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

Medicare Open Enrollment is more than a routine check-up. It’s your chance to make sure your coverage fits your life today. In this episode, Adam and Ben explore real-world scenarios - moving states, changing health, or even a financial windfall, and how they might shift your choice. Learn the rules, the trade-offs, and the strategies to keep your Medicare working 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.

Social Security election options can be confusing, and when to elect is one of the biggest retirement questions out there. The answer isn’t always what the math alone tells you. In our latest podcast, Adam and Ben unpack the numbers, psychology, and strategies behind this critical decision, so you can make the choice that best fits your health, work, and financial goals.

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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 experience, many people, even with millions of dollars saved, still don’t feel secure. Why is that? It often comes down to one simple but powerful truth: if you never define what “enough” looks like, no amount will ever feel like it's enough. Listen to Adam and Ben discuss how they help clients shift their focus from comparison, fear, and unclear goals that keeps even “wealthy” clients stuck in a scarcity mindset—to a place where “enough” wealth is defined by their own terms.

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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.

Remember the hit game show “Who Wants to Be a Millionaire?”—in 1998, that prize was worth only ~$500k in today’s dollars and in the early 1900s, the phrase to “feel like a million bucks” would mean having over $7 million today. While more Americans than ever now hold millionaire status, the buying power of that milestone has shrunk dramatically thanks to inflation and rising costs for housing, healthcare, and retirement. Listen to Adam and Ben unpack why $1 million may no longer guarantee the lifestyle you think, how inflation and psychology shape our money goals, and how to figure out what’s truly “enough” 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.

Fear of failure, working hard, grinding it out – all can lead you to success. But at what cost? What comes after financial success? Podcast guest Matt Strunk shares his own experience and what he found out about himself once he stopped to think about what matters most to him. Listen as Ben and Matt discuss the importance of gaining awareness about what drives us, thinking about your own obituary, and then being more intentional with your time. 

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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.

Here’s a hard fact to digest: You can average 6%-7% returns and still run out of money — because the order of those returns matters and because the timing of when you are withdrawing money matters. But smart planning can help you stay confident and in control, even in volatile markets. Listen in as Adam and Ben discuss cash, flexible withdrawal plans, three bucket theory, and tax aware planning.

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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.

Retirement isn’t a single event. It’s a long, evolving phase with multiple transitions. After the honeymoon ends but before the later-life simplicity sets in, there’s a “messy middle” - an emotionally complex, opportunity-rich period. Redefining goals and finding purpose may require doing some intentional planning again. Listen as Adam and Ben discuss how they help clients navigate this period of retirement with ideas, exercises, and open conversation.

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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.

How much do you need to have stashed away to live a comfortable life? And how will you know it’s truly, enough? Listen in as Adam and Ben talk about how “enough” isn’t just a number on a spreadsheet or a Monte Carlo simulation output. Defining enough needs to include reflections on what matters most to you, what fulfills you, and what keeps you content. And it’s hard to get that output from a calculator!

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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 planners, we are tasked with answering big long-term questions like, “will I have enough money to live the life I want to live without running out?” But mapping out the future is impossible and there is no way to project how the world and our own lives will change, including what may or may not be important to us. Listen in as Adam and Ben talk about the themes of flexibility, choice, developing good habits and focusing on the purpose of money in our lives and not just goals.

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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 been pitched an annuity, or do you have one and wonder if it’s still the right fit for your financial plan? In this podcast, Adam and Ben introduce what annuities are, where they may and may NOT fit into one’s plan, and how important it is to understand the tradeoffs you’re making when buying this type of product. Listen in as they highlight their concerns around liquidity, taxes, and long-term contracts.

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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.