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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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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Whether you are early in your saving journey or on the cusp of retirement, the future of social security has been a topic of conversation. For those that are
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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
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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
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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
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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
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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
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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
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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
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