you sell? How do you manage taxes? How do you turn a one-time liquidity event into a reliable income stream without losing your identity in the process?

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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 long-term financial outcomes aren’t determined by picking the right investments. They’re determined by how people behave under stress, uncertainty, and emotion. Listen in as Adam and Ben discuss the very human and common biases that, when left unchecked, can derail plans. They’ll share how they view their roles as planners how they try to help with stress, uncertainty and emotion. 

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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 people think estate planning is something you “finish.” In reality, it’s something you maintain as life, laws, assets, and relationships change. In this episode Adam and Ben reframe estate planning as a living, human document, not just a legal one. By the end, you’ll want to pull out your documents, look at the dates, look at the names and ask yourself: does this still match my 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.

When we think about leaving a legacy, we should think about what that means holistically. Because a legacy is not just what we pass down financially, but what we model every day through generosity, values, and habits. In this episode, Adam and Ben share client stories and practical examples of how parents and grandparents can invite kids and grandkids into giving, from simple family traditions to more intentional tools, and why those moments often leave a bigger impact than dollars alone.

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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.

As we head toward the end of the year, it’s the perfect time to take stock, not just of your portfolio, but of your tax opportunities too. Year-end planning is about being proactive because small moves now can lead to meaningful savings later. In this episode, Adam and Ben walk through four key areas where they help clients; reviewing tax-loss harvesting opportunities, assessing impacts of new tax legislation, strategic income planning for 2026, and Roth conversions. Listen in as they describe what happens behind the scenes and what role you can play in shaping their advice for you.

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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 a world full of headlines designed to stir emotion and sell subscriptions, how do you separate fact from fear? In this episode, Adam and Ben unpack the rise of financial newsletters and media voices that profit from panic or try to capitalize on “big promises.” They’ll walk you through how to identify red flags, understand who’s behind these claims, and filter the noise by staying grounded, informed, and focused on what truly matters: your goals, your values, and your 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.

For many retirees, the home is their single biggest asset. But is it just a place to live, or could it also strengthen a retirement plan? In this episode, Adam and Ben explore the strategic ways to tap home equity, from delaying Social Security to protecting against market downturns, covering healthcare costs, and even managing taxes. If you’ve ever wondered whether “spending the house” makes sense in retirement, this conversation will help you see the options clearly and decide if home equity belongs in your plan.

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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.