Ep #2: Do People Over-Complicate Financial Planning?

Benjamin Haas |

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

In this episode, we share a few tips to take that first step with financial planning and why it's important to do so. If you are having trouble getting started due to over-complicating behavior, listening to too many headlines, or have trouble making investment choices, this podcast is for you! 

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You can also watch the full video on YouTube:



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