One of the unexpected joys of pursuing my Master's degree in Personal Financial Planning has been discovering research that changes the way I think about my
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What can Warren Buffett teach us about estate planning? In this episode of A/B Conversations, Adam Werner and Ben Haas explore why estate planning is more than
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What can a baseball contract teach us about financial planning? In this episode of A/B Conversations, Adam and Ben break down the famous Bobby Bonilla Day story
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What happens when good financial planning requires uncomfortable conversations? In this episode of A/B Conversations, Adam Werner and Ben Haas discuss the
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Some of the most important financial planning conversations are also the most difficult. In this episode of A/B Conversations, Adam Werner and Ben Haas discuss
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In this episode of A/B Conversations, Adam and Ben tackle a massive, often emotional part of retirement planning: the family home. They discuss how the default
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In this episode, Ben and Adam discuss how life and finances can feel overwhelming as accounts, policies, passwords, and paperwork accumulate over time, often
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Most financial plans don’t fall apart because of bad advice. They fall apart because good advice never gets acted on. In this episode, Adam and Ben explore why
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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
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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
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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
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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
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