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

What’s the point of having money if we are unhappy and unfulfilled? While earning money and saving is a necessary part of building wealth, there are times where the earning comes at a significant cost. Jobs can be stressful, cause anxiety, or take physical or emotional tolls on us. When you find yourself dreading work you might ask yourself, “Can I afford to leave or make a change?” What situations make a big change possible, or not possible? Listen in as Adam and Ben discuss both the financial and life considerations and how they try to help clients through these big questions.

Ticket # T009067

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.

Market volatility is always hard to go through. Expected or not, emotions run high, and the best thing we can do is stay in good communication with our clients. In this raw and (minimally prepared) podcast, listen in as Ben and Adam peel back the curtain a bit by sharing all the reasons why THEY hate volatility. You’ll learn a lot about what they focus on during times like these and how they approach client conversations.

Ticket # T008885

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.

Business owners are usually a special combination of good planners and good executers. You have to be able to survive the rigors of business ownership! But what happens once you decide to sell your business and retire? It’s almost like surrendering control of your business AND your finances, and that can be really uncomfortable. What are the planning discussions that need to happen, and how do Adam and Ben address these different parts of the plan to help business owners confidently move into retirement? Listen in as they touch on multiple high-level discussions and what business owners could expect from them if they are ready to consider retirement.

Ticket # T008852

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.

We’ve recently heard from clients that saving and having a “set it and forget it” investment strategy was the easy part of planning for retirement. As soon as they start to think about how they will turn savings into income, it starts to feel complicated. How will they pay themselves? From what account? What investments should be sold and by when? How do these decisions domino into taxes and healthcare/Medicare premiums? It can feel like one big 3D puzzle! Listen in as Adam and Ben discuss how they hope to uncomplicate the process for their clients.

Ticket #T008780

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.

Adam and Ben made five “bold” predictions on the future of the advising industry back in Episode 43. Four years later, it turns out those predictions were not so bold! Listen in as they reflect on what has changed and is continuing to change for the consumer, how the importance of CFP designation and behavioral finance continue to grow, the state of advisor commissions and the role of technology in client relationships. There’s a smattering of data and some discussion on industry trends, all wrapped up with a bit of bias for the client-first, fee-only advising relationship found at Haas Financial Group.

Sources

• https://www.financial-planning.com/list/finra-data-provides-wealth-management-snapshot  
• https://www.cfp.net/news/2025/01/cfp-board-marks-milestone-year-topping-100k-certificants-and-boosting-consumer-trust-and-awareness  
• https://www.finra.org/sites/default/files/2024-07/2024-Industry-Snapshot.pdf 
• https://www.statista.com/outlook/fmo/wealth-management/digital-investment/robo-advisors/worldwide  

Ticket #T008727

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.

So you received a bump in pay at work, a promotion, or some lump sum bonus. Maybe now you’re asking,  “How do I handle this newfound money/income?” Listen in as Adam and Ben discuss this situation as an opportunity to involve your financial planner! Whether you’re creating a plan for the first time or reviewing an old plan to confirm it, these discussions on allocating savings are often far more important than a conversation on “How’s the market doing?!” Included are some reflections on how we think and feel about money as well as some logistics on what higher income may mean for a financial plan.

Tracking #T008659

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.

Being well-informed is a good thing. No one wants to make costly mistakes because they weren’t paying attention to important things or got bad intel along the way. But is it possible to have too much information? Listen to Adam and Ben discuss the fallacy of overreacting to the news media and headlines. Opinions and predictions aren’t important inputs into one’s financial plan. More often than not, we should just tune out the noise!

Tracking #T008619

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.

We all know that New Year’s Resolutions often fail. But studies always show how important goal setting can be. How can we set big goals and focus on big things when life feels hard and there are so many other fires in our lives that need to be put out? Ben tapped Best Selling Author, Speaker, and Life Coach Katie McKenna on the shoulder to come share some tools and resources for how to adjust one’s mindset, build space and time for reflection, and be kinder to oneself as we kick start a new year.

Tracking #T008557

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.

There’s a common question asked pre and post-election; “How will this affect investments?” It’s also that time of the year when we naturally reflect back on how the market’s performed this past year and what that may mean for next year. Put those two things together and “voila!” – you have a podcast! Tune in as Adam and Ben provide some historical context for post-election market movements and share some commentary for expectations going forward. Spoiler alert: investing for the long-term and staying diversified are highly recommended in this podcast. 

Ticket #T008327

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.

When it comes to something as important as financial advice, choosing who to hire (or retain) is a huge decision. As life evolves, our needs and viewpoints can change repeatedly, and there is no shortage of financial advisors and financial planners ready to throw their hat in the ring to have your business. So, how do you know if you found the right one for you? Listen in as Adam and Ben share their perspective on what they feel matters most in a client/planner relationship and what mistakes you should try to avoid when choosing who you’ll trust to partner with you.  

Tracking #T008226

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.